Financially in Tune, LLC
77 holdingsFiling period: 2026-03-31Current AUM: $125.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 447.1K | $23.6M | $25.6M | 20.48% | +29.6K | 2026-03-31 |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 232.8K | $11.0M | $10.7M | 8.60% | +33.1K | 2026-03-31 |
| 3 | VYM | VANGUARD WHITEHALL FDS | 58.8K | $8.7M | $9.5M | 7.62% | +2.7K | 2026-03-31 |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 142.2K | $8.1M | $8.2M | 6.53% | +18.3K | 2026-03-31 |
| 5 | JPUS | J P MORGAN EXCHANGE TRADED F | 39.2K | $5.1M | $5.6M | 4.45% | +1 | 2026-03-31 |
| 6 | DFEV | DIMENSIONAL ETF TRUST | 140.1K | $5.0M | $5.6M | 4.45% | +5.8K | 2026-03-31 |
| 7 | USFR | WISDOMTREE TR | 63.2K | $3.2M | $3.2M | 2.54% | +220 | 2026-03-31 |
| 8 | SUSA | ISHARES TR | 23.2K | $3.1M | $3.5M | 2.84% | +118 | 2026-03-31 |
| 9 | DISV | DIMENSIONAL ETF TRUST | 65.9K | $2.6M | $2.8M | 2.23% | +4.5K | 2026-03-31 |
| 10 | BSCS | INVESCO EXCH TRD SLF IDX FD | 118.8K | $2.4M | $2.4M | 1.93% | +20.4K | 2026-03-31 |
| 11 | VEU | VANGUARD INTL EQUITY INDEX F | 31.0K | $2.3M | $2.6M | 2.05% | +745 | 2026-03-31 |
| 12 | VBR | VANGUARD INDEX FDS | 9.8K | $2.1M | $2.4M | 1.91% | +607 | 2026-03-31 |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | 9.5K | $2.0M | $2.3M | 1.82% | -290 | 2026-03-31 |
| 14 | IJH | ISHARES TR | 28.7K | $1.9M | $2.2M | 1.73% | -285 | 2026-03-31 |
| 15 | CSRE | COHEN & STEERS ETF TRUST | 65.8K | $1.7M | $1.9M | 1.54% | +3.8K | 2026-03-31 |
| 16 | DFSV | DIMENSIONAL ETF TRUST | 47.9K | $1.7M | $1.9M | 1.52% | +4.4K | 2026-03-31 |
| 17 | SCHM | SCHWAB STRATEGIC TR | 48.7K | $1.5M | $1.7M | 1.35% | +833 | 2026-03-31 |
| 18 | AAPL | APPLE INC | 5.9K | $1.5M | $1.8M | 1.45% | -338 | 2026-03-31 |
| 19 | TFLR | T ROWE PRICE ETF INC | 27.4K | $1.4M | $1.4M | 1.11% | -650 | 2026-03-31 |
| 20 | VWO | VANGUARD INTL EQUITY INDEX F | 24.9K | $1.3M | $1.5M | 1.17% | +1.1K | 2026-03-31 |
| 21 | JPIN | J P MORGAN EXCHANGE TRADED F | 18.0K | $1.3M | $1.4M | 1.08% | -383 | 2026-03-31 |
| 22 | BSCT | INVESCO EXCH TRD SLF IDX FD | 68.1K | $1.3M | $1.3M | 1.01% | +50.0K | 2026-03-31 |
| 23 | IVV | ISHARES TR | 1.8K | $1.2M | $1.4M | 1.09% | -55 | 2026-03-31 |
| 24 | JHMD | JOHN HANCOCK EXCHANGE TRADED | 27.3K | $1.2M | $1.2M | 0.99% | -500 | 2026-03-31 |
| 25 | CWI | SPDR INDEX SHS FDS | 30.5K | $1.1M | $1.2M | 0.98% | +6.8K | 2026-03-31 |
← Scroll →
Page 1 of 4