Earned Wealth Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Earned Wealth Advisors, LLC reported 164 stock positions worth $312.7 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 17.6% of the portfolio, followed by Dimensional US Target Value (DFAT, 14.3%) and Dimensional US Marketwide Va (DFUV, 7.0%). Compared with Q3 2024, it sold out of 2,731, added to 124 and reduced 22. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale an exit from Johnson & Johnson (JNJ).

Most Recent 13F
Q2 2026
Location
WALNUT CREEK, CA
CIK
0001905663
Portfolio Value
$312.7M (Q4 2024)
SEC Filing
0001905663-25-000001 ↗ filed Jan 31, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $261.6M Q1 2024 Q2 2024: $263.3M Q2 2024 Q3 2024: $328.9M Q3 2024 Q4 2024: $312.7M $312.7M Q4 2024 Q1 2025: $455.6M Q1 2025 Q2 2025: $510.1M Q2 2025 Q3 2025: $607.2M Q3 2025 Q4 2025: $1.4B Q4 2025 Q1 2026: $1.5B Q1 2026 Q2 2026: $1.5B Q2 2026

Holdings 164 stocks · $312.7M
DFAC Dimensional US Core Equity 2 17.55% 1,586,370 $54.9M Reduce -0.9%
DFAT Dimensional US Target Value 14.26% 800,804 $44.6M Reduce -0.3%
DFUV Dimensional US Marketwide Va 6.99% 533,846 $21.8M Add +0.3%
DFIV Dimensional International Va 6.40% 563,901 $20.0M Add +1.6%
AAPL Apple Inc. 5.48% 68,478 $17.1M Add +3.7%
IVV iShares Core S&P 500 ETF 4.06% 21,570 $12.7M Reduce -1.4%
DFUS Dimensional US Eq MKT ETF 3.37% 165,033 $10.5M Add +1.6%
DFAS Dimensional US Small Cap ETF 3.06% 147,219 $9.6M Add +2.0%
MSFT Microsoft Corp. 2.10% 15,609 $6.6M Add +3.7%
AVUV Avantis US Small Cap Value 2.04% 66,111 $6.4M Add +11.2%
VTI VG Morningstar TS MKT ETF-US 1.89% 20,383 $5.9M Add +18.3%
BRK.B Berkshire Hathaway Inc. Class B 1.75% 12,092 $5.5M Add +1.6%
AMZN Amazon.com Inc. 1.38% 19,638 $4.3M Reduce -2.2%
VIG Vanguard Dividend Apprec ETF 1.27% 20,232 $4.0M No change
NVDA Nvidia Corp. 1.15% 26,700 $3.6M Add +59.4%
DFAX Dimensional World Ex US Core 1.12% 140,247 $3.5M Reduce -0.3%
META Meta Platforms Inc. Class A 1.02% 5,465 $3.2M Add +6.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.96% 7,346 $3.0M Add +2.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.91% 14,337 $2.8M Add +1.8%
VGIT Vanguard Intermediate-Term T 0.80% 43,198 $2.5M Add +9.3%
VTIP Vanguard Short-Term Tips 0.79% 50,993 $2.5M Add +16.9%
AVDV Avantis Intl S/C Value ETF 0.75% 35,944 $2.3M Add +5.1%
IVW iShares S&P 500 Growth ETF 0.73% 22,534 $2.3M No change
DFAU Dimensional US Core Equity M 0.69% 52,937 $2.1M No change
BSVO EA Bridgeway Omni Sm-Cp Val 0.65% 93,731 $2.0M Add +9.4%
AVUS Avantis U.S. Equity ETF 0.63% 20,424 $2.0M Reduce -0.5%
BIV Vanguard Intermediate-Term B 0.61% 25,334 $1.9M Add +3.5%
