Flagstone Financial Management
72 holdingsFiling period: 2026-03-31Current AUM: $435.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.53M | $108.6M | $124.9M | 28.67% | +44.7K | 2026-03-31 |
| 2 | IGIB | ISHARES TR | 809.7K | $43.1M | $42.3M | 9.72% | +49.5K | 2026-03-31 |
| 3 | SPDW | SPDR INDEX SHS FDS | 651.1K | $29.7M | $32.6M | 7.48% | -6,058 | 2026-03-31 |
| 4 | SPSB | SPDR SERIES TRUST | 912.5K | $27.4M | $27.3M | 6.27% | +60.3K | 2026-03-31 |
| 5 | SPTI | SPDR SERIES TRUST | 866.5K | $24.8M | $24.3M | 5.58% | +44.3K | 2026-03-31 |
| 6 | BNDX | VANGUARD CHARLOTTE FDS | 475.9K | $22.9M | $22.7M | 5.22% | +37.7K | 2026-03-31 |
| 7 | AVUV | AMERICAN CENTY ETF TR | 193.5K | $21.4M | $24.2M | 5.56% | +2.0K | 2026-03-31 |
| 8 | DFEM | DIMENSIONAL ETF TRUST | 487.8K | $16.9M | $18.4M | 4.22% | -5,006 | 2026-03-31 |
| 9 | AVUS | AMERICAN CENTY ETF TR | 134.8K | $15.0M | $17.2M | 3.95% | +1.0K | 2026-03-31 |
| 10 | AVDV | AMERICAN CENTY ETF TR | 146.5K | $14.6M | $15.3M | 3.52% | -7,744 | 2026-03-31 |
| 11 | VNQ | VANGUARD INDEX FDS | 117.4K | $10.4M | $11.6M | 2.66% | +5.2K | 2026-03-31 |
| 12 | MUNI | PIMCO ETF TR | 166.1K | $8.7M | $8.6M | 1.97% | +50.4K | 2026-03-31 |
| 13 | AVEM | AMERICAN CENTY ETF TR | 92.0K | $7.4M | $8.2M | 1.89% | -2,672 | 2026-03-31 |
| 14 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 12.1K | $5.8M | $5.8M | 1.33% | -71 | 2026-03-31 |
| 15 | AVDE | AMERICAN CENTY ETF TR | 51.5K | $4.4M | $4.7M | 1.08% | -1,443 | 2026-03-31 |
| 16 | MUB | ISHARES TR | 29.9K | $3.2M | $3.2M | 0.72% | +32 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 11.7K | $3.0M | $3.6M | 0.83% | +75 | 2026-03-31 |
| 18 | DFSU | DIMENSIONAL ETF TRUST | 53.9K | $2.2M | $2.5M | 0.58% | +2.1K | 2026-03-31 |
| 19 | SUSB | ISHARES TR | 86.2K | $2.2M | $2.1M | 0.49% | -636 | 2026-03-31 |
| 20 | SPTM | SPDR SERIES TRUST | 25.0K | $2.0M | $2.3M | 0.52% | -- | 2026-03-31 |
| 21 | JPM | JPMORGAN CHASE & CO | 6.7K | $2.0M | $2.4M | 0.54% | +3.2K | 2026-03-31 |
| 22 | MSFT | MICROSOFT CORP | 5.1K | $1.9M | $2.4M | 0.54% | -79 | 2026-03-31 |
| 23 | DFSV | DIMENSIONAL ETF TRUST | 37.3K | $1.3M | $1.5M | 0.34% | +5.1K | 2026-03-31 |
| 24 | USB | US BANCORP | 24.5K | $1.3M | $1.5M | 0.35% | +4 | 2026-03-31 |
| 25 | AVRE | AMERICAN CENTY ETF TR | 28.8K | $1.3M | $1.4M | 0.32% | +725 | 2026-03-31 |
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