Corus Family Wealth Advisors
83 holdingsFiling period: 2026-06-30Current AUM: $151.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 579.1K | $25.7M | $26.3M | 17.35% | +13.3K | 2026-06-30 |
| 2 | FISV | Fiserv Inc | 276.7K | $13.6M | $13.4M | 8.83% | -16 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 36.5K | $10.6M | $12.8M | 8.40% | +348 | 2026-06-30 |
| 4 | FLOT | iShares TR | 161.4K | $8.2M | $8.2M | 5.42% | -- | 2026-06-30 |
| 5 | DXUV | Dimensional ETF Trust | 118.2K | $7.9M | $8.2M | 5.40% | +6.2K | 2026-06-30 |
| 6 | DHR | Danaher Corp Del | 39.6K | $7.6M | $9.4M | 6.19% | -242 | 2026-06-30 |
| 7 | DUHP | Dimensional ETF Trust | 139.8K | $5.8M | $6.0M | 3.97% | +4.7K | 2026-06-30 |
| 8 | DFIC | Dimensional ETF Trust | 152.7K | $5.7M | $5.8M | 3.81% | +15.1K | 2026-06-30 |
| 9 | DFSV | Dimensional ETF Trust | 103.3K | $4.0M | $4.1M | 2.70% | +311 | 2026-06-30 |
| 10 | DFIV | Dimensional ETF Trust | 74.1K | $4.0M | $4.2M | 2.76% | +4.9K | 2026-06-30 |
| 11 | DISV | Dimensional ETF Trust | 82.1K | $3.3M | $3.5M | 2.32% | +3.7K | 2026-06-30 |
| 12 | GOCT | First TR Exchng Traded FD VI | 73.1K | $3.0M | $3.2M | 2.08% | -4,784 | 2026-06-30 |
| 13 | DIHP | Dimensional ETF Trust | 88.2K | $3.0M | $3.0M | 2.00% | +8.1K | 2026-06-30 |
| 14 | DEHP | Dimensional ETF Trust | 55.6K | $2.4M | $2.1M | 1.39% | +3.7K | 2026-06-30 |
| 15 | DFAT | Dimensional ETF Trust | 32.1K | $2.2M | $2.3M | 1.49% | +10 | 2026-06-30 |
| 16 | DFEV | Dimensional ETF Trust | 47.1K | $2.0M | $1.9M | 1.26% | +3.6K | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 9.5K | $1.9M | $2.0M | 1.33% | +607 | 2026-06-30 |
| 18 | AVXC | American Centy ETF TR | 18.5K | $1.6M | $1.4M | 0.94% | +591 | 2026-06-30 |
| 19 | DFEM | Dimensional ETF Trust | 38.9K | $1.6M | $1.5M | 0.96% | +497 | 2026-06-30 |
| 20 | XOM | Exxon Mobil Corp | 9.3K | $1.3M | $1.7M | 1.12% | -1,144 | 2026-06-30 |
| 21 | XOM | Exxon Mobil Corp | 9.3K | $1.3M | $1.7M | 1.12% | -1,144 | 2026-06-30 |
| 22 | TSLA | Tesla Inc | 2.9K | $1.2M | $1.2M | 0.78% | +95 | 2026-06-30 |
| 23 | DFAX | Dimensional ETF Trust | 32.3K | $1.2M | $1.2M | 0.77% | +1.7K | 2026-06-30 |
| 24 | TSM | Taiwan Semiconductor Manufac | 2.5K | $1.2M | $1.1M | 0.70% | +57 | 2026-06-30 |
| 25 | VYM | Vanguard Whitehall Fds | 6.6K | $1.0M | $1.1M | 0.72% | -- | 2026-06-30 |
← Scroll →
Page 1 of 4