XLK SS Technology Select Sector 0.52% 7,007 $1.6M No change
BSV Vanguard Short-Term Bond ETF 0.48% 19,565 $1.5M Add +4.4%
IWD iShares Russell 1000 Value E 0.42% 7,046 $1.3M No change
SCHB Schwab US Broad Market ETF 0.39% 53,750 $1.2M No change
SCHF Schwab Intl Equity ETF 0.39% 65,306 $1.2M Add +12.9%
COST Costco Wholesale Corp. 0.38% 1,300 $1.2M Add +1.5%
ITOT iShares Core S&P Total U.S. 0.33% 8,039 $1.0M Add +229.2%
QQQ Invesco QQQ Trust Series 1 0.32% 1,937 $990K Add +0.2%
REET iShares Global REIT ETF 0.30% 39,697 $952K Add +1.1%
SCHX Schwab US Large-Cap ETF 0.30% 40,931 $949K No change
TSLA Tesla Inc. 0.28% 2,130 $860K Add +76.8%
AVGO Broadcom Inc. 0.27% 3,608 $836K Add +34.3%
GBTC Grayscale Bitcoin Trust ETF 0.26% 10,947 $810K No change
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.25% 1,859 $791K Add +0.3%
DFSV Dimensional US Small Cap Val 0.25% 25,306 $779K Add +0.4%
AVDE Avantis International Equity 0.23% 11,807 $725K Add +8.2%
JPM JPMorgan Chase & Co. 0.23% 2,997 $718K Add +15.4%
AVEM Avantis Emerging Markets Eq 0.23% 12,175 $716K Reduce -9.8%
DISV Dimensional International SM 0.23% 26,539 $705K Add +5.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.22% 1,162 $681K Reduce -0.3%
V Visa Inc. Class A 0.21% 2,107 $666K Add +7.0%
CRM Salesforce Inc. 0.21% 1,988 $665K Add +1.3%
GOOGL Alphabet Inc. Class A 0.21% 3,392 $642K Add +28.1%
WMT Walmart Inc. 0.20% 6,845 $618K Add +20.9%
MAIN Main Street Capital Corp. 0.20% 10,516 $616K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.19% 13,695 $602K Add +19.6%
GOOG Alphabet Inc. Class C 0.18% 2,893 $551K Add +56.1%
PFE Pfizer Inc. 0.17% 20,507 $544K Add +150.9%
IEMG iShares Core MSCI Emerging 0.17% 10,014 $523K Add +24.5%
FTNT Fortinet Inc. 0.16% 5,184 $490K Add +47.5%
HWM Howmet Aerospace Inc. 0.15% 4,405 $482K Add +12.9%
RHI Robert Half Inc. 0.15% 6,629 $467K Add +17.0%
BX Blackstone Inc. 0.15% 2,698 $465K Add +0.3%
CME Cme Group Inc. 0.15% 1,996 $464K Add +74.6%
LLY Eli Lilly & Co. 0.15% 589 $455K Reduce -22.5%
LRCX Lam Research Corp. 0.14% 6,217 $449K Reduce -6.1%
VNQ Vanguard Real Estate ETF 0.14% 5,014 $447K Add +15.4%
DIHP Dimensional International Hi 0.14% 17,290 $436K Add +42.3%
TPR Tapestry Inc. 0.14% 6,621 $433K Add +28.3%
IWM iShares Russell 2000 ETF 0.14% 1,950 $431K Reduce -38.0%
DFEM Dimensional Emrg MRKT Core 0.14% 16,377 $429K Add +40.7%
GE General Electric filed as GE AEROSPACE 0.14% 2,540 $424K Add +23.2%
ABNB Airbnb Inc. Class A 0.13% 3,171 $417K Add +226.2%
USB US Bancorp 0.13% 8,188 $392K Add +2.6%
IVLU iShares MSCI International V 0.12% 14,183 $385K No change
