The Analysis of Weinberger Asset Management, Inc's Holdings
Currently, Weinberger Asset Management, Inc holds 92 types of securities in its portfolio with a total value $277.5M. In the most recent quarter, they have increased their positions in DFAU (+25.2K shares, valued at $1.2M), DFUV (+10.9K shares, valued at $508.8K), SNPE (+6.6K shares, valued at $410.0K); decreased their positions in VTI (-3.1K shares, valued at $1.0M), SCHB (-36.4K shares, valued at $955.6K), SCHG (-29.1K shares, valued at $950.8K); initiated new positions in SNPE (+6.6K shares, valued at $410.0K), ESGU (+2.7K shares, valued at $407.9K), ESML (+5.4K shares, valued at $249.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS109.2K shares-2.77%2025-12-312026-02-09
PM PHILIP MORRIS INTL INC127.0K shares-0.85%2025-12-312026-02-09 SCHG SCHWAB STRATEGIC TR574.7K shares-4.83%2025-12-312026-02-09 VBR VANGUARD INDEX FDS60.2K shares-1.40%2025-12-312026-02-09 SCHB SCHWAB STRATEGIC TR481.8K shares-7.03%2025-12-312026-02-09 DFAU DIMENSIONAL ETF TRUST259.1K shares10.77%2025-12-312026-02-09 DUHP DIMENSIONAL ETF TRUST266.9K shares-2.24%2025-12-312026-02-09 VTV VANGUARD INDEX FDS52.6K shares-2.15%2025-12-312026-02-09 SCHV SCHWAB STRATEGIC TR276.1K shares-6.38%2025-12-312026-02-09 VUG VANGUARD INDEX FDS16.1K shares-2.62%2025-12-312026-02-09 SCHF SCHWAB STRATEGIC TR313.0K shares-3.62%2025-12-312026-02-09 VOE VANGUARD INDEX FDS39.1K shares-2.33%2025-12-312026-02-09 DFUV DIMENSIONAL ETF TRUST129.5K shares9.21%2025-12-312026-02-09 BAC BANK AMERICA CORP99.7K shares-0.39%2025-12-312026-02-09 DFAT DIMENSIONAL ETF TRUST86.7K shares5.53%2025-12-312026-02-09 IWP ISHARES TR36.5K shares1.13%2025-12-312026-02-09 IYW ISHARES TR24.4K shares0.03%2025-12-312026-02-09 DFAI DIMENSIONAL ETF TRUST109.6K shares-4.02%2025-12-312026-02-09 IJK ISHARES TR42.7K shares-1.13%2025-12-312026-02-09 SPY SPDR S&P 500 ETF TR5.8K shares0.09%2025-12-312026-02-09 JEPI J P MORGAN EXCHANGE TRADED F69.6K shares-4.54%2025-12-312026-02-09 VEA VANGUARD TAX-MANAGED FDS57.8K shares-6.20%2025-12-312026-02-09 GE AEROSPACE GE AEROSPACE11.6K shares-1.02%2025-12-312026-02-09 AAPL APPLE INC13.1K shares4.64%2025-12-312026-02-09 SHOP SHOPIFY INC19.7K shares-1.77%2025-12-312026-02-09 NVDA NVIDIA CORPORATION16.5K shares0.62%2025-12-312026-02-09 META META PLATFORMS INC4.4K shares-2.00%2025-12-312026-02-09 VIG VANGUARD SPECIALIZED FUNDS11.4K shares5.77%2025-12-312026-02-09 IWN ISHARES TR12.6K shares-11.30%2025-12-312026-02-09 IJH ISHARES TR33.4K shares-3.34%2025-12-312026-02-09 DVY ISHARES TR15.3K shares-13.37%2025-12-312026-02-09 VOT VANGUARD INDEX FDS7.7K shares-5.68%2025-12-312026-02-09 MO ALTRIA GROUP INC34.5K shares0.03%2025-12-312026-02-09 GEV GE VERNOVA INC3.0K shares-0.33%2025-12-312026-02-09 JPM JPMORGAN CHASE & CO.5.1K shares0.24%2025-12-312026-02-09 XYZ BLOCK INC22.7K shares0.16%2025-12-312026-02-09 DFAR DIMENSIONAL ETF TRUST56.6K shares1.40%2025-12-312026-02-09 KMI KINDER MORGAN INC DEL46.9K shares0.00%2025-12-312026-02-09 