The Analysis of SENTINEL WEALTH MANAGEMENT, INC.'s Holdings
Currently, SENTINEL WEALTH MANAGEMENT, INC. holds 38 types of securities in its portfolio with a total value $120.6M. In the most recent quarter, they have increased their positions in AVRE (+19.4K shares, valued at $844.0K), AVLV (+10.3K shares, valued at $781.9K), DFAI (+18.0K shares, valued at $685.0K); decreased their positions in IWB (-1.5K shares, valued at $550.1K), N/A (-160 shares, valued at $98.3K), IXUS (-568 shares, valued at $48.1K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWB ISHARES TR51.9K shares-2.76%2025-12-312026-01-08
DFAS DIMENSIONAL ETF TRUST221.2K shares0.68%2025-12-312026-01-08 AVLV AMERICAN CENTY ETF TR135.6K shares8.23%2025-12-312026-01-08 DFSV DIMENSIONAL ETF TRUST255.4K shares6.78%2025-12-312026-01-08 DFAI DIMENSIONAL ETF TRUST199.9K shares9.88%2025-12-312026-01-08 VONV VANGUARD SCOTTSDALE FDS76.3K shares2.76%2025-12-312026-01-08 AVRE AMERICAN CENTY ETF TR119.3K shares19.41%2025-12-312026-01-08 DFNM DIMENSIONAL ETF TRUST102.9K shares0.00%2025-12-312026-01-08 SUB ISHARES TR45.9K shares-0.60%2025-12-312