Crusonia Wealth Advisors LLC
235 holdingsFiling period: 2026-06-30Current AUM: $610.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | Dimensional ETF Trust | 660.4K | $54.1M | $55.0M | 9.01% | +25.9K | 2026-06-30 |
| 2 | DFAI | Dimensional ETF Trust | 950.5K | $39.2M | $39.3M | 6.43% | +63.0K | 2026-06-30 |
| 3 | JCPB | J P Morgan Exchange Traded F | 711.0K | $33.4M | $32.3M | 5.28% | +59.2K | 2026-06-30 |
| 4 | VCRB | Vanguard Malvern Fds | 280.5K | $21.7M | $20.9M | 3.43% | +34.3K | 2026-06-30 |
| 5 | SPHQ | Invesco Exchange Traded FD T | 208.3K | $18.8M | $17.4M | 2.85% | +7.2K | 2026-06-30 |
| 6 | FEX | First TR Exchange-Traded Alp | 132.1K | $18.5M | $18.2M | 2.97% | -183 | 2026-06-30 |
| 7 | VTV | Vanguard Index Fds | 78.1K | $17.0M | $17.7M | 2.89% | +3.6K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 57.5K | $16.6M | $19.8M | 3.23% | +2.5K | 2026-06-30 |
| 9 | QLTY | Gmo ETF Trust | 387.2K | $16.1M | $16.9M | 2.76% | -4,574 | 2026-06-30 |
| 10 | UITB | Victory Portfolios II | 322.2K | $15.1M | $14.6M | 2.39% | +2.0K | 2026-06-30 |
| 11 | DFAE | Dimensional ETF Trust | 356.0K | $14.3M | $13.0M | 2.13% | +20.6K | 2026-06-30 |
| 12 | FTSM | First TR Exchange-Traded FD | 229.6K | $13.7M | $13.7M | 2.24% | +27.2K | 2026-06-30 |
| 13 | VB | Vanguard Index Fds | 42.1K | $12.8M | $12.1M | 1.99% | +3.5K | 2026-06-30 |
| 14 | ALLW | Ssga Active TR | 418.2K | $12.2M | $12.2M | 1.99% | -- | 2026-06-30 |
| 15 | FYX | First TR Exchange-Traded Alp | 73.5K | $10.6M | $10.1M | 1.66% | -425 | 2026-06-30 |
| 16 | VUG | Vanguard Index Fds | 117.6K | $10.1M | $10.3M | 1.68% | +100.7K | 2026-06-30 |
| 17 | VONE | Vanguard Scottsdale Fds | 27.5K | $9.3M | $9.5M | 1.56% | -465 | 2026-06-30 |
| 18 | EMLP | First TR Exchange-Traded FD | 197.3K | $8.6M | $8.7M | 1.42% | -737 | 2026-06-30 |
| 19 | HELO | J P Morgan Exchange Traded F | 105.2K | $7.1M | $7.3M | 1.19% | -6,253 | 2026-06-30 |
| 20 | VTEB | Vanguard Mun BD Fds | 125.8K | $6.4M | $6.1M | 1.00% | +10.6K | 2026-06-30 |
| 21 | VEA | Vanguard Tax-Managed Fds | 82.2K | $5.9M | $5.7M | 0.93% | +1.1K | 2026-06-30 |
| 22 | FDT | First TR Exch Trd Alphdx FD | 60.2K | $5.7M | $5.4M | 0.88% | +309 | 2026-06-30 |
| 23 | IVV | iShares TR | 7.5K | $5.6M | $5.7M | 0.94% | +4.5K | 2026-06-30 |
| 24 | PRF | Invesco Exchange Traded FD T | 99.6K | $5.4M | $5.6M | 0.92% | -1,568 | 2026-06-30 |
| 25 | IEFA | iShares TR | 55.6K | $5.4M | $5.3M | 0.87% | +3.2K | 2026-06-30 |
← Scroll →
Page 1 of 10