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The Analysis of Dodds Wealth, LLC's Holdings & P&L

Currently, Dodds Wealth, LLC holds 51 types of securities in its portfolio with a total value $407.4M. In the most recent quarter, they have increased their positions in JMUB (+70.6K shares, valued at $3.5M), SPIB (+86.2K shares, valued at $2.9M), VCIT (+33.5K shares, valued at $2.8M); decreased their positions in SCHV (-22.1K shares, valued at $675.4K), VUG (-1.4K shares, valued at $633.3K), GOVT (-16.0K shares, valued at $365.6K).

1M P&L

+6.9M+1.74%

3M P&L

-227.9M-36.20%

HY P&L

-225.5M-35.96%

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/A367.9M

96.9%

2Consumer Electronics3.4M

0.9%

3Semiconductors1.8M

0.5%

Top Industries by Stock Count

1N/A29 stocks

64.4%

2Beverages - Non-Alcoholic2 stocks

4.4%

3Drug Manufacturers - General2 stocks

4.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS685.1K shares5.15%2026-03-312026-05-08

SPIB SPDR SERIES TRUST1.7M shares5.42%2026-03-312026-05-08

IGIB ISHARES TR889.2K shares6.03%2026-03-312026-05-08

GOVT ISHARES TR2.0M shares-0.80%2026-03-312026-05-08

VUG VANGUARD INDEX FDS101.3K shares-1.41%2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR1.0M shares-2.08%2026-03-312026-05-08

SCHB SCHWAB STRATEGIC TR1.0M shares2.35%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS34.3K shares2.17%2026-03-312026-05-08

Sponsored

VXUS VANGUARD STAR FDS171.1K shares-0.98%2026-03-312026-05-08

JMUB J P MORGAN EXCHANGE TRADED F202.2K shares53.70%2026-03-312026-05-08

DFAU DIMENSIONAL ETF TRUST129.5K shares-0.29%2026-03-312026-05-08

DFAI DIMENSIONAL ETF TRUST145.0K shares-2.89%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR36.5K shares-2.72%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS50.6K shares3.88%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS25.3K shares-5.42%2026-03-312026-05-08

AAPL APPLE INC13.3K shares-1.10%2026-03-312026-05-08

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.8K shares0.01%2026-03-312026-05-08

DFUS DIMENSIONAL ETF TRUST28.4K shares0.14%2026-03-312026-05-08

NVDA NVIDIA CORPORATION10.1K shares-7.97%2026-03-312026-05-08

ALPHABET INC ALPHABET INC6.0K shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.4K shares-0.84%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T2.4K shares-7.65%2026-03-312026-05-08

DVY ISHARES TR7.9K shares5.26%2026-03-312026-05-08

IJH ISHARES TR17.6K shares-11.18%2026-03-312026-05-08

Sponsored

XLV SELECT SECTOR SPDR TR7.4K shares-0.41%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F7.5K shares-0.47%2026-03-312026-05-08

IVV ISHARES TR1.6K shares0.26%2026-03-312026-05-08

WELL WELLTOWER INC4.7K shares-21.09%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.0K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON3.3K shares7.27%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS11.6K shares-0.81%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-4.48%2026-03-312026-05-08

Sponsored

IYW ISHARES TR3.9K shares-0.63%2026-03-312026-05-08

AMZN AMAZON COM INC3.3K shares-2.28%2026-03-312026-05-08

MSFT MICROSOFT CORP1.8K shares-2.49%2026-03-312026-05-08

IGSB ISHARES TR10.6K shares0.03%2026-03-312026-05-08

MAR MARRIOTT INTL INC NEW1.7K shares22.02%2026-03-312026-05-08

PFF ISHARES TR17.7K shares55.96%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO1.4K shares0.00%2026-03-312026-05-08

