StockDriftsStockDriftsTop 42 Prism Planning Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 28.47% | 169.0K | $24.1M | +4.31%(+6.98K) | $147.10(+11.32%) | 2026-03-31 | |
| IDEV | ISHARES TR | 12.22% | 123.6K | $10.3M | +1.57%(+1.91K) | $81.35(+10.09%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 11.34% | 161.0K | $9.6M | +11.46%(+16.55K) | $59.96(-1.93%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 6.34% | 53.6K | $5.4M | +2.48%(+1.30K) | $91.63(+13.96%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.01% | 147.1K | $5.1M | +3.24%(+4.62K) | $32.61(+20.75%) | 2026-03-31 | |
| BSVO | EA SERIES TRUST | 5.99% | 199.7K | $5.1M | +4.02%(+7.72K) | $23.03(+25.21%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 5.79% | 102.3K | $4.9M | +10.62%(+9.82K) | $48.06(-0.63%) | 2026-03-31 | |
| VTIP | VANGUARD MALVERN FDS | 4.5% | 76.2K | $3.8M | +10.79%(+7.42K) | $50.01(-0.86%) | 2026-03-31 | |
| DFIV | DIMENSIONAL ETF TRUST | 3.06% | 49.0K | $2.6M | -1.12%(-554) | $48.01(+14.29%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.73% | 5.8K | $1.5M | -26.81%(-2.11K) | $263.24(+17.24%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -4.65% | -13.30% |
| Top 20 Holdings Unweighted | -11.26% | -30.12% |
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