StockDriftsStockDriftsTop 27 Vested Financial Planning, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 29.04% | 980.9K | $38.1M | -0.15%(-1.47K) | $34.52(+23.66%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 14.25% | 550.6K | $18.7M | -0.69%(-3.83K) | $26.00(+41.44%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 12.62% | 27.7K | $16.6M | +6.42%(+1.67K) | $542.94(+22.54%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 7.4% | 202.6K | $9.7M | -0.83%(-1.70K) | $48.12(+0.20%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 5.61% | 174.4K | $7.4M | +2.18%(+3.72K) | $42.27(-0.05%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 5.22% | 150.1K | $6.9M | +9.00%(+12.39K) | $37.08(+32.65%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 5.12% | 134.6K | $6.7M | +22.32%(+24.57K) | $50.32(-0.37%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.72% | 168.6K | $6.2M | +0.37%(+618) | $34.25(+14.81%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 3.06% | 19.5K | $4.0M | +9.36%(+1.67K) | $188.59(+21.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.87% | 9.7K | $2.4M | +0.00%(+0) | $241.71(+17.57%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.85% | +15.27% |
| Top 20 Holdings Unweighted | +3.95% | +12.33% |
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