ACTION POINT FINANCIAL PLANNING, LLC
CIK 2116119 · Holdings on Mar 31, 2026 · First reported May 7, 2026
Top ten holdings
Q1 2026- AVLV10.71%
- DFAC9.48%
- AVUS7.71%
- AVDE6.15%
- DFGP5.41%
- VUG5.22%
- DFUV4.69%
- AVEM4.08%
- AVUV3.47%
- VCRB3.00%
Share classes counted separately59.92%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $12.01M | 10.71% | 148.95K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $10.63M | 9.48% | 273.54K shares | Prior unavailable — | — | ↗▾ |
| 03 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $8.64M | 7.71% | 77.73K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $6.89M | 6.15% | 81.24K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFGPDIMENSIONAL GLBL CORE PL FIXGLOBAL CORE PLUS View history and evidence | $6.07M | 5.41% | 112.35K shares | Prior unavailable — | — | ↗▾ |
| 06 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $5.85M | 5.22% | 13.41K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $5.25M | 4.69% | 108.41K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $4.57M | 4.08% | 56.71K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $3.89M | 3.47% | 35.18K shares | Prior unavailable — | — | ↗▾ |
| 10 | VCRBVANGUARD CORE BOND ETFCORE BD ETF View history and evidence | $3.36M | 3.00% | 43.41K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2116119 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-07
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 112097117
}Research all 69 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.