DeLarme Wealth Management, Inc.
64 holdingsFiling period: 2026-03-31Current AUM: $166.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 102.5K | $20.1M | $22.5M | 13.51% | +1.5K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 400.8K | $15.6M | $16.9M | 10.11% | +11.9K | 2026-03-31 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 259.8K | $11.0M | $10.8M | 6.46% | +55.0K | 2026-03-31 |
| 4 | IVV | ISHARES TR | 12.7K | $8.3M | $9.5M | 5.71% | +484 | 2026-03-31 |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 217.7K | $7.4M | $8.2M | 4.89% | +12.2K | 2026-03-31 |
| 6 | VUSB | VANGUARD BD INDEX FDS | 133.6K | $6.7M | $6.6M | 3.98% | +3.8K | 2026-03-31 |
| 7 | SGOV | ISHARES TR | 65.4K | $6.6M | $6.6M | 3.95% | +33.6K | 2026-03-31 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 57.6K | $6.4M | $7.2M | 4.32% | -4,776 | 2026-03-31 |
| 9 | MEAR | ISHARES U S ETF TR | 124.8K | $6.3M | $6.3M | 3.76% | +6.5K | 2026-03-31 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 111.5K | $5.9M | $6.4M | 3.83% | -1,243 | 2026-03-31 |
| 11 | CALI | BLACKROCK ETF TRUST II | 89.2K | $4.5M | $4.5M | 2.69% | +19.2K | 2026-03-31 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | 52.1K | $3.7M | $4.2M | 2.53% | -1,621 | 2026-03-31 |
| 13 | IWF | ISHARES TR | 8.7K | $3.7M | $4.1M | 2.45% | +76 | 2026-03-31 |
| 14 | AVDV | AMERICAN CENTY ETF TR | 36.0K | $3.6M | $3.8M | 2.25% | +4.4K | 2026-03-31 |
| 15 | VBK | VANGUARD INDEX FDS | 11.3K | $3.4M | $3.8M | 2.31% | -433 | 2026-03-31 |
| 16 | USHY | ISHARES TR | 91.2K | $3.4M | $3.4M | 2.01% | -1,356 | 2026-03-31 |
| 17 | AAPL | APPLE INC | 11.7K | $3.0M | $3.6M | 2.16% | +6.4K | 2026-03-31 |
| 18 | VWOB | VANGUARD WHITEHALL FDS | 43.7K | $2.9M | $2.9M | 1.72% | +6.6K | 2026-03-31 |
| 19 | VTEC | VANGUARD CALIF TAX FREE FDS | 25.9K | $2.6M | $2.6M | 1.53% | +10.7K | 2026-03-31 |
| 20 | VCRB | VANGUARD MALVERN FDS | 26.2K | $2.0M | $2.0M | 1.19% | +4.9K | 2026-03-31 |
| 21 | SHYM | BLACKROCK ETF TRUST II | 89.1K | $2.0M | $2.0M | 1.18% | +17.3K | 2026-03-31 |
| 22 | VTEB | VANGUARD MUN BD FDS | 37.5K | $1.9M | $1.9M | 1.11% | +4.8K | 2026-03-31 |
| 23 | VUG | VANGUARD INDEX FDS | 4.2K | $1.8M | $2.1M | 1.28% | +644 | 2026-03-31 |
| 24 | DFAX | DIMENSIONAL ETF TRUST | 47.4K | $1.6M | $1.7M | 1.04% | -2,749 | 2026-03-31 |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | 30.9K | $1.5M | $1.4M | 0.86% | +1.4K | 2026-03-31 |
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