Causey Wealth LLC
82 holdingsFiling period: 2026-03-31Current AUM: $255.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VCIT | VANGUARD SCOTTSDALE FDS | 204.9K | $17.0M | $16.7M | 6.52% | +37.1K | 2026-03-31 |
| 2 | VYM | VANGUARD WHITEHALL FDS | 102.6K | $15.2M | $16.6M | 6.51% | +1.6K | 2026-03-31 |
| 3 | JPST | J P MORGAN EXCHANGE TRADED F | 299.1K | $15.1M | $15.1M | 5.92% | +85.6K | 2026-03-31 |
| 4 | ISCF | ISHARES TR | 273.9K | $11.4M | $12.1M | 4.74% | -5,027 | 2026-03-31 |
| 5 | DFEM | DIMENSIONAL ETF TRUST | 327.3K | $11.3M | $12.3M | 4.83% | -3,537 | 2026-03-31 |
| 6 | VGSH | VANGUARD SCOTTSDALE FDS | 189.9K | $11.1M | $11.0M | 4.32% | +52.7K | 2026-03-31 |
| 7 | VOO | VANGUARD INDEX FDS | 15.5K | $9.2M | $10.6M | 4.16% | +842 | 2026-03-31 |
| 8 | IDEV | ISHARES TR | 109.1K | $9.1M | $9.9M | 3.87% | -823 | 2026-03-31 |
| 9 | EDV | VANGUARD WORLD FD | 135.2K | $8.8M | $8.0M | 3.15% | +17.5K | 2026-03-31 |
| 10 | IJJ | ISHARES TR | 59.0K | $7.8M | $8.7M | 3.42% | -7,147 | 2026-03-31 |
| 11 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 10 | $7.2M | $7.2M | 2.81% | -- | 2026-03-31 |
| 12 | DFIV | DIMENSIONAL ETF TRUST | 135.4K | $7.1M | $7.8M | 3.04% | +9.9K | 2026-03-31 |
| 13 | REET | ISHARES TR | 283.2K | $7.1M | $8.0M | 3.15% | +45.3K | 2026-03-31 |
| 14 | IEMG | ISHARES INC | 102.0K | $7.1M | $7.9M | 3.10% | -6,377 | 2026-03-31 |
| 15 | EFV | ISHARES TR | 85.2K | $6.3M | $6.9M | 2.70% | -2,327 | 2026-03-31 |
| 16 | IJK | ISHARES TR | 56.8K | $5.7M | $6.4M | 2.49% | +2.3K | 2026-03-31 |
| 17 | VUG | VANGUARD INDEX FDS | 11.4K | $5.0M | $5.8M | 2.28% | -153 | 2026-03-31 |
| 18 | IJR | ISHARES TR | 38.1K | $4.7M | $5.5M | 2.17% | -3,987 | 2026-03-31 |
| 19 | VOE | VANGUARD INDEX FDS | 24.3K | $4.5M | $5.0M | 1.95% | -5,346 | 2026-03-31 |
| 20 | VSS | VANGUARD INTL EQUITY INDEX F | 30.3K | $4.4M | $4.6M | 1.79% | -2,753 | 2026-03-31 |
| 21 | DGS | WISDOMTREE TR | 67.9K | $4.1M | $4.1M | 1.62% | -11,604 | 2026-03-31 |
| 22 | XOM | EXXON MOBIL CORP | 21.3K | $3.6M | $3.3M | 1.30% | +7.2K | 2026-03-31 |
| 23 | XOM | EXXON MOBIL CORP | 21.3K | $3.6M | $3.3M | 1.30% | +7.2K | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.4K | $3.6M | $3.6M | 1.39% | -- | 2026-03-31 |
| 25 | VB | VANGUARD INDEX FDS | 13.0K | $3.4M | $3.8M | 1.50% | -4,247 | 2026-03-31 |
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