Top 50 Poinciana Advisors Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUV | AMERICAN CENTY ETF TR | 12.45% | 142.8K | $15.8M | +0.82%(+1.16K) | $95.90(+25.30%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.99% | 148.7K | $8.9M | +4.66%(+6.62K) | $59.26(-0.38%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 6.95% | 226.6K | $8.8M | +1.07%(+2.40K) | $34.49(+23.77%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 6.78% | 86.0K | $8.6M | -1.07%(-934) | $68.30(+55.34%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 4.91% | 245.3K | $6.2M | -0.86%(-2.12K) | $21.37(+30.38%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.02% | 101.9K | $5.1M | +2.77%(+2.75K) | $48.95(+2.87%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.73% | 89.4K | $4.7M | -3.77%(-3.50K) | $37.16(+47.27%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.16% | 49.7K | $4.0M | -0.46%(-231) | $61.80(+49.23%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 2.19% | 39.2K | $2.8M | -1.38%(-548) | $64.30(+22.66%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 2.19% | 71.1K | $2.8M | +2.60%(+1.80K) | $31.44(+30.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.10% | +22.86% |
| Top 20 Holdings Unweighted | +7.61% | +24.62% |
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