Causey Wealth LLC
84 holdingsFiling period: 2026-06-30Current AUM: $258.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | Vanguard Scottsdale Fds | 227.3K | $18.8M | $17.9M | 6.94% | +22.4K | 2026-06-30 |
| 2 | VYM | Vanguard Whitehall Fds | 105.1K | $16.6M | $16.9M | 6.56% | +2.5K | 2026-06-30 |
| 3 | JPST | J P Morgan Exchange Traded F | 326.5K | $16.5M | $16.4M | 6.37% | +27.4K | 2026-06-30 |
| 4 | DFEM | Dimensional ETF Trust | 324.5K | $13.2M | $12.4M | 4.79% | -2,750 | 2026-06-30 |
| 5 | ISCF | iShares TR | 274.6K | $11.9M | $12.2M | 4.71% | +722 | 2026-06-30 |
| 6 | VGSH | Vanguard Scottsdale Fds | 192.1K | $11.2M | $11.1M | 4.29% | +2.2K | 2026-06-30 |
| 7 | VOO | Vanguard Index Fds | 16.1K | $11.0M | $11.3M | 4.40% | +582 | 2026-06-30 |
| 8 | IDEV | iShares TR | 111.0K | $9.9M | $9.9M | 3.85% | +1.9K | 2026-06-30 |
| 9 | REET | iShares TR | 319.9K | $8.8M | $8.3M | 3.23% | +36.7K | 2026-06-30 |
| 10 | IJJ | iShares TR | 57.9K | $8.6M | $8.3M | 3.21% | -1,065 | 2026-06-30 |
| 11 | IEMG | iShares Inc | 101.7K | $8.4M | $7.9M | 3.05% | -280 | 2026-06-30 |
| 12 | BRK-A | Berkshire Hathaway Inc Del | 10 | $7.5M | $7.5M | 2.90% | -- | 2026-06-30 |
| 13 | DFIV | Dimensional ETF Trust | 137.3K | $7.4M | $7.7M | 3.00% | +1.9K | 2026-06-30 |
| 14 | IJK | iShares TR | 56.8K | $6.7M | $6.2M | 2.40% | +4 | 2026-06-30 |
| 15 | EFV | iShares TR | 81.0K | $6.2M | $6.4M | 2.49% | -4,280 | 2026-06-30 |
| 16 | VUG | Vanguard Index Fds | 70.1K | $6.0M | $6.2M | 2.41% | +58.7K | 2026-06-30 |
| 17 | EDV | Vanguard World FD | 92.3K | $6.0M | $5.3M | 2.07% | -42,838 | 2026-06-30 |
| 18 | IJR | iShares TR | 39.6K | $5.9M | $5.4M | 2.11% | +1.5K | 2026-06-30 |
| 19 | VOE | Vanguard Index Fds | 23.2K | $4.6M | $4.8M | 1.86% | -1,089 | 2026-06-30 |
| 20 | VSS | Vanguard Intl Equity Index F | 29.6K | $4.6M | $4.5M | 1.75% | -659 | 2026-06-30 |
| 21 | DGS | WisdomTree TR | 67.3K | $4.4M | $4.2M | 1.63% | -660 | 2026-06-30 |
| 22 | VB | Vanguard Index Fds | 12.9K | $3.9M | $3.7M | 1.43% | -131 | 2026-06-30 |
| 23 | IJS | iShares TR | 28.1K | $3.8M | $3.7M | 1.42% | -163 | 2026-06-30 |
| 24 | AAPL | Apple Inc | 13.1K | $3.8M | $4.5M | 1.73% | +2 | 2026-06-30 |
| 25 | BRK-B | Berkshire Hathaway Inc Del | 7.4K | $3.7M | $3.7M | 1.44% | +8 | 2026-06-30 |
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