Dodds Wealth, LLC
51 holdingsFiling period: 2026-03-31Current AUM: $431.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 685.1K | $56.7M | $55.7M | 12.89% | +33.5K | 2026-03-31 |
| 2 | SPIB | SPDR SERIES TRUST | 1.68M | $56.2M | $55.5M | 12.86% | +86.2K | 2026-03-31 |
| 3 | IGIB | ISHARES TR | 889.2K | $47.3M | $46.5M | 10.77% | +50.5K | 2026-03-31 |
| 4 | GOVT | ISHARES TR | 1.99M | $45.6M | $44.7M | 10.35% | -15,960 | 2026-03-31 |
| 5 | VUG | VANGUARD INDEX FDS | 101.3K | $44.3M | $51.8M | 12.00% | -1,450 | 2026-03-31 |
| 6 | SCHV | SCHWAB STRATEGIC TR | 1.04M | $31.8M | $35.5M | 8.21% | -22,144 | 2026-03-31 |
| 7 | SCHB | SCHWAB STRATEGIC TR | 1.01M | $25.3M | $29.1M | 6.73% | +23.1K | 2026-03-31 |
| 8 | VOO | VANGUARD INDEX FDS | 34.3K | $20.5M | $23.6M | 5.45% | +728 | 2026-03-31 |
| 9 | VXUS | VANGUARD STAR FDS | 171.1K | $13.2M | $14.5M | 3.35% | -1,694 | 2026-03-31 |
| 10 | JMUB | J P MORGAN EXCHANGE TRADED F | 202.2K | $10.1M | $10.1M | 2.33% | +70.6K | 2026-03-31 |
| 11 | DFAU | DIMENSIONAL ETF TRUST | 129.5K | $5.8M | $6.7M | 1.55% | -379 | 2026-03-31 |
| 12 | DFAI | DIMENSIONAL ETF TRUST | 145.0K | $5.7M | $6.1M | 1.41% | -4,315 | 2026-03-31 |
| 13 | XLK | SELECT SECTOR SPDR TR | 36.5K | $4.8M | $6.4M | 1.48% | -1,021 | 2026-03-31 |
| 14 | VNQ | VANGUARD INDEX FDS | 50.6K | $4.5M | $5.0M | 1.16% | +1.9K | 2026-03-31 |
| 15 | VYM | VANGUARD WHITEHALL FDS | 25.3K | $3.8M | $4.1M | 0.95% | -1,452 | 2026-03-31 |
| 16 | AAPL | APPLE INC | 13.3K | $3.4M | $4.1M | 0.95% | -148 | 2026-03-31 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | 11.8K | $2.3M | $2.5M | 0.59% | +1 | 2026-03-31 |
| 18 | DFUS | DIMENSIONAL ETF TRUST | 28.4K | $2.0M | $2.3M | 0.54% | +41 | 2026-03-31 |
| 19 | NVDA | NVIDIA CORPORATION | 10.1K | $1.8M | $2.0M | 0.47% | -875 | 2026-03-31 |
| 20 | GOOG | ALPHABET INC | 6.0K | $1.7M | $2.1M | 0.49% | -- | 2026-03-31 |
| 21 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.4K | $1.6M | $1.6M | 0.38% | -29 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 2.4K | $1.6M | $1.8M | 0.42% | -203 | 2026-03-31 |
| 23 | DVY | ISHARES TR | 7.9K | $1.2M | $1.3M | 0.30% | +396 | 2026-03-31 |
| 24 | IJH | ISHARES TR | 17.6K | $1.2M | $1.3M | 0.31% | -2,216 | 2026-03-31 |
| 25 | XLV | SELECT SECTOR SPDR TR | 7.4K | $1.1M | $1.2M | 0.28% | -30 | 2026-03-31 |
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