PCG PG&E CORP77.6K shares-4.90%2025-12-312026-02-09 ALPHABET INC ALPHABET INC4.0K shares-1.05%2025-12-312026-02-09 ATI ATI INC8.8K shares0.00%2025-12-312026-02-09 DE DEERE & CO2.1K shares0.68%2025-12-312026-02-09 MSFT MICROSOFT CORP2.0K shares-3.48%2025-12-312026-02-09 KO COCA COLA CO13.7K shares-0.78%2025-12-312026-02-09 MDYV SPDR SERIES TRUST10.7K shares-0.87%2025-12-312026-02-09 RBLX ROBLOX CORP10.5K shares-4.52%2025-12-312026-02-09 COST COSTCO WHSL CORP NEW973 shares-1.92%2025-12-312026-02-09 UAL UNITED AIRLS HLDGS INC7.3K shares0.00%2025-12-312026-02-09 AMZN AMAZON COM INC3.5K shares1.26%2025-12-312026-02-09 XLRE SELECT SECTOR SPDR TR17.2K shares-2.66%2025-12-312026-02-09 ALPHABET INC ALPHABET INC2.2K shares1.29%2025-12-312026-02-09 IJJ ISHARES TR5.2K shares-3.52%2025-12-312026-02-09 UNH UNITEDHEALTH GROUP INC1.9K shares-12.34%2025-12-312026-02-09 JNJ JOHNSON & JOHNSON2.9K shares0.49%2025-12-312026-02-09 BROADCOM INC BROADCOM INC1.7K shares3.62%2025-12-312026-02-09 WM WASTE MGMT INC DEL2.6K shares-0.34%2025-12-312026-02-09 EPD ENTERPRISE PRODS PARTNERS L16.9K shares0.00%2025-12-312026-02-09 CSCO CISCO SYS INC6.6K shares0.44%2025-12-312026-02-09 SLYV SPDR SERIES TRUST5.4K shares0.00%2025-12-312026-02-09 UTF COHEN & STEERS INFRASTRUCTUR20.1K shares0.00%2025-12-312026-02-09 MU MICRON TECHNOLOGY INC1.5K shares4.31%2025-12-312026-02-09 ELV ELEVANCE HEALTH INC FORMERLY1.2K shares1.64%2025-12-312026-02-09 SNPE DBX ETF TR6.6K sharesnew addition2025-12-312026-02-09 ESGU ISHARES TR2.7K sharesnew addition2025-12-312026-02-09 XOM EXXON MOBIL CORP3.4K shares2.47%2025-12-312026-02-09 ESGV VANGUARD WORLD FD3.3K shares91.89%2025-12-312026-02-09 PLTR PALANTIR TECHNOLOGIES INC2.2K shares2.12%2025-12-312026-02-09 IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.31%2025-12-312026-02-09 WFC WELLS FARGO CO NEW4.0K shares-8.30%2025-12-312026-02-09 RFI COHEN & STEERS TOTAL RETURN31.3K shares0.00%2025-12-312026-02-09 TSLA TESLA INC715 shares8.83%2025-12-312026-02-09 BP BP PLC9.1K shares0.00%2025-12-312026-02-09 EA ELECTRONIC ARTS INC1.5K shares-46.57%2025-12-312026-02-09 GEHC GE HEALTHCARE TECHNOLOGIES I3.6K shares0.28%2025-12-312026-02-09 PFE PFIZER INC11.7K shares0.52%2025-12-312026-02-09 VZ VERIZON COMMUNICATIONS INC6.6K shares1.33%2025-12-312026-02-09 SHEL SHELL PLC3.5K shares0.00%2025-12-312026-02-09 TBT PROSHARES TR7.4K shares0.00%2025-12-312026-02-09 DON WISDOMTREE TR4.9K shares-0.35%2025-12-312026-02-09 ESML ISHARES TR5.4K sharesnew addition2025-12-312026-02-09 CRM SALESFORCE INC939 shares-3.99%2025-12-312026-02-09 IVOG VANGUARD ADMIRAL FDS INC2.0K shares0.60%2025-12-312026-02-09 ABBV ABBVIE INC1.0K shares1.79%2025-12-312026-02-09 LLY ELI LILLY & CO209 sharesnew addition2025-12-312026-02-09 NEM NEWMONT CORP2.2K sharesnew addition2025-12-312026-02-09 IWF ISHARES TR435 shares0.00%2025-12-312026-02-09 CRWS CROWN CRAFTS INC22.0K sharesnew addition2025-12-312026-02-09 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available