Sponsored

The Analysis of Altiora Financial Group, LLC's Holdings & P&L

Currently, Altiora Financial Group, LLC holds 110 types of securities in its portfolio with a total value $607.1M. In the most recent quarter, they have increased their positions in VBIL (+68.1K shares, valued at $5.2M), BOXX (+37.3K shares, valued at $4.3M), VGIT (+64.5K shares, valued at $3.8M); decreased their positions in CDX (-175.4K shares, valued at $3.7M), DUSB (-69.3K shares, valued at $3.5M), DFSD (-52.0K shares, valued at $2.5M); initiated new positions in ITOT (+17.9K shares, valued at $2.6M), DBMF (+70.2K shares, valued at $2.1M), SBAR (+63.3K shares, valued at $1.6M).

1M P&L

+11.7M+1.89%

3M P&L

-17.1M-2.62%

HY P&L

+12.4M+2.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A582.6M

97.4%

2Software - Infrastructure2.6M

0.4%

3Consumer Electronics2.6M

0.4%

Top Industries by Stock Count

1N/A82 stocks

79.6%

2Discount Stores2 stocks

1.9%

3Oil & Gas Integrated2 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST2.9M shares-0.39%2026-03-312026-05-08

DFAX DIMENSIONAL ETF TRUST1.4M shares0.86%2026-03-312026-05-08

DFSD DIMENSIONAL ETF TRUST922.5K shares-5.33%2026-03-312026-05-08

VTI VANGUARD INDEX FDS90.0K shares5.99%2026-03-312026-05-08

VBIL VANGUARD INSTL INDEX FD376.3K shares22.11%2026-03-312026-05-08

SGOV ISHARES TR199.2K shares-8.88%2026-03-312026-05-08

CDX SIMPLIFY EXCHANGE TRADED FUN899.0K shares-16.33%2026-03-312026-05-08

CTA SIMPLIFY EXCHANGE TRADED FUN630.4K shares-5.13%2026-03-312026-05-08

Sponsored

SCHR SCHWAB STRATEGIC TR652.8K shares1.32%2026-03-312026-05-08

DCOR DIMENSIONAL ETF TRUST222.9K shares7.42%2026-03-312026-05-08

DFAT DIMENSIONAL ETF TRUST235.0K shares-0.50%2026-03-312026-05-08

DFUV DIMENSIONAL ETF TRUST279.5K shares0.25%2026-03-312026-05-08

SCHP SCHWAB STRATEGIC TR507.0K shares-0.04%2026-03-312026-05-08

VTEB VANGUARD MUN BD FDS270.0K shares32.06%2026-03-312026-05-08

BOXX EA SERIES TRUST95.0K shares64.76%2026-03-312026-05-08

SUB ISHARES TR102.2K shares4.42%2026-03-312026-05-08

Sponsored

DFIV DIMENSIONAL ETF TRUST185.3K shares0.00%2026-03-312026-05-08

VGSH VANGUARD SCOTTSDALE FDS149.2K shares71.60%2026-03-312026-05-08

SCHO SCHWAB STRATEGIC TR338.0K shares-0.29%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST111.6K shares0.00%2026-03-312026-05-08

VTES VANGUARD WELLINGTON FD74.5K shares68.77%2026-03-312026-05-08

VXUS VANGUARD STAR FDS93.5K shares6.31%2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS112.0K shares135.68%2026-03-312026-05-08

DUHP DIMENSIONAL ETF TRUST161.7K shares-0.25%2026-03-312026-05-08

Sponsored

VUG VANGUARD INDEX FDS13.1K shares-0.72%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR64.4K shares0.00%2026-03-312026-05-08

BILS SPDR SERIES TRUST56.7K shares-8.74%2026-03-312026-05-08

DUSB DIMENSIONAL ETF TRUST109.3K shares-38.81%2026-03-312026-05-08

STIP ISHARES TR51.0K shares0.00%2026-03-312026-05-08

VTEC VANGUARD CALIF TAX FREE FDS50.0K shares0.00%2026-03-312026-05-08

HIGH SIMPLIFY EXCHANGE TRADED FUN229.7K shares158.63%2026-03-312026-05-08

DFAS DIMENSIONAL ETF TRUST68.0K shares-0.11%2026-03-312026-05-08

Sponsored

DFAI DIMENSIONAL ETF TRUST105.0K shares18.50%2026-03-312026-05-08

DIHP DIMENSIONAL ETF TRUST102.2K shares-0.06%2026-03-312026-05-08

DFIP DIMENSIONAL ETF TRUST78.6K shares0.00%2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST68.2K shares9.37%2026-03-312026-05-08

