StockDriftsStockDriftsTop 50 Prospect Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFEM | DIMENSIONAL ETF TRUST | 10.08% | 315.9K | $10.9M | -1.83%(-5.90K) | $28.47(+38.34%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 7.55% | 113.4K | $8.2M | -1.16%(-1.33K) | $64.03(+28.07%) | 2026-03-31 | |
| BND | VANGUARD BD INDEX FDS | 7.42% | 109.2K | $8.0M | +3.92%(+4.12K) | $73.52(-0.56%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 6.73% | 205.2K | $7.3M | -2.34%(-4.92K) | $27.84(+35.09%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.08% | 137.1K | $6.6M | +6.49%(+8.36K) | $49.50(-2.55%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 5.91% | 164.8K | $6.4M | +10.30%(+15.39K) | $34.88(+26.87%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.1% | 17.2K | $5.5M | -0.82%(-142) | $286.61(+28.66%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.96% | 7.2K | $4.3M | +0.00%(+0) | $533.24(+28.43%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 3.68% | 40.0K | $4.0M | -1.04%(-422) | $68.00(+53.55%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 3.06% | 39.0K | $3.3M | +6.16%(+2.26K) | $65.32(+37.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.00% | +44.27% |
| Top 20 Holdings Unweighted | +13.06% | +44.51% |
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