Larry Mathis Financial Planning Qtr Ending Jun 2026: Significant ETF Purchases and Sales Observed

Larry Mathis Financial Planning, LLC's portfolio saw substantial changes in the second quarter of 2026. Notable additions include Dimensional Fund Advisors' DFAU and VOO, while Vanguard's BIL was significantly reduced.

By Insiderset.Jul 19, 2026, 10:40 PM
CRH
VOO
DFAI
DFAU
HYHG
IGHG
Larry Mathis Financial Planning, Llc
Larry Mathis Financial Planning Qtr Ending Jun 2026: Significant ETF Purchases and Sales Observed
Larry Mathis Financial Planning, LLC's portfolio saw substantial changes in the second quarter of 2026. Notable additions include Dimensional Fund Advisors' DFAU and VOO, while Vanguard's BIL was significantly reduced.