The Analysis of Spectrum Investment Advisors, Inc.'s Holdings
Currently, Spectrum Investment Advisors, Inc. holds 51 types of securities in its portfolio with a total value $199.5M. In the most recent quarter, they have increased their positions in IXUS (+203.8K shares, valued at $17.2M), ORCL (+10.1K shares, valued at $2.0M), AAPL (+4.8K shares, valued at $1.3M); decreased their positions in FELG (-30.3K shares, valued at $1.3M), DFAU (-4.9K shares, valued at $227.4K), N/A (-303 shares, valued at $190.0K); initiated new positions in IXUS (+203.8K shares, valued at $17.2M), ORCL (+10.1K shares, valued at $2.0M), VOE (+5.8K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST621.1K shares-0.78%2025-12-312026-01-28
FELG FIDELITY COVINGTON TRUST646.8K shares-4.47%2025-12-312026-01-28 DFAI DIMENSIONAL ETF TRUST556.2K shares0.96%2025-12-312026-01-28 IXUS ISHARES TR203.8K sharesnew addition2025-12-312026-01-28 GOVI INVESCO EXCH TRADED FD TR II453.9K shares3.99%2025-12-312026-01-28 MBB ISHARES TR127.0K shares2.82%2025-12-312026-01-28 VBR VANGUARD INDEX FDS45.0K shares1.43%2025-12-312026-01-28 DFAE DIMENSIONAL ETF TRUST288.2K shares-1.70%2025-12-312026-01-28 VO VANGUARD INDEX FDS20.1K shares0.39%2025-12-312026-01-28 FBND FIDELITY MERRIMACK STR TR104.0K shares2.06%2025-12-312026-01-28 SMTH ALPS ETF TR180.6K shares1.74%2025-12-312026-01-28 VONG VANGUARD SCOTTSDALE FDS28.6K shares3.42%2025-12-312026-01-28 AAPL APPLE INC8.7K shares124.23%2025-12-312026-01-28 ORCL ORACLE CORP10.1K sharesnew addition2025-12-312026-01-28 NVDA NVIDIA CORPORATION9.6K shares114.98%2025-12-312026-01-28 FVAL FIDELITY COVINGTON TRUST15.3K shares1.83%2025-12-312026-01-28 VOE VANGUARD INDEX FDS5.8K sharesnew addition2025-12-312026-01-28 MUB ISHARES TR8.6K shares2.58%2025-12-312026-01-28 MSFT MICROSOFT CORP1.9K shares35.90%2025-12-312026-01-28 ABBV ABBVIE INC3.3K shares16.48%2025-12-312026-01-28 PPSI PIONEER PWR SOLUTIONS INC137.5K sharesnew addition2025-12-312026-01-28 PEP PEPSICO INC4.3K sharesnew addition2025-12-312026-01-28 TSLA TESLA INC1.2K shares121.22%2025-12-312026-01-28 SPY SPDR S&P 500 ETF TR707 shares3.06%2025-12-312026-01-28 BROADCOM INC BROADCOM INC1.4K sharesnew addition2025-12-312026-01-28 VIG VANGUARD SPECIALIZED FUNDS1.9K sharesnew addition2025-12-312026-01-28 AMZN AMAZON COM INC1.8K sharesnew addition2025-12-312026-01-28 ABT ABBOTT LABS2.8K shares11.74%2025-12-312026-01-28 TXN TEXAS INSTRS INC2.0K sharesnew addition2025-12-312026-01-28 SCHG SCHWAB STRATEGIC TR10.4K shares0.00%2025-12-312026-01-28 JPM JPMORGAN CHASE & CO.1.0K shares53.40%2025-12-312026-01-28 VYM VANGUARD WHITEHALL FDS2.2K sharesnew addition2025-12-312026-01-28 SCHV SCHWAB STRATEGIC TR9.5K shares0.00%2025-12-312026-01-28 MCD MCDONALDS CORP863 sharesnew addition2025-12-312026-01-28 ALPHABET INC ALPHABET INC828 shares-0.72%2025-12-312026-01-28 ONEQ FIDELITY COMWLTH TR2.7K sharesnew addition2025-12-312026-01-28 COST COSTCO WHSL CORP NEW275 shares13.17%2025-12-312026-01-28 PHM PULTE GROUP INC2.0K sharesnew addition2025-12-312026-01-28 MGK VANGUARD WORLD FD567 sharesnew addition2025-12-312026-01-28 LLY ELI LILLY & CO213 sharesnew addition2025-12-312026-01-28 VPU VANGUARD WORLD FD1.2K sharesnew addition2025-12-312026-01-28 ALPHABET INC ALPHABET INC724 sharesnew addition2025-12-312026-01-28 MERCK & CO INC MERCK & CO INC2.0K sharesnew addition2025-12-312026-01-28 VGK VANGUARD INTL EQUITY INDEX F2.5K sharesnew addition2025-12-312026-01-28 META META PLATFORMS INC306 sharesnew addition2025-12-312026-01-28 T AT&T INC8.1K sharesnew addition2025-12-312026-01-28 NEE NEXTERA ENERGY INC2.5K sharesnew addition2025-12-312026-01-28 USB US BANCORP DEL3.8K sharesnew addition2025-12-312026-01-28 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available