PIA

Panoramic Investment Advisors Portfolio holdings

AUM $163M
1-Year Est. Return 15.78%
This Quarter Est. Return
1 Year Est. Return
+15.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$148M
AUM Growth
-$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$496K
2
+$368K
3
+$353K
4
NVDA icon
NVIDIA
NVDA
+$275K
5
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$252K

Top Sells

1
+$620K
2
+$342K
3
+$262K
4
TSLA icon
Tesla
TSLA
+$250K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$240K

Sector Composition

1 Communication Services 4.76%
2 Financials 4.41%
3 Technology 4.02%
4 Real Estate 1.48%
5 Healthcare 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPLG icon
1
SPDR Portfolio S&P 500 ETF
SPLG
$88.7B
$18.6M 12.55%
282,554
+3,299
VPLS icon
2
Vanguard Core Plus Bond ETF
VPLS
$743M
$7.7M 5.2%
99,319
+6,400
SCHV icon
3
Schwab US Large-Cap Value ETF
SCHV
$14B
$5.2M 3.51%
195,619
+576
QUAL icon
4
iShares MSCI USA Quality Factor ETF
QUAL
$53.5B
$4.5M 3.04%
26,335
-839
SCHD icon
5
Schwab US Dividend Equity ETF
SCHD
$70.6B
$4.28M 2.89%
153,253
-8,376
SCHG icon
6
Schwab US Large-Cap Growth ETF
SCHG
$52B
$3.74M 2.53%
149,415
+3,614
GOOG icon
7
Alphabet (Google) Class C
GOOG
$3.05T
$3.66M 2.47%
23,416
-1,679
BRK.B icon
8
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.35M 2.26%
6,288
+663
MOAT icon
9
VanEck Morningstar Wide Moat ETF
MOAT
$15.6B
$3.24M 2.19%
36,775
-3,886
VUG icon
10
Vanguard Growth ETF
VUG
$196B
$2.99M 2.02%
8,053
+134
VYM icon
11
Vanguard High Dividend Yield ETF
VYM
$65.1B
$2.89M 1.95%
22,381
+295
FBTC icon
12
Fidelity Wise Origin Bitcoin Fund
FBTC
$14.2B
$2.87M 1.94%
39,872
+661
JEPI icon
13
JPMorgan Equity Premium Income ETF
JEPI
$41.6B
$2.84M 1.92%
49,681
-792
DFLV icon
14
Dimensional US Large Cap Value ETF
DFLV
$4.22B
$2.67M 1.8%
87,382
+8,228
VOO icon
15
Vanguard S&P 500 ETF
VOO
$761B
$2.61M 1.76%
5,070
-372
QQQ icon
16
Invesco QQQ Trust
QQQ
$385B
$2.6M 1.75%
5,540
-16
AAPL icon
17
Apple
AAPL
$3.84T
$2.53M 1.71%
11,389
-853
IBIT icon
18
iShares Bitcoin Trust
IBIT
$82.5B
$2.49M 1.68%
53,230
+1,017
ICSH icon
19
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
$2.46M 1.66%
48,460
+1,667
IVV icon
20
iShares Core S&P 500 ETF
IVV
$663B
$2.41M 1.63%
4,294
+40
IEFA icon
21
iShares Core MSCI EAFE ETF
IEFA
$157B
$2.23M 1.51%
29,507
+869
TLT icon
22
iShares 20+ Year Treasury Bond ETF
TLT
$49.5B
$2.12M 1.43%
23,247
+1,279
XLE icon
23
Energy Select Sector SPDR Fund
XLE
$26.4B
$2.04M 1.38%
21,844
-23
IYW icon
24
iShares US Technology ETF
IYW
$22.2B
$1.94M 1.31%
13,834
+889
SCHB icon
25
Schwab US Broad Market ETF
SCHB
$37.3B
$1.86M 1.26%
86,505
-368
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