Sponsored

The Analysis of Financially in Tune, LLC's Holdings & P&L

Currently, Financially in Tune, LLC holds 77 types of securities in its portfolio with a total value $116.3M. In the most recent quarter, they have increased their positions in DFIV (+29.6K shares, valued at $1.6M), JCPB (+33.1K shares, valued at $1.6M), JEPI (+18.3K shares, valued at $1.0M); decreased their positions in N/A (-1.2K shares, valued at $580.8K), JHSC (-2.1K shares, valued at $90.1K), AAPL (-338 shares, valued at $85.8K); initiated new positions in JMST (+8.4K shares, valued at $425.9K), FYEE (+11.0K shares, valued at $298.5K), NVDA (+1.5K shares, valued at $262.8K).

1M P&L

+1.1M+0.89%

3M P&L

+2.2M+1.85%

HY P&L

+2.1M+1.74%

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/A107.9M

94.7%

2Consumer Electronics1.5M

1.3%

3Software - Infrastructure1.2M

1.0%

Top Industries by Stock Count

1N/A58 stocks

81.7%

2Software - Infrastructure2 stocks

2.8%

3Internet Retail1 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFIV DIMENSIONAL ETF TRUST447.1K shares7.09%2026-03-312026-04-22

JCPB J P MORGAN EXCHANGE TRADED F232.8K shares16.56%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS58.8K shares4.86%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F142.2K shares14.75%2026-03-312026-04-22

JPUS J P MORGAN EXCHANGE TRADED F39.2K shares0.00%2026-03-312026-04-22

DFEV DIMENSIONAL ETF TRUST140.1K shares4.29%2026-03-312026-04-22

USFR WISDOMTREE TR63.2K shares0.35%2026-03-312026-04-22

SUSA ISHARES TR23.2K shares0.51%2026-03-312026-04-22

Sponsored

DISV DIMENSIONAL ETF TRUST65.9K shares7.37%2026-03-312026-04-22

BSCS INVESCO EXCH TRD SLF IDX FD118.8K shares20.74%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F31.0K shares2.46%2026-03-312026-04-22

VBR VANGUARD INDEX FDS9.8K shares6.63%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS9.5K shares-2.96%2026-03-312026-04-22

IJH ISHARES TR28.7K shares-0.98%2026-03-312026-04-22

CSRE COHEN & STEERS ETF TRUST65.8K shares6.19%2026-03-312026-04-22

DFSV DIMENSIONAL ETF TRUST47.9K shares10.17%2026-03-312026-04-22

Sponsored

SCHM SCHWAB STRATEGIC TR48.7K shares1.74%2026-03-312026-04-22

AAPL APPLE INC5.9K shares-5.46%2026-03-312026-04-22

TFLR T ROWE PRICE ETF INC27.4K shares-2.31%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F24.9K shares4.78%2026-03-312026-04-22

JPIN J P MORGAN EXCHANGE TRADED F18.0K shares-2.08%2026-03-312026-04-22

BSCT INVESCO EXCH TRD SLF IDX FD68.1K shares276.48%2026-03-312026-04-22

IVV ISHARES TR1.8K shares-2.95%2026-03-312026-04-22

JHMD JOHN HANCOCK EXCHANGE TRADED27.3K shares-1.80%2026-03-312026-04-22

Sponsored

CWI SPDR INDEX SHS FDS30.5K shares28.61%2026-03-312026-04-22

IWB ISHARES TR2.9K shares-4.66%2026-03-312026-04-22

JHML JOHN HANCOCK EXCHANGE TRADED12.4K shares-5.13%2026-03-312026-04-22

DFLV DIMENSIONAL ETF TRUST26.3K shares0.11%2026-03-312026-04-22

MSFT MICROSOFT CORP2.5K shares6.09%2026-03-312026-04-22

BSCR INVESCO EXCH TRD SLF IDX FD40.1K shares50.19%2026-03-312026-04-22

SPGI S&P GLOBAL INC1.8K shares-7.73%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-44.64%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC2.2K shares75.20%2026-03-312026-04-22

ESGD ISHARES TR6.0K shares2.47%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS5.5K shares-3.49%2026-03-312026-04-22

FTF FRANKLIN LTD DURATION INCOME82.9K shares0.00%2026-03-312026-04-22

VTI VANGUARD INDEX FDS1.5K shares-1.15%2026-03-312026-04-22

HD HOME DEPOT INC1.4K shares0.74%2026-03-312026-04-22

DMXF ISHARES TR5.8K shares0.00%2026-03-312026-04-22

AMZN AMAZON COM INC2.1K shares-5.26%2026-03-312026-04-22

Sponsored

JMST J P MORGAN EXCHANGE TRADED F8.4K sharesnew addition2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-7.58%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F7.1K shares13.65%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS603 shares0.00%2026-03-312026-04-22

