The Analysis of Dodds Wealth, LLC's Holdings
Currently, Dodds Wealth, LLC holds 60 types of securities in its portfolio with a total value $403.8M. In the most recent quarter, they have increased their positions in VCIT (+34.2K shares, valued at $2.9M), IGIB (+51.4K shares, valued at $2.8M), GOVT (+119.0K shares, valued at $2.8M); decreased their positions in SCHV (-12.8K shares, valued at $374.0K), VUG (-347 shares, valued at $166.4K), XLK (-360 shares, valued at $101.5K); initiated new positions in PWV (+5.2K shares, valued at $337.1K), TSLA (+576 shares, valued at $256.2K), PLTR (+1.3K shares, valued at $236.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VCIT VANGUARD SCOTTSDALE FDS638.9K shares5.66%2025-09-302025-11-12
SPIB SPDR SERIES TRUST1.6M shares5.16%2025-09-302025-11-12 GOVT ISHARES TR2.3M shares5.57%2025-09-302025-11-12 VUG VANGUARD INDEX FDS105.0K shares-0.33%2025-09-302025-11-12 IGIB ISHARES TR824.8K shares6.64%2025-09-302025-11-12 SCHV SCHWAB STRATEGIC TR1.1M shares-1.16%2025-09-302025-11-12 SCHB SCHWAB STRATEGIC TR932.1K shares6.29%2025-09-302025-11-12 VOO VANGUARD INDEX FDS33.2K shares5.31%2025-09-302025-11-12 VXUS VANGUARD STAR FDS171.3K shares5.10%2025-09-302025-11-12 XLK SELECT SECTOR SPDR TR22.1K shares-1.60%2025-09-302025-11-12 DFAU DIMENSIONAL ETF TRUST129.6K shares-0.15%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST148.8K shares-0.02%2025-09-302025-11-12 VNQ VANGUARD INDEX FDS50.9K shares5.72%2025-09-302025-11-12 VYM VANGUARD WHITEHALL FDS30.7K shares-0.16%2025-09-302025-11-12 AAPL APPLE INC13.4K shares0.01%2025-09-302025-11-12 RSP INVESCO EXCHANGE TRADED FD T11.8K shares0.01%2025-09-302025-11-12 NVDA NVIDIA CORPORATION11.1K shares-1.94%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST28.3K shares-0.13%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR2.6K shares0.27%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL3.5K shares0.00%2025-09-302025-11-12 GOOG ALPHABET INC6.0K shares1.70%2025-09-302025-11-12 IJH ISHARES TR22.0K shares-0.93%2025-09-302025-11-12 XLV SELECT SECTOR SPDR TR9.4K shares0.66%2025-09-302025-11-12 WELL WELLTOWER INC6.4K shares0.00%2025-09-302025-11-12 DVY ISHARES TR7.6K shares0.71%2025-09-302025-11-12 VT VANGUARD INTL EQUITY INDEX F7.6K shares-0.32%2025-09-302025-11-12 IVV ISHARES TR1.6K shares-2.58%2025-09-302025-11-12 MSFT MICROSOFT CORP1.8K shares0.60%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS13.2K shares0.37%2025-09-302025-11-12 QQQ INVESCO QQQ TR1.3K shares-1.37%2025-09-302025-11-12 IYW ISHARES TR4.0K shares-0.60%2025-09-302025-11-12 AMZN AMAZON COM INC3.5K shares0.88%2025-09-302025-11-12 GOOGL ALPHABET INC3.0K shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON3.0K shares0.03%2025-09-302025-11-12 IGSB ISHARES TR10.6K shares0.04%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.1.5K shares0.00%2025-09-302025-11-12 CBZ CBIZ INC8.7K shares0.00%2025-09-302025-11-12 USB US BANCORP DEL7.7K shares0.00%2025-09-302025-11-12 MAR MARRIOTT INTL INC NEW1.4K shares0.00%2025-09-302025-11-12 PEP PEPSICO INC2.6K shares-4.04%2025-09-302025-11-12 PFF ISHARES TR11.1K shares1.60%2025-09-302025-11-12 HCA HCA HEALTHCARE INC800 shares0.00%2025-09-302025-11-12 PWV INVESCO EXCHANGE TRADED FD T5.2K sharesnew addition2025-09-302025-11-12 PTY PIMCO CORPORATE & INCOME OPP23.1K shares0.00%2025-09-302025-11-12 AVGO BROADCOM INC1.0K shares0.00%2025-09-302025-11-12 WMT WALMART INC3.0K shares0.00%2025-09-302025-11-12 DIS DISNEY WALT CO2.7K shares0.00%2025-09-302025-11-12 EQAL INVESCO EXCH TRADED FD TR II5.1K shares0.00%2025-09-302025-11-12 VOE VANGUARD INDEX FDS1.5K shares0.07%2025-09-302025-11-12 TSLA TESLA INC576 sharesnew addition2025-09-302025-11-12 PAYX PAYCHEX INC2.0K shares0.00%2025-09-302025-11-12 KO COCA COLA CO3.7K shares0.00%2025-09-302025-11-12 DFAR DIMENSIONAL ETF TRUST10.3K shares0.00%2025-09-302025-11-12 PLTR PALANTIR TECHNOLOGIES INC1.3K sharesnew addition2025-09-302025-11-12 META META PLATFORMS INC309 shares0.00%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO1.4K shares-9.49%2025-09-302025-11-12 ORCL ORACLE CORP746 sharesnew addition2025-09-302025-11-12 LLY ELI LILLY & CO271 shares0.00%2025-09-302025-11-12 SCHH SCHWAB STRATEGIC TR9.5K shares0.06%2025-09-302025-11-12 LPSN LIVEPERSON INC67.4K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available