SpringVest Wealth Management LLC
68 holdingsFiling period: 2026-03-31Current AUM: $152.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 254.0K | $21.0M | $20.6M | 13.50% | +3.5K | 2026-03-31 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 267.7K | $11.3M | $11.1M | 7.26% | +35.2K | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | 16.7K | $10.9M | $12.5M | 8.18% | -309 | 2026-03-31 |
| 4 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 21.6K | $10.4M | $10.4M | 6.78% | -542 | 2026-03-31 |
| 5 | VUSB | VANGUARD BD INDEX FDS | 199.8K | $9.9M | $9.9M | 6.50% | -3,910 | 2026-03-31 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | 108.1K | $8.6M | $8.5M | 5.56% | -626 | 2026-03-31 |
| 7 | DFAI | DIMENSIONAL ETF TRUST | 219.7K | $8.6M | $9.2M | 6.05% | +10.2K | 2026-03-31 |
| 8 | AEP | AMERICAN ELEC PWR CO INC | 50.3K | $6.6M | $6.4M | 4.20% | -890 | 2026-03-31 |
| 9 | SCHV | SCHWAB STRATEGIC TR | 191.4K | $5.8M | $6.5M | 4.26% | -282 | 2026-03-31 |
| 10 | DFSD | DIMENSIONAL ETF TRUST | 107.1K | $5.1M | $5.1M | 3.31% | +27.3K | 2026-03-31 |
| 11 | SHY | ISHARES TR | 36.0K | $3.0M | $3.0M | 1.93% | +1.1K | 2026-03-31 |
| 12 | DFAU | DIMENSIONAL ETF TRUST | 64.3K | $2.9M | $3.3M | 2.18% | -5,864 | 2026-03-31 |
| 13 | GLD | SPDR GOLD TR | 6.6K | $2.8M | $2.5M | 1.61% | +26 | 2026-03-31 |
| 14 | SCHD | SCHWAB STRATEGIC TR | 82.8K | $2.5M | $2.8M | 1.81% | -2,479 | 2026-03-31 |
| 15 | IVOO | VANGUARD ADMIRAL FDS INC | 22.1K | $2.5M | $2.8M | 1.84% | -88 | 2026-03-31 |
| 16 | SCHB | SCHWAB STRATEGIC TR | 89.5K | $2.2M | $2.6M | 1.69% | +4.0K | 2026-03-31 |
| 17 | VTIP | VANGUARD MALVERN FDS | 43.9K | $2.2M | $2.2M | 1.42% | -3,692 | 2026-03-31 |
| 18 | IJH | ISHARES TR | 30.3K | $2.0M | $2.3M | 1.49% | -1,343 | 2026-03-31 |
| 19 | JHMM | JOHN HANCOCK EXCHANGE TRADED | 22.4K | $1.5M | $1.7M | 1.09% | +994 | 2026-03-31 |
| 20 | VYMI | VANGUARD WHITEHALL FDS | 14.0K | $1.3M | $1.4M | 0.94% | -- | 2026-03-31 |
| 21 | DFUS | DIMENSIONAL ETF TRUST | 16.5K | $1.2M | $1.3M | 0.88% | +4.0K | 2026-03-31 |
| 22 | AAPL | APPLE INC | 4.6K | $1.2M | $1.4M | 0.92% | -48 | 2026-03-31 |
| 23 | DUSB | DIMENSIONAL ETF TRUST | 22.3K | $1.1M | $1.1M | 0.74% | +3.1K | 2026-03-31 |
| 24 | DFAS | DIMENSIONAL ETF TRUST | 15.2K | $1.1M | $1.2M | 0.80% | -285 | 2026-03-31 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | 31.6K | $1.1M | $1.2M | 0.78% | +2.6K | 2026-03-31 |
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