The Analysis of Corus Family Wealth Advisors's Holdings
Currently, Corus Family Wealth Advisors holds 66 types of securities in its portfolio with a total value $125.3M. In the most recent quarter, they have increased their positions in GOCT (+89.9K shares, valued at $3.5M), N/A (+204.2K shares, valued at $3.1M), DFAC (+28.8K shares, valued at $1.1M); decreased their positions in AAPL (-11.0K shares, valued at $3.0M), DFIV (-12.7K shares, valued at $635.4K), GMAR (-6.8K shares, valued at $276.6K); initiated new positions in GOCT (+89.9K shares, valued at $3.5M), N/A (+204.2K shares, valued at $3.1M), LLY (+336 shares, valued at $361.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST526.0K shares5.80%2025-12-312026-02-04
FI FISERV INC278.7K shares-0.02%2025-12-312026-02-04 AAPL APPLE INC36.5K shares-23.22%2025-12-312026-02-04 DHR DANAHER CORPORATION39.8K shares0.07%2025-12-312026-02-04 DXUV DIMENSIONAL ETF TRUST79.7K shares30.87%2025-12-312026-02-04 DUHP DIMENSIONAL ETF TRUST114.9K shares12.74%2025-12-312026-02-04 DFIC DIMENSIONAL ETF TRUST116.3K shares12.54%2025-12-312026-02-04 GOCT FIRST TR EXCHNG TRADED FD VI89.9K sharesnew addition2025-12-312026-02-04 DFSV DIMENSIONAL ETF TRUST98.1K shares22.75%2025-12-312026-02-04 DFIV DIMENSIONAL ETF TRUST63.8K shares-16.63%2025-12-312026-02-04 DISV DIMENSIONAL ETF TRUST72.2K shares-1.89%2025-12-312026-02-04 DIHP DIMENSIONAL ETF TRUST69.1K shares20.06%2025-12-312026-02-04 DFAT DIMENSIONAL ETF TRUST32.0K shares-0.15%2025-12-312026-02-04 NVDA NVIDIA CORPORATION9.3K shares13.46%2025-12-312026-02-04 DEHP DIMENSIONAL ETF TRUST47.7K shares11.97%2025-12-312026-02-04 MSFT MICROSOFT CORP3.1K shares8.33%2025-12-312026-02-04 VLTO VERALTO CORP14.9K shares-11.33%2025-12-312026-02-04 DFEV DIMENSIONAL ETF TRUST39.5K shares6.71%2025-12-312026-02-04 XOM EXXON MOBIL CORP10.8K shares2.58%2025-12-312026-02-04 DFEM DIMENSIONAL ETF TRUST38.4K shares0.00%2025-12-312026-02-04 TSLA TESLA INC2.8K shares-0.21%2025-12-312026-02-04 DFAX DIMENSIONAL ETF TRUST36.0K shares2.11%2025-12-312026-02-04 DFSI DIMENSIONAL ETF TRUST24.9K shares0.00%2025-12-312026-02-04 KNG FIRST TR EXCHANGE-TRADED FD20.5K shares0.00%2025-12-312026-02-04 VYM VANGUARD WHITEHALL FDS6.6K shares0.00%2025-12-312026-02-04 AVXC AMERICAN CENTY ETF TR14.8K shares18.89%2025-12-312026-02-04 AMZN AMAZON COM INC3.6K shares9.82%2025-12-312026-02-04 TSM TAIWAN SEMICONDUCTOR MFG LTD2.4K shares1.28%2025-12-312026-02-04 GMAR FIRST TR EXCHNG TRADED FD VI17.4K shares-27.92%2025-12-312026-02-04 AVUV AMERICAN CENTY ETF TR6.6K shares21.61%2025-12-312026-02-04 AXP AMERICAN EXPRESS CO1.8K shares-0.45%2025-12-312026-02-04 ALPHABET INC ALPHABET INC2.1K shares9.00%2025-12-312026-02-04 AMG AFFILIATED MANAGERS GROUP IN2.2K shares0.45%2025-12-312026-02-04 COF CAPITAL ONE FINL CORP2.6K shares-6.76%2025-12-312026-02-04 BN BROOKFIELD CORP13.4K shares44.59%2025-12-312026-02-04 ALPHABET INC ALPHABET INC1.9K shares4.37%2025-12-312026-02-04 T AT&T INC23.6K shares-4.56%2025-12-312026-02-04 UNP UNION PAC CORP2.5K shares-0.40%2025-12-312026-02-04 META META PLATFORMS INC808 shares-15.83%2025-12-312026-02-04 MTZ MASTEC INC2.3K shares0.35%2025-12-312026-02-04 BROADCOM INC BROADCOM INC1.4K shares8.28%2025-12-312026-02-04 CVX CHEVRON CORP NEW3.0K shares-7.76%2025-12-312026-02-04 JPM JPMORGAN CHASE & CO.1.4K shares-4.42%2025-12-312026-02-04 MAIN MAIN STR CAP CORP7.1K shares0.00%2025-12-312026-02-04 PRIM PRIMORIS SVCS CORP3.3K shares-6.14%2025-12-312026-02-04 DUSB DIMENSIONAL ETF TRUST7.9K shares-17.35%2025-12-312026-02-04 WMT WALMART INC3.5K shares-11.42%2025-12-312026-02-04 PG PROCTER AND GAMBLE CO2.6K shares-17.48%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE1.2K shares-0.75%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON1.8K shares-13.85%2025-12-312026-02-04 LLY ELI LILLY & CO336 sharesnew addition2025-12-312026-02-04 TMHC TAYLOR MORRISON HOME CORP6.1K shares0.46%2025-12-312026-02-04 CSCO CISCO SYS INC4.1K shares-11.30%2025-12-312026-02-04 RDN RADIAN GROUP INC8.2K shares-2.67%2025-12-312026-02-04 VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2025-12-312026-02-04 COP CONOCOPHILLIPS2.9K shares25.67%2025-12-312026-02-04 KMI KINDER MORGAN INC DEL9.7K shares-6.12%2025-12-312026-02-04 IBM INTERNATIONAL BUSINESS MACHS899 shares-6.35%2025-12-312026-02-04 PWR QUANTA SVCS INC559 sharesnew addition2025-12-312026-02-04 ABBV ABBVIE INC975 shares-21.18%2025-12-312026-02-04 GEV GE VERNOVA INC328 shares-0.61%2025-12-312026-02-04 RHP RYMAN HOSPITALITY PPTYS INC2.3K shares-6.98%2025-12-312026-02-04 RIOT RIOT PLATFORMS INC11.1K shares-0.09%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available