ELEVATE WEALTH ADVISORY, INC
126 holdingsFiling period: 2026-03-31Current AUM: $171.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 109.4K | $15.6M | $17.9M | 10.43% | +4.3K | 2026-03-31 |
| 2 | DFIV | DIMENSIONAL ETF TRUST | 243.6K | $12.9M | $13.9M | 8.13% | +14.7K | 2026-03-31 |
| 3 | BSV | VANGUARD BD INDEX FDS | 157.2K | $12.3M | $12.2M | 7.11% | +3.4K | 2026-03-31 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | 201.9K | $12.0M | $11.8M | 6.87% | +10.3K | 2026-03-31 |
| 5 | STIP | ISHARES TR | 83.5K | $8.6M | $8.5M | 4.94% | +5.1K | 2026-03-31 |
| 6 | AVUV | AMERICAN CENTY ETF TR | 69.2K | $7.6M | $8.7M | 5.06% | +9.1K | 2026-03-31 |
| 7 | AVDV | AMERICAN CENTY ETF TR | 72.2K | $7.2M | $7.6M | 4.40% | +7.1K | 2026-03-31 |
| 8 | IEMG | ISHARES INC | 89.4K | $6.2M | $6.9M | 4.05% | +4.4K | 2026-03-31 |
| 9 | IDEV | ISHARES TR | 66.1K | $5.5M | $6.0M | 3.48% | +2.0K | 2026-03-31 |
| 10 | EFV | ISHARES TR | 73.2K | $5.4M | $5.9M | 3.45% | -2,439 | 2026-03-31 |
| 11 | DFLV | DIMENSIONAL ETF TRUST | 141.7K | $5.1M | $5.8M | 3.36% | +26.5K | 2026-03-31 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | 70.5K | $4.4M | $5.0M | 2.91% | -1,294 | 2026-03-31 |
| 13 | VNQ | VANGUARD INDEX FDS | 44.1K | $3.9M | $4.4M | 2.54% | +3.3K | 2026-03-31 |
| 14 | DFUS | DIMENSIONAL ETF TRUST | 50.3K | $3.6M | $4.1M | 2.39% | +9.8K | 2026-03-31 |
| 15 | DFAU | DIMENSIONAL ETF TRUST | 52.2K | $2.4M | $2.7M | 1.58% | -- | 2026-03-31 |
| 16 | VTIP | VANGUARD MALVERN FDS | 45.2K | $2.3M | $2.2M | 1.31% | +1.1K | 2026-03-31 |
| 17 | DFAS | DIMENSIONAL ETF TRUST | 27.7K | $2.0M | $2.2M | 1.31% | +313 | 2026-03-31 |
| 18 | SCHD | SCHWAB STRATEGIC TR | 62.5K | $1.9M | $2.1M | 1.22% | +4.2K | 2026-03-31 |
| 19 | DFNM | DIMENSIONAL ETF TRUST | 36.6K | $1.8M | $1.7M | 1.02% | +19 | 2026-03-31 |
| 20 | USMV | ISHARES TR | 18.4K | $1.7M | $1.8M | 1.05% | -382 | 2026-03-31 |
| 21 | DFAX | DIMENSIONAL ETF TRUST | 49.1K | $1.7M | $1.8M | 1.05% | +14 | 2026-03-31 |
| 22 | VSS | VANGUARD INTL EQUITY INDEX F | 11.3K | $1.6M | $1.7M | 0.99% | -631 | 2026-03-31 |
| 23 | DFAI | DIMENSIONAL ETF TRUST | 41.4K | $1.6M | $1.7M | 1.02% | -1,332 | 2026-03-31 |
| 24 | ICSH | ISHARES TR | 28.9K | $1.5M | $1.5M | 0.85% | +10.4K | 2026-03-31 |
| 25 | SO | SOUTHERN CO | 14.9K | $1.4M | $1.4M | 0.82% | -1,424 | 2026-03-31 |
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