ORCL Oracle Corp. 0.12% 2,305 $384K Reduce -13.8%
RGLD Royal Gold Inc. 0.12% 2,911 $384K Add +23.4%
DFAI Dimensional International Co. 0.12% 12,877 $376K Reduce -6.3%
MDT Medtronic PLC 0.12% 4,638 $370K Add +68.2%
HD Home Depot Inc. 0.11% 923 $359K Add +24.7%
CMCSA Comcast Corp. Class A 0.11% 9,452 $355K Add +25.7%
NFLX Netflix Inc. 0.11% 394 $352K Reduce -26.2%
GNW Genworth Financial Inc. 0.11% 50,080 $350K Add +0.2%
BMY Bristol-Myers Squibb Co. 0.11% 6,186 $350K Add +24.7%
SMAR Smartsheet Inc. Class A 0.11% 6,165 $345K Add +124.8%
MA Mastercard Inc. Class A 0.11% 650 $342K Reduce -6.3%
ZM Zoom Communications Inc. 0.11% 4,155 $339K Add +58.6%
ADBE Adobe Inc. 0.11% 761 $338K Add +282.4%
SCHC Schwab Intl Small-Cap Equity 0.11% 9,811 $337K Add +11.0%
DUHP Dimensional US High Profi Et 0.10% 9,714 $328K Add +113.5%
VST Vistra Corp. 0.10% 2,323 $320K Add +0.8%
XEL Xcel Energy Inc. 0.10% 4,645 $314K Add +35.5%
T AT&T Inc. 0.10% 13,649 $311K Add +15.8%
SUSA iShares ESG Optimized MSCI U 0.10% 2,525 $307K No change
WFC Wells Fargo & Co. 0.10% 4,346 $305K Add +146.4%
PYPL PayPal Holdings Inc. 0.10% 3,531 $301K Add +64.2%
DLR Digital Realty Trust Inc. 0.10% 1,688 $299K Add +8.4%
VRSN Verisign Inc. 0.10% 1,445 $299K Add +75.2%
PG The Procter & Gamble Co. 0.09% 1,767 $296K Add +14.0%
SCHG Schwab US Large-Cap Growth 0.09% 10,552 $294K No change
BRBR Bellring Brands Inc. 0.09% 3,878 $292K Add +5520.3%
DFAE Dimensional Emerging Core Eq 0.09% 11,433 $290K Add +9.9%
XOM Exxon Mobil Corp. 0.09% 2,663 $286K Reduce -25.1%
PGR Progressive Corp. 0.09% 1,182 $283K Add +13.8%
FBTC Fidelity Wise Origin Bitcoin 0.09% 3,470 $283K No change
CCL Carnival Corp. 0.09% 11,134 $277K Add +52.8%
DFGR Dim Global Real Estate ETF 0.09% 10,660 $272K Add +2.7%
ZS Zscaler Inc. 0.09% 1,484 $268K Add +162.7%
CFG Citizens Financial Group 0.09% 6,093 $267K Add +30.3%
PCG P G & E Corp. 0.08% 13,131 $265K Add +8.7%
HOOD Robinhood Markets Inc. Class A 0.08% 7,086 $264K Add +224.3%
RPG Invesco S&P 500 Pure Growth 0.08% 6,397 $264K Add +0.1%
NTRA Natera Inc. 0.08% 1,655 $262K Add +66.8%
APPF Appfolio Inc. Class A 0.08% 1,037 $256K Add +56.6%
PLTR Palantir Technologies Inc. Class A 0.08% 3,375 $255K Add +42.8%
EFA iShares MSCI Eafe ETF 0.08% 3,343 $253K Reduce -0.4%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.08% 870 $252K Add +437.0%
DFSD Dimensional Short Duration 0.08% 5,375 $252K No change
HPE Hewlett Packard Enterprise 0.08% 11,776 $251K Add +43.8%
RBLX Roblox Corp. Class A 0.08% 4,343 $251K Add +92.3%
INCY Incyte Corp. 0.08% 3,621 $250K Add +427.8%
MCD McDonald's Corp. 0.08% 855 $248K Add +9.1%
