Top 35 Pw Advisors, Llc \ Fl Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.78% | 473.4K | $18.4M | +7.84%(+34.40K) | $39.09(+10.56%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 13.73% | 166.0K | $18.3M | +17.02%(+24.14K) | $101.55(+16.01%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 11.21% | 286.7K | $15.0M | +7.80%(+20.73K) | $52.34(-0.18%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 11.14% | 297.4K | $14.9M | +10.08%(+27.22K) | $50.46(-0.48%) | 2026-03-31 | |
| IDEV | ISHARES TR | 5.39% | 86.1K | $7.2M | +19.45%(+14.02K) | $81.60(+9.73%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.21% | 10.7K | $7.0M | +25.21%(+2.15K) | $675.50(+10.40%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 5.02% | 67.1K | $6.7M | +4.22%(+2.72K) | $91.72(+20.01%) | 2026-03-31 | |
| IJH | ISHARES TR | 4.79% | 94.7K | $6.4M | +13.44%(+11.21K) | $65.76(+11.20%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.3% | 71.2K | $5.7M | +9.39%(+6.11K) | $76.30(+24.35%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.75% | 58.8K | $3.7M | -5.14%(-3.19K) | $58.88(+11.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.98% | +15.68% |
| Top 20 Holdings Unweighted | +4.81% | +15.13% |
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