The Analysis of Selective Wealth Management, Inc.'s Holdings

Currently, Selective Wealth Management, Inc. holds 108 types of securities in its portfolio with a total value $320.3M. In the most recent quarter, they have increased their positions in DFSD (+109.8K shares, valued at $5.3M), SGOV (+46.5K shares, valued at $4.7M), NOW (+17.4K shares, valued at $2.3M); decreased their positions in N/A (-3.1K shares, valued at $1.9M), JEPI (-28.8K shares, valued at $1.7M), IVV (-1.3K shares, valued at $876.8K); initiated new positions in N/A (+1.7K shares, valued at $598.7K), DCOR (+5.9K shares, valued at $448.0K), DFIC (+11.4K shares, valued at $405.8K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR784.3K shares6.30%2025-12-312026-01-16

VANGUARD INDEX FDS VANGUARD INDEX FDS118.7K shares-2.51%2025-12-312026-01-16

SPYM SPDR SERIES TRUST200.2K shares7.70%2025-12-312026-01-16

META META PLATFORMS INC15.2K shares-2.30%2025-12-312026-01-16

WCLD WISDOMTREE TR261.2K shares-6.49%2025-12-312026-01-16

DFSD DIMENSIONAL ETF TRUST164.2K shares201.71%2025-12-312026-01-16

AAPL APPLE INC28.9K shares10.83%2025-12-312026-01-16

VTI VANGUARD INDEX FDS20.8K shares11.32%2025-12-312026-01-16

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F116.2K shares-19.84%2025-12-312026-01-16

IVV ISHARES TR9.7K shares-11.49%2025-12-312026-01-16

TWLO TWILIO INC54.3K shares-2.12%2025-12-312026-01-16

CRM SALESFORCE INC21.2K shares-3.63%2025-12-312026-01-16

VEEV VEEVA SYS INC19.0K shares-3.15%2025-12-312026-01-16

VXUS VANGUARD STAR FDS46.9K shares22.07%2025-12-312026-01-16

OKTA OKTA INC33.4K shares-5.03%2025-12-312026-01-16

NOW SERVICENOW INC21.9K shares380.21%2025-12-312026-01-16

Sponsored

INVESCO QQQ TR INVESCO QQQ TR4.5K shares18.03%2025-12-312026-01-16

V VISA INC8.1K shares-1.40%2025-12-312026-01-16

INTC INTEL CORP54.1K shares-7.77%2025-12-312026-01-16

DOCU DOCUSIGN INC40.8K shares-3.81%2025-12-312026-01-16

NVDA NVIDIA CORPORATION12.9K shares-5.31%2025-12-312026-01-16

MSFT MICROSOFT CORP4.8K shares7.78%2025-12-312026-01-16

SPY SPDR S&P 500 ETF TR3.1K shares-11.99%2025-12-312026-01-16

BABA ALIBABA GROUP HLDG LTD11.6K shares-7.31%2025-12-312026-01-16

Sponsored

SCHB SCHWAB STRATEGIC TR73.7K shares0.00%2025-12-312026-01-16

DFAC DIMENSIONAL ETF TRUST43.5K shares128.78%2025-12-312026-01-16

BSV VANGUARD BD INDEX FDS22.5K shares-2.59%2025-12-312026-01-16

IWF ISHARES TR3.6K shares-2.17%2025-12-312026-01-16

ESGV VANGUARD WORLD FD13.5K shares-3.27%2025-12-312026-01-16

XLK SELECT SECTOR SPDR TR11.2K shares102.17%2025-12-312026-01-16

VXF VANGUARD INDEX FDS7.1K shares-1.23%2025-12-312026-01-16

ALPHABET INC ALPHABET INC4.4K shares8.33%2025-12-312026-01-16

Sponsored

AMZN AMAZON COM INC5.7K shares-0.77%2025-12-312026-01-16

VTV VANGUARD INDEX FDS6.3K shares0.14%2025-12-312026-01-16

SOXX ISHARES TR3.3K shares16.37%2025-12-312026-01-16

VGT VANGUARD WORLD FD1.4K shares4.72%2025-12-312026-01-16

DIA SPDR DOW JONES INDL AVERAGE2.2K shares0.09%2025-12-312026-01-16

IBM INTERNATIONAL BUSINESS MACHS3.3K shares-29.12%2025-12-312026-01-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-7.33%2025-12-312026-01-16

XOM EXXON MOBIL CORP7.4K shares-28.20%2025-12-312026-01-16

Sponsored

IWR ISHARES TR9.2K shares0.00%2025-12-312026-01-16

AVDV AMERICAN CENTY ETF TR7.9K shares-0.13%2025-12-312026-01-16

WMT WALMART INC6.5K shares-35.51%2025-12-312026-01-16

SPYD SPDR SERIES TRUST16.8K shares-2.44%2025-12-312026-01-16

IEFA ISHARES TR7.8K shares0.48%2025-12-312026-01-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares0.20%2025-12-312026-01-16

