The Analysis of Fort Henry Capital, LLC's Holdings
Currently, Fort Henry Capital, LLC holds 16 types of securities in its portfolio with a total value $163.2M. In the most recent quarter, they have increased their positions in AGG (+13.1K shares, valued at $1.3M), VNQ (+11.1K shares, valued at $984.0K), BSV (+8.0K shares, valued at $627.2K); decreased their positions in IVV (-1.0K shares, valued at $712.3K); initiated new positions in N/A (+2.7K shares, valued at $224.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR61.3K shares-1.67%2025-12-312026-01-23
AGG ISHARES TR295.6K shares4.65%2025-12-312026-01-23 IJR ISHARES TR171.8K shares1.31%2025-12-312026-01-23 BSV VANGUARD BD INDEX FDS231.1K shares3.57%2025-12-312026-01-23 VNQ VANGUARD INDEX FDS159.6K shares7.49%2025-12-312026-01-23 DFAI DIMENSIONAL ETF TRUST293.0K shares5.31%2025-12-312026-01-23 DFAE DIMENSIONAL ETF TRUST179.8K shares2.39%2025-12-312026-01-23 VTI VANGUARD INDEX FDS17.4K shares4.68%2025-12-312026-01-23 AOA ISHARES TR48.0K shares3.50%2025-12-312026-01-23 AOR ISHARES TR59.5K shares3.46%2025-12-312026-01-23 VXUS VANGUARD STAR FDS39.6K shares5.93%2025-12-312026-01-23 BND VANGUARD BD INDEX FDS27.8K shares21.00%2025-12-312026-01-23 BNDX VANGUARD CHARLOTTE FDS22.7K shares21.67%2025-12-312026-01-23 AOM ISHARES TR22.6K shares1.99%2025-12-312026-01-23 GEV GE VERNOVA INC468 shares0.00%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available