The Analysis of Altiora Financial Group, LLC's Holdings
Currently, Altiora Financial Group, LLC holds 94 types of securities in its portfolio with a total value $546.7M. In the most recent quarter, they have increased their positions in CDX (+754.9K shares, valued at $17.3M), CTA (+95.4K shares, valued at $2.7M), DIHP (+46.6K shares, valued at $1.4M); decreased their positions in SPY (-3.8K shares, valued at $2.6M), DFAC (-49.2K shares, valued at $1.9M), DFSV (-50.9K shares, valued at $1.6M); initiated new positions in MCHI (+8.0K shares, valued at $526.1K), B (+6.9K shares, valued at $226.1K), NEM (+2.6K shares, valued at $223.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST3.0M shares-1.63%2025-09-302025-11-05
DFSD DIMENSIONAL ETF TRUST959.1K shares0.24%2025-09-302025-11-05 DFAX DIMENSIONAL ETF TRUST1.4M shares-1.30%2025-09-302025-11-05 SGOV ISHARES TR314.8K shares0.81%2025-09-302025-11-05 VTI VANGUARD INDEX FDS80.8K shares-5.70%2025-09-302025-11-05 CDX SIMPLIFY EXCHANGE TRADED FUN1.0M shares301.47%2025-09-302025-11-05 SCHO SCHWAB STRATEGIC TR882.8K shares-3.73%2025-09-302025-11-05 SCHR SCHWAB STRATEGIC TR635.2K shares0.45%2025-09-302025-11-05 DCOR DIMENSIONAL ETF TRUST201.0K shares-1.81%2025-09-302025-11-05 DFAT DIMENSIONAL ETF TRUST237.8K shares-2.19%2025-09-302025-11-05 CTA SIMPLIFY EXCHANGE TRADED FUN491.3K shares24.11%2025-09-302025-11-05 SCHP SCHWAB STRATEGIC TR495.1K shares0.01%2025-09-302025-11-05 DFUV DIMENSIONAL ETF TRUST293.5K shares-3.28%2025-09-302025-11-05 DUSB DIMENSIONAL ETF TRUST199.7K shares-4.61%2025-09-302025-11-05 VTEB VANGUARD MUN BD FDS187.8K shares7.83%2025-09-302025-11-05 BILS SPDR SERIES TRUST92.4K shares-1.44%2025-09-302025-11-05 DFIV DIMENSIONAL ETF TRUST185.3K shares-0.60%2025-09-302025-11-05 DFUS DIMENSIONAL ETF TRUST111.6K shares0.00%2025-09-302025-11-05 DUHP DIMENSIONAL ETF TRUST165.9K shares0.35%2025-09-302025-11-05 VXUS VANGUARD STAR FDS84.6K shares-2.59%2025-09-302025-11-05 IAU ISHARES GOLD TR75.0K shares0.34%2025-09-302025-11-05 VUG VANGUARD INDEX FDS10.7K shares1.38%2025-09-302025-11-05 STIP ISHARES TR49.5K shares0.34%2025-09-302025-11-05 VGSH VANGUARD SCOTTSDALE FDS83.1K shares0.54%2025-09-302025-11-05 DFAS DIMENSIONAL ETF TRUST68.1K shares-9.56%2025-09-302025-11-05 VTES VANGUARD WELLINGTON FD40.7K shares4.89%2025-09-302025-11-05 MSFT MICROSOFT CORP7.1K shares-0.88%2025-09-302025-11-05 DFIP DIMENSIONAL ETF TRUST82.2K shares0.35%2025-09-302025-11-05 DIHP DIMENSIONAL ETF TRUST105.6K shares79.06%2025-09-302025-11-05 DFAI DIMENSIONAL ETF TRUST87.0K shares8.24%2025-09-302025-11-05 AAPL APPLE INC10.6K shares0.44%2025-09-302025-11-05 VGIT VANGUARD SCOTTSDALE FDS44.3K shares9.17%2025-09-302025-11-05 DFAU DIMENSIONAL ETF TRUST58.0K shares0.23%2025-09-302025-11-05 VTIP VANGUARD MALVERN FDS50.2K shares1.30%2025-09-302025-11-05 TSLA TESLA INC5.5K shares8.02%2025-09-302025-11-05 SUB ISHARES TR21.6K shares10.90%2025-09-302025-11-05 SPTS SPDR SERIES TRUST77.3K shares-0.77%2025-09-302025-11-05 BILL BILL HOLDINGS INC34.6K shares0.00%2025-09-302025-11-05 AMZN AMAZON COM INC8.0K shares0.00%2025-09-302025-11-05 IVV ISHARES TR2.6K shares-3.18%2025-09-302025-11-05 SCHJ SCHWAB STRATEGIC TR69.4K shares0.00%2025-09-302025-11-05 IWN ISHARES TR7.8K shares0.00%2025-09-302025-11-05 