VO VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T525 shares2.54%2026-03-312026-04-22

VUG VANGUARD INDEX FDS780 shares54.15%2026-03-312026-04-22

ESML ISHARES TR7.1K shares0.00%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO1.1K shares18.45%2026-03-312026-04-22

USXF ISHARES TR5.8K shares0.95%2026-03-312026-04-22

FLOT ISHARES TR6.1K shares9.29%2026-03-312026-04-22

FYEE FIDELITY GREENWOOD STREET TR11.0K sharesnew addition2026-03-312026-04-22

ACWX ISHARES TR4.3K shares-2.29%2026-03-312026-04-22

JHEM JOHN HANCOCK EXCHANGE TRADED8.5K shares0.00%2026-03-312026-04-22

IEMG ISHARES INC4.1K shares4.25%2026-03-312026-04-22

ALPHABET INC ALPHABET INC937 shares8.07%2026-03-312026-04-22

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD5.3K shares0.00%2026-03-312026-04-22

NVDA NVIDIA CORPORATION1.5K sharesnew addition2026-03-312026-04-22

PCQ PIMCO CALIF MUN INCOME FD30.0K shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION1.3K shares0.00%2026-03-312026-04-22

JHMM JOHN HANCOCK EXCHANGE TRADED3.7K shares-11.91%2026-03-312026-04-22

ORCL ORACLE CORP1.7K shares0.00%2026-03-312026-04-22

VSS VANGUARD INTL EQUITY INDEX F1.7K shares-9.55%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC2.0K shares-13.21%2026-03-312026-04-22

Sponsored

HOLA J P MORGAN EXCHANGE TRADED F4.5K shares0.00%2026-03-312026-04-22

AFB ALLIANCEBERNSTEIN NATL MUN I21.6K shares0.00%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON942 sharesnew addition2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS2.8K sharesnew addition2026-03-312026-04-22

ESGU ISHARES TR1.6K shares0.00%2026-03-312026-04-22

EMXF ISHARES TR4.6K shares0.00%2026-03-312026-04-22

RFMZ RIVERNORTH FLEXIBLE MUNI INC17.2K shares0.00%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION216 sharesnew addition2026-03-312026-04-22

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD4.6K shares0.00%2026-03-312026-04-22

JHSC JOHN HANCOCK EXCHANGE TRADED5.0K shares-29.75%2026-03-312026-04-22

MMD NYLI MACKAY DEFINEDTERM MUNI10.4K shares0.00%2026-03-312026-04-22

FSCO FS CREDIT OPPORTUNITIES CORP17.3K shares0.00%2026-03-312026-04-22

PIMCO NEW YORK MUN FD II PIMCO NEW YORK MUN FD II10.5K sharesnew addition2026-03-312026-04-22

