PIA

Panoramic Investment Advisors Portfolio holdings

AUM $178M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$1.03M
3
+$698K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$632K
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$597K

Top Sells

1
+$2.28M
2
+$1.37M
3
+$1.06M
4
VTV icon
Vanguard Value ETF
VTV
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$266K

Sector Composition

1 Technology 5.02%
2 Communication Services 4.9%
3 Financials 3.65%
4 Consumer Discretionary 1.25%
5 Consumer Staples 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPYM
1
State Street SPDR Portfolio S&P 500 ETF
SPYM
$98.1B
$25.6M 14.38%
326,313
+7,622
SCHV icon
2
Schwab US Large-Cap Value ETF
SCHV
$14.2B
$6.29M 3.54%
216,024
+10,094
VPLS icon
3
Vanguard Core Plus Bond ETF
VPLS
$990M
$6.11M 3.44%
77,715
+4,999
VUG icon
4
Vanguard Growth ETF
VUG
$204B
$5.64M 3.17%
11,756
+2,226
SCHG icon
5
Schwab US Large-Cap Growth ETF
SCHG
$52.9B
$5.43M 3.05%
170,051
+9,870
GOOG icon
6
Alphabet (Google) Class C
GOOG
$3.89T
$4.53M 2.55%
18,602
-4,340
ICSH icon
7
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.65B
$4.22M 2.37%
83,212
+4,128
FBTC icon
8
Fidelity Wise Origin Bitcoin Fund
FBTC
$11.8B
$4.02M 2.26%
40,233
+664
SCHD icon
9
Schwab US Dividend Equity ETF
SCHD
$71.5B
$3.78M 2.13%
138,572
+4,273
IBIT icon
10
iShares Bitcoin Trust
IBIT
$69.5B
$3.51M 1.98%
54,064
+1,191
DFLV icon
11
Dimensional US Large Cap Value ETF
DFLV
$4.51B
$3.51M 1.97%
106,665
+18,012
QQQ icon
12
Invesco QQQ Trust
QQQ
$408B
$3.31M 1.86%
5,505
-18
MOAT icon
13
VanEck Morningstar Wide Moat ETF
MOAT
$13B
$3.24M 1.82%
32,700
-950
VYM icon
14
Vanguard High Dividend Yield ETF
VYM
$68.7B
$3.21M 1.8%
22,766
+318
BRK.B icon
15
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.15M 1.77%
6,261
+141
JEPI icon
16
JPMorgan Equity Premium Income ETF
JEPI
$41.3B
$3.04M 1.71%
53,311
+2,817
VOO icon
17
Vanguard S&P 500 ETF
VOO
$826B
$2.94M 1.65%
4,796
+43
IVV icon
18
iShares Core S&P 500 ETF
IVV
$736B
$2.93M 1.65%
4,384
+50
IEFA icon
19
iShares Core MSCI EAFE ETF
IEFA
$161B
$2.87M 1.61%
32,866
+1,579
NVDA icon
20
NVIDIA
NVDA
$4.43T
$2.75M 1.55%
14,734
+2,092
QUAL icon
21
iShares MSCI USA Quality Factor ETF
QUAL
$48.4B
$2.69M 1.51%
13,820
-11,734
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$48.7B
$2.68M 1.51%
29,983
+7,068
SCHM icon
23
Schwab US Mid-Cap ETF
SCHM
$12.3B
$2.41M 1.36%
81,403
+17,377
AAPL icon
24
Apple
AAPL
$4.12T
$2.4M 1.35%
9,427
-713
GOOGL icon
25
Alphabet (Google) Class A
GOOGL
$3.88T
$2.38M 1.34%
9,808
-1,095
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