DFGI
DiPaolo Financial Group, Inc. Portfolio holdings
AUM
$93.9M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$93.9M
AUM Growth
–
Holding
31
Top Buys
| 1 | +$17.1M | |
| 2 | +$16.9M | |
| 3 | +$13.7M | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$8.91M |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$5.96M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Consumer Discretionary | 1.73% |
| 2 | Technology | 1.56% |
| 3 | Financials | 0.79% |
| 4 | Utilities | 0.55% |
| 5 | Healthcare | 0.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Dimensional US Core Equity 2 ETF
DFAC
$42.4B
| $283K | 0.3% |
+7,160
|
|
||
27
Eli Lilly
LLY
$971B
| $269K | 0.29% |
+250
|
|
||
28
Home Depot
HD
$374B
| $214K | 0.23% |
+622
|
|
||
29
Vanguard International High Dividend Yield ETF
VYMI
$18.2B
| $210K | 0.22% |
+2,329
|
|
||
30
Meta Platforms (Facebook)
META
$1.65T
| $209K | 0.22% |
+317
|
|
||
31
iShares Core S&P 500 ETF
IVV
$761B
| $205K | 0.22% |
+300
|
|