Sponsored

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

Currently, Dala Group, LLC holds 73 types of securities in its portfolio with a total value $119.6M. In the most recent quarter, they have increased their positions in XMMO (+104.2K shares, valued at $15.1M), DBEF (+246.3K shares, valued at $12.2M), VIG (+54.9K shares, valued at $11.8M); initiated new positions in XMMO (+104.2K shares, valued at $15.1M), DBEF (+246.3K shares, valued at $12.2M), VIG (+54.9K shares, valued at $11.8M).

1M P&L

+5.6M+5.04%

3M P&L

+3.1M+2.76%

HY P&L

+3.0M+2.60%

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/A70.6M

70.5%

2Internet Retail4.7M

4.7%

3Consumer Electronics2.7M

2.7%

Top Industries by Stock Count

1N/A31 stocks

47.0%

2Aerospace & Defense4 stocks

6.1%

3Drug Manufacturers - General2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

XMMO INVESCO EXCHANGE TRADED FD T104.2K sharesnew addition2026-03-312026-06-01

DBEF DBX ETF TR246.3K sharesnew addition2026-03-312026-06-01

VIG VANGUARD SPECIALIZED FUNDS54.9K sharesnew addition2026-03-312026-06-01

ALPHABET INC ALPHABET INC40.7K sharesnew addition2026-03-312026-06-01

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K sharesnew addition2026-03-312026-06-01

SOXX ISHARES TR14.8K sharesnew addition2026-03-312026-06-01

CIBR FIRST TR EXCHANGE-TRADED FD76.7K sharesnew addition2026-03-312026-06-01

SPY STATE STR SPDR S&P 500 ETF T4.7K sharesnew addition2026-03-312026-06-01

Sponsored

MELI MERCADOLIBRE INC1.7K sharesnew addition2026-03-312026-06-01

AAPL APPLE INC10.6K sharesnew addition2026-03-312026-06-01

JPM JPMORGAN CHASE & CO8.2K sharesnew addition2026-03-312026-06-01

DXJ WISDOMTREE TR13.3K sharesnew addition2026-03-312026-06-01

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF65.7K sharesnew addition2026-03-312026-06-01

VO VANGUARD INDEX FDS6.7K sharesnew addition2026-03-312026-06-01

HD HOME DEPOT INC5.7K sharesnew addition2026-03-312026-06-01

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF16.9K sharesnew addition2026-03-312026-06-01

Sponsored

MSFT MICROSOFT CORP4.8K sharesnew addition2026-03-312026-06-01

AMZN AMAZON COM INC8.4K sharesnew addition2026-03-312026-06-01

ALPHABET INC ALPHABET INC5.7K sharesnew addition2026-03-312026-06-01

NEE NEXTERA ENERGY INC16.4K sharesnew addition2026-03-312026-06-01

NVDA NVIDIA CORPORATION8.6K sharesnew addition2026-03-312026-06-01

AXON AXON ENTERPRISE INC3.1K sharesnew addition2026-03-312026-06-01

OC OWENS CORNING NEW10.9K sharesnew addition2026-03-312026-06-01

UNH UNITEDHEALTH GROUP INC4.0K sharesnew addition2026-03-312026-06-01

Sponsored

DFEM DIMENSIONAL ETF TRUST30.6K sharesnew addition2026-03-312026-06-01

TT TRANE TECHNOLOGIES PLC2.5K sharesnew addition2026-03-312026-06-01

VB VANGUARD SMALL-CAP INDEX FUND ETF SHARES3.6K sharesnew addition2026-03-312026-06-01

AVUV AVANTIS US SMALL CAP VALUE ETF8.0K sharesnew addition2026-03-312026-06-01

AGG ISHARES TR8.5K sharesnew addition2026-03-312026-06-01

MKL MARKEL GROUP INC430 sharesnew addition2026-03-312026-06-01

CAT CATERPILLAR INC1.0K sharesnew addition2026-03-312026-06-01

SCZ ISHARES MSCI EAFE SMALL-CAP ETF9.0K sharesnew addition2026-03-312026-06-01

Sponsored

VBK VANGUARD INDEX FDS2.3K sharesnew addition2026-03-312026-06-01

IWF ISHARES RUSSELL 1000 GROWTH ETF1.4K sharesnew addition2026-03-312026-06-01

TMFC MOTLEY FOOL 100 INDEX ETF8.7K sharesnew addition2026-03-312026-06-01

VBR VANGUARD INDEX FDS2.6K sharesnew addition2026-03-312026-06-01

VNQ VANGUARD INDEX FDS5.8K sharesnew addition2026-03-312026-06-01

JNJ JOHNSON & JOHNSON2.0K sharesnew addition2026-03-312026-06-01

EES WISDOMTREE TR8.0K sharesnew addition2026-03-312026-06-01

MA MASTERCARD INC CLASS CLASS A920 sharesnew addition2026-03-312026-06-01

Sponsored

VT VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES3.2K sharesnew addition2026-03-312026-06-01

