E-Wealth Partners, LLC
56 holdingsFiling period: 2026-03-31Current AUM: $137.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ITOT | ISHARES TR | 194.1K | $27.6M | $31.8M | 23.06% | +9.8K | 2026-03-31 |
| 2 | AAPL | APPLE INC | 34.8K | $8.8M | $10.7M | 7.80% | -268 | 2026-03-31 |
| 3 | DGCB | DIMENSIONAL ETF TRUST | 157.9K | $8.5M | $8.4M | 6.10% | +8.8K | 2026-03-31 |
| 4 | VBR | VANGUARD INDEX FDS | 32.1K | $7.0M | $7.9M | 5.70% | +2.3K | 2026-03-31 |
| 5 | BNDW | VANGUARD SCOTTSDALE FDS | 101.5K | $6.9M | $6.8M | 4.97% | +4.4K | 2026-03-31 |
| 6 | DFEM | DIMENSIONAL ETF TRUST | 193.7K | $6.7M | $7.3M | 5.30% | +11.2K | 2026-03-31 |
| 7 | AVDE | AMERICAN CENTY ETF TR | 78.3K | $6.6M | $7.1M | 5.19% | +5.1K | 2026-03-31 |
| 8 | DUHP | DIMENSIONAL ETF TRUST | 179.7K | $6.6M | $7.4M | 5.37% | +15.5K | 2026-03-31 |
| 9 | DFNM | DIMENSIONAL ETF TRUST | 97.4K | $4.7M | $4.6M | 3.37% | +282 | 2026-03-31 |
| 10 | AVDV | AMERICAN CENTY ETF TR | 34.1K | $3.4M | $3.6M | 2.59% | +770 | 2026-03-31 |
| 11 | DFAC | DIMENSIONAL ETF TRUST | 79.0K | $3.1M | $3.5M | 2.55% | +15.2K | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 15.1K | $2.6M | $3.0M | 2.20% | +1.9K | 2026-03-31 |
| 13 | DXUV | DIMENSIONAL ETF TRUST | 38.3K | $2.3M | $2.6M | 1.89% | +6.9K | 2026-03-31 |
| 14 | DIHP | DIMENSIONAL ETF TRUST | 67.6K | $2.2M | $2.3M | 1.69% | +5.4K | 2026-03-31 |
| 15 | DFUS | DIMENSIONAL ETF TRUST | 29.5K | $2.1M | $2.4M | 1.75% | +1.5K | 2026-03-31 |
| 16 | DFIC | DIMENSIONAL ETF TRUST | 56.0K | $2.0M | $2.1M | 1.55% | +7.1K | 2026-03-31 |
| 17 | DXIV | DIMENSIONAL ETF TRUST | 24.7K | $1.7M | $1.8M | 1.30% | +3.5K | 2026-03-31 |
| 18 | DFSD | DIMENSIONAL ETF TRUST | 26.6K | $1.3M | $1.3M | 0.91% | +1.3K | 2026-03-31 |
| 19 | DFGR | DIMENSIONAL ETF TRUST | 42.5K | $1.1M | $1.3M | 0.92% | +3.4K | 2026-03-31 |
| 20 | AGG | ISHARES TR | 10.5K | $1.0M | $1.0M | 0.74% | +958 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 2.8K | $1.0M | $1.3M | 0.94% | +893 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 5.9K | $1.0M | $919K | 0.67% | +2.5K | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 5.9K | $1.0M | $919K | 0.67% | +2.5K | 2026-03-31 |
| 24 | BSVO | EA SERIES TRUST | 39.0K | $990K | $1.1M | 0.83% | -3,376 | 2026-03-31 |
| 25 | DFGX | DIMENSIONAL ETF TRUST | 17.7K | $928K | $924K | 0.67% | +1.4K | 2026-03-31 |
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