Top 50 Ocean Park Asset Management, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | 14.88% | 306.1K | $43.6M | new | $145.56(+8.88%) | 2026-03-31 | |
| LPLA | LPL FINL HLDGS INC | 7.35% | 71.5K | $21.5M | new | $329.00(-0.43%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.33% | 311.1K | $18.5M | new | $59.49(-0.76%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 4.36% | 128.0K | $12.8M | -68.23%(-274.79K) | $84.80(+25.12%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4% | 339.5K | $11.7M | new | $33.82(+17.23%) | 2026-03-31 | |
| IDEV | ISHARES TR | 3.92% | 137.5K | $11.5M | new | $69.02(+27.57%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 3.9% | 103.5K | $11.4M | +323.86%(+79.09K) | $103.73(+15.84%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.88% | 353.1K | $11.4M | new | $31.94(+5.22%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 3.76% | 299.4K | $11.0M | new | $37.39(+5.15%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 3.52% | 47.5K | $10.3M | +2847.49%(+45.87K) | $213.82(+8.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.96% | +2.91% |
| Top 20 Holdings Unweighted | +2.36% | +7.25% |
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