WM WASTE MGMT INC DEL1.8K sharesnew addition2026-03-312026-06-01

CSCO CISCO SYS INC5.2K sharesnew addition2026-03-312026-06-01

XOM EXXON MOBIL CORP2.4K sharesnew addition2026-03-312026-06-01

SCHW SCHWAB CHARLES CORP4.0K sharesnew addition2026-03-312026-06-01

EPI WISDOMTREE INDIA EARNINGS FUND9.3K sharesnew addition2026-03-312026-06-01

V VISA INC CLASS CLASS A1.2K sharesnew addition2026-03-312026-06-01

IWM ISHARES RUSSELL 2000 ETF1.4K sharesnew addition2026-03-312026-06-01

Sponsored

HON HONEYWELL INTL INC1.5K sharesnew addition2026-03-312026-06-01

META META PLATFORMS INC576 sharesnew addition2026-03-312026-06-01

DLR DIGITAL RLTY TR INC REIT1.8K sharesnew addition2026-03-312026-06-01

INTF ISHARES INTERNATIONAL EQUITY FACTOR ETF8.2K sharesnew addition2026-03-312026-06-01

EFV ISHARES MSCI EAFE VALUE ETF4.3K sharesnew addition2026-03-312026-06-01

WWD WOODWARD INC885 sharesnew addition2026-03-312026-06-01

WMT WALMART INC2.4K sharesnew addition2026-03-312026-06-01

ABBV ABBVIE INC1.4K sharesnew addition2026-03-312026-06-01

Sponsored

TSLA TESLA INC793 sharesnew addition2026-03-312026-06-01

NOC NORTHROP GRUMMAN CORP418 sharesnew addition2026-03-312026-06-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.4K sharesnew addition2026-03-312026-06-01

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF3.5K sharesnew addition2026-03-312026-06-01

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF6.2K sharesnew addition2026-03-312026-06-01

DVY ISHARES SELECT DIVIDEND ETF1.8K sharesnew addition2026-03-312026-06-01

VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES4.2K sharesnew addition2026-03-312026-06-01

IJH ISHARES CORE S&P MID-CAP ETF3.9K sharesnew addition2026-03-312026-06-01

Sponsored

LMT LOCKHEED MARTIN CORP430 sharesnew addition2026-03-312026-06-01

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B540 sharesnew addition2026-03-312026-06-01

