The Analysis of Corus Family Wealth Advisors's Holdings
Currently, Corus Family Wealth Advisors holds 66 types of securities in its portfolio with a total value $136.0M. In the most recent quarter, they have increased their positions in DXUV (+23.6K shares, valued at $1.4M), DFAC (+27.9K shares, valued at $1.1M), DFEV (+17.9K shares, valued at $572.1K); decreased their positions in AAPL (-27.2K shares, valued at $6.9M), DUSB (-7.3K shares, valued at $370.4K), GJAN (-2.5K shares, valued at $104.0K); initiated new positions in COP (+2.3K shares, valued at $216.3K), GEV (+330 shares, valued at $202.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FI FISERV INC278.8K shares0.01%2025-09-302025-11-18
DFAC DIMENSIONAL ETF TRUST497.1K shares5.95%2025-09-302025-11-18 AAPL APPLE INC47.5K shares-36.36%2025-09-302025-11-18 DHR DANAHER CORPORATION39.7K shares0.15%2025-09-302025-11-18 GJAN FIRST TR EXCHNG TRADED FD VI94.4K shares-2.58%2025-09-302025-11-18 DUHP DIMENSIONAL ETF TRUST102.0K shares12.60%2025-09-302025-11-18 DXUV DIMENSIONAL ETF TRUST60.9K shares63.47%2025-09-302025-11-18 DFIV DIMENSIONAL ETF TRUST76.6K shares4.10%2025-09-302025-11-18 DFIC DIMENSIONAL ETF TRUST103.4K shares20.21%2025-09-302025-11-18 DISV DIMENSIONAL ETF TRUST73.6K shares22.42%2025-09-302025-11-18 DFSV DIMENSIONAL ETF TRUST79.9K shares1.30%2025-09-302025-11-18 DFAT DIMENSIONAL ETF TRUST32.1K shares0.18%2025-09-302025-11-18 VLTO VERALTO CORP16.8K shares0.27%2025-09-302025-11-18 DIHP DIMENSIONAL ETF TRUST57.5K shares21.75%2025-09-302025-11-18 NVDA NVIDIA CORPORATION8.2K shares11.43%2025-09-302025-11-18 MSFT MICROSOFT CORP2.9K shares6.47%2025-09-302025-11-18 DEHP DIMENSIONAL ETF TRUST42.6K shares46.15%2025-09-302025-11-18 TSLA TESLA INC2.8K shares1.77%2025-09-302025-11-18 DFEM DIMENSIONAL ETF TRUST38.4K shares0.00%2025-09-302025-11-18 XOM EXXON MOBIL CORP10.6K shares0.46%2025-09-302025-11-18 DFEV DIMENSIONAL ETF TRUST37.1K shares93.85%2025-09-302025-11-18 DFAX DIMENSIONAL ETF TRUST35.2K shares-7.32%2025-09-302025-11-18 DFSI DIMENSIONAL ETF TRUST24.9K shares0.00%2025-09-302025-11-18 KNG FIRST TR EXCHANGE-TRADED FD20.5K shares0.00%2025-09-302025-11-18 GMAR FIRST TR EXCHNG TRADED FD VI24.2K shares-7.76%2025-09-302025-11-18 VYM VANGUARD WHITEHALL FDS6.6K shares0.00%2025-09-302025-11-18 RBLX ROBLOX CORP6.4K shares0.11%2025-09-302025-11-18 AVXC AMERICAN CENTY ETF TR12.5K shares54.97%2025-09-302025-11-18 AMZN AMAZON COM INC3.2K shares4.57%2025-09-302025-11-18 META META PLATFORMS INC960 shares14.97%2025-09-302025-11-18 T AT&T INC24.7K shares-2.15%2025-09-302025-11-18 TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K shares8.16%2025-09-302025-11-18 BN BROOKFIELD CORP9.2K shares-12.00%2025-09-302025-11-18 COF CAPITAL ONE FINL CORP2.8K shares-13.46%2025-09-302025-11-18 AXP AMERICAN EXPRESS CO1.8K shares-2.57%2025-09-302025-11-18 UNP UNION PAC CORP2.5K shares-1.12%2025-09-302025-11-18 AVUV AMERICAN CENTY ETF TR5.5K shares48.25%2025-09-302025-11-18 AMG AFFILIATED MANAGERS GROUP IN2.2K shares0.27%2025-09-302025-11-18 CVX CHEVRON CORP NEW3.2K shares-1.95%2025-09-302025-11-18 MTZ MASTEC INC2.3K shares0.44%2025-09-302025-11-18 PRIM PRIMORIS SVCS CORP3.5K shares-10.49%2025-09-302025-11-18 PG PROCTER AND GAMBLE CO3.2K shares-0.69%2025-09-302025-11-18 DUSB DIMENSIONAL ETF TRUST9.5K shares-43.36%2025-09-302025-11-18 GOOGL ALPHABET INC1.9K shares13.25%2025-09-302025-11-18 GOOG ALPHABET INC1.9K shares5.89%2025-09-302025-11-18 MAIN MAIN STR CAP CORP7.1K shares0.00%2025-09-302025-11-18 JPM JPMORGAN CHASE & CO.1.4K shares-6.68%2025-09-302025-11-18 AVGO BROADCOM INC1.3K shares1.91%2025-09-302025-11-18 WMT WALMART INC4.0K shares16.09%2025-09-302025-11-18 TMHC TAYLOR MORRISON HOME CORP6.1K shares0.80%2025-09-302025-11-18 JNJ JOHNSON & JOHNSON2.1K shares-4.01%2025-09-302025-11-18 GE GE AEROSPACE1.2K shares1.01%2025-09-302025-11-18 MRK MERCK & CO INC3.9K shares5.60%2025-09-302025-11-18 CSCO CISCO SYS INC4.6K shares0.48%2025-09-302025-11-18 RDN RADIAN GROUP INC8.4K shares-4.71%2025-09-302025-11-18 KMI KINDER MORGAN INC DEL10.3K shares-13.56%2025-09-302025-11-18 ABBV ABBVIE INC1.2K shares-8.57%2025-09-302025-11-18 VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2025-09-302025-11-18 IBM INTERNATIONAL BUSINESS MACHS960 shares-1.74%2025-09-302025-11-18 VNT VONTIER CORPORATION6.3K shares-8.63%2025-09-302025-11-18 DFAE DIMENSIONAL ETF TRUST8.4K shares0.00%2025-09-302025-11-18 BRK.B BERKSHIRE HATHAWAY INC DEL524 shares27.18%2025-09-302025-11-18 RHP RYMAN HOSPITALITY PPTYS INC2.4K shares-11.06%2025-09-302025-11-18 COP CONOCOPHILLIPS2.3K sharesnew addition2025-09-302025-11-18 RIOT RIOT PLATFORMS INC11.1K shares1.14%2025-09-302025-11-18 GEV GE VERNOVA INC330 sharesnew addition2025-09-302025-11-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available