EARNED WEALTH ADVISORS, LLC
468 holdingsFiling period: 2026-03-31Current AUM: $1.67Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 1.69M | $119.9M | $138.0M | 8.24% | +208.1K | 2026-03-31 |
| 2 | DFAT | DIMENSIONAL ETF TRUST | 1.50M | $93.4M | $105.8M | 6.32% | +37.7K | 2026-03-31 |
| 3 | IVV | ISHARES TR | 96.2K | $62.8M | $72.2M | 4.31% | +11.1K | 2026-03-31 |
| 4 | SPYM | SPDR SERIES TRUST | 803.2K | $61.5M | $70.6M | 4.22% | -- | 2026-03-31 |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | 1.13M | $61.2M | $66.5M | 3.97% | +411.4K | 2026-03-31 |
| 6 | DFIV | DIMENSIONAL ETF TRUST | 1.01M | $53.3M | $57.9M | 3.46% | +346.6K | 2026-03-31 |
| 7 | DFAC | DIMENSIONAL ETF TRUST | 1.37M | $53.3M | $61.0M | 3.64% | -103,813 | 2026-03-31 |
| 8 | AAPL | APPLE INC | 199.2K | $50.6M | $61.5M | 3.67% | +90.4K | 2026-03-31 |
| 9 | IEFA | ISHARES TR | 496.1K | $44.9M | $48.7M | 2.91% | +313.6K | 2026-03-31 |
| 10 | DFUV | DIMENSIONAL ETF TRUST | 800.5K | $38.8M | $44.5M | 2.66% | +3.1K | 2026-03-31 |
| 11 | DFAI | DIMENSIONAL ETF TRUST | 968.5K | $37.7M | $40.8M | 2.43% | +77.6K | 2026-03-31 |
| 12 | AGG | ISHARES TR | 379.4K | $37.7M | $36.9M | 2.21% | +39.8K | 2026-03-31 |
| 13 | DGRO | ISHARES TR | 530.5K | $37.2M | $41.4M | 2.47% | -- | 2026-03-31 |
| 14 | VTV | VANGUARD INDEX FDS | 159.3K | $31.3M | $35.0M | 2.09% | -- | 2026-03-31 |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | 464.0K | $27.6M | $27.1M | 1.62% | +66.6K | 2026-03-31 |
| 16 | IJR | ISHARES TR | 195.2K | $24.3M | $28.4M | 1.70% | -- | 2026-03-31 |
| 17 | FXR | FIRST TR EXCHANGE-TRADED FD | 272.8K | $22.3M | $24.1M | 1.44% | -- | 2026-03-31 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | 34.1K | $22.1M | $25.4M | 1.52% | +27.3K | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 125.6K | $21.9M | $25.2M | 1.51% | +37.0K | 2026-03-31 |
| 20 | FDN | FIRST TR EXCHANGE-TRADED FD | 89.3K | $20.9M | $24.5M | 1.46% | -- | 2026-03-31 |
| 21 | DISV | DIMENSIONAL ETF TRUST | 514.6K | $20.3M | $21.8M | 1.30% | +27.6K | 2026-03-31 |
| 22 | FXU | FIRST TR EXCHANGE-TRADED FD | 379.3K | $18.8M | $18.4M | 1.10% | -- | 2026-03-31 |
| 23 | QQXT | FIRST TR EXCHANGE-TRADED FD | 182.1K | $17.8M | $18.2M | 1.09% | -- | 2026-03-31 |
| 24 | UCON | FIRST TR EXCHNG TRADED FD VI | 637.2K | $15.8M | $15.7M | 0.93% | +67.2K | 2026-03-31 |
| 25 | FXO | FIRST TR EXCHANGE-TRADED FD | 252.9K | $14.2M | $16.7M | 0.99% | -- | 2026-03-31 |
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