E-Wealth Partners, LLC
60 holdingsFiling period: 2026-06-30Current AUM: $141.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | iShares TR | 206.0K | $33.8M | $34.6M | 24.48% | +11.9K | 2026-06-30 |
| 2 | DGCB | Dimensional ETF Trust | 174.7K | $9.6M | $9.2M | 6.49% | +16.8K | 2026-06-30 |
| 3 | AAPL | Apple Inc | 31.6K | $9.1M | $11.0M | 7.79% | -3,226 | 2026-06-30 |
| 4 | VBR | Vanguard Index Fds | 34.4K | $8.4M | $8.4M | 5.96% | +2.3K | 2026-06-30 |
| 5 | DUHP | Dimensional ETF Trust | 192.9K | $8.0M | $8.3M | 5.89% | +13.2K | 2026-06-30 |
| 6 | DFEM | Dimensional ETF Trust | 196.0K | $8.0M | $7.3M | 5.19% | +2.3K | 2026-06-30 |
| 7 | BNDW | Vanguard Scottsdale Fds | 112.9K | $7.7M | $7.5M | 5.33% | +11.4K | 2026-06-30 |
| 8 | AVDE | American Centy ETF TR | 84.3K | $7.5M | $7.6M | 5.38% | +5.9K | 2026-06-30 |
| 9 | AVDV | American Centy ETF TR | 34.7K | $3.6M | $3.7M | 2.62% | +553 | 2026-06-30 |
| 10 | DFAC | Dimensional ETF Trust | 74.1K | $3.3M | $3.4M | 2.39% | -4,884 | 2026-06-30 |
| 11 | DFNM | Dimensional ETF Trust | 67.3K | $3.3M | $3.2M | 2.24% | -30,101 | 2026-06-30 |
| 12 | DIHP | Dimensional ETF Trust | 72.6K | $2.5M | $2.5M | 1.76% | +5.0K | 2026-06-30 |
| 13 | DFUS | Dimensional ETF Trust | 29.6K | $2.4M | $2.5M | 1.76% | +16 | 2026-06-30 |
| 14 | DXUV | Dimensional ETF Trust | 36.4K | $2.4M | $2.5M | 1.79% | -1,889 | 2026-06-30 |
| 15 | NVDA | NVIDIA Corporation | 10.6K | $2.1M | $2.3M | 1.60% | -4,498 | 2026-06-30 |
| 16 | DFIC | Dimensional ETF Trust | 54.6K | $2.0M | $2.1M | 1.46% | -1,395 | 2026-06-30 |
| 17 | DXIV | Dimensional ETF Trust | 23.8K | $1.7M | $1.7M | 1.22% | -891 | 2026-06-30 |
| 18 | AMD | Advanced Micro Devices Inc | 2.6K | $1.5M | $1.5M | 1.04% | -- | 2026-06-30 |
| 19 | DFSD | Dimensional ETF Trust | 29.8K | $1.4M | $1.4M | 0.99% | +3.2K | 2026-06-30 |
| 20 | DFGR | Dimensional ETF Trust | 46.0K | $1.3M | $1.3M | 0.91% | +3.4K | 2026-06-30 |
| 21 | AGG | iShares TR | 10.3K | $1.0M | $989K | 0.70% | -220 | 2026-06-30 |
| 22 | BSVO | EA Series Trust | 34.1K | $995K | $996K | 0.70% | -4,928 | 2026-06-30 |
| 23 | DFGX | Dimensional ETF Trust | 17.2K | $921K | $886K | 0.63% | -503 | 2026-06-30 |
| 24 | DFSU | Dimensional ETF Trust | 18.2K | $850K | $879K | 0.62% | +7.2K | 2026-06-30 |
| 25 | AIQ | Global X Fds | 12.4K | $816K | $783K | 0.55% | -- | 2026-06-30 |
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