Top 50 Sprinkle Financial Consultants Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 9.83% | 831.2K | $21.3M | -0.80%(-6.67K) | $17.84(+59.72%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 7.09% | 181.9K | $15.4M | +4.00%(+7.00K) | $76.84(+23.15%) | 2026-03-31 | |
| IJR | ISHARES TR | 5.54% | 96.7K | $12.0M | -0.06%(-57) | $103.13(+33.92%) | 2026-03-31 | |
| OKE | ONEOK INC NEW | 5.33% | 127.8K | $11.5M | +8.32%(+9.81K) | $79.79(+12.82%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.84% | 223.0K | $10.5M | +41.98%(+65.95K) | $47.11(-0.67%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 4.6% | 375.4K | $10.0M | +5.38%(+19.17K) | $24.99(+14.75%) | 2026-03-31 | |
| JPSE | J P MORGAN EXCHANGE TRADED F | 4.23% | 174.8K | $9.2M | +16.65%(+24.96K) | $45.77(+26.87%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 3.51% | 157.0K | $7.6M | -5.73%(-9.54K) | $35.66(+46.01%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 2.99% | 101.6K | $6.5M | +40.35%(+29.20K) | $63.02(+7.19%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.46% | 8.2K | $5.3M | +2.27%(+181) | $485.77(+49.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.85% | +39.92% |
| Top 20 Holdings Unweighted | +10.44% | +34.69% |
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