DFIV

DIMENSIONAL ETF TRUST

7.09%

Shares447.1K

Event2026-03-31

Filed2026-04-22

JCPB

J P MORGAN EXCHANGE TRADED F

16.56%

Shares232.8K

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

4.86%

Shares58.8K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

14.75%

Shares142.2K

Event2026-03-31

Filed2026-04-22

JPUS

J P MORGAN EXCHANGE TRADED F

0.00%

Shares39.2K

Event2026-03-31

Filed2026-04-22

DFEV

DIMENSIONAL ETF TRUST

4.29%

Shares140.1K

Event2026-03-31

Filed2026-04-22

USFR

WISDOMTREE TR

0.35%

Shares63.2K

Event2026-03-31

Filed2026-04-22

SUSA

ISHARES TR

0.51%

Shares23.2K

Event2026-03-31

Filed2026-04-22

DISV

DIMENSIONAL ETF TRUST

7.37%

Shares65.9K

Event2026-03-31

Filed2026-04-22

BSCS

INVESCO EXCH TRD SLF IDX FD

20.74%

Shares118.8K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

2.46%

Shares31.0K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

6.63%

Shares9.8K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

-2.96%

Shares9.5K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-0.98%

Shares28.7K

Event2026-03-31

Filed2026-04-22

CSRE

COHEN & STEERS ETF TRUST

6.19%

Shares65.8K

Event2026-03-31

Filed2026-04-22

DFSV

DIMENSIONAL ETF TRUST

10.17%

Shares47.9K

Event2026-03-31

Filed2026-04-22

SCHM

SCHWAB STRATEGIC TR

1.74%

Shares48.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-5.46%

Shares5.9K

Event2026-03-31

Filed2026-04-22

TFLR

T ROWE PRICE ETF INC

-2.31%

Shares27.4K

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

4.78%

Shares24.9K

Event2026-03-31

Filed2026-04-22

JPIN

J P MORGAN EXCHANGE TRADED F

-2.08%

Shares18.0K

Event2026-03-31

Filed2026-04-22

BSCT

INVESCO EXCH TRD SLF IDX FD

276.48%

Shares68.1K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-2.95%

Shares1.8K

Event2026-03-31

Filed2026-04-22

JHMD

JOHN HANCOCK EXCHANGE TRADED

-1.80%

Shares27.3K

Event2026-03-31

Filed2026-04-22

CWI

SPDR INDEX SHS FDS

28.61%

Shares30.5K

Event2026-03-31

Filed2026-04-22

IWB

ISHARES TR

-4.66%

Shares2.9K

Event2026-03-31

Filed2026-04-22

JHML

JOHN HANCOCK EXCHANGE TRADED

-5.13%

Shares12.4K

Event2026-03-31

Filed2026-04-22

DFLV

DIMENSIONAL ETF TRUST

0.11%

Shares26.3K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

6.09%

Shares2.5K

Event2026-03-31

Filed2026-04-22

BSCR

INVESCO EXCH TRD SLF IDX FD

50.19%

Shares40.1K

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

-7.73%

Shares1.8K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-44.64%

Shares1.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

75.20%

Shares2.2K

Event2026-03-31

Filed2026-04-22

ESGD

ISHARES TR

2.47%

Shares6.0K

Event2026-03-31

Filed2026-04-22

VYMI

VANGUARD WHITEHALL FDS

-3.49%

Shares5.5K

Event2026-03-31

Filed2026-04-22

FTF

FRANKLIN LTD DURATION INCOME

0.00%

Shares82.9K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

-1.15%

Shares1.5K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.74%

Shares1.4K

Event2026-03-31

Filed2026-04-22

DMXF

ISHARES TR

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-5.26%

Shares2.1K

Event2026-03-31

Filed2026-04-22

JMST

J P MORGAN EXCHANGE TRADED F

New

Shares8.4K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

-7.58%

Shares1.7K

Event2026-03-31

Filed2026-04-22

JEPQ

J P MORGAN EXCHANGE TRADED F

13.65%

Shares7.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares603

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

2.54%

Shares525

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

54.15%

Shares780

Event2026-03-31

Filed2026-04-22

ESML

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

18.45%

Shares1.1K

Event2026-03-31

Filed2026-04-22

USXF

ISHARES TR

0.95%

Shares5.8K

Event2026-03-31

Filed2026-04-22

FLOT

ISHARES TR

9.29%

Shares6.1K

Event2026-03-31

Filed2026-04-22

FYEE

FIDELITY GREENWOOD STREET TR

New

Shares11.0K

Event2026-03-31

Filed2026-04-22

ACWX

ISHARES TR

-2.29%

Shares4.3K

Event2026-03-31

Filed2026-04-22

JHEM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

4.25%

Shares4.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

8.07%

Shares937

Event2026-03-31

Filed2026-04-22

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-04-22

PCQ

PIMCO CALIF MUN INCOME FD

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

JHMM

JOHN HANCOCK EXCHANGE TRADED

-11.91%

Shares3.7K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

VSS

VANGUARD INTL EQUITY INDEX F

-9.55%

Shares1.7K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

-13.21%

Shares2.0K

Event2026-03-31

Filed2026-04-22

HOLA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-22

AFB

ALLIANCEBERNSTEIN NATL MUN I

0.00%

Shares21.6K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

New

Shares942

Event2026-03-31

Filed2026-04-22

BSV

VANGUARD BD INDEX FDS

New

Shares2.8K

Event2026-03-31

Filed2026-04-22

ESGU

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

EMXF

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-22

RFMZ

RIVERNORTH FLEXIBLE MUNI INC

0.00%

Shares17.2K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

New

Shares216

Event2026-03-31

Filed2026-04-22

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-22

JHSC

JOHN HANCOCK EXCHANGE TRADED

-29.75%

Shares5.0K

Event2026-03-31

Filed2026-04-22

MMD

NYLI MACKAY DEFINEDTERM MUNI

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-22

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-22

PIMCO NEW YORK MUN FD II

New

Shares10.5K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available