Vise Technologies, Inc.
1,449 holdingsFiling period: 2026-03-31Current AUM: $5.66Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 4.74M | $351.7M | $404.7M | 7.15% | -- | 2026-03-31 |
| 2 | NVDA | NVIDIA CORPORATION | 801.4K | $149.5M | $172.0M | 3.04% | -- | 2026-03-31 |
| 3 | AAPL | APPLE INC | 514.4K | $139.8M | $170.2M | 3.01% | -- | 2026-03-31 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 3.41M | $129.9M | $140.4M | 2.48% | -- | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 230.4K | $111.4M | $139.9M | 2.47% | -- | 2026-03-31 |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 2.27M | $109.1M | $107.8M | 1.91% | -- | 2026-03-31 |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 2.46M | $104.6M | $102.8M | 1.82% | -- | 2026-03-31 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 2.58M | $88.3M | $100.6M | 1.78% | -- | 2026-03-31 |
| 9 | DFAS | DIMENSIONAL ETF TRUST | 1.26M | $87.6M | $99.8M | 1.76% | -- | 2026-03-31 |
| 10 | DFAE | DIMENSIONAL ETF TRUST | 2.67M | $87.0M | $96.4M | 1.70% | -- | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 226.7K | $70.9M | $87.9M | 1.55% | -- | 2026-03-31 |
| 12 | AMZN | AMAZON COM INC | 304.6K | $70.3M | $91.7M | 1.62% | -- | 2026-03-31 |
| 13 | DUSB | DIMENSIONAL ETF TRUST | 1.16M | $58.9M | $58.9M | 1.04% | -- | 2026-03-31 |
| 14 | VUG | VANGUARD INDEX FDS | 119.3K | $58.2M | $68.1M | 1.20% | -- | 2026-03-31 |
| 15 | IVV | ISHARES TR | 81.7K | $56.0M | $64.3M | 1.14% | -- | 2026-03-31 |
| 16 | META | META PLATFORMS INC | 74.0K | $48.9M | $47.5M | 0.84% | -- | 2026-03-31 |
| 17 | AVGO | BROADCOM INC | 140.4K | $48.6M | $61.1M | 1.08% | -- | 2026-03-31 |
| 18 | VTI | VANGUARD INDEX FDS | 128.8K | $43.2M | $49.6M | 0.88% | -- | 2026-03-31 |
| 19 | JPM | JPMORGAN CHASE & CO | 132.0K | $42.5M | $50.9M | 0.90% | -- | 2026-03-31 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | 1.03M | $39.1M | $43.8M | 0.77% | -- | 2026-03-31 |
| 21 | DFAR | DIMENSIONAL ETF TRUST | 1.70M | $38.9M | $44.0M | 0.78% | -- | 2026-03-31 |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | 169.6K | $37.3M | $41.5M | 0.73% | -- | 2026-03-31 |
| 23 | DFIV | DIMENSIONAL ETF TRUST | 733.0K | $36.6M | $39.7M | 0.70% | -- | 2026-03-31 |
| 24 | VWO | VANGUARD INTL EQUITY INDEX F | 647.3K | $34.8M | $37.8M | 0.67% | -- | 2026-03-31 |
| 25 | TSLA | TESLA INC | 75.8K | $34.1M | $28.5M | 0.50% | -- | 2026-03-31 |
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