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The Analysis of DiPaolo Financial Group, Inc.'s Holdings & P&L

Currently, DiPaolo Financial Group, Inc. holds 45 types of securities in its portfolio with a total value $137.4M. In the most recent quarter, they have increased their positions in BNDX (+267.9K shares, valued at $12.9M), DFCF (+132.6K shares, valued at $5.6M), VUG (+9.1K shares, valued at $4.0M); decreased their positions in TRV (-85 shares, valued at $24.8K); initiated new positions in BNDX (+267.9K shares, valued at $12.9M), DFCF (+132.6K shares, valued at $5.6M), AMZN (+1.6K shares, valued at $333.6K).

1M P&L

+3.2M+2.35%

3M P&L

-97.3M-40.87%

HY P&L

-104.7M-42.66%

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/A124.3M

94.1%

2Auto Manufacturers1.3M

1.0%

3Consumer Electronics1.2M

0.9%

Top Industries by Stock Count

1N/A22 stocks

53.7%

2Drug Manufacturers - General3 stocks

7.3%

3Internet Retail1 stocks

2.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS330.0K shares17.93%2026-03-312026-04-24

VUG VANGUARD INDEX FDS43.8K shares26.40%2026-03-312026-04-24

VTV VANGUARD INDEX FDS89.6K shares22.64%2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS267.9K sharesnew addition2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS150.7K shares33.40%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F130.3K shares18.72%2026-03-312026-04-24

VMBS VANGUARD SCOTTSDALE FDS123.7K shares29.27%2026-03-312026-04-24

DFCF DIMENSIONAL ETF TRUST132.6K sharesnew addition2026-03-312026-04-24

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BLV VANGUARD BD INDEX FDS79.7K shares29.72%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST62.8K shares18.17%2026-03-312026-04-24

VTI VANGUARD INDEX FDS12.2K shares39.50%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS4.7K shares30.53%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS29.1K shares43.02%2026-03-312026-04-24

GLD SPDR GOLD TR4.4K shares45.36%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR3.1K shares51.94%2026-03-312026-04-24

VXUS VANGUARD STAR FDS18.0K shares49.52%2026-03-312026-04-24

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TSLA TESLA INC3.5K shares54.21%2026-03-312026-04-24

AAPL APPLE INC4.7K shares38.36%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF27.9K shares48.64%2026-03-312026-04-24

MGK VANGUARD WORLD FD2.0K shares0.05%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS4.9K shares2.07%2026-03-312026-04-24

NEE NEXTERA ENERGY INC6.5K shares0.02%2026-03-312026-04-24

MSFT MICROSOFT CORP1.4K shares20.18%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.0K shares13.54%2026-03-312026-04-24

Sponsored

BALL BALL CORP7.9K shares7.27%2026-03-312026-04-24

AMZN AMAZON COM INC1.6K sharesnew addition2026-03-312026-04-24

IVV ISHARES TR497 shares65.67%2026-03-312026-04-24

CGMU CAPITAL GRP FIXED INCM ETF T11.5K sharesnew addition2026-03-312026-04-24

NVDA NVIDIA CORPORATION1.8K sharesnew addition2026-03-312026-04-24

VTC VANGUARD SCOTTSDALE FDS4.0K shares7.88%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC5.8K sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC848 shares36.33%2026-03-312026-04-24

Sponsored

DFAC DIMENSIONAL ETF TRUST7.2K shares0.27%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.1K sharesnew addition2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC923 shares-8.43%2026-03-312026-04-24

ABBV ABBVIE INC1.2K sharesnew addition2026-03-312026-04-24

META META PLATFORMS INC453 shares42.90%2026-03-312026-04-24

EMR EMERSON ELEC CO1.9K sharesnew addition2026-03-312026-04-24

XOM EXXON MOBIL CORP1.5K sharesnew addition2026-03-312026-04-24

MCD MCDONALDS CORP786 sharesnew addition2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC849 sharesnew addition2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS2.6K shares9.79%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO817 sharesnew addition2026-03-312026-04-24

LLY ELI LILLY & CO255 shares2.00%2026-03-312026-04-24

PG PROCTER & GAMBLE CO1.5K sharesnew addition2026-03-312026-04-24

VEA

VANGUARD TAX-MANAGED FDS

17.93%

Shares330.0K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

26.40%

Shares43.8K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

22.64%

Shares89.6K

Event2026-03-31

Filed2026-04-24

BNDX

VANGUARD CHARLOTTE FDS

New

Shares267.9K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

33.40%

Shares150.7K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

18.72%

Shares130.3K

Event2026-03-31

Filed2026-04-24

VMBS

VANGUARD SCOTTSDALE FDS

29.27%

Shares123.7K

Event2026-03-31

Filed2026-04-24

DFCF

DIMENSIONAL ETF TRUST

New

Shares132.6K

Event2026-03-31

Filed2026-04-24

BLV

VANGUARD BD INDEX FDS

29.72%

Shares79.7K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

18.17%

Shares62.8K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

39.50%

Shares12.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

30.53%

Shares4.7K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

43.02%

Shares29.1K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

45.36%

Shares4.4K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

51.94%

Shares3.1K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

49.52%

Shares18.0K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

54.21%

Shares3.5K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

38.36%

Shares4.7K

Event2026-03-31

Filed2026-04-24

IBIT

ISHARES BITCOIN TRUST ETF

48.64%

Shares27.9K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD

0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

2.07%

Shares4.9K

Event2026-03-31

Filed2026-04-24

NEE

NEXTERA ENERGY INC

0.02%

Shares6.5K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

20.18%

Shares1.4K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

13.54%

Shares1.0K

Event2026-03-31

Filed2026-04-24

BALL

BALL CORP

7.27%

Shares7.9K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

65.67%

Shares497

Event2026-03-31

Filed2026-04-24

CGMU

CAPITAL GRP FIXED INCM ETF T

New

Shares11.5K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

New

Shares1.8K

Event2026-03-31

Filed2026-04-24

VTC

VANGUARD SCOTTSDALE FDS

7.88%

Shares4.0K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

New

Shares5.8K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

36.33%

Shares848

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

0.27%

Shares7.2K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

TRV

TRAVELERS COMPANIES INC

-8.43%

Shares923

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-24