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The Analysis of Selective Wealth Management, Inc.'s Holdings & P&L

Currently, Selective Wealth Management, Inc. holds 120 types of securities in its portfolio with a total value $337.5M. In the most recent quarter, they have increased their positions in DFSD (+68.1K shares, valued at $3.3M), DFAC (+73.6K shares, valued at $3.1M), DCOR (+32.3K shares, valued at $2.5M); decreased their positions in N/A (-9.5K shares, valued at $6.2M), INTC (-16.6K shares, valued at $1.6M), WCLD (-51.1K shares, valued at $1.4M); initiated new positions in GTLB (+95.6K shares, valued at $2.1M), DFAU (+40.4K shares, valued at $2.0M), DFCF (+30.4K shares, valued at $1.3M).

1M P&L

-7.4M-2.53%

3M P&L

-71.7M-20.12%

HY P&L

-73.9M-20.62%

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/A195.6M

75.8%

2Software - Infrastructure13.8M

5.3%

3Internet Content & Information9.7M

3.8%

Top Industries by Stock Count

1N/A74 stocks

67.9%

2Software - Application4 stocks

3.7%

3Software - Infrastructure4 stocks

3.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR808.7K shares3.10%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS109.2K shares-8.00%2026-03-312026-04-30

SPYM SPDR SERIES TRUST201.2K shares0.48%2026-03-312026-04-30

DFSD DIMENSIONAL ETF TRUST232.2K shares41.46%2026-03-312026-04-30

META META PLATFORMS INC14.5K shares-4.67%2026-03-312026-04-30

VTI VANGUARD INDEX FDS24.5K shares18.00%2026-03-312026-04-30

AAPL APPLE INC27.7K shares-4.32%2026-03-312026-04-30

TWLO TWILIO INC51.7K shares-4.81%2026-03-312026-04-30

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IVV ISHARES TR9.5K shares-1.78%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F111.1K shares-4.38%2026-03-312026-04-30

WCLD WISDOMTREE TR210.1K shares-19.57%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST117.0K shares169.26%2026-03-312026-04-30

VXUS VANGUARD STAR FDS57.3K shares22.39%2026-03-312026-04-30

INTC INTEL CORP37.6K shares-30.60%2026-03-312026-04-30

CRM SALESFORCE INC19.6K shares-7.43%2026-03-312026-04-30

DOCU DOCUSIGN INC69.3K shares69.77%2026-03-312026-04-30

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DCOR DIMENSIONAL ETF TRUST38.2K shares544.21%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR4.2K shares-6.48%2026-03-312026-04-30

NVDA NVIDIA CORPORATION13.2K shares2.25%2026-03-312026-04-30

VEEV VEEVA SYS INC17.3K shares-8.80%2026-03-312026-04-30

V VISA INC7.7K shares-5.50%2026-03-312026-04-30

OKTA OKTA INC30.0K shares-10.16%2026-03-312026-04-30

MSFT MICROSOFT CORP5.0K shares3.90%2026-03-312026-04-30

GTLB GITLAB INC95.6K sharesnew addition2026-03-312026-04-30

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SPY STATE STR SPDR S&P 500 ETF T2.9K shares-7.83%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR73.7K shares0.00%2026-03-312026-04-30

DFAU DIMENSIONAL ETF TRUST40.4K sharesnew addition2026-03-312026-04-30

NOW SERVICENOW INC20.3K shares-7.42%2026-03-312026-04-30

IWF ISHARES TR14.4K shares304.32%2026-03-312026-04-30

ESGV VANGUARD WORLD FD13.6K shares0.71%2026-03-312026-04-30

DFIC DIMENSIONAL ETF TRUST46.0K shares304.05%2026-03-312026-04-30

BSV VANGUARD BD INDEX FDS20.2K shares-9.89%2026-03-312026-04-30

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XLK SELECT SECTOR SPDR TR9.5K shares-15.41%2026-03-312026-04-30

ALPHABET INC ALPHABET INC4.3K shares-1.52%2026-03-312026-04-30

AMZN AMAZON COM INC5.5K shares-3.71%2026-03-312026-04-30

SOXX ISHARES TR3.0K shares-8.23%2026-03-312026-04-30

VXF VANGUARD INDEX FDS5.8K shares-17.32%2026-03-312026-04-30

VTV VANGUARD INDEX FDS6.3K shares0.84%2026-03-312026-04-30

DFCF DIMENSIONAL ETF TRUST30.4K sharesnew addition2026-03-312026-04-30

XOM EXXON MOBIL CORP7.4K shares-0.58%2026-03-312026-04-30

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DFGX DIMENSIONAL ETF TRUST20.0K sharesnew addition2026-03-312026-04-30

IWR ISHARES TR9.2K shares0.00%2026-03-312026-04-30

VGT VANGUARD WORLD FD9.1K shares528.87%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-2.98%2026-03-312026-04-30

DIA STATE STR SPDR DOW JONES IND1.8K shares-17.99%2026-03-312026-04-30

AVDV AMERICAN CENTY ETF TR8.3K shares4.91%2026-03-312026-04-30

DFEM DIMENSIONAL ETF TRUST21.4K sharesnew addition2026-03-312026-04-30

SPYD SPDR SERIES TRUST16.7K shares-0.22%2026-03-312026-04-30

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WMT WALMART INC6.0K shares-7.52%2026-03-312026-04-30

DFAS DIMENSIONAL ETF TRUST10.1K sharesnew addition2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.2K shares5.01%2026-03-312026-04-30

DFAI DIMENSIONAL ETF TRUST18.5K sharesnew addition2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS3.2K shares-1.16%2026-03-312026-04-30

