Vise Technologies, Inc.
1,778 holdingsFiling period: 2026-06-30Current AUM: $8.91Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional ETF Trust | 4.84M | $396.5M | $404.9M | 4.54% | +97.4K | 2026-06-30 |
| 2 | NVDA | NVIDIA Corporation | 1.11M | $222.7M | $240.9M | 2.70% | +311.5K | 2026-06-30 |
| 3 | DFAI | Dimensional ETF Trust | 4.50M | $185.4M | $187.1M | 2.10% | +1.09M | 2026-06-30 |
| 4 | DFAS | Dimensional ETF Trust | 2.24M | $184.3M | $175.7M | 1.97% | +980.0K | 2026-06-30 |
| 5 | DFLV | Dimensional ETF Trust | 4.59M | $181.6M | $191.1M | 2.14% | +2.01M | 2026-06-30 |
| 6 | DFSD | Dimensional ETF Trust | 3.49M | $166.7M | $162.6M | 1.83% | +1.22M | 2026-06-30 |
| 7 | SGOV | iShares TR | 1.61M | $162.0M | $161.9M | 1.82% | +1.45M | 2026-06-30 |
| 8 | DFCF | Dimensional ETF Trust | 3.68M | $155.3M | $148.7M | 1.67% | +1.22M | 2026-06-30 |
| 9 | MSFT | Microsoft Corp | 376.0K | $140.3M | $200.0M | 2.24% | +145.6K | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 385.8K | $137.9M | $131.3M | 1.47% | +159.1K | 2026-06-30 |
| 11 | IVV | iShares TR | 172.6K | $129.2M | $133.3M | 1.50% | +90.9K | 2026-06-30 |
| 12 | DFAE | Dimensional ETF Trust | 2.97M | $119.2M | $111.3M | 1.25% | +294.6K | 2026-06-30 |
| 13 | DUSB | Dimensional ETF Trust | 1.79M | $90.7M | $90.2M | 1.01% | +624.6K | 2026-06-30 |
| 14 | DYNF | BlackRock ETF Trust | 1.27M | $86.5M | $87.8M | 0.99% | +795.4K | 2026-06-30 |
| 15 | VOO | Vanguard Index Fds | 124.2K | $85.3M | $87.8M | 0.99% | +87.6K | 2026-06-30 |
| 16 | AVGO | Broadcom Inc | 224.3K | $84.7M | $75.0M | 0.84% | +84.0K | 2026-06-30 |
| 17 | JPM | JPMorgan Chase & Co | 252.0K | $82.5M | $84.5M | 0.95% | +120.0K | 2026-06-30 |
| 18 | IVW | iShares TR | 595.6K | $81.9M | $83.4M | 0.94% | +368.7K | 2026-06-30 |
| 19 | VUG | Vanguard Index Fds | 895.9K | $77.2M | $79.4M | 0.89% | +776.6K | 2026-06-30 |
| 20 | DUHP | Dimensional ETF Trust | 1.85M | $77.0M | $78.6M | 0.88% | +818.2K | 2026-06-30 |
| 21 | VEA | Vanguard Tax-Managed Fds | 1.02M | $72.7M | $71.2M | 0.80% | +686.7K | 2026-06-30 |
| 22 | IUSB | iShares TR | 1.56M | $71.9M | $69.2M | 0.78% | +1.31M | 2026-06-30 |
| 23 | SPYM | Spdr Series Trust | 810.6K | $71.2M | $73.4M | 0.82% | +710.0K | 2026-06-30 |
| 24 | VIG | Vanguard Specialized Funds | 300.9K | $71.2M | $73.1M | 0.82% | +131.3K | 2026-06-30 |
| 25 | VTI | Vanguard Index Fds | 188.9K | $69.9M | $71.2M | 0.80% | +60.0K | 2026-06-30 |
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