MSFT MICROSOFT CORP7.0K shares-0.78%2026-03-312026-05-08

AAPL APPLE INC10.2K shares-0.20%2026-03-312026-05-08

ITOT ISHARES TR17.9K sharesnew addition2026-03-312026-05-08

IVV ISHARES TR3.8K shares47.79%2026-03-312026-05-08

Sponsored

GOVT ISHARES TR106.8K shares0.28%2026-03-312026-05-08

DBMF LITMAN GREGORY FDS TR70.2K sharesnew addition2026-03-312026-05-08

VTIP VANGUARD MALVERN FDS38.2K shares-18.53%2026-03-312026-05-08

TSLA TESLA INC5.1K shares0.30%2026-03-312026-05-08

SPTS SPDR SERIES TRUST64.4K shares-16.87%2026-03-312026-05-08

SCHJ SCHWAB STRATEGIC TR69.4K shares0.00%2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST44.5K shares8.43%2026-03-312026-05-08

SBAR SIMPLIFY EXCHANGE TRADED FUN63.3K sharesnew addition2026-03-312026-05-08

Sponsored

IWN ISHARES TR7.8K shares0.00%2026-03-312026-05-08

AMZN AMAZON COM INC6.2K shares2.10%2026-03-312026-05-08

DISV DIMENSIONAL ETF TRUST31.2K shares-0.07%2026-03-312026-05-08

ALPHABET INC ALPHABET INC4.2K shares0.02%2026-03-312026-05-08

VPU VANGUARD WORLD FD5.7K shares0.00%2026-03-312026-05-08

DFSU DIMENSIONAL ETF TRUST26.0K shares0.00%2026-03-312026-05-08

DFEM DIMENSIONAL ETF TRUST26.9K shares3.55%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION879 shares0.46%2026-03-312026-05-08

Sponsored

CVX CHEVRON CORPORATION4.1K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC2.9K shares-3.26%2026-03-312026-05-08

LLY ELI LILLY & CO895 shares-0.89%2026-03-312026-05-08

DFEV DIMENSIONAL ETF TRUST22.7K shares0.00%2026-03-312026-05-08

MUB ISHARES TR7.1K shares0.18%2026-03-312026-05-08

BAC BANK AMERICA CORP15.0K shares0.00%2026-03-312026-05-08

BILL HOLDINGS INC BILL HOLDINGS INC19.0K shares0.00%2026-03-312026-05-08

MLPX GLOBAL X FDS9.6K shares19.25%2026-03-312026-05-08

Sponsored

DFAE DIMENSIONAL ETF TRUST20.0K shares22.09%2026-03-312026-05-08

GLD SPDR GOLD TR1.6K shares0.00%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T996 shares44.77%2026-03-312026-05-08

VTV VANGUARD INDEX FDS3.3K shares-6.84%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS9.4K sharesnew addition2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS7.5K sharesnew addition2026-03-312026-05-08

VSS VANGUARD INTL EQUITY INDEX F3.7K shares0.00%2026-03-312026-05-08

IDEV ISHARES TR6.2K sharesnew addition2026-03-312026-05-08

Sponsored

SCMB SCHWAB STRATEGIC TR20.0K shares0.00%2026-03-312026-05-08

AVIV AMERICAN CENTY ETF TR6.8K shares0.00%2026-03-312026-05-08

SPSB SPDR SERIES TRUST16.9K shares0.71%2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF13.0K shares27.18%2026-03-312026-05-08

KMLM KRANESHARES TRUST16.3K sharesnew addition2026-03-312026-05-08

MCHI ISHARES TR8.0K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON1.8K shares0.00%2026-03-312026-05-08

VB VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-05-08

Sponsored

IJS ISHARES TR3.5K shares0.00%2026-03-312026-05-08

AVLV AMERICAN CENTY ETF TR4.9K shares0.00%2026-03-312026-05-08

DFSI DIMENSIONAL ETF TRUST9.1K shares0.00%2026-03-312026-05-08

FOXY SIMPLIFY EXCHANGE TRADED FUN13.1K sharesnew addition2026-03-312026-05-08

IJH ISHARES TR5.5K sharesnew addition2026-03-312026-05-08

PG PROCTER & GAMBLE CO2.6K shares1.05%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS4.7K shares0.73%2026-03-312026-05-08

