PANORAMIC INVESTMENT ADVISORS, LLC
143 holdingsFiling period: 2026-06-30Current AUM: $213.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 332.1K | $29.2M | $29.5M | 13.87% | -- | 2026-06-30 |
| 2 | SCHV | SCHWAB STRATEGIC TR | 227.7K | $7.9M | $7.8M | 3.65% | -- | 2026-06-30 |
| 3 | VUG | VANGUARD INDEX FDS | 91.9K | $7.9M | $8.0M | 3.76% | -- | 2026-06-30 |
| 4 | VPLS | VANGUARD MALVERN FDS | 92.4K | $7.2M | $6.9M | 3.26% | -- | 2026-06-30 |
| 5 | SCHG | SCHWAB STRATEGIC TR | 176.0K | $6.0M | $6.2M | 2.89% | -- | 2026-06-30 |
| 6 | GOOG | ALPHABET INC | 16.7K | $5.9M | $5.7M | 2.68% | -- | 2026-06-30 |
| 7 | ICSH | ISHARES TR | 99.6K | $5.0M | $5.0M | 2.36% | -- | 2026-06-30 |
| 8 | DFLV | DIMENSIONAL ETF TRUST | 113.2K | $4.5M | $4.7M | 2.21% | -- | 2026-06-30 |
| 9 | SCHD | SCHWAB STRATEGIC TR | 132.4K | $4.2M | $4.5M | 2.13% | -- | 2026-06-30 |
| 10 | QQQ | INVESCO QQQ TR | 5.5K | $4.1M | $3.9M | 1.83% | -- | 2026-06-30 |
| 11 | VYM | VANGUARD WHITEHALL FDS | 23.5K | $3.7M | $3.8M | 1.78% | -- | 2026-06-30 |
| 12 | IEFA | ISHARES TR | 38.0K | $3.7M | $3.7M | 1.75% | -- | 2026-06-30 |
| 13 | BAI | BLACKROCK ETF TRUST | 68.7K | $3.6M | $2.9M | 1.37% | -- | 2026-06-30 |
| 14 | IVV | ISHARES TR | 4.6K | $3.4M | $3.5M | 1.63% | -- | 2026-06-30 |
| 15 | JEPI | J P MORGAN EXCHANGE TRADED F | 59.4K | $3.4M | $3.3M | 1.57% | -343,812 | 2026-06-30 |
| 16 | GOOGL | ALPHABET INC | 9.4K | $3.4M | $3.2M | 1.52% | -- | 2026-06-30 |
| 17 | SCHA | SCHWAB STRATEGIC TR | 90.2K | $3.3M | $3.0M | 1.40% | -- | 2026-06-30 |
| 18 | MOAT | VANECK ETF TRUST | 31.3K | $3.3M | $3.4M | 1.60% | -- | 2026-06-30 |
| 19 | SCHM | SCHWAB STRATEGIC TR | 86.5K | $3.2M | $3.0M | 1.41% | -- | 2026-06-30 |
| 20 | VOO | VANGUARD INDEX FDS | 4.3K | $3.0M | $3.0M | 1.42% | -- | 2026-06-30 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 5.8K | $2.9M | $2.9M | 1.37% | -- | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION | 14.3K | $2.9M | $3.0M | 1.43% | -- | 2026-06-30 |
| 23 | AAPL | APPLE INC | 9.7K | $2.8M | $3.2M | 1.50% | -- | 2026-06-30 |
| 24 | XLE | SELECT SECTOR SPDR TR | 52.1K | $2.8M | $3.4M | 1.61% | -- | 2026-06-30 |
| 25 | VGT | VANGUARD WORLD FD | 22.7K | $2.7M | $2.7M | 1.27% | -- | 2026-06-30 |
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