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The Analysis of Corus Family Wealth Advisors's Holdings & P&L

Currently, Corus Family Wealth Advisors holds 69 types of securities in its portfolio with a total value $122.8M. In the most recent quarter, they have increased their positions in DXUV (+32.3K shares, valued at $1.9M), DFAC (+39.8K shares, valued at $1.5M), DFIC (+21.3K shares, valued at $755.1K); decreased their positions in N/A (-144.1K shares, valued at $2.4M), VLTO (-7.1K shares, valued at $631.8K), GOCT (-12.0K shares, valued at $464.6K); initiated new positions in DEXC (+3.8K shares, valued at $248.2K), VLO (+982 shares, valued at $242.5K), ASML (+176 shares, valued at $232.1K).

1M P&L

+3.7M+3.42%

3M P&L

+3.4M+3.12%

HY P&L

+11.1M+10.88%

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/A83.0M

69.6%

2Consumer Electronics9.2M

7.7%

3Diagnostics & Research7.6M

6.3%

Top Industries by Stock Count

1N/A23 stocks

37.1%

2Drug Manufacturers - General3 stocks

4.8%

3Asset Management3 stocks

4.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST565.8K shares7.57%2026-03-312026-04-29

FI FISERV INC276.7K shares-0.72%2026-03-312026-04-29

AAPL APPLE INC36.2K shares-0.84%2026-03-312026-04-29

DHR DANAHER CORP DEL39.9K shares0.33%2026-03-312026-04-29

DXUV DIMENSIONAL ETF TRUST112.0K shares40.52%2026-03-312026-04-29

DUHP DIMENSIONAL ETF TRUST135.1K shares17.52%2026-03-312026-04-29

DFIC DIMENSIONAL ETF TRUST137.6K shares18.27%2026-03-312026-04-29

DFIV DIMENSIONAL ETF TRUST69.2K shares8.42%2026-03-312026-04-29

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DFSV DIMENSIONAL ETF TRUST103.0K shares5.04%2026-03-312026-04-29

DISV DIMENSIONAL ETF TRUST78.4K shares8.67%2026-03-312026-04-29

GOCT FIRST TR EXCHNG TRADED FD VI77.9K shares-13.37%2026-03-312026-04-29

DIHP DIMENSIONAL ETF TRUST80.1K shares16.06%2026-03-312026-04-29

DFAT DIMENSIONAL ETF TRUST32.1K shares0.13%2026-03-312026-04-29

XOM EXXON MOBIL CORP10.5K shares-3.64%2026-03-312026-04-29

DEHP DIMENSIONAL ETF TRUST51.9K shares8.81%2026-03-312026-04-29

DFEV DIMENSIONAL ETF TRUST43.5K shares9.96%2026-03-312026-04-29

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NVDA NVIDIA CORPORATION8.9K shares-4.40%2026-03-312026-04-29

DFEM DIMENSIONAL ETF TRUST38.4K shares0.00%2026-03-312026-04-29

MSFT MICROSOFT CORP3.3K shares5.25%2026-03-312026-04-29

AVXC AMERICAN CENTY ETF TR17.9K shares20.72%2026-03-312026-04-29

DFSI DIMENSIONAL ETF TRUST24.9K shares0.00%2026-03-312026-04-29

TSLA TESLA INC2.8K shares1.14%2026-03-312026-04-29

DFAX DIMENSIONAL ETF TRUST30.7K shares-14.73%2026-03-312026-04-29

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD60.2K shares-70.54%2026-03-312026-04-29

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VYM VANGUARD WHITEHALL FDS6.6K shares0.00%2026-03-312026-04-29

AVUV AMERICAN CENTY ETF TR7.8K shares17.06%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares1.09%2026-03-312026-04-29

AMZN AMAZON COM INC3.5K shares-2.30%2026-03-312026-04-29

MTZ MASTEC INC2.3K shares-1.70%2026-03-312026-04-29

T AT&T INC24.3K shares2.96%2026-03-312026-04-29

VLTO VERALTO CORP7.7K shares-48.10%2026-03-312026-04-29

AMG AFFILIATED MANAGERS GROUP2.2K shares-0.14%2026-03-312026-04-29

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ALPHABET INC ALPHABET INC2.1K shares1.51%2026-03-312026-04-29

CVX CHEVRON CORPORATION2.9K shares-3.75%2026-03-312026-04-29

META META PLATFORMS INC992 shares22.77%2026-03-312026-04-29

UNP UNION PAC CORP2.3K shares-5.66%2026-03-312026-04-29

BN BROOKFIELD CORP13.1K shares-2.36%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.8K shares-6.88%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC4.1K shares-1.29%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO1.6K shares-8.64%2026-03-312026-04-29

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PRIM PRIMORIS SVCS CORP3.2K shares-4.71%2026-03-312026-04-29

DUSB DIMENSIONAL ETF TRUST8.9K shares12.37%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.4K shares2.81%2026-03-312026-04-29

COF CAPITAL ONE FINL CORP2.4K shares-7.75%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON1.8K shares0.96%2026-03-312026-04-29

WMT WALMART INC3.3K shares-6.05%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO1.4K shares0.59%2026-03-312026-04-29

