POINCIANA ADVISORS GROUP, LLC
130 holdingsFiling period: 2026-03-31Current AUM: $140.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AVUV | AMERICAN CENTY ETF TR | 142.8K | $15.8M | $17.9M | 12.74% | +1.2K | 2026-03-31 |
| 2 | VGIT | VANGUARD SCOTTSDALE FDS | 148.7K | $8.9M | $8.7M | 6.18% | +6.6K | 2026-03-31 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 226.6K | $8.8M | $10.1M | 7.18% | +2.4K | 2026-03-31 |
| 4 | AVDV | AMERICAN CENTY ETF TR | 86.0K | $8.6M | $9.0M | 6.41% | -934 | 2026-03-31 |
| 5 | BSVO | EA SERIES TRUST | 245.3K | $6.2M | $7.2M | 5.11% | -2,121 | 2026-03-31 |
| 6 | VTIP | VANGUARD MALVERN FDS | 101.9K | $5.1M | $5.1M | 3.60% | +2.7K | 2026-03-31 |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 89.4K | $4.7M | $5.1M | 3.65% | -3,499 | 2026-03-31 |
| 8 | AVEM | AMERICAN CENTY ETF TR | 49.7K | $4.0M | $4.4M | 3.17% | -231 | 2026-03-31 |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 39.2K | $2.8M | $3.2M | 2.28% | -548 | 2026-03-31 |
| 10 | DFAI | DIMENSIONAL ETF TRUST | 71.1K | $2.8M | $3.0M | 2.13% | +1.8K | 2026-03-31 |
| 11 | DFUV | DIMENSIONAL ETF TRUST | 57.0K | $2.8M | $3.2M | 2.26% | +842 | 2026-03-31 |
| 12 | DFGR | DIMENSIONAL ETF TRUST | 77.5K | $2.1M | $2.3M | 1.64% | +3.0K | 2026-03-31 |
| 13 | DFAX | DIMENSIONAL ETF TRUST | 59.5K | $2.0M | $2.2M | 1.55% | -6,862 | 2026-03-31 |
| 14 | EEM | ISHARES TR | 35.6K | $2.0M | $2.3M | 1.62% | -8,194 | 2026-03-31 |
| 15 | JNJ | JOHNSON & JOHNSON | 7.7K | $1.9M | $2.0M | 1.41% | -330 | 2026-03-31 |
| 16 | DFAT | DIMENSIONAL ETF TRUST | 27.7K | $1.7M | $2.0M | 1.40% | -- | 2026-03-31 |
| 17 | NVDA | NVIDIA CORPORATION | 9.2K | $1.6M | $1.8M | 1.32% | -70 | 2026-03-31 |
| 18 | DFEM | DIMENSIONAL ETF TRUST | 42.4K | $1.5M | $1.6M | 1.14% | +331 | 2026-03-31 |
| 19 | AVDE | AMERICAN CENTY ETF TR | 16.6K | $1.4M | $1.5M | 1.08% | -1,842 | 2026-03-31 |
| 20 | DFSD | DIMENSIONAL ETF TRUST | 26.0K | $1.2M | $1.2M | 0.88% | +3.1K | 2026-03-31 |
| 21 | IVV | ISHARES TR | 1.7K | $1.1M | $1.3M | 0.92% | -- | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 1.7K | $1.1M | $1.3M | 0.90% | -- | 2026-03-31 |
| 23 | VTI | VANGUARD INDEX FDS | 3.2K | $1.0M | $1.2M | 0.83% | -58 | 2026-03-31 |
| 24 | TER | TERADYNE INC | 3.0K | $893K | $1.1M | 0.79% | -119 | 2026-03-31 |
| 25 | VNQI | VANGUARD INTL EQUITY INDEX F | 19.5K | $866K | $897K | 0.64% | -- | 2026-03-31 |
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