SPOT SPOTIFY TECHNOLOGY S A F509 sharesnew addition2026-03-312026-06-01

SHOP SHOPIFY INC1.8K sharesnew addition2026-03-312026-06-01

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2026-03-312026-06-01

BROADCOM INC BROADCOM INC695 sharesnew addition2026-03-312026-06-01

LINDE PLC F LINDE PLC F432 sharesnew addition2026-03-312026-06-01

DE DEERE & CO388 sharesnew addition2026-03-312026-06-01

Sponsored

ROL ROLLINS INC3.8K sharesnew addition2026-03-312026-06-01

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares104.2K

Event2026-03-31

Filed2026-06-01

DBEF

DBX ETF TR

New

Shares246.3K

Event2026-03-31

Filed2026-06-01

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares54.9K

Event2026-03-31

Filed2026-06-01

ALPHABET INC

New

Shares40.7K

Event2026-03-31

Filed2026-06-01

VANGUARD INDEX FDS

New

Shares8.5K

Event2026-03-31

Filed2026-06-01

SOXX

ISHARES TR

New

Shares14.8K

Event2026-03-31

Filed2026-06-01

CIBR

FIRST TR EXCHANGE-TRADED FD

New

Shares76.7K

Event2026-03-31

Filed2026-06-01

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares4.7K

Event2026-03-31

Filed2026-06-01

MELI

MERCADOLIBRE INC

New

Shares1.7K

Event2026-03-31

Filed2026-06-01

AAPL

APPLE INC

New

Shares10.6K

Event2026-03-31

Filed2026-06-01

JPM

JPMORGAN CHASE & CO

New

Shares8.2K

Event2026-03-31

Filed2026-06-01

DXJ

WISDOMTREE TR

New

Shares13.3K

Event2026-03-31

Filed2026-06-01

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

New

Shares65.7K

Event2026-03-31

Filed2026-06-01

VANGUARD INDEX FDS

New

Shares6.7K

Event2026-03-31

Filed2026-06-01

HOME DEPOT INC

New

Shares5.7K

Event2026-03-31

Filed2026-06-01

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

New

Shares16.9K

Event2026-03-31

Filed2026-06-01

MSFT

MICROSOFT CORP

New

Shares4.8K

Event2026-03-31

Filed2026-06-01

AMZN

AMAZON COM INC

New

Shares8.4K

Event2026-03-31

Filed2026-06-01

ALPHABET INC

New

Shares5.7K

Event2026-03-31

Filed2026-06-01

NEE

NEXTERA ENERGY INC

New

Shares16.4K

Event2026-03-31

Filed2026-06-01

NVDA

NVIDIA CORPORATION

New

Shares8.6K

Event2026-03-31

Filed2026-06-01

AXON

AXON ENTERPRISE INC

New

Shares3.1K

Event2026-03-31

Filed2026-06-01

OWENS CORNING NEW

New

Shares10.9K

Event2026-03-31

Filed2026-06-01

UNH

UNITEDHEALTH GROUP INC

New

Shares4.0K

Event2026-03-31

Filed2026-06-01

DFEM

DIMENSIONAL ETF TRUST

New

Shares30.6K

Event2026-03-31

Filed2026-06-01

TRANE TECHNOLOGIES PLC

New

Shares2.5K

Event2026-03-31

Filed2026-06-01

VANGUARD SMALL-CAP INDEX FUND ETF SHARES

New

Shares3.6K

Event2026-03-31

Filed2026-06-01

AVUV

AVANTIS US SMALL CAP VALUE ETF

New

Shares8.0K

Event2026-03-31

Filed2026-06-01

AGG

ISHARES TR

New

Shares8.5K

Event2026-03-31

Filed2026-06-01

MKL

MARKEL GROUP INC

New

Shares430

Event2026-03-31

Filed2026-06-01

CAT

CATERPILLAR INC

New

Shares1.0K

Event2026-03-31

Filed2026-06-01

SCZ

ISHARES MSCI EAFE SMALL-CAP ETF

New

Shares9.0K

Event2026-03-31

Filed2026-06-01

VBK

VANGUARD INDEX FDS

New

Shares2.3K

Event2026-03-31

Filed2026-06-01

IWF

ISHARES RUSSELL 1000 GROWTH ETF

New

Shares1.4K

Event2026-03-31

Filed2026-06-01

TMFC

MOTLEY FOOL 100 INDEX ETF

New

Shares8.7K

Event2026-03-31

Filed2026-06-01

VBR

VANGUARD INDEX FDS

New

Shares2.6K

Event2026-03-31

Filed2026-06-01

VNQ

VANGUARD INDEX FDS

New

Shares5.8K

Event2026-03-31

Filed2026-06-01

JNJ

JOHNSON & JOHNSON

New

Shares2.0K

Event2026-03-31

Filed2026-06-01

EES

WISDOMTREE TR

New

Shares8.0K

Event2026-03-31

Filed2026-06-01

MASTERCARD INC CLASS CLASS A

New

Shares920

Event2026-03-31

Filed2026-06-01

VANGUARD TOTAL WORLD STOCK INDEX FUND ETF SHARES

New

Shares3.2K

Event2026-03-31

Filed2026-06-01

WASTE MGMT INC DEL

New

Shares1.8K

Event2026-03-31

Filed2026-06-01

CSCO

CISCO SYS INC

New

Shares5.2K

Event2026-03-31

Filed2026-06-01

XOM

EXXON MOBIL CORP

New

Shares2.4K

Event2026-03-31

Filed2026-06-01

SCHW

SCHWAB CHARLES CORP

New

Shares4.0K

Event2026-03-31

Filed2026-06-01

EPI

WISDOMTREE INDIA EARNINGS FUND

New

Shares9.3K

Event2026-03-31

Filed2026-06-01

VISA INC CLASS CLASS A

New

Shares1.2K

Event2026-03-31

Filed2026-06-01

IWM

ISHARES RUSSELL 2000 ETF

New

Shares1.4K

Event2026-03-31

Filed2026-06-01

HON

HONEYWELL INTL INC

New

Shares1.5K

Event2026-03-31

Filed2026-06-01