DFIC DIMENSIONAL ETF TRUST38.5K shares-30.71%2025-09-302025-11-05 DISV DIMENSIONAL ETF TRUST31.1K shares-3.30%2025-09-302025-11-05 DFSU DIMENSIONAL ETF TRUST26.0K shares0.00%2025-09-302025-11-05 VPU VANGUARD WORLD FD5.7K shares0.00%2025-09-302025-11-05 GOOG ALPHABET INC4.2K shares-3.44%2025-09-302025-11-05 NVDA NVIDIA CORPORATION5.3K shares-0.37%2025-09-302025-11-05 DFEM DIMENSIONAL ETF TRUST25.3K shares-41.76%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW875 shares-8.57%2025-09-302025-11-05 BAC BANK AMERICA CORP15.0K shares0.00%2025-09-302025-11-05 MUB ISHARES TR7.0K shares0.26%2025-09-302025-11-05 DFEV DIMENSIONAL ETF TRUST22.7K shares0.00%2025-09-302025-11-05 LLY ELI LILLY & CO944 shares0.00%2025-09-302025-11-05 GOOGL ALPHABET INC2.9K shares0.07%2025-09-302025-11-05 VTV VANGUARD INDEX FDS3.6K shares8.17%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF10.2K shares0.00%2025-09-302025-11-05 CVX CHEVRON CORP NEW4.1K shares-0.07%2025-09-302025-11-05 VBR VANGUARD INDEX FDS2.9K shares0.00%2025-09-302025-11-05 GLD SPDR GOLD TR1.6K shares-3.11%2025-09-302025-11-05 VSS VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2025-09-302025-11-05 MCHI ISHARES TR8.0K sharesnew addition2025-09-302025-11-05 DFAE DIMENSIONAL ETF TRUST16.3K shares0.16%2025-09-302025-11-05 SCMB SCHWAB STRATEGIC TR20.0K shares0.00%2025-09-302025-11-05 SPSB SPDR SERIES TRUST16.5K shares1.00%2025-09-302025-11-05 AVIV AMERICAN CENTY ETF TR6.8K shares0.00%2025-09-302025-11-05 SPY SPDR S&P 500 ETF TR686 shares-84.81%2025-09-302025-11-05 VOE VANGUARD INDEX FDS2.4K shares0.00%2025-09-302025-11-05 VB VANGUARD INDEX FDS1.6K shares-1.72%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO2.6K shares0.00%2025-09-302025-11-05 IJS ISHARES TR3.5K shares0.00%2025-09-302025-11-05 DFSI DIMENSIONAL ETF TRUST9.1K shares0.00%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS4.6K shares0.00%2025-09-302025-11-05 IWV ISHARES TR967 shares0.00%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC2.0K shares0.00%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC1.0K shares-3.71%2025-09-302025-11-05 AVLV AMERICAN CENTY ETF TR4.9K shares-19.88%2025-09-302025-11-05 VV VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-05 JNJ JOHNSON & JOHNSON1.8K shares0.00%2025-09-302025-11-05 META META PLATFORMS INC440 shares-0.45%2025-09-302025-11-05 CTAS CINTAS CORP1.4K shares0.07%2025-09-302025-11-05 IBM INTERNATIONAL BUSINESS MACHS1.0K shares-0.86%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.894 shares-1.54%2025-09-302025-11-05 NFLX NETFLIX INC235 shares0.00%2025-09-302025-11-05 QIS SIMPLIFY EXCHANGE TRADED FUN13.6K shares-41.08%2025-09-302025-11-05 WMT WALMART INC2.4K shares-15.09%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F3.4K shares0.00%2025-09-302025-11-05 IUSB ISHARES TR5.0K shares0.00%2025-09-302025-11-05 B BARRICK MNG CORP6.9K sharesnew addition2025-09-302025-11-05 NEM NEWMONT CORP2.6K sharesnew addition2025-09-302025-11-05 CAT CATERPILLAR INC457 sharesnew addition2025-09-302025-11-05 DFSV DIMENSIONAL ETF TRUST6.6K shares-88.55%2025-09-302025-11-05 VIG VANGUARD SPECIALIZED FUNDS965 sharesnew addition2025-09-302025-11-05 MLPX GLOBAL X FDS3.2K shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available