The Analysis of ENZI WEALTH's Holdings
Currently, ENZI WEALTH holds 71 types of securities in its portfolio with a total value $283.6M. In the most recent quarter, they have increased their positions in AVMV (+492.3K shares, valued at $36.7M), AVUV (+234.9K shares, valued at $25.3M), FRDM (+273.0K shares, valued at $15.0M); decreased their positions in JHMM (-402.6K shares, valued at $27.6M), IJR (-119.9K shares, valued at $15.3M), PALC (-191.1K shares, valued at $10.4M); initiated new positions in FRDM (+273.0K shares, valued at $15.0M), N/A (+502.6K shares, valued at $14.8M), YETI (+5.5K shares, valued at $270.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVMV AMERICAN CENTY ETF TR632.9K shares350.21%2025-12-312026-01-15
IVV ISHARES TR54.9K shares-9.99%2025-12-312026-01-15 AVUV AMERICAN CENTY ETF TR290.7K shares421.22%2025-12-312026-01-15 XOM EXXON MOBIL CORP136.8K shares-0.70%2025-12-312026-01-15 FRDM EA SERIES TRUST273.0K sharesnew addition2025-12-312026-01-15 IQLT ISHARES TR316.5K shares-40.26%2025-12-312026-01-15 JHMM JOHN HANCOCK EXCHANGE TRADED200.5K shares-66.76%2025-12-312026-01-15 IJR ISHARES TR58.8K shares-67.09%2025-12-312026-01-15 BOXX EA SERIES TRUST34.9K shares12.13%2025-12-312026-01-15 PALC PACER FDS TR69.3K shares-73.39%2025-12-312026-01-15 AAPL APPLE INC14.3K shares-0.24%2025-12-312026-01-15 USMV ISHARES TR37.9K shares-73.29%2025-12-312026-01-15 DBEF DBX ETF TR71.4K shares-71.86%2025-12-312026-01-15 DFAS DIMENSIONAL ETF TRUST48.0K shares-70.45%2025-12-312026-01-15 NVDA NVIDIA CORPORATION19.3K shares-3.64%2025-12-312026-01-15 CDNS CADENCE DESIGN SYSTEM INC10.0K shares-0.30%2025-12-312026-01-15 XMHQ INVESCO EXCHANGE TRADED FD T27.4K shares-74.32%2025-12-312026-01-15 JQUA J P MORGAN EXCHANGE TRADED F32.9K shares-76.25%2025-12-312026-01-15 IJH ISHARES TR28.6K shares-21.23%2025-12-312026-01-15 DFEM DIMENSIONAL ETF TRUST54.1K shares-72.51%2025-12-312026-01-15 AMZN AMAZON COM INC7.0K shares-3.86%2025-12-312026-01-15 TSLA TESLA INC3.7K shares0.03%2025-12-312026-01-15 PLTR PALANTIR TECHNOLOGIES INC8.8K shares-1.29%2025-12-312026-01-15 AVES AMERICAN CENTY ETF TR25.2K shares-75.58%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC4.5K shares0.02%2025-12-312026-01-15 IWB ISHARES TR2.5K shares-10.88%2025-12-312026-01-15 ALPHABET INC ALPHABET INC2.6K shares0.15%2025-12-312026-01-15 MSFT MICROSOFT CORP1.8K shares-2.99%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON3.5K shares0.40%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW749 shares-0.27%2025-12-312026-01-15 MO ALTRIA GROUP INC11.0K shares0.26%2025-12-312026-01-15 META META PLATFORMS INC1.1K shares-0.63%2025-12-312026-01-15 IVW ISHARES TR5.1K shares0.00%2025-12-312026-01-15 INTC INTEL CORP12.7K shares0.00%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR793 shares-9.89%2025-12-312026-01-15 IEFA ISHARES TR5.9K shares-4.21%2025-12-312026-01-15 DIA SPDR DOW JONES INDL AVERAGE1.1K shares-12.25%2025-12-312026-01-15 AMP AMERIPRISE FINL INC1.0K shares-0.29%2025-12-312026-01-15 SCHW SCHWAB CHARLES CORP5.0K shares-0.06%2025-12-312026-01-15 IVE ISHARES TR2.0K shares-0.20%2025-12-312026-01-15 IBM INTERNATIONAL BUSINESS MACHS1.4K shares0.07%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.1.3K shares0.30%2025-12-312026-01-15 IXUS ISHARES TR4.1K shares-2.15%2025-12-312026-01-15 ABT ABBOTT LABS2.8K shares-1.52%2025-12-312026-01-15 NTNX NUTANIX INC6.5K shares-0.40%2025-12-312026-01-15 ABBV ABBVIE INC1.5K shares0.69%2025-12-312026-01-15 PM PHILIP MORRIS INTL INC1.8K shares-5.95%2025-12-312026-01-15 ALPHABET INC ALPHABET INC901 shares0.45%2025-12-312026-01-15 NFLX NETFLIX INC3.4K shares880.92%2025-12-312026-01-15 NXPI NXP SEMICONDUCTORS N V1.2K shares0.00%2025-12-312026-01-15 IJJ ISHARES TR2.2K shares0.00%2025-12-312026-01-15 OEF ISHARES TR834 shares0.00%2025-12-312026-01-15 CFR CULLEN FROST BANKERS INC2.0K shares-0.25%2025-12-312026-01-15 YETI YETI HLDGS INC5.5K sharesnew addition2025-12-312026-01-15 MMM 3M CO1.6K shares-0.38%2025-12-312026-01-15 VO VANGUARD INDEX FDS887 shares1.03%2025-12-312026-01-15 IWR ISHARES TR2.6K shares-7.16%2025-12-312026-01-15 V VISA INC781 shares-4.17%2025-12-312026-01-15 GSLC GOLDMAN SACHS ETF TR1.9K shares0.00%2025-12-312026-01-15 IWF ISHARES TR505 shares0.00%2025-12-312026-01-15 LMT LOCKHEED MARTIN CORP411 shares0.74%2025-12-312026-01-15 GDDY GODADDY INC2.2K sharesnew addition2025-12-312026-01-15 TTD THE TRADE DESK INC6.3K shares0.00%2025-12-312026-01-15 JHSC JOHN HANCOCK EXCHANGE TRADED5.2K shares0.00%2025-12-312026-01-15 IBIT ISHARES BITCOIN TRUST ETF3.9K shares0.00%2025-12-312026-01-15 TSM TAIWAN SEMICONDUCTOR MFG LTD612 sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available