BKNG Booking Holdings Inc. 0.08% 49 $246K Add +40.0%
HUBS HubSpot Inc. 0.08% 351 $245K Add +66.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 920 $243K Add +23.0%
ABT Abbott Laboratories 0.08% 2,137 $242K Add +14.4%
AMAT Applied Materials Inc. 0.08% 1,480 $241K Add +5.3%
ABBV Abbvie Inc. 0.08% 1,339 $238K Add +2.8%
ETN Eaton Corp. PLC 0.08% 716 $238K Add +21.6%
MEDP Medpace Holdings Inc. 0.08% 715 $238K Add +421.9%
KMX Carmax Inc. 0.08% 2,894 $237K Add +124.3%
NBIX Neurocrine Biosciences Inc. 0.08% 1,730 $236K Add +1101.4%
AVLV Avantis US Large Cap Value 0.08% 3,536 $236K No change
ANET Arista Networks Inc. 0.07% 2,090 $231K Add +42.0%
MMM 3M Co. 0.07% 1,782 $230K Add +31.0%
TRMB Trimble Inc. 0.07% 3,255 $230K Add +21.3%
NOBL Proshares S&P 500 Dividend A 0.07% 2,294 $228K Add +1.1%
VGT Vanguard Info Tech ETF 0.07% 367 $228K Add +91.2%
SAM Boston Beer Company Inc. Class A 0.07% 753 $226K Add +57.5%
IVZ Invesco Ltd. 0.07% 12,476 $218K Add +67.0%
DE Deere & Co. 0.07% 510 $216K Add +8400.0%
WAB Wabtec Corp. 0.07% 1,138 $216K Add +41.7%
CNC Centene Corp. 0.07% 3,551 $215K Add +37.4%
VB Vanguard Most SM-Cap ETF-Usd 0.07% 895 $215K Add +29.1%
PANW Palo Alto Networks Inc. 0.07% 1,165 $212K Add +101.6%
TEAM Atlassian Corp. Class A 0.07% 870 $212K Add +33.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.07% 1,866 $208K Add +4.3%
NTNX Nutanix Inc. Class A 0.07% 3,395 $208K Add +51.0%
MCK McKesson Corp. 0.07% 364 $208K Add +1155.2%
GTLB Gitlab Inc. Class A 0.07% 3,667 $207K Add +97.5%
RSP Invesco S&P 500 Equal Weight 0.07% 1,178 $206K Add +0.3%
ALNY Alnylam Pharmaceuticals Inc. 0.07% 877 $206K Add +99.3%
AEM Agnico Eagle Mines Ltd. 0.07% 2,619 $205K No change
ALK Alaska Air Group Inc. 0.06% 3,118 $202K Add +110.3%
FLS Flowserve Corp. 0.06% 3,506 $202K Add +64.0%
HBAN Huntington Bancshares Inc. 0.06% 12,372 $201K Add +8.3%
DAL Delta Air Lines Inc. 0.06% 3,317 $201K Reduce -0.6%
INTC Intel Corp. 0.06% 9,851 $198K Add +533.9%
WEN The Wendy's Co. 0.06% 11,869 $193K Reduce -5.5%
PATH Uipath Inc. Class A 0.05% 12,429 $158K Add +146.4%
JBLU Jetblue Airways Corp. 0.05% 17,933 $141K Reduce -4.4%
DHT DHT Holdings Inc. 0.03% 10,000 $93K Reduce -2.5%
AMD Advanced Micro Devices 0.02% 584 $71K Reduce -71.6%
PLX Protalix Biotherapeutics Inc. 0.02% 25,976 $49K No change
LCID Lucid Group Inc. 0.01% 10,257 $31K Add +0.2%
GDX Vaneck Gold Miners ETF 0.01% 514 $17K Add +1.2%
HACK Amplify Cybersecurity ETF 0.00% 5 $372 No change

Options reported separately and not counted above: BITO puts ($2K), QQQ puts ($636), TQQQ puts ($594), SMH puts ($360), SILJ calls ($200), AMD calls ($10).

