Vise Technologies, Inc.
1,778 holdingsFiling period: 2026-06-30Current AUM: $8.89Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 4.84M | $396.5M | $399.6M | 4.49% | +97.4K | 2026-06-30 |
| 2 | NVDA | NVIDIA CORPORATION | 1.11M | $222.7M | $236.1M | 2.66% | +311.5K | 2026-06-30 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 4.50M | $185.4M | $190.2M | 2.14% | +1.09M | 2026-06-30 |
| 4 | DFAS | DIMENSIONAL ETF TRUST | 2.24M | $184.3M | $178.5M | 2.01% | +980.0K | 2026-06-30 |
| 5 | DFLV | DIMENSIONAL ETF TRUST | 4.59M | $181.6M | $190.9M | 2.15% | +2.01M | 2026-06-30 |
| 6 | DFSD | DIMENSIONAL ETF TRUST | 3.49M | $166.7M | $163.5M | 1.84% | +1.22M | 2026-06-30 |
| 7 | SGOV | ISHARES TR | 1.61M | $162.0M | $161.8M | 1.82% | +1.45M | 2026-06-30 |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 3.68M | $155.3M | $150.4M | 1.69% | +1.22M | 2026-06-30 |
| 9 | MSFT | MICROSOFT CORP | 376.0K | $140.3M | $186.9M | 2.10% | +145.6K | 2026-06-30 |
| 10 | GOOGL | ALPHABET INC | 385.8K | $137.9M | $133.1M | 1.50% | +159.1K | 2026-06-30 |
| 11 | IVV | ISHARES TR | 172.6K | $129.2M | $131.0M | 1.47% | +90.9K | 2026-06-30 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 2.97M | $119.2M | $115.6M | 1.30% | +294.6K | 2026-06-30 |
| 13 | DUSB | DIMENSIONAL ETF TRUST | 1.79M | $90.7M | $90.6M | 1.02% | +624.6K | 2026-06-30 |
| 14 | DYNF | BLACKROCK ETF TRUST | 1.27M | $86.5M | $87.5M | 0.98% | +795.4K | 2026-06-30 |
| 15 | VOO | VANGUARD INDEX FDS | 124.2K | $85.3M | $86.4M | 0.97% | +87.6K | 2026-06-30 |
| 16 | AVGO | BROADCOM INC | 224.3K | $84.7M | $76.1M | 0.86% | +84.0K | 2026-06-30 |
| 17 | JPM | JPMORGAN CHASE & CO | 252.0K | $82.5M | $88.8M | 1.00% | +120.0K | 2026-06-30 |
| 18 | IVW | ISHARES TR | 595.6K | $81.9M | $81.9M | 0.92% | +368.7K | 2026-06-30 |
| 19 | VUG | VANGUARD INDEX FDS | 895.9K | $77.2M | $78.0M | 0.88% | +776.6K | 2026-06-30 |
| 20 | DUHP | DIMENSIONAL ETF TRUST | 1.85M | $77.0M | $76.5M | 0.86% | +818.2K | 2026-06-30 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 1.02M | $72.7M | $73.0M | 0.82% | +686.7K | 2026-06-30 |
| 22 | IUSB | ISHARES TR | 1.56M | $71.9M | $69.7M | 0.78% | +1.31M | 2026-06-30 |
| 23 | SPYM | SPDR SERIES TRUST | 810.6K | $71.2M | $72.1M | 0.81% | +710.0K | 2026-06-30 |
| 24 | VIG | VANGUARD SPECIALIZED FUNDS | 300.9K | $71.2M | $71.5M | 0.80% | +131.3K | 2026-06-30 |
| 25 | VTI | VANGUARD INDEX FDS | 188.9K | $69.9M | $70.4M | 0.79% | +60.0K | 2026-06-30 |
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