USB US BANCORP7.7K shares0.00%2026-03-312026-05-08

Sponsored

HCA HCA HEALTHCARE INC800 shares0.00%2026-03-312026-05-08

WMT WALMART INC3.0K shares0.00%2026-03-312026-05-08

PWV INVESCO EXCHANGE TRADED FD T5.2K shares1.33%2026-03-312026-05-08

CBZ CBIZ INC13.5K shares54.91%2026-03-312026-05-08

PEP PEPSICO INC2.2K shares0.00%2026-03-312026-05-08

KO COCA COLA CO3.7K shares0.19%2026-03-312026-05-08

EQAL INVESCO EXCH TRADED FD TR II5.1K shares0.00%2026-03-312026-05-08

VOE VANGUARD INDEX FDS1.4K shares-4.50%2026-03-312026-05-08

Sponsored

DIS DISNEY WALT CO2.7K shares-0.04%2026-03-312026-05-08

LLY ELI LILLY & CO271 shares0.00%2026-03-312026-05-08

DFAR DIMENSIONAL ETF TRUST10.3K shares0.00%2026-03-312026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

5.15%

Shares685.1K

Event2026-03-31

Filed2026-05-08

SPIB

SPDR SERIES TRUST

5.42%

Shares1.7M

Event2026-03-31

Filed2026-05-08

IGIB

ISHARES TR

6.03%

Shares889.2K

Event2026-03-31

Filed2026-05-08

GOVT

ISHARES TR

-0.80%

Shares2.0M

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

-1.41%

Shares101.3K

Event2026-03-31

Filed2026-05-08

SCHV

SCHWAB STRATEGIC TR

-2.08%

Shares1.0M

Event2026-03-31

Filed2026-05-08

SCHB

SCHWAB STRATEGIC TR

2.35%

Shares1.0M

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

2.17%

Shares34.3K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

-0.98%

Shares171.1K

Event2026-03-31

Filed2026-05-08

JMUB

J P MORGAN EXCHANGE TRADED F

53.70%

Shares202.2K

Event2026-03-31

Filed2026-05-08

DFAU

DIMENSIONAL ETF TRUST

-0.29%

Shares129.5K

Event2026-03-31

Filed2026-05-08

DFAI

DIMENSIONAL ETF TRUST

-2.89%

Shares145.0K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

-2.72%

Shares36.5K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

3.88%

Shares50.6K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

-5.42%

Shares25.3K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-1.10%

Shares13.3K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.01%

Shares11.8K

Event2026-03-31

Filed2026-05-08

DFUS

DIMENSIONAL ETF TRUST

0.14%

Shares28.4K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-7.97%

Shares10.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-0.84%

Shares3.4K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-7.65%

Shares2.4K

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

5.26%

Shares7.9K

Event2026-03-31

Filed2026-05-08

IJH

ISHARES TR

-11.18%

Shares17.6K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

-0.41%

Shares7.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

-0.47%

Shares7.5K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.26%

Shares1.6K

Event2026-03-31

Filed2026-05-08

WELL

WELLTOWER INC

-21.09%

Shares4.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

7.27%

Shares3.3K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

-0.81%

Shares11.6K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-4.48%

Shares1.3K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES TR

-0.63%

Shares3.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-2.28%

Shares3.3K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-2.49%

Shares1.8K

Event2026-03-31

Filed2026-05-08

IGSB

ISHARES TR

0.03%

Shares10.6K

Event2026-03-31

Filed2026-05-08

MAR

MARRIOTT INTL INC NEW

22.02%

Shares1.7K

Event2026-03-31

Filed2026-05-08

PFF

ISHARES TR

55.96%

Shares17.7K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-08

USB

US BANCORP

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

HCA

HCA HEALTHCARE INC

0.00%

Shares800

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

PWV

INVESCO EXCHANGE TRADED FD T

1.33%

Shares5.2K

Event2026-03-31

Filed2026-05-08

CBZ

CBIZ INC

54.91%

Shares13.5K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

0.19%

Shares3.7K

Event2026-03-31

Filed2026-05-08

EQAL

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-08

VOE

VANGUARD INDEX FDS

-4.50%

Shares1.4K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

0.00%

Shares271

Event2026-03-31

Filed2026-05-08

DFAR

DIMENSIONAL ETF TRUST

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available