Portfolio Sells Q3 2024 → Q4 2024
JNJ Johnson & Johnson Sold out 0.00% −0.10
CI The Cigna Group Sold out 0.00% −0.06
LLY Eli Lilly & Co. Reduce -22.5% 0.15% −0.06
IWV iShares Russell 3000 ETF Sold out 0.00% −0.06
DFLV Dim US Large Cap Value ETF Sold out 0.00% −0.06
SCHV Schwab US Large-Cap Value Sold out 0.00% −0.06
WING Wingstop Inc. Sold out 0.00% −0.05
BBY Best Buy Co. Inc. Sold out 0.00% −0.05
CINF Cincinnati Financial Corp. Sold out 0.00% −0.05
MO Altria Group Inc. Sold out 0.00% −0.05
GWRE Guidewire Software Inc. Sold out 0.00% −0.05
ROST Ross Stores Inc. Sold out 0.00% −0.05
VDC Vanguard Consumer Staple ETF Sold out 0.00% −0.05
MAGS Roundhill Magnificent Seven Sold out 0.00% −0.05
DELL Dell Technologies -C Sold out 0.00% −0.05
DRLL Strive US Energy ETF Sold out 0.00% −0.05
FNV Franco-Nevada Corp. Sold out 0.00% −0.04
GILD Gilead Sciences Inc. Sold out 0.00% −0.04
CCK Crown Holdings Inc. Sold out 0.00% −0.04
C Citigroup Inc. Sold out 0.00% −0.04
ILMN Illumina Inc. Sold out 0.00% −0.04
VEU Vanguard Ftse All-World Ex-U Sold out 0.00% −0.04
INSP Inspire Medical Systems Inc. Sold out 0.00% −0.04
DFAX Dimensional World Ex US Core Reduce -0.3% 1.12% −0.04
FMC FMC Corp. Sold out 0.00% −0.04
KO The Coca-Cola Co. Sold out 0.00% −0.04
TMO Thermo Fisher Scientific Inc. Sold out 0.00% −0.04
COLD Americold Realty Trust Inc. Sold out 0.00% −0.04
CIEN Ciena Corp. Sold out 0.00% −0.04
TRU Transunion Sold out 0.00% −0.04
PSA Public Storage Sold out 0.00% −0.04
CVX Chevron Corp. Sold out 0.00% −0.04
EVRG Evergy Inc. Sold out 0.00% −0.04
PK Park Hotels & Resorts Inc. Sold out 0.00% −0.04
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.04
RL Ralph Lauren Corp. Sold out 0.00% −0.04
HRB H&R Block Inc. Sold out 0.00% −0.04
AVEM Avantis Emerging Markets Eq Reduce -9.8% 0.23% −0.04
TRV The Travelers Cos Inc. Sold out 0.00% −0.04
DOCU Docusign Inc. Sold out 0.00% −0.04
ACIW Aci Worldwide Inc. Sold out 0.00% −0.04
JAAA Janus Henderson Aaa Clo ETF Sold out 0.00% −0.04
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.04
XOM Exxon Mobil Corp. Reduce -25.1% 0.09% −0.04
PKG Packaging Corp. of America Sold out 0.00% −0.04
TXRH Texas Roadhouse Inc. Sold out 0.00% −0.03
WPM Wheaton Precious Metals Corp. Sold out 0.00% −0.03
PAG Penske Automotive Group Inc. Sold out 0.00% −0.03
TAP Molson Coors Beverage Co. Class B Sold out 0.00% −0.03
GL Globe Life Inc. Sold out 0.00% −0.03

Portfolio Buys Q3 2024 → Q4 2024
AAPL Apple Inc. Add +3.7% 5.48% +0.81
NVDA Nvidia Corp. Add +59.4% 1.15% +0.53
VTI VG Morningstar TS MKT ETF-US Add +18.3% 1.89% +0.41
AVUV Avantis US Small Cap Value Add +11.2% 2.04% +0.31
DFUS Dimensional US Eq MKT ETF Add +1.6% 3.37% +0.29
DFUV Dimensional US Marketwide Va Add +0.3% 6.99% +0.24
ITOT iShares Core S&P Total U.S. Add +229.2% 0.33% +0.24
DFAS Dimensional US Small Cap ETF Add +2.0% 3.06% +0.22
TSLA Tesla Inc. Add +76.8% 0.28% +0.18
VTIP Vanguard Short-Term Tips Add +16.9% 0.79% +0.14