IWV ISHARES TR953 shares-1.45%2026-03-312026-05-08

Sponsored

INVESCO QQQ TR INVESCO QQQ TR581 sharesnew addition2026-03-312026-05-08

VV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-08

VBR VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-08

WMT WALMART INC2.4K shares0.00%2026-03-312026-05-08

IUSG ISHARES TR1.8K sharesnew addition2026-03-312026-05-08

UNH UNITEDHEALTH GROUP INC1.0K shares1.06%2026-03-312026-05-08

CAT CATERPILLAR INC400 shares0.00%2026-03-312026-05-08

NEM NEWMONT CORP2.4K shares-8.12%2026-03-312026-05-08

Sponsored

XOM EXXON MOBIL CORP1.6K sharesnew addition2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD1.3K shares-1.14%2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F3.4K shares0.00%2026-03-312026-05-08

META META PLATFORMS INC440 shares0.00%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO835 shares0.00%2026-03-312026-05-08

BARRICK MNG CORP BARRICK MNG CORP5.8K shares-15.36%2026-03-312026-05-08

NVDA NVIDIA CORPORATION1.3K shares0.00%2026-03-312026-05-08

IUSB ISHARES TR5.0K shares0.00%2026-03-312026-05-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS369 sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC.2.3K shares-2.55%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS892 shares-13.57%2026-03-312026-05-08

SPYG SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS965 shares0.00%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F1.5K sharesnew addition2026-03-312026-05-08

