Dala Group, LLC
74 holdingsFiling period: 2026-03-31Current AUM: $139.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | XMMO | INVESCO EXCHANGE TRADED FD T | 104.2K | $15.1M | $16.1M | 11.56% | +59.9K | 2026-03-31 |
| 2 | DBEF | DBX ETF TR | 246.3K | $12.2M | $13.5M | 9.73% | +121.3K | 2026-03-31 |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | 54.9K | $11.8M | $13.1M | 9.44% | +8.2K | 2026-03-31 |
| 4 | GOOGL | ALPHABET INC | 40.7K | $11.7M | $14.5M | 10.44% | -1,777 | 2026-03-31 |
| 5 | VOO | VANGUARD INDEX FDS | 8.5K | $5.1M | $5.9M | 4.22% | -206 | 2026-03-31 |
| 6 | SOXX | ISHARES TR | 14.8K | $4.9M | $7.5M | 5.36% | +9.3K | 2026-03-31 |
| 7 | CIBR | FIRST TR EXCHANGE-TRADED FD | 76.7K | $4.8M | $7.0M | 5.07% | +46.2K | 2026-03-31 |
| 8 | SPY | STATE STR SPDR S&P 500 ETF T | 4.7K | $3.1M | $3.5M | 2.52% | +622 | 2026-03-31 |
| 9 | MELI | MERCADOLIBRE INC | 1.7K | $3.0M | $3.2M | 2.34% | -36 | 2026-03-31 |
| 10 | AAPL | APPLE INC | 10.6K | $2.7M | $3.3M | 2.36% | +534 | 2026-03-31 |
| 11 | JPM | JPMORGAN CHASE & CO | 8.2K | $2.4M | $2.9M | 2.08% | -1,788 | 2026-03-31 |
| 12 | DXJ | WISDOMTREE TR | 13.3K | $2.1M | $2.3M | 1.66% | -3,233 | 2026-03-31 |
| 13 | SCHD | SCHWAB U.S. DIVIDEND EQUITY ETF | 65.7K | $2.0M | $2.2M | 1.58% | -99,324 | 2026-03-31 |
| 14 | VO | VANGUARD INDEX FDS | 6.7K | $1.9M | $2.2M | 1.56% | -5,778 | 2026-03-31 |
| 15 | HD | HOME DEPOT INC | 5.7K | $1.9M | $1.9M | 1.37% | -229 | 2026-03-31 |
| 16 | MSFT | MICROSOFT CORP | 4.8K | $1.8M | $2.3M | 1.62% | +1.6K | 2026-03-31 |
| 17 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 16.9K | $1.8M | $1.9M | 1.39% | -28,995 | 2026-03-31 |
| 18 | AMZN | AMAZON COM INC | 8.4K | $1.8M | $2.3M | 1.65% | -5,856 | 2026-03-31 |
| 19 | GOOG | ALPHABET INC | 5.7K | $1.6M | $2.0M | 1.46% | +1.9K | 2026-03-31 |
| 20 | NEE | NEXTERA ENERGY INC | 16.4K | $1.5M | $1.4M | 1.03% | +7.8K | 2026-03-31 |
| 21 | NVDA | NVIDIA CORPORATION | 8.6K | $1.5M | $1.7M | 1.25% | -953 | 2026-03-31 |
| 22 | AXON | AXON ENTERPRISE INC | 3.1K | $1.3M | $1.6M | 1.17% | +1.8K | 2026-03-31 |
| 23 | OC | OWENS CORNING NEW | 10.9K | $1.2M | $1.5M | 1.09% | +7.7K | 2026-03-31 |
| 24 | UNH | UNITEDHEALTH GROUP INC | 4.0K | $1.1M | $1.7M | 1.21% | +2.7K | 2026-03-31 |
| 25 | DFEM | DIMENSIONAL ETF TRUST | 30.6K | $1.1M | $1.2M | 0.83% | -103 | 2026-03-31 |
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