MSFT Microsoft Corp. Add +3.7% 2.10% +0.13
META Meta Platforms Inc. Class A Add +6.5% 1.02% +0.13
VUG Vanguard Mrngstar GR ETF-Sui Add +2.6% 0.96% +0.13
AVGO Broadcom Inc. Add +34.3% 0.27% +0.13
PFE Pfizer Inc. Add +150.9% 0.17% +0.10
ABNB Airbnb Inc. Class A Add +226.2% 0.13% +0.10
BRBR Bellring Brands Inc. Add +5520.3% 0.09% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +1.6% 1.75% +0.09
GOOG Alphabet Inc. Class C Add +56.1% 0.18% +0.08
ADBE Adobe Inc. Add +282.4% 0.11% +0.08
VGIT Vanguard Intermediate-Term T Add +9.3% 0.80% +0.08
FTNT Fortinet Inc. Add +47.5% 0.16% +0.07
BSVO EA Bridgeway Omni Sm-Cp Val Add +9.4% 0.65% +0.07
MSTR Strategy Inc. Add +437.0% 0.08% +0.07
GOOGL Alphabet Inc. Class A Add +28.1% 0.21% +0.07
CME Cme Group Inc. Add +74.6% 0.15% +0.07
NBIX Neurocrine Biosciences Inc. Add +1101.4% 0.08% +0.07
HOOD Robinhood Markets Inc. Class A Add +224.3% 0.08% +0.07
DE Deere & Co. Add +8400.0% 0.07% +0.07
WFC Wells Fargo & Co. Add +146.4% 0.10% +0.07
INCY Incyte Corp. Add +427.8% 0.08% +0.07
TPR Tapestry Inc. Add +28.3% 0.14% +0.06
SMAR Smartsheet Inc. Class A Add +124.8% 0.11% +0.06
JPM JPMorgan Chase & Co. Add +15.4% 0.23% +0.06
MEDP Medpace Holdings Inc. Add +421.9% 0.08% +0.06
MCK McKesson Corp. Add +1155.2% 0.07% +0.06
WMT Walmart Inc. Add +20.9% 0.20% +0.06
DUHP Dimensional US High Profi Et Add +113.5% 0.10% +0.06
ZS Zscaler Inc. Add +162.7% 0.09% +0.06
PLTR Palantir Technologies Inc. Class A Add +42.8% 0.08% +0.05
BAC Bank of America Corp. Add +19.6% 0.19% +0.05
ZM Zoom Communications Inc. Add +58.6% 0.11% +0.05
INTC Intel Corp. Add +533.9% 0.06% +0.05
RBLX Roblox Corp. Class A Add +92.3% 0.08% +0.05
CRM Salesforce Inc. Add +1.3% 0.21% +0.05
VBR Vngrd Mrngst SL-CP Val ETF-U Add +1.8% 0.91% +0.05
V Visa Inc. Class A Add +7.0% 0.21% +0.05
VRSN Verisign Inc. Add +75.2% 0.10% +0.05
CCL Carnival Corp. Add +52.8% 0.09% +0.05
NTRA Natera Inc. Add +66.8% 0.08% +0.05

Options Activity Q3 2024 → Q4 2024
BITO Proshares Bitcoin ETF-Usd put New 1,500 $2K
TQQQ Proshares Ultrapro QQQ put New 1,200 $594
SMH Vaneck Semiconductor ETF put New 1,500 $360
SILJ Amplify Junior Silver Miners call New 4,000 $200
AMD Advanced Micro Devices call New 1,000 $10

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q3 2024 → Q4 2024
WST West Pharmaceutical Services COM Sold out 0 $89before exit
SOXX iShares Semiconductor ETF ISHARES SEMICDTR Sold out 0 $62before exit
SEAPORT ENTERTAINMENT GR-RTS RIGHT 10/10/2024 Sold out 2 $6before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 310$1.5BDFUS, DFAT, IVV, SPYM, VWO
Q1 2026 466$1.5BDFUS, DFAT, IVV, SPYM, VWO
Q4 2025Amended 443$1.4BDFUS, DFAT, IVV, SPYM, DFAC
Q3 2025 346$607.2MDFAC, IVV, DFAT, AGG, AAPL
Q2 2025 272$510.1MDFAC, DFAT, IVV, DFIV, DFUV
Q1 2025 260$455.6MDFAC, DFAT, IVV, AAPL, DFIV
Q4 2024 164$312.7MDFAC, DFAT, DFUV, DFIV, AAPL
Q3 2024 2,895$328.9MDFAC, DFAT, DFUV, DFIV, AAPL
Q2 2024 92$263.3MDFAC, DFAT, DFUV, DFIV, AAPL
Q1 2024 83$261.6MDFAC, DFAT, DFUV, DFIV, IVV