DFAC

DIMENSIONAL ETF TRUST

-0.39%

Shares2.9M

Event2026-03-31

Filed2026-05-08

DFAX

DIMENSIONAL ETF TRUST

0.86%

Shares1.4M

Event2026-03-31

Filed2026-05-08

DFSD

DIMENSIONAL ETF TRUST

-5.33%

Shares922.5K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

5.99%

Shares90.0K

Event2026-03-31

Filed2026-05-08

VBIL

VANGUARD INSTL INDEX FD

22.11%

Shares376.3K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

-8.88%

Shares199.2K

Event2026-03-31

Filed2026-05-08

CDX

SIMPLIFY EXCHANGE TRADED FUN

-16.33%

Shares899.0K

Event2026-03-31

Filed2026-05-08

CTA

SIMPLIFY EXCHANGE TRADED FUN

-5.13%

Shares630.4K

Event2026-03-31

Filed2026-05-08

SCHR

SCHWAB STRATEGIC TR

1.32%

Shares652.8K

Event2026-03-31

Filed2026-05-08

DCOR

DIMENSIONAL ETF TRUST

7.42%

Shares222.9K

Event2026-03-31

Filed2026-05-08

DFAT

DIMENSIONAL ETF TRUST

-0.50%

Shares235.0K

Event2026-03-31

Filed2026-05-08

DFUV

DIMENSIONAL ETF TRUST

0.25%

Shares279.5K

Event2026-03-31

Filed2026-05-08

SCHP

SCHWAB STRATEGIC TR

-0.04%

Shares507.0K

Event2026-03-31

Filed2026-05-08

VTEB

VANGUARD MUN BD FDS

32.06%

Shares270.0K

Event2026-03-31

Filed2026-05-08

BOXX

EA SERIES TRUST

64.76%

Shares95.0K

Event2026-03-31

Filed2026-05-08

SUB

ISHARES TR

4.42%

Shares102.2K

Event2026-03-31

Filed2026-05-08

DFIV

DIMENSIONAL ETF TRUST

0.00%

Shares185.3K

Event2026-03-31

Filed2026-05-08

VGSH

VANGUARD SCOTTSDALE FDS

71.60%

Shares149.2K

Event2026-03-31

Filed2026-05-08

SCHO

SCHWAB STRATEGIC TR

-0.29%

Shares338.0K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares111.6K

Event2026-03-31

Filed2026-05-08

VTES

VANGUARD WELLINGTON FD

68.77%

Shares74.5K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

6.31%

Shares93.5K

Event2026-03-31

Filed2026-05-08

VGIT

VANGUARD SCOTTSDALE FDS

135.68%

Shares112.0K

Event2026-03-31

Filed2026-05-08

DUHP

DIMENSIONAL ETF TRUST

-0.25%

Shares161.7K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

-0.72%

Shares13.1K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

0.00%

Shares64.4K

Event2026-03-31

Filed2026-05-08

BILS

SPDR SERIES TRUST

-8.74%

Shares56.7K

Event2026-03-31

Filed2026-05-08

DUSB

DIMENSIONAL ETF TRUST

-38.81%

Shares109.3K

Event2026-03-31

Filed2026-05-08

STIP

ISHARES TR

0.00%

Shares51.0K

Event2026-03-31

Filed2026-05-08

VTEC

VANGUARD CALIF TAX FREE FDS

0.00%

Shares50.0K

Event2026-03-31

Filed2026-05-08

HIGH

SIMPLIFY EXCHANGE TRADED FUN

158.63%

Shares229.7K

Event2026-03-31

Filed2026-05-08

DFAS

DIMENSIONAL ETF TRUST

-0.11%

Shares68.0K

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

18.50%

Shares105.0K

Event2026-03-31

Filed2026-05-08

DIHP

DIMENSIONAL ETF TRUST

-0.06%

Shares102.2K

Event2026-03-31

Filed2026-05-08

DFIP

DIMENSIONAL ETF TRUST

0.00%

Shares78.6K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

9.37%

Shares68.2K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-0.78%

Shares7.0K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-0.20%

Shares10.2K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

New

Shares17.9K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

47.79%

Shares3.8K

Event2026-03-31

Filed2026-05-08

GOVT

ISHARES TR

0.28%

Shares106.8K

Event2026-03-31

Filed2026-05-08

DBMF

LITMAN GREGORY FDS TR

New

Shares70.2K

Event2026-03-31

Filed2026-05-08

VTIP

VANGUARD MALVERN FDS

-18.53%

Shares38.2K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

0.30%

Shares5.1K

Event2026-03-31

Filed2026-05-08

SPTS

SPDR SERIES TRUST

-16.87%

Shares64.4K

Event2026-03-31

Filed2026-05-08

SCHJ

SCHWAB STRATEGIC TR

0.00%

Shares69.4K

Event2026-03-31

Filed2026-05-08

DFIC

DIMENSIONAL ETF TRUST

8.43%

Shares44.5K

Event2026-03-31

Filed2026-05-08

SBAR

SIMPLIFY EXCHANGE TRADED FUN

New

Shares63.3K

Event2026-03-31

Filed2026-05-08

IWN

ISHARES TR

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

2.10%

Shares6.2K

Event2026-03-31

Filed2026-05-08

DISV

DIMENSIONAL ETF TRUST

-0.07%

Shares31.2K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.02%

Shares4.2K

Event2026-03-31

Filed2026-05-08

VPU

VANGUARD WORLD FD

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-08

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares26.0K

Event2026-03-31

Filed2026-05-08

DFEM

DIMENSIONAL ETF TRUST

3.55%

Shares26.9K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

0.46%

Shares879

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-3.26%

Shares2.9K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-0.89%

Shares895

Event2026-03-31

Filed2026-05-08

DFEV

DIMENSIONAL ETF TRUST

0.00%

Shares22.7K

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

0.18%

Shares7.1K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-08

BILL HOLDINGS INC

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-08

MLPX

GLOBAL X FDS

19.25%

Shares9.6K

Event2026-03-31

Filed2026-05-08

DFAE

DIMENSIONAL ETF TRUST

22.09%

Shares20.0K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

44.77%

Shares996

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

-6.84%

Shares3.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

New

Shares9.4K

Event2026-03-31

Filed2026-05-08

BSV

VANGUARD BD INDEX FDS

New

Shares7.5K

Event2026-03-31

Filed2026-05-08

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

IDEV

ISHARES TR

New

Shares6.2K

Event2026-03-31

Filed2026-05-08

SCMB

SCHWAB STRATEGIC TR

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-08

AVIV

AMERICAN CENTY ETF TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-08

SPSB

SPDR SERIES TRUST

0.71%

Shares16.9K

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

27.18%

Shares13.0K

Event2026-03-31

Filed2026-05-08

KMLM

KRANESHARES TRUST

New

Shares16.3K

Event2026-03-31

Filed2026-05-08

MCHI

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

IJS

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

AVLV

AMERICAN CENTY ETF TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-08

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-08

FOXY

SIMPLIFY EXCHANGE TRADED FUN

New

Shares13.1K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

New

Shares5.5K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

1.05%

Shares2.6K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

0.73%

Shares4.7K

Event2026-03-31

Filed2026-05-08

IWV

ISHARES TR

-1.45%

Shares953

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

New

Shares581

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-08

IUSG

ISHARES TR

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

UNH

UNITEDHEALTH GROUP INC

1.06%

Shares1.0K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

0.00%

Shares400

Event2026-03-31

Filed2026-05-08

NEM

NEWMONT CORP

-8.12%

Shares2.4K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

AEM

AGNICO EAGLE MINES LTD

-1.14%

Shares1.3K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-08