The Analysis of Dodds Wealth, LLC's Holdings
Currently, Dodds Wealth, LLC holds 56 types of securities in its portfolio with a total value $407.8M. In the most recent quarter, they have increased their positions in JMUB (+131.6K shares, valued at $6.6M), XLK (+15.4K shares, valued at $2.2M), SCHB (+52.6K shares, valued at $1.4M); decreased their positions in GOVT (-246.1K shares, valued at $5.7M), VUG (-2.2K shares, valued at $1.1M), SCHV (-34.3K shares, valued at $1.0M); initiated new positions in JMUB (+131.6K shares, valued at $6.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCIT VANGUARD SCOTTSDALE FDS651.6K shares1.99%2025-12-312026-02-11
SPIB SPDR SERIES TRUST1.6M shares2.15%2025-12-312026-02-11 VUG VANGUARD INDEX FDS102.8K shares-2.09%2025-12-312026-02-11 GOVT ISHARES TR2.0M shares-10.92%2025-12-312026-02-11 IGIB ISHARES TR838.7K shares1.68%2025-12-312026-02-11 SCHV SCHWAB STRATEGIC TR1.1M shares-3.13%2025-12-312026-02-11 SCHB SCHWAB STRATEGIC TR984.7K shares5.65%2025-12-312026-02-11 VXUS VANGUARD STAR FDS172.8K shares0.88%2025-12-312026-02-11 JMUB J P MORGAN EXCHANGE TRADED F131.6K sharesnew addition2025-12-312026-02-11 DFAU DIMENSIONAL ETF TRUST129.9K shares0.18%2025-12-312026-02-11 DFAI DIMENSIONAL ETF TRUST149.3K shares0.36%2025-12-312026-02-11 XLK SELECT SECTOR SPDR TR37.5K shares69.49%2025-12-312026-02-11 VNQ VANGUARD INDEX FDS48.7K shares-4.16%2025-12-312026-02-11 VYM VANGUARD WHITEHALL FDS26.8K shares-12.79%2025-12-312026-02-11 AAPL APPLE INC13.4K shares0.01%2025-12-312026-02-11 DFUS DIMENSIONAL ETF TRUST28.3K shares0.13%2025-12-312026-02-11 NVDA NVIDIA CORPORATION11.0K shares-1.04%2025-12-312026-02-11 ALPHABET INC ALPHABET INC6.0K shares0.00%2025-12-312026-02-11 SPY SPDR S&P 500 ETF TR2.7K shares0.19%2025-12-312026-02-11 IJH ISHARES TR19.8K shares-9.84%2025-12-312026-02-11 XLV SELECT SECTOR SPDR TR7.4K shares-21.56%2025-12-312026-02-11 WELL WELLTOWER INC6.0K shares-6.31%2025-12-312026-02-11 VT VANGUARD INTL EQUITY INDEX F7.6K shares0.29%2025-12-312026-02-11 IVV ISHARES TR1.6K shares0.19%2025-12-312026-02-11 DVY ISHARES TR7.5K shares-1.18%2025-12-312026-02-11 ALPHABET INC ALPHABET INC3.0K shares0.00%2025-12-312026-02-11 MSFT MICROSOFT CORP1.8K shares0.00%2025-12-312026-02-11 IYW ISHARES TR4.0K shares-0.33%2025-12-312026-02-11 AMZN AMAZON COM INC3.4K shares-0.87%2025-12-312026-02-11 VEA VANGUARD TAX-MANAGED FDS11.7K shares-11.84%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON3.0K shares0.03%2025-12-312026-02-11 IGSB ISHARES TR10.6K shares0.05%2025-12-312026-02-11 JPM JPMORGAN CHASE & CO.1.4K shares-6.64%2025-12-312026-02-11 CBZ CBIZ INC8.7K shares0.00%2025-12-312026-02-11 MAR MARRIOTT INTL INC NEW1.4K shares0.00%2025-12-312026-02-11 USB US BANCORP DEL7.7K shares0.00%2025-12-312026-02-11 HCA HCA HEALTHCARE INC800 shares0.00%2025-12-312026-02-11 PFF ISHARES TR11.3K shares1.88%2025-12-312026-02-11 PWV INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2025-12-312026-02-11 WMT WALMART INC3.0K shares0.00%2025-12-312026-02-11 PEP PEPSICO INC2.2K shares-15.39%2025-12-312026-02-11 DIS DISNEY WALT CO2.7K shares0.00%2025-12-312026-02-11 PTY PIMCO CORPORATE & INCOME OPP23.1K shares0.00%2025-12-312026-02-11 LLY ELI LILLY & CO271 shares0.00%2025-12-312026-02-11 EQAL INVESCO EXCH TRADED FD TR II5.1K shares0.00%2025-12-312026-02-11 VOE VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-11 KO COCA COLA CO3.7K shares0.00%2025-12-312026-02-11 DFAR DIMENSIONAL ETF TRUST10.3K shares0.00%2025-12-312026-02-11 PLTR PALANTIR TECHNOLOGIES INC1.3K shares-3.01%2025-12-312026-02-11 PAYX PAYCHEX INC1.9K shares-1.78%2025-12-312026-02-11 PG PROCTER AND GAMBLE CO1.4K shares0.00%2025-12-312026-02-11 META META PLATFORMS INC309 shares0.00%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available