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Size ($ in 1000's)
At 12/31/2023: $109,140
At 09/30/2023: $0
Elevate Wealth Advisory Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elevate Wealth Advisory Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Elevate Wealth Advisory Inc. top holdings by largest position size, as per the latest 13f filing made by Elevate Wealth Advisory Inc..
In the Elevate Wealth Advisory Inc.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Elevate Wealth Advisory Inc. in that top holding, then the share count change between reporting periods, and finally the Elevate Wealth Advisory Inc. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| VANGUARD SCOTTSDALE FDS (VGIT) |
192,023 |
+192,023 |
$11,391 | | VGIT | 192,023 | +192,023 | $11,391 | | VANGUARD BD INDEX FDS (BSV) |
127,458 |
+127,458 |
$9,817 | | BSV | 127,458 | +127,458 | $9,817 | | ISHARES TR (ITOT) |
85,209 |
+85,209 |
$8,967 | | ITOT | 85,209 | +85,209 | $8,967 | | DIMENSIONAL ETF TRUST (DFIV) |
176,469 |
+176,469 |
$6,063 | | DFIV | 176,469 | +176,469 | $6,063 | | ISHARES TR (STIP) |
57,635 |
+57,635 |
$5,682 | | STIP | 57,635 | +57,635 | $5,682 | | AMERICAN CENTY ETF TR (AVUV) |
62,878 |
+62,878 |
$5,646 | | AVUV | 62,878 | +62,878 | $5,646 | | ISHARES TR (EFV) |
83,968 |
+83,968 |
$4,375 | | EFV | 83,968 | +83,968 | $4,375 | | AMERICAN CENTY ETF TR (AVDV) |
65,999 |
+65,999 |
$4,124 | | AVDV | 65,999 | +65,999 | $4,124 | | ISHARES INC (IEMG) |
70,611 |
+70,611 |
$3,572 | | IEMG | 70,611 | +70,611 | $3,572 | | ISHARES TR (IDEV) |
48,443 |
+48,443 |
$3,084 | | IDEV | 48,443 | +48,443 | $3,084 | | VANGUARD INDEX FDS (VNQ) |
32,825 |
+32,825 |
$2,900 | | VNQ | 32,825 | +32,825 | $2,900 | | DIMENSIONAL ETF TRUST (DFAU) |
84,793 |
+84,793 |
$2,819 | | DFAU | 84,793 | +84,793 | $2,819 | | VANGUARD MALVERN FDS (VTIP) |
49,842 |
+49,842 |
$2,367 | | VTIP | 49,842 | +49,842 | $2,367 | | DIMENSIONAL ETF TRUST (DFUS) |
43,720 |
+43,720 |
$2,266 | | DFUS | 43,720 | +43,720 | $2,266 | | DIMENSIONAL ETF TRUST (DFAT) |
41,472 |
+41,472 |
$2,170 | | DFAT | 41,472 | +41,472 | $2,170 | | DIMENSIONAL ETF TRUST (DFLV) |
79,869 |
+79,869 |
$2,160 | | DFLV | 79,869 | +79,869 | $2,160 | | DIMENSIONAL ETF TRUST (DFAS) |
30,061 |
+30,061 |
$1,792 | | DFAS | 30,061 | +30,061 | $1,792 | | ISHARES TR (IUSV) |
20,600 |
+20,600 |
$1,737 | | IUSV | 20,600 | +20,600 | $1,737 | | APPLE INC |
8,804 |
+8,804 |
$1,695 | | AAPL | 8,804 | +8,804 | $1,695 | | DIMENSIONAL ETF TRUST (DFAI) |
58,432 |
+58,432 |
$1,673 | | DFAI | 58,432 | +58,432 | $1,673 | | DIMENSIONAL ETF TRUST (DFNM) |
31,786 |
+31,786 |
$1,542 | | DFNM | 31,786 | +31,786 | $1,542 | | VANGUARD INTL EQUITY INDEX F (VSS) |
