Sector breakdown

04
Technology 0.3%
Financials 0.2%
Other/Unmapped 99.5%

Full portfolio 24 positions

05
Type Streak 8Q trend
AVUV AMERICAN CENTURY ETF TRUST $36,893,023 23.73% 333,964 Up ×1
AVDV AMERICAN CENTURY ETF TRUST $17,891,048 11.51% 179,161 Up ×1
AVLV AMERICAN CENTURY ETF TRUST $13,815,765 8.89% 171,390 Up ×1
AVUS AMERICAN CENTURY ETF TRUST $13,706,308 8.82% 123,280 Up ×1
FLOT iShares Floating Rate Bond ETF $11,313,753 7.28% 222,056 Up ×1
AVDE AMERICAN CENTURY ETF TRUST $10,048,883 6.46% 118,445 Up ×1
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund ETF Shares $10,029,907 6.45% 200,799 Up ×1
AVIV AMERICAN CENTURY ETF TRUST $8,327,805 5.36% 111,290 Up ×1
DFUV Dimensional ETF Trust $7,120,179 4.58% 146,929 Up ×1
AVES AMERICAN CENTURY ETF TRUST $6,537,847 4.21% 109,000 Up ×1
AVEM AMERICAN CENTURY ETF TRUST $3,918,198 2.52% 48,625 Up ×1
DFAC Dimensional ETF Trust $3,590,742 2.31% 92,402 Up ×1
DFEV Dimensional ETF Trust $3,470,147 2.23% 96,986 Up ×1
DISV Dimensional ETF Trust $2,752,794 1.77% 69,797 Up ×1
DFAT Dimensional ETF Trust $2,684,788 1.73% 42,991 Up ×1
DFIV Dimensional ETF Trust $895,096 0.58% 16,959 Up ×1
VTI Vanguard Morningstar Total Stock Market ETF $463,389 0.30% 1,444 Up ×1
BRK-B (filed as BRKB) Berkshire Hathaway Inc. Class B $347,420 0.22% 725 Up ×1
AVEE AMERICAN CENTURY ETF TRUST $344,805 0.22% 5,436 Up ×1
SPY SPY $342,079 0.22% 526 Up ×1
NVDA NVIDIA Corporation - Common Stock $277,387 0.18% 1,591 Up ×1
DFIC Dimensional ETF Trust $262,567 0.17% 7,390 Up ×1
MSFT Microsoft Corporation - Common Stock $208,036 0.13% 562 Up ×1
DFEM Dimensional ETF Trust $206,747 0.13% 5,984 Up ×1

Biggest new bets

09

New positions opened this quarter, largest first.

SecurityValueShares% of portfolio
AVUV $36,893,023 333,964 23.73%
AVDV $17,891,048 179,161 11.51%
AVLV $13,815,765 171,390 8.89%
AVUS $13,706,308 123,280 8.82%
FLOT $11,313,753 222,056 7.28%
AVDE $10,048,883 118,445 6.46%
VTIP $10,029,907 200,799 6.45%
AVIV $8,327,805 111,290 5.36%
DFUV $7,120,179 146,929 4.58%
AVES $6,537,847 109,000 4.21%
AVEM $3,918,198 48,625 2.52%
DFAC $3,590,742 92,402 2.31%
DFEV $3,470,147 96,986 2.23%
DISV $2,752,794 69,797 1.77%
DFAT $2,684,788 42,991 1.73%