PG PROCTER & GAMBLE CO2.8K shares6.69%2026-03-312026-04-29

Sponsored

MAIN MAIN STR CAP CORP7.1K shares0.00%2026-03-312026-04-29

COP CONOCOPHILLIPS2.7K shares-4.73%2026-03-312026-04-29

TMHC TAYLOR MORRISON HOME CORP6.1K shares-0.25%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.2K shares2.35%2026-03-312026-04-29

CSCO CISCO SYS INC4.2K shares3.61%2026-03-312026-04-29

GMAR FIRST TR EXCHNG TRADED FD VI7.6K shares-56.32%2026-03-312026-04-29

PWR QUANTA SVCS INC572 shares2.33%2026-03-312026-04-29

KMI KINDER MORGAN INC DEL8.7K shares-10.42%2026-03-312026-04-29

Sponsored

GEV GE VERNOVA INC333 shares1.52%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2026-03-312026-04-29

LLY ELI LILLY & CO303 shares-9.82%2026-03-312026-04-29

RDN RADIAN GROUP INC7.9K shares-3.52%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL522 shares-2.61%2026-03-312026-04-29

DEXC DIMENSIONAL ETF TRUST3.8K sharesnew addition2026-03-312026-04-29

VLO VALERO ENERGY CORP982 sharesnew addition2026-03-312026-04-29

ASML ASML HLDG NV176 sharesnew addition2026-03-312026-04-29

Sponsored

KO COCA COLA CO2.9K sharesnew addition2026-03-312026-04-29

SHEL SHELL PLC2.3K sharesnew addition2026-03-312026-04-29

PEP PEPSICO INC1.4K sharesnew addition2026-03-312026-04-29

ABBV ABBVIE INC960 shares-1.54%2026-03-312026-04-29

RIOT RIOT PLATFORMS INC11.3K shares1.58%2026-03-312026-04-29

DFAC

DIMENSIONAL ETF TRUST

7.57%

Shares565.8K

Event2026-03-31

Filed2026-04-29

FISERV INC

-0.72%

Shares276.7K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.84%

Shares36.2K

Event2026-03-31

Filed2026-04-29

DHR

DANAHER CORP DEL

0.33%

Shares39.9K

Event2026-03-31

Filed2026-04-29

DXUV

DIMENSIONAL ETF TRUST

40.52%

Shares112.0K

Event2026-03-31

Filed2026-04-29

DUHP

DIMENSIONAL ETF TRUST

17.52%

Shares135.1K

Event2026-03-31

Filed2026-04-29

DFIC

DIMENSIONAL ETF TRUST

18.27%

Shares137.6K

Event2026-03-31

Filed2026-04-29

DFIV

DIMENSIONAL ETF TRUST

8.42%

Shares69.2K

Event2026-03-31

Filed2026-04-29

DFSV

DIMENSIONAL ETF TRUST

5.04%

Shares103.0K

Event2026-03-31

Filed2026-04-29

DISV

DIMENSIONAL ETF TRUST

8.67%

Shares78.4K

Event2026-03-31

Filed2026-04-29

GOCT

FIRST TR EXCHNG TRADED FD VI

-13.37%

Shares77.9K

Event2026-03-31

Filed2026-04-29

DIHP

DIMENSIONAL ETF TRUST

16.06%

Shares80.1K

Event2026-03-31

Filed2026-04-29

DFAT

DIMENSIONAL ETF TRUST

0.13%

Shares32.1K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-3.64%

Shares10.5K

Event2026-03-31

Filed2026-04-29

DEHP

DIMENSIONAL ETF TRUST

8.81%

Shares51.9K

Event2026-03-31

Filed2026-04-29

DFEV

DIMENSIONAL ETF TRUST

9.96%

Shares43.5K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-4.40%

Shares8.9K

Event2026-03-31

Filed2026-04-29

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares38.4K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

5.25%

Shares3.3K

Event2026-03-31

Filed2026-04-29

AVXC

AMERICAN CENTY ETF TR

20.72%

Shares17.9K

Event2026-03-31

Filed2026-04-29

DFSI

DIMENSIONAL ETF TRUST

0.00%

Shares24.9K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

1.14%

Shares2.8K

Event2026-03-31

Filed2026-04-29

DFAX

DIMENSIONAL ETF TRUST

-14.73%

Shares30.7K

Event2026-03-31

Filed2026-04-29

BLUEROCK PVT REAL ESTATE FD

-70.54%

Shares60.2K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-29

AVUV

AMERICAN CENTY ETF TR

17.06%

Shares7.8K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.09%

Shares2.4K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-2.30%

Shares3.5K

Event2026-03-31

Filed2026-04-29

MTZ

MASTEC INC

-1.70%

Shares2.3K

Event2026-03-31

Filed2026-04-29

AT&T INC

2.96%

Shares24.3K

Event2026-03-31

Filed2026-04-29

VLTO

VERALTO CORP

-48.10%

Shares7.7K

Event2026-03-31

Filed2026-04-29

AMG

AFFILIATED MANAGERS GROUP

-0.14%

Shares2.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

1.51%

Shares2.1K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-3.75%

Shares2.9K

Event2026-03-31

Filed2026-04-29