12,979 |
+12,979 |
$1,493 | | VSS | 12,979 | +12,979 | $1,493 | | CATERPILLAR INC |
4,134 |
+4,134 |
$1,222 | | CAT | 4,134 | +4,134 | $1,222 | | PROCTER AND GAMBLE CO |
8,207 |
+8,207 |
$1,203 | | PG | 8,207 | +8,207 | $1,203 | | DIMENSIONAL ETF TRUST (DFAX) |
48,451 |
+48,451 |
$1,183 | | DFAX | 48,451 | +48,451 | $1,183 |  BERKSHIRE HATHAWAY INC DEL |
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$1,167 | | BRK.B | 3,272 | +3,272 | $1,167 | | ISHARES TR (USMV) |
14,621 |
+14,621 |
$1,141 | | USMV | 14,621 | +14,621 | $1,141 | | ISHARES TR (IWD) |
6,468 |
+6,468 |
$1,069 | | IWD | 6,468 | +6,468 | $1,069 | | DIMENSIONAL ETF TRUST (DFSD) |
20,885 |
+20,885 |
$982 | | DFSD | 20,885 | +20,885 | $982 | | SCHWAB STRATEGIC TR |
12,871 |
+12,871 |
$980 | | SCHD | 12,871 | +12,871 | $980 | | DIMENSIONAL ETF TRUST (DFAC) |
30,031 |
+30,031 |
$878 | | DFAC | 30,031 | +30,031 | $878 | | DIMENSIONAL ETF TRUST (DFCF) |
16,655 |
+16,655 |
$706 | | DFCF | 16,655 | +16,655 | $706 | | DIMENSIONAL ETF TRUST (DISV) |
19,639 |
+19,639 |
$506 | | DISV | 19,639 | +19,639 | $506 | | SAMSARA INC |
13,226 |
+13,226 |
$441 | | IOT | 13,226 | +13,226 | $441 | | ISHARES TR (MUB) |
4,061 |
+4,061 |
$440 | | MUB | 4,061 | +4,061 | $440 | | DIMENSIONAL ETF TRUST (DFUV) |
11,738 |
+11,738 |
$437 | | DFUV | 11,738 | +11,738 | $437 | | AMERICAN CENTY ETF TR (AVLV) |
7,438 |
+7,438 |
$430 | | AVLV | 7,438 | +7,438 | $430 | | ISHARES TR (FLOT) |
7,789 |
+7,789 |
$394 | | FLOT | 7,789 | +7,789 | $394 | | RTX CORPORATION |
4,383 |
+4,383 |
$369 | | RTX | 4,383 | +4,383 | $369 | | DIMENSIONAL ETF TRUST (DFAE) |
15,274 |
+15,274 |
$368 | | DFAE | 15,274 | +15,274 | $368 | | VANGUARD WORLD FDS (VPU) |
2,547 |
+2,547 |
$349 | | VPU | 2,547 | +2,547 | $349 | | HOME DEPOT INC |
1,003 |
+1,003 |
$347 | | HD | 1,003 | +1,003 | $347 | | ISHARES TR (AOR) |
6,402 |
+6,402 |
$341 | | AOR | 6,402 | +6,402 | $341 | | DIMENSIONAL ETF TRUST (DFSV) |
10,701 |
+10,701 |
$312 | | DFSV | 10,701 | +10,701 | $312 | | ISHARES TR (QUAL) |
1,913 |
+1,913 |
$282 | | QUAL | 1,913 | +1,913 | $282 | | VANGUARD WHITEHALL FDS (VYM) |
2,519 |
+2,519 |
$281 | | VYM | 2,519 | +2,519 | $281 | | VANGUARD INDEX FDS (VTI) |
1,157 |
+1,157 |
$274 | | VTI | 1,157 | +1,157 | $274 | | WEYERHAEUSER CO MTN BE |
7,758 |
+7,758 |
$270 | | WY | 7,758 | +7,758 | $270 | | MICROSOFT CORP |
708 |
+708 |
$266 | | MSFT | 708 | +708 | $266 | | DIMENSIONAL ETF TRUST (DFAR) |
11,466 |
+11,466 |
$261 | | DFAR | 11,466 | +11,466 | $261 |
See Full List: All Stocks Held By Elevate Wealth Advisory Inc.
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Elevate Wealth Advisory Inc.
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