DeLarme Wealth Management, Inc.
69 holdingsFiling period: 2026-06-30Current AUM: $173.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTV | VANGUARD INDEX FDS | 104.5K | $22.8M | $23.3M | 13.43% | +2.0K | 2026-06-30 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 410.2K | $16.9M | $17.4M | 10.02% | +9.4K | 2026-06-30 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 290.2K | $12.2M | $11.9M | 6.84% | +30.4K | 2026-06-30 |
| 4 | IVV | ISHARES TR | 12.8K | $9.6M | $9.7M | 5.62% | +140 | 2026-06-30 |
| 5 | DFAE | DIMENSIONAL ETF TRUST | 215.5K | $8.7M | $8.4M | 4.85% | -2,162 | 2026-06-30 |
| 6 | SGOV | ISHARES TR | 69.2K | $7.0M | $7.0M | 4.01% | +3.7K | 2026-06-30 |
| 7 | VUSB | VANGUARD BD INDEX FDS | 139.5K | $6.9M | $6.9M | 3.99% | +5.9K | 2026-06-30 |
| 8 | AVUV | AMERICAN CENTY ETF TR | 55.5K | $6.9M | $6.9M | 3.97% | -2,086 | 2026-06-30 |
| 9 | MEAR | ISHARES U S ETF TR | 127.9K | $6.4M | $6.4M | 3.68% | +3.1K | 2026-06-30 |
| 10 | DFIV | DIMENSIONAL ETF TRUST | 108.1K | $5.8M | $6.3M | 3.63% | -3,361 | 2026-06-30 |
| 11 | CALI | BLACKROCK ETF TRUST II | 96.4K | $4.9M | $4.8M | 2.79% | +7.2K | 2026-06-30 |
| 12 | IWF | ISHARES TR | 34.8K | $4.3M | $4.2M | 2.42% | +26.1K | 2026-06-30 |
| 13 | DFAS | DIMENSIONAL ETF TRUST | 51.8K | $4.3M | $4.1M | 2.38% | -294 | 2026-06-30 |
| 14 | VBK | VANGUARD INDEX FDS | 11.0K | $4.0M | $3.7M | 2.13% | -322 | 2026-06-30 |
| 15 | AVDV | AMERICAN CENTY ETF TR | 37.4K | $3.9M | $4.1M | 2.38% | +1.4K | 2026-06-30 |
| 16 | AAPL | APPLE INC | 11.8K | $3.4M | $3.9M | 2.26% | +143 | 2026-06-30 |
| 17 | USHY | ISHARES TR | 90.8K | $3.4M | $3.3M | 1.90% | -360 | 2026-06-30 |
| 18 | VTEC | VANGUARD CALIF TAX FREE FDS | 32.6K | $3.3M | $3.1M | 1.80% | +6.7K | 2026-06-30 |
| 19 | VWOB | VANGUARD WHITEHALL FDS | 44.4K | $3.0M | $2.9M | 1.65% | +648 | 2026-06-30 |
| 20 | VTEB | VANGUARD MUN BD FDS | 44.3K | $2.2M | $2.1M | 1.23% | +6.8K | 2026-06-30 |
| 21 | SHYM | BLACKROCK ETF TRUST II | 96.1K | $2.2M | $2.1M | 1.20% | +7.1K | 2026-06-30 |
| 22 | VUG | VANGUARD INDEX FDS | 24.9K | $2.1M | $2.2M | 1.25% | +20.7K | 2026-06-30 |
| 23 | VCRB | VANGUARD MALVERN FDS | 26.3K | $2.0M | $2.0M | 1.13% | +75 | 2026-06-30 |
| 24 | DFAX | DIMENSIONAL ETF TRUST | 47.1K | $1.7M | $1.8M | 1.02% | -373 | 2026-06-30 |
| 25 | JCPB | J P MORGAN EXCHANGE TRADED F | 32.0K | $1.5M | $1.5M | 0.84% | +1.1K | 2026-06-30 |
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