VO VANGUARD INDEX FDS2.3K shares9.39%2025-12-312026-01-16

ALPHABET INC ALPHABET INC2.1K shares3.53%2025-12-312026-01-16

Sponsored

PYPL PAYPAL HLDGS INC12.1K shares-4.45%2025-12-312026-01-16

VEA VANGUARD TAX-MANAGED FDS10.4K shares2.21%2025-12-312026-01-16

EPRT ESSENTIAL PPTYS RLTY TR INC21.7K shares0.00%2025-12-312026-01-16

DVY ISHARES TR4.5K shares0.68%2025-12-312026-01-16

COST COSTCO WHSL CORP NEW668 shares-17.53%2025-12-312026-01-16

XLG INVESCO EXCHANGE TRADED FD T10.8K shares-3.25%2025-12-312026-01-16

AHR AMERICAN HEALTHCARE REIT INC13.1K shares0.00%2025-12-312026-01-16

STIP ISHARES TR6.1K shares-11.45%2025-12-312026-01-16

Sponsored

BROADCOM INC BROADCOM INC1.7K sharesnew addition2025-12-312026-01-16

AVUV AMERICAN CENTY ETF TR5.4K shares-2.66%2025-12-312026-01-16

VBR VANGUARD INDEX FDS2.5K shares0.83%2025-12-312026-01-16

AMAT APPLIED MATLS INC1.7K shares-1.08%2025-12-312026-01-16

JPM JPMORGAN CHASE & CO.1.8K shares-10.58%2025-12-312026-01-16

SDY SPDR SERIES TRUST3.5K shares-2.69%2025-12-312026-01-16

GLDM WORLD GOLD TR5.6K shares9.61%2025-12-312026-01-16

XLE SELECT SECTOR SPDR TR10.5K shares92.04%2025-12-312026-01-16

Sponsored

BAC BANK AMERICA CORP9.0K shares-7.55%2025-12-312026-01-16

DCOR DIMENSIONAL ETF TRUST5.9K sharesnew addition2025-12-312026-01-16

FNDF SCHWAB STRATEGIC TR9.1K shares0.00%2025-12-312026-01-16

NFLX NETFLIX INC4.9K shares948.28%2025-12-312026-01-16

SCHM SCHWAB STRATEGIC TR13.1K shares8.46%2025-12-312026-01-16

IWO ISHARES TR1.2K shares0.00%2025-12-312026-01-16

IJH ISHARES TR5.9K shares0.53%2025-12-312026-01-16

FTEC FIDELITY COVINGTON TRUST1.8K shares0.00%2025-12-312026-01-16

Sponsored

DFIC DIMENSIONAL ETF TRUST11.4K sharesnew addition2025-12-312026-01-16

VYM VANGUARD WHITEHALL FDS2.7K shares9.34%2025-12-312026-01-16

VIG VANGUARD SPECIALIZED FUNDS1.7K shares-15.43%2025-12-312026-01-16

OKE ONEOK INC NEW5.2K shares-20.80%2025-12-312026-01-16

FIW FIRST TR EXCHANGE-TRADED FD3.3K shares0.03%2025-12-312026-01-16

TFC TRUIST FINL CORP7.3K shares-3.97%2025-12-312026-01-16

PDP INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2025-12-312026-01-16

ICE INTERCONTINENTAL EXCHANGE IN2.0K shares-1.48%2025-12-312026-01-16

Sponsored

SCHA SCHWAB STRATEGIC TR11.3K shares10.21%2025-12-312026-01-16

SCHI SCHWAB STRATEGIC TR14.9K shares0.15%2025-12-312026-01-16

VB VANGUARD INDEX FDS1.2K shares20.45%2025-12-312026-01-16

ITOT ISHARES TR2.1K shares28.43%2025-12-312026-01-16

JNJ JOHNSON & JOHNSON1.5K shares-21.75%2025-12-312026-01-16

XT ISHARES TR4.3K shares0.00%2025-12-312026-01-16

PGR PROGRESSIVE CORP1.5K shares-33.76%2025-12-312026-01-16

ONEQ FIDELITY COMWLTH TR3.2K shares0.03%2025-12-312026-01-16

Sponsored

BLACKSTONE INC BLACKSTONE INC1.8K shares-0.17%2025-12-312026-01-16

IWD ISHARES TR1.3K shares0.00%2025-12-312026-01-16

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares-20.32%2025-12-312026-01-16

DFAX DIMENSIONAL ETF TRUST8.1K sharesnew addition2025-12-312026-01-16

DE DEERE & CO479 shares0.63%2025-12-312026-01-16

HD HOME DEPOT INC621 sharesnew addition2025-12-312026-01-16

DGCB DIMENSIONAL ETF TRUST4.3K shares17.03%2025-12-312026-01-16

WM WASTE MGMT INC DEL1.0K shares1.55%2025-12-312026-01-16

Sponsored

PNFP PINNACLE FINL PARTNERS INC2.3K shares0.00%2025-12-312026-01-16

FIDU FIDELITY COVINGTON TRUST2.5K shares-9.45%2025-12-312026-01-16

TSLA TESLA INC501 shares4.16%2025-12-312026-01-16

ITA ISHARES TR909 sharesnew addition2025-12-312026-01-16

UPS UNITED PARCEL SERVICE INC2.0K sharesnew addition2025-12-312026-01-16

CVX CHEVRON CORP NEW1.3K sharesnew addition2025-12-312026-01-16

IJR ISHARES TR1.6K sharesnew addition2025-12-312026-01-16

IBB ISHARES TR1.2K sharesnew addition2025-12-312026-01-16

Sponsored

MTUM ISHARES TR794 shares0.00%2025-12-312026-01-16

MVO MV OIL TR14.9K shares-30.45%2025-12-312026-01-16

SHAKE SHACK INC SHAKE SHACK INC29.0K shares0.00%2025-12-312026-01-16

JETBLUE AIRWAYS CORP JETBLUE AIRWAYS CORP20.0K shares0.00%2025-12-312026-01-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available