Top 50 Red Lighthouse Investment Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | Avantis US Equity | 16.26% | 433.1K | $48.1M | +0.92%(+3.93K) | $66.72(+90.47%) | 2026-03-31 | |
| DFAC | Dimensional U S Core | 13.85% | 1.06M | $41.0M | -1.39%(-14.88K) | $23.47(+88.51%) | 2026-03-31 | |
| AVUV | Avantis US Small Cap | 12.3% | 329.7K | $36.4M | +0.77%(+2.50K) | $71.13(+73.65%) | 2026-03-31 | |
| AVDE | Avantis International | 8.54% | 298.1K | $25.3M | -0.20%(-599) | $51.49(+74.63%) | 2026-03-31 | |
| AAPL | Apple Inc | 6.9% | 80.5K | $20.4M | -0.13%(-104) | $139.43(+121.35%) | 2026-03-31 | |
| AVDV | Avantis Internatnl Sml | 5.93% | 175.8K | $17.6M | +1.95%(+3.37K) | $52.89(+97.42%) | 2026-03-31 | |
| AVES | Avantis Emerging Small/Value | 4.47% | 220.8K | $13.2M | +0.97%(+2.12K) | $40.00(+62.13%) | 2026-03-31 | |
| AVEM | Avantis Emerging Markets | 2.73% | 100.5K | $8.1M | +6.40%(+6.05K) | $51.75(+78.63%) | 2026-03-31 | |
| DFGP | Dimensional Gbl Cre Pls Fxd Et | 2.31% | 126.8K | $6.8M | +11.30%(+12.87K) | $54.46(-0.16%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 1.91% | 15.2K | $5.6M | -0.14%(-21) | $259.04(+50.75%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.55% | +50.32% |
| Top 20 Holdings Unweighted | +12.78% | +43.46% |
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