Dodds Wealth, LLC
56 holdingsFiling period: 2026-06-30Current AUM: $439.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Scottsdale Fds | 712.0K | $58.8M | $56.5M | 12.85% | +26.9K | 2026-06-30 |
| 2 | SPIB | Spdr Series Trust | 1.75M | $58.4M | $56.8M | 12.92% | +69.4K | 2026-06-30 |
| 3 | VUG | Vanguard Index Fds | 600.1K | $51.7M | $52.5M | 11.95% | +498.8K | 2026-06-30 |
| 4 | IGIB | iShares TR | 923.9K | $49.1M | $47.1M | 10.72% | +34.7K | 2026-06-30 |
| 5 | GOVT | iShares TR | 2.04M | $46.5M | $45.3M | 10.30% | +48.3K | 2026-06-30 |
| 6 | SCHV | Schwab Strategic TR | 1.03M | $35.9M | $35.6M | 8.09% | -11,049 | 2026-06-30 |
| 7 | SCHB | Schwab Strategic TR | 1.02M | $29.6M | $30.0M | 6.83% | +12.7K | 2026-06-30 |
| 8 | VOO | Vanguard Index Fds | 35.1K | $24.1M | $24.7M | 5.61% | +778 | 2026-06-30 |
| 9 | VXUS | Vanguard Star Fds | 170.7K | $14.6M | $14.1M | 3.21% | -332 | 2026-06-30 |
| 10 | JMUB | J P Morgan Exchange Traded F | 220.4K | $11.2M | $10.8M | 2.45% | +18.2K | 2026-06-30 |
| 11 | XLK | Select Sector Spdr TR | 36.6K | $7.0M | $6.8M | 1.55% | +126 | 2026-06-30 |
| 12 | DFAU | Dimensional ETF Trust | 122.8K | $6.3M | $6.5M | 1.47% | -6,663 | 2026-06-30 |
| 13 | DFAI | Dimensional ETF Trust | 141.0K | $5.8M | $5.8M | 1.32% | -4,063 | 2026-06-30 |
| 14 | VNQ | Vanguard Index Fds | 51.5K | $5.0M | $4.8M | 1.09% | +859 | 2026-06-30 |
| 15 | VYM | Vanguard Whitehall Fds | 25.3K | $4.0M | $4.1M | 0.93% | -67 | 2026-06-30 |
| 16 | AAPL | Apple Inc | 13.4K | $3.9M | $4.6M | 1.05% | +115 | 2026-06-30 |
| 17 | RSP | Invesco Exchange Traded FD T | 11.8K | $2.5M | $2.6M | 0.58% | +1 | 2026-06-30 |
| 18 | DFUS | Dimensional ETF Trust | 27.5K | $2.3M | $2.3M | 0.52% | -915 | 2026-06-30 |
| 19 | GOOG | Alphabet Inc | 6.0K | $2.1M | $1.9M | 0.43% | -- | 2026-06-30 |
| 20 | NVDA | NVIDIA Corporation | 10.2K | $2.0M | $2.2M | 0.50% | +117 | 2026-06-30 |
| 21 | SPY | State Str Spdr S&P 500 ETF T | 2.4K | $1.8M | $1.9M | 0.42% | -23 | 2026-06-30 |
| 22 | BRK-B | Berkshire Hathaway Inc Del | 3.4K | $1.7M | $1.7M | 0.39% | -- | 2026-06-30 |
| 23 | IJH | iShares TR | 17.7K | $1.4M | $1.3M | 0.29% | +107 | 2026-06-30 |
| 24 | DVY | iShares TR | 8.0K | $1.3M | $1.3M | 0.29% | +79 | 2026-06-30 |
| 25 | VT | Vanguard Intl Equity Index F | 7.5K | $1.2M | $1.2M | 0.27% | -7 | 2026-06-30 |
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