Corus Family Wealth Advisors
70 holdingsFiling period: 2026-03-31Current AUM: $135.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 565.8K | $22.0M | $25.2M | 18.57% | +39.8K | 2026-03-31 |
| 2 | FISV | FISERV INC | 276.7K | $15.4M | $14.9M | 11.01% | -2,001 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 36.2K | $9.2M | $11.2M | 8.25% | -305 | 2026-03-31 |
| 4 | DHR | DANAHER CORP DEL | 39.9K | $7.6M | $7.8M | 5.74% | +130 | 2026-03-31 |
| 5 | DXUV | DIMENSIONAL ETF TRUST | 112.0K | $6.6M | $7.6M | 5.62% | +32.3K | 2026-03-31 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 135.1K | $5.0M | $5.6M | 4.10% | +20.1K | 2026-03-31 |
| 7 | DFIC | DIMENSIONAL ETF TRUST | 137.6K | $4.9M | $5.2M | 3.87% | +21.3K | 2026-03-31 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | 69.2K | $3.7M | $4.0M | 2.92% | +5.4K | 2026-03-31 |
| 9 | DFSV | DIMENSIONAL ETF TRUST | 103.0K | $3.6M | $4.1M | 3.01% | +4.9K | 2026-03-31 |
| 10 | DISV | DIMENSIONAL ETF TRUST | 78.4K | $3.1M | $3.3M | 2.45% | +6.3K | 2026-03-31 |
| 11 | GOCT | FIRST TR EXCHNG TRADED FD VI | 77.9K | $3.0M | $3.3M | 2.40% | -12,029 | 2026-03-31 |
| 12 | DIHP | DIMENSIONAL ETF TRUST | 80.1K | $2.6M | $2.8M | 2.04% | +11.1K | 2026-03-31 |
| 13 | DFAT | DIMENSIONAL ETF TRUST | 32.1K | $2.0M | $2.3M | 1.67% | +41 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 10.5K | $1.8M | $1.6M | 1.20% | -395 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 10.5K | $1.8M | $1.6M | 1.20% | -395 | 2026-03-31 |
| 16 | DEHP | DIMENSIONAL ETF TRUST | 51.9K | $1.8M | $2.0M | 1.49% | +4.2K | 2026-03-31 |
| 17 | DFEV | DIMENSIONAL ETF TRUST | 43.5K | $1.6M | $1.7M | 1.27% | +3.9K | 2026-03-31 |
| 18 | NVDA | NVIDIA CORPORATION | 8.9K | $1.5M | $1.8M | 1.31% | -407 | 2026-03-31 |
| 19 | DFEM | DIMENSIONAL ETF TRUST | 38.4K | $1.3M | $1.4M | 1.07% | -- | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 3.3K | $1.2M | $1.5M | 1.13% | +164 | 2026-03-31 |
| 21 | AVXC | AMERICAN CENTY ETF TR | 17.9K | $1.2M | $1.4M | 1.02% | +3.1K | 2026-03-31 |
| 22 | DFSI | DIMENSIONAL ETF TRUST | 24.9K | $1.1M | $1.1M | 0.84% | -- | 2026-03-31 |
| 23 | TSLA | TESLA INC | 2.8K | $1.1M | $883K | 0.65% | +32 | 2026-03-31 |
| 24 | DFAX | DIMENSIONAL ETF TRUST | 30.7K | $1.0M | $1.1M | 0.83% | -5,297 | 2026-03-31 |
| 25 | BPRE | BLUEROCK PVT REAL ESTATE FD | 60.2K | $999K | $726K | 0.54% | -144,070 | 2026-03-31 |
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