IEFA ISHARES TR7.9K shares0.94%2026-03-312026-04-30

BROADCOM INC BROADCOM INC1.8K shares2.92%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS10.8K shares3.70%2026-03-312026-04-30

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VO VANGUARD INDEX FDS9.1K shares295.32%2026-03-312026-04-30

EPRT ESSENTIAL PPTYS RLTY TR INC21.7K shares0.00%2026-03-312026-04-30

DVY ISHARES TR4.3K shares-3.35%2026-03-312026-04-30

AMAT APPLIED MATLS INC1.7K shares-0.75%2026-03-312026-04-30

AHR AMERICAN HEALTHCARE REIT INC13.1K shares0.00%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR5.4K shares0.00%2026-03-312026-04-30

STIP ISHARES TR6.1K shares0.00%2026-03-312026-04-30

XLG INVESCO EXCHANGE TRADED FD T10.3K shares-4.63%2026-03-312026-04-30

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XLE SELECT SECTOR SPDR TR10.5K shares0.05%2026-03-312026-04-30

DGCB DIMENSIONAL ETF TRUST11.3K shares162.37%2026-03-312026-04-30

VBR VANGUARD INDEX FDS2.5K shares-0.24%2026-03-312026-04-30

GLDM WORLD GOLD TR6.3K shares12.96%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO1.8K shares0.22%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION553 shares-17.22%2026-03-312026-04-30

IXUS ISHARES TR5.9K sharesnew addition2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR16.0K shares21.99%2026-03-312026-04-30

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PYPL PAYPAL HLDGS INC10.4K shares-13.53%2026-03-312026-04-30

DFAE DIMENSIONAL ETF TRUST13.9K sharesnew addition2026-03-312026-04-30

DGRO ISHARES TR7.1K sharesnew addition2026-03-312026-04-30

AGG ISHARES TR5.2K sharesnew addition2026-03-312026-04-30

SDY SPDR SERIES TRUST3.4K shares-4.08%2026-03-312026-04-30

DFSV DIMENSIONAL ETF TRUST13.2K sharesnew addition2026-03-312026-04-30

VUG VANGUARD INDEX FDS5.9K sharesnew addition2026-03-312026-04-30

BAC BANK AMERICA CORP8.9K shares-1.13%2026-03-312026-04-30

Sponsored

FNDF SCHWAB STRATEGIC TR9.1K shares0.00%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares0.04%2026-03-312026-04-30

DFAX DIMENSIONAL ETF TRUST12.4K shares52.74%2026-03-312026-04-30

FTEC FIDELITY COVINGTON TRUST1.8K shares0.06%2026-03-312026-04-30

NFLX NETFLIX INC.4.8K shares-1.60%2026-03-312026-04-30

VB VANGUARD INDEX FDS1.5K shares23.61%2026-03-312026-04-30

IWO ISHARES TR1.2K shares0.00%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS2.7K shares0.04%2026-03-312026-04-30

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OKE ONEOK INC NEW4.6K shares-12.82%2026-03-312026-04-30

IJH ISHARES TR5.6K shares-4.21%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS1.7K shares0.00%2026-03-312026-04-30

PDP INVESCO EXCHANGE TRADED FD T2.8K shares0.00%2026-03-312026-04-30

TFC TRUIST FINL CORP7.3K shares0.00%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON1.6K shares9.13%2026-03-312026-04-30

ITOT ISHARES TR2.3K shares7.92%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares1.14%2026-03-312026-04-30

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XT ISHARES TR4.3K shares0.00%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR9.9K shares-11.74%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN2.0K shares1.00%2026-03-312026-04-30

DISV DIMENSIONAL ETF TRUST7.7K sharesnew addition2026-03-312026-04-30

ONEQ FIDELITY COMWLTH TR3.2K shares0.03%2026-03-312026-04-30

FIW FIRST TR EXCHANGE-TRADED FD2.9K shares-12.96%2026-03-312026-04-30

IWD ISHARES TR1.3K shares0.00%2026-03-312026-04-30

PGR PROGRESSIVE CORP1.4K shares-1.85%2026-03-312026-04-30

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CVX CHEVRON CORPORATION1.4K shares14.94%2026-03-312026-04-30

SCHI SCHWAB STRATEGIC TR11.5K shares-22.78%2026-03-312026-04-30

DFGR DIMENSIONAL ETF TRUST8.6K sharesnew addition2026-03-312026-04-30

WM WASTE MGMT INC DEL1.0K shares0.00%2026-03-312026-04-30

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC2.3K sharesnew addition2026-03-312026-04-30

FIDU FIDELITY COVINGTON TRUST2.5K shares0.12%2026-03-312026-04-30

MTUM ISHARES TR794 shares0.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC4.5K sharesnew addition2026-03-312026-04-30

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DUHP DIMENSIONAL ETF TRUST5.4K sharesnew addition2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC1.8K shares-2.88%2026-03-312026-04-30

IJR ISHARES TR1.5K shares-3.68%2026-03-312026-04-30

PAR PAR TECHNOLOGY CORP15.4K sharesnew addition2026-03-312026-04-30

PSL INVESCO EXCHANGE TRADED FD T1.8K sharesnew addition2026-03-312026-04-30

USHY ISHARES TR5.5K sharesnew addition2026-03-312026-04-30

MVO MV OIL TR12.8K shares-14.09%2026-03-312026-04-30

SHAKE SHACK INC SHAKE SHACK INC29.0K shares0.00%2026-03-312026-04-30

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SGOV

ISHARES TR

3.10%

Shares808.7K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-8.00%

Shares109.2K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

0.48%

Shares201.2K

Event2026-03-31

Filed2026-04-30

DFSD

DIMENSIONAL ETF TRUST

41.46%

Shares232.2K

Event2026-03-31

Filed2026-04-30