Financially In Tune, Llc Portfolio Stock Holdings
According to the SEC 13F filed on April 22, 2026, Financially In Tune, Llc disclosed 74 stock positions valued at approximately $116.30M as of quarter-end March 31, 2026. The largest holdings include DIMENSIONAL ETF TRUST, J P MORGAN EXCHANGE TRADED F, and VANGUARD WHITEHALL FDS.
- Report Period
- March 31, 2026
- No. of Stocks
- 74
- Portfolio Value
- $116.30M
Holdings by Sector
Financially In Tune, Llc Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFIV | Other | 20.29% | 447,138 | +29,608 | +7.09% | $23,599,954 |
| J P MORGAN EXCHANGE TRADED F | JCPB | Other | 9.42% | 232,779 | +33,077 | +16.56% | $10,959,253 |
| VANGUARD WHITEHALL FDS | VYM | Other | 7.49% | 58,813 | +2,727 | +4.86% | $8,710,209 |
| J P MORGAN EXCHANGE TRADED F | JEPI | Other | 6.93% | 142,234 | +18,280 | +14.75% | $8,061,807 |
| J P MORGAN EXCHANGE TRADED F | JPUS | Other | 4.38% | 39,157 | +1 | +0.00% | $5,098,633 |
| DIMENSIONAL ETF TRUST | DFEV | Other | 4.31% | 140,064 | +5,762 | +4.29% | $5,011,476 |
| WISDOMTREE TR | USFR | Other | 2.73% | 63,162 | +220 | +0.35% | $3,179,551 |
| ISHARES TR | SUSA | Other | 2.63% | 23,152 | +118 | +0.51% | $3,058,379 |
| DIMENSIONAL ETF TRUST | DISV | Other | 2.24% | 65,929 | +4,524 | +7.37% | $2,600,225 |
| INVESCO EXCH TRD SLF IDX FD | BSCS | Other | 2.09% | 118,781 | +20,404 | +20.74% | $2,425,864 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 2.00% | 31,007 | +745 | +2.46% | $2,328,663 |
| VANGUARD INDEX FDS | VBR | Other | 1.82% | 9,768 | +607 | +6.63% | $2,122,098 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 1.76% | 9,517 | -290 | -2.96% | $2,046,788 |
| ISHARES TR | IJH | Other | 1.67% | 28,704 | -285 | -0.98% | $1,938,390 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 1.44% | 47,917 | +4,423 | +10.17% | $1,679,017 |
| SCHWAB STRATEGIC TR | SCHM | Other | 1.30% | 48,747 | +833 | +1.74% | $1,509,200 |
| APPLE INC | AAPL | Technology | 1.28% | 5,856 | -338 | -5.46% | $1,486,194 |
| T ROWE PRICE ETF INC | TFLR | Other | 1.19% | 27,442 | -650 | -2.31% | $1,381,979 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 1.16% | 24,874 | +1,134 | +4.78% | $1,344,453 |
| J P MORGAN EXCHANGE TRADED F | JPIN | Other | 1.10% | 18,018 | -383 | -2.08% | $1,283,569 |
| INVESCO EXCH TRD SLF IDX FD | BSCT | Other | 1.09% | 68,117 | +50,024 | +276.48% | $1,271,090 |
| ISHARES TR | IVV | Other | 1.02% | 1,808 | -55 | -2.95% | $1,181,283 |
| JOHN HANCOCK EXCHANGE TRADED | JHMD | Other | 0.99% | 27,285 | -500 | -1.80% | $1,156,074 |
| SPDR INDEX SHS FDS | CWI | Other | 0.96% | 30,495 | +6,784 | +28.61% | $1,115,812 |
| ISHARES TR | IWB | Other | 0.90% | 2,946 | -144 | -4.66% | $1,050,426 |
| JOHN HANCOCK EXCHANGE TRADED | JHML | Other | 0.84% | 12,447 | -673 | -5.13% | $974,227 |
| DIMENSIONAL ETF TRUST | DFLV | Other | 0.81% | 26,327 | +28 | +0.11% | $940,132 |
| MICROSOFT CORP | MSFT | Technology | 0.78% | 2,457 | +141 | +6.09% | $909,397 |
| INVESCO EXCH TRD SLF IDX FD | BSCR | Other | 0.68% | 40,119 | +13,407 | +50.19% | $787,335 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.64% | 1,754 | -147 | -7.73% | $745,869 |
Showing 30 of 74 holdings in the latest reporting period.