 |
Size ($ in 1000's)
At 12/31/2023: $195,107
At 09/30/2023: $0
Dodds Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Dodds Wealth LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Dodds Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Dodds Wealth LLC.
In the Dodds Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Dodds Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Dodds Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VCIT) |
437,519 |
+437,519 |
$35,562 | | VCIT | 437,519 | +437,519 | $35,562 | | SCHWAB STRATEGIC TR |
429,402 |
+429,402 |
$30,101 | | SCHV | 429,402 | +429,402 | $30,101 | | ISHARES TR (IGIB) |
569,444 |
+569,444 |
$29,611 | | IGIB | 569,444 | +569,444 | $29,611 | | SPDR SER TR (SPIB) |
508,522 |
+508,522 |
$16,695 | | SPIB | 508,522 | +508,522 | $16,695 | | VANGUARD INDEX FDS (VOO) |
19,970 |
+19,970 |
$8,723 | | VOO | 19,970 | +19,970 | $8,723 | | SCHWAB STRATEGIC TR |
150,147 |
+150,147 |
$8,359 | | SCHB | 150,147 | +150,147 | $8,359 | | VANGUARD INDEX FDS (VNQ) |
90,970 |
+90,970 |
$8,038 | | VNQ | 90,970 | +90,970 | $8,038 | | VANGUARD WHITEHALL FDS (VYM) |
49,409 |
+49,409 |
$5,516 | | VYM | 49,409 | +49,409 | $5,516 | | VANGUARD STAR FDS (VXUS) |
81,317 |
+81,317 |
$4,713 | | VXUS | 81,317 | +81,317 | $4,713 | | DIMENSIONAL ETF TRUST (DFAI) |
161,472 |
+161,472 |
$4,625 | | DFAI | 161,472 | +161,472 | $4,625 | | SCHWAB STRATEGIC TR |
91,389 |
+91,389 |
$4,317 | | SCHA | 91,389 | +91,389 | $4,317 | | SELECT SECTOR SPDR TR (XLK) |
18,025 |
+18,025 |
$3,469 | | XLK | 18,025 | +18,025 | $3,469 | | ISHARES TR (STIP) |
29,509 |
+29,509 |
$2,909 | | STIP | 29,509 | +29,509 | $2,909 | | ISHARES TR (SLQD) |
53,709 |
+53,709 |
$2,642 | | SLQD | 53,709 | +53,709 | $2,642 | | SELECT SECTOR SPDR TR (XLV) |
18,776 |
+18,776 |
$2,561 | | XLV | 18,776 | +18,776 | $2,561 | | DIMENSIONAL ETF TRUST (DFAU) |
73,144 |
+73,144 |
$2,432 | | DFAU | 73,144 | +73,144 | $2,432 | | APPLE INC |
11,923 |
+11,923 |
$2,296 | | AAPL | 11,923 | +11,923 | $2,296 | | VANGUARD SCOTTSDALE FDS (VCSH) |
21,718 |
+21,718 |
$1,680 | | VCSH | 21,718 | +21,718 | $1,680 | | ISHARES TR (USHY) |
44,552 |
+44,552 |
$1,619 | | USHY | 44,552 | +44,552 | $1,619 | | INVESCO EXCHANGE TRADED FD T (RSP) |
9,956 |
+9,956 |
$1,571 | | RSP | 9,956 | +9,956 | $1,571 |  BERKSHIRE HATHAWAY INC DEL |
|
|
$1,260 | | BRK.B | 3,532 | +3,532 | $1,260 | | DIMENSIONAL ETF TRUST (DFUS) |
21,668 |
+21,668 |
$1,123 | | DFUS | 21,668 | +21,668 | $1,123 | | ISHARES TR (IJH) |
3,921 |
+3,921 |
$1,087 | | IJH | 3,921 | +3,921 | $1,087 | | ISHARES TR (IVV) |
2,021 |
+2,021 |
$965 | | IVV | 2,021 | +2,021 | $965 | | SPDR SER TR (SPSB) |
32,389 |
+32,389 |
$965 | | SPSB | 32,389 | +32,389 | $965 | | ISHARES TR (DVY) |
7,756 |
+7,756 |
$909 | | DVY | 7,756 | +7,756 | $909 | | ALPHABET INC |
6,356 |
+6,356 |
$896 | | GOOG | 6,356 | +6,356 | $896 | | WELLTOWER INC |
7,529 |
+7,529 |
$679 | | WELL | 7,529 | +7,529 | $679 | | DIMENSIONAL ETF TRUST (DFAS) |
10,379 |
+10,379 |
$619 | | DFAS | 10,379 | +10,379 | $619 | | CBIZ INC |
8,742 |
+8,742 |
$547 | | CBZ | 8,742 | +8,742 | $547 | | INVESCO QQQ TR |
1,333 |
+1,333 |
$546 | | QQQ | 1,333 | +1,333 | $546 | | JOHNSON & JOHNSON |
3,379 |
+3,379 |
$530 | | JNJ | 3,379 | +3,379 | $530 | | VANGUARD INTL EQUITY INDEX F (VT) |
5,144 |
+5,144 |
$529 | | VT | 5,144 | +5,144 | $529 | | VANGUARD TAX MANAGED FDS (VEA) |
10,325 |
+10,325 |
$495 | | VEA | 10,325 | +10,325 | $495 | | ALPHABET INC |
3,456 |
+3,456 |
$483 | | GOOGL | 3,456 | +3,456 | $483 | | MICROSOFT CORP |
1,261 |
+1,261 |
$474 | | MSFT | 1,261 | +1,261 | $474 | | NUSHARES ETF TR (NUSC) |
12,104 |
+12,104 |
$473 | | NUSC | 12,104 | +12,104 | $473 | | AMAZON COM INC |
2,958 |
+2,958 |
$449 | | AMZN | 2,958 | +2,958 | $449 | | NVIDIA CORPORATION |
861 |
+861 |
$426 | | NVDA | 861 | +861 | $426 | | PIMCO CORPORATE & INCOME OPP |
29,761 |
+29,761 |
$394 | | PTY | 29,761 | +29,761 | $394 | | DIMENSIONAL ETF TRUST (DFAR) |
17,264 |
+17,264 |
$393 | | DFAR | 17,264 | +17,264 | $393 | | SCHWAB STRATEGIC TR |
15,139 |
+15,139 |
$314 | | SCHH | 15,139 | +15,139 | $314 | | MARRIOTT INTL INC NEW |
1,385 |
+1,385 |
$312 | | MAR | 1,385 | +1,385 | $312 | | SPDR S&P 500 ETF TR (SPY) |
630 |
+630 |
$299 | | SPY | 630 | +630 | $299 | | ISHARES TR (PFF) |
9,408 |
+9,408 |
$293 | | PFF | 9,408 | +9,408 | $293 | | DISNEY WALT CO |
2,716 |
+2,716 |
$245 | | DIS | 2,716 | +2,716 | $245 | | ISHARES TR (IYW) |
1,912 |
+1,912 |
$235 | | IYW | 1,912 | +1,912 | $235 | | PEPSICO INC |
1,377 |
+1,377 |
$234 | | PEP | 1,377 | +1,377 | $234 | | VANGUARD SCOTTSDALE FDS (VTWO) |
2,812 |
+2,812 |
$228 | | VTWO | 2,812 | +2,812 | $228 | | INVESCO EXCH TRADED FD TR II (EQAL) |
5,093 |
+5,093 |
$225 | | EQAL | 5,093 | +5,093 | $225 |
See Full List: All Stocks Held By Dodds Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Dodds Wealth LLC
|
|
