Top 50 Steward Financial Group Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TFLO | ISHARES TR | 27.13% | 1.68M | $85K | -3.73%(-65.12K) | — | 2023-09-30 | |
| DFAC | DIMENSIONAL ETF TRUST | 24.38% | 2.93M | $77K | +2.30%(+65.88K) | — | 2023-09-30 | |
| DFUV | DIMENSIONAL ETF TRUST | 6.21% | 573.8K | $20K | +4.10%(+22.59K) | — | 2023-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.19% | 698.9K | $16K | +6.82%(+44.59K) | — | 2023-09-30 | |
| DFAT | DIMENSIONAL ETF TRUST | 4.57% | 314.7K | $14K | +1.31%(+4.08K) | — | 2023-09-30 | |
| PFEB | INNOVATOR ETFS TR | 3.93% | 406.1K | $12K | -38.82%(-257.72K) | — | 2023-09-30 | |
| DFEM | DIMENSIONAL ETF TRUST | 3.38% | 456.1K | $11K | +6.41%(+27.46K) | — | 2023-09-30 | |
| DISV | DIMENSIONAL ETF TRUST | 2.22% | 293.7K | $7K | +1.87%(+5.38K) | — | 2023-09-30 | |
| PJUL | INNOVATOR ETFS TR | 1.46% | 136.4K | $5K | +1679.78%(+128.71K) | — | 2023-09-30 | |
| PAUG | INNOVATOR ETFS TR | 1.31% | 132.3K | $4K | +57.66%(+48.39K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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