Crusonia Wealth Advisors LLC
193 holdingsFiling period: 2026-03-31Current AUM: $530.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | 634.5K | $45.0M | $51.8M | 9.75% | +40.8K | 2026-03-31 |
| 2 | DFAI | DIMENSIONAL ETF TRUST | 887.5K | $34.6M | $37.4M | 7.04% | +83.2K | 2026-03-31 |
| 3 | JCPB | J P MORGAN EXCHANGE TRADED F | 651.8K | $30.7M | $30.1M | 5.67% | +33.0K | 2026-03-31 |
| 4 | VCRB | VANGUARD MALVERN FDS | 246.2K | $19.1M | $18.7M | 3.52% | +63.7K | 2026-03-31 |
| 5 | FEX | FIRST TR EXCHANGE-TRADED ALP | 132.3K | $16.1M | $18.0M | 3.39% | +167 | 2026-03-31 |
| 6 | SPHQ | INVESCO EXCHANGE TRADED FD T | 201.1K | $15.1M | $17.0M | 3.21% | +7.7K | 2026-03-31 |
| 7 | UITB | VICTORY PORTFOLIOS II | 320.2K | $15.1M | $14.8M | 2.78% | -25,216 | 2026-03-31 |
| 8 | VTV | VANGUARD INDEX FDS | 74.5K | $14.6M | $16.4M | 3.09% | +4.2K | 2026-03-31 |
| 9 | QLTY | GMO ETF TRUST | 391.8K | $14.2M | $16.4M | 3.08% | +18.4K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 55.0K | $13.9M | $17.0M | 3.20% | +1.2K | 2026-03-31 |
| 11 | FTSM | FIRST TR EXCHANGE-TRADED FD | 202.4K | $12.1M | $12.1M | 2.28% | -4,043 | 2026-03-31 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 335.4K | $11.4M | $12.6M | 2.37% | +28.8K | 2026-03-31 |
| 13 | VB | VANGUARD INDEX FDS | 38.6K | $10.1M | $11.4M | 2.14% | +1.5K | 2026-03-31 |
| 14 | FYX | FIRST TR EXCHANGE-TRADED ALP | 73.9K | $8.8M | $10.5M | 1.97% | +457 | 2026-03-31 |
| 15 | EMLP | FIRST TR EXCHANGE-TRADED FD | 198.0K | $8.6M | $8.7M | 1.64% | -591 | 2026-03-31 |
| 16 | VONE | VANGUARD SCOTTSDALE FDS | 28.0K | $8.3M | $9.5M | 1.78% | -656 | 2026-03-31 |
| 17 | VUG | VANGUARD INDEX FDS | 16.9K | $7.4M | $8.6M | 1.63% | +5.2K | 2026-03-31 |
| 18 | HELO | J P MORGAN EXCHANGE TRADED F | 111.4K | $7.1M | $7.6M | 1.44% | +11.1K | 2026-03-31 |
| 19 | VTEB | VANGUARD MUN BD FDS | 115.3K | $5.8M | $5.7M | 1.08% | +28.9K | 2026-03-31 |
| 20 | FDT | FIRST TR EXCH TRD ALPHDX FD | 59.9K | $5.2M | $5.4M | 1.01% | -3,487 | 2026-03-31 |
| 21 | VEA | VANGUARD TAX-MANAGED FDS | 81.1K | $5.2M | $5.7M | 1.08% | +787 | 2026-03-31 |
| 22 | PRF | INVESCO EXCHANGE TRADED FD T | 101.1K | $4.8M | $5.5M | 1.04% | -614 | 2026-03-31 |
| 23 | IEFA | ISHARES TR | 52.3K | $4.7M | $5.1M | 0.97% | +239 | 2026-03-31 |
| 24 | MSFT | MICROSOFT CORP | 12.0K | $4.4M | $5.6M | 1.05% | +845 | 2026-03-31 |
| 25 | RDVY | FIRST TR EXCHANGE TRADED FD | 59.6K | $4.1M | $4.8M | 0.91% | -2,408 | 2026-03-31 |
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