The Analysis of Tull Financial Group, Inc.'s Holdings


Currently, Tull Financial Group, Inc. holds 32 types of securities in its portfolio with a total value $233.5M. In the most recent quarter, they have increased their positions in VCRB (+14.0K shares, valued at $1.1M), IEFA (+9.6K shares, valued at $859.0K), DYNF (+9.6K shares, valued at $586.6K); decreased their positions in SCHD (-32.2K shares, valued at $882.6K), TOWN (-2.4K shares, valued at $79.1K), MSFT (-84 shares, valued at $40.6K); initiated new positions in N/A (+1.0K shares, valued at $319.6K), DLTR (+1.8K shares, valued at $225.2K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST671.4K shares1.02%2025-12-312026-02-12history
JQUA J P MORGAN EXCHANGE TRADED F591.0K shares-0.03%2025-12-312026-02-12history
VCRB VANGUARD MALVERN FDS475.9K shares3.03%2025-12-312026-02-12history
IEFA ISHARES TR332.9K shares2.97%2025-12-312026-02-12history
SPY SPDR S&P 500 ETF TR39.2K shares-0.06%2025-12-312026-02-12history
VYMI VANGUARD WHITEHALL FDS174.2K shares1.49%2025-12-312026-02-12history
DYNF BLACKROCK ETF TRUST220.7K shares4.57%2025-12-312026-02-12history
VWO VANGUARD INTL EQUITY INDEX F99.6K shares2.41%2025-12-312026-02-12history
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SCHD SCHWAB STRATEGIC TR69.7K shares-31.59%2025-12-312026-02-12history
IWF ISHARES TR2.7K shares0.00%2025-12-312026-02-12history
NVDA NVIDIA CORPORATION6.1K shares0.13%2025-12-312026-02-12history
AAPL APPLE INC3.7K shares19.43%2025-12-312026-02-12history
NSC NORFOLK SOUTHN CORP3.5K shares-0.57%2025-12-312026-02-12history
VANGUARD INDEX FDS VANGUARD INDEX FDS1.5K shares3.09%2025-12-312026-02-12history
MSFT MICROSOFT CORP1.7K shares-4.63%2025-12-312026-02-12history
TSLA TESLA INC1.6K shares1.13%2025-12-312026-02-12history
Sponsored
AMZN AMAZON COM INC2.8K shares35.89%2025-12-312026-02-12history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL992 shares9.98%2025-12-312026-02-12history
IXN ISHARES TR4.7K shares0.00%2025-12-312026-02-12history
SCHG SCHWAB STRATEGIC TR14.9K shares36.66%2025-12-312026-02-12history
VEA VANGUARD TAX-MANAGED FDS6.0K shares3.49%2025-12-312026-02-12history
IEF ISHARES TR3.5K shares1.26%2025-12-312026-02-12history
ALPHABET INC ALPHABET INC1.0K sharesnew addition2025-12-312026-02-12history
VTI VANGUARD INDEX FDS860 shares14.06%2025-12-312026-02-12history
Sponsored
DIA SPDR DOW JONES INDL AVERAGE563 shares0.18%2025-12-312026-02-12history
PG PROCTER AND GAMBLE CO1.8K shares2.81%2025-12-312026-02-12history
VOOV VANGUARD ADMIRAL FDS INC1.3K shares4.06%2025-12-312026-02-12history
XLK SELECT SECTOR SPDR TR1.7K shares107.52%2025-12-312026-02-12history
META META PLATFORMS INC371 shares-1.59%2025-12-312026-02-12history
DLTR DOLLAR TREE INC1.8K sharesnew addition2025-12-312026-02-12history
TOWN TOWNEBANK PORTSMOUTH VA6.4K shares-26.89%2025-12-312026-02-12history
IWD ISHARES TR996 shares0.00%2025-12-312026-02-12history
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Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
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