Investment Advisory Group, LLC
195 holdingsFiling period: 2026-03-31Current AUM: $439.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | 187.9K | $27.8M | $30.4M | 6.92% | +1.9K | 2026-03-31 |
| 2 | VUG | VANGUARD INDEX FDS | 60.9K | $26.6M | $31.2M | 7.08% | +1.6K | 2026-03-31 |
| 3 | DFAC | DIMENSIONAL ETF TRUST | 603.7K | $23.5M | $26.9M | 6.11% | +6.1K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 24.2K | $15.8M | $18.1M | 4.13% | +544 | 2026-03-31 |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 201.0K | $14.3M | $16.4M | 3.73% | +16.3K | 2026-03-31 |
| 6 | IJR | ISHARES TR | 114.6K | $14.2M | $16.7M | 3.79% | -4,483 | 2026-03-31 |
| 7 | IVW | ISHARES TR | 89.3K | $10.1M | $12.1M | 2.74% | +3.3K | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 41.5K | $8.1M | $9.1M | 2.08% | -116 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 30.7K | $7.8M | $9.5M | 2.15% | -342 | 2026-03-31 |
| 10 | AOM | ISHARES TR | 149.3K | $7.1M | $7.3M | 1.67% | +4.1K | 2026-03-31 |
| 11 | ITOT | ISHARES TR | 49.5K | $7.0M | $8.1M | 1.84% | +6.8K | 2026-03-31 |
| 12 | USMV | ISHARES TR | 66.2K | $6.1M | $6.5M | 1.47% | -399 | 2026-03-31 |
| 13 | DFAX | DIMENSIONAL ETF TRUST | 176.1K | $6.0M | $6.4M | 1.46% | -1,671 | 2026-03-31 |
| 14 | IJH | ISHARES TR | 87.7K | $5.9M | $6.6M | 1.50% | -1,493 | 2026-03-31 |
| 15 | AOK | ISHARES TR | 147.3K | $5.9M | $6.0M | 1.37% | +2.9K | 2026-03-31 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | 26.7K | $5.7M | $6.4M | 1.45% | -27 | 2026-03-31 |
| 17 | VYMI | VANGUARD WHITEHALL FDS | 59.3K | $5.6M | $6.1M | 1.40% | +3.0K | 2026-03-31 |
| 18 | AVLV | AMERICAN CENTY ETF TR | 67.9K | $5.5M | $6.3M | 1.42% | +7.0K | 2026-03-31 |
| 19 | AMZN | AMAZON COM INC | 24.4K | $5.1M | $6.6M | 1.51% | +290 | 2026-03-31 |
| 20 | DFUV | DIMENSIONAL ETF TRUST | 98.2K | $4.8M | $5.5M | 1.24% | -- | 2026-03-31 |
| 21 | VTI | VANGUARD INDEX FDS | 14.5K | $4.7M | $5.3M | 1.21% | +900 | 2026-03-31 |
| 22 | FBND | FIDELITY MERRIMACK STR TR | 98.5K | $4.5M | $4.4M | 1.00% | +27.3K | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 11.9K | $4.4M | $5.6M | 1.26% | +303 | 2026-03-31 |
| 24 | DCOR | DIMENSIONAL ETF TRUST | 58.9K | $4.2M | $4.9M | 1.11% | +7.2K | 2026-03-31 |
| 25 | VOO | VANGUARD INDEX FDS | 6.9K | $4.1M | $4.8M | 1.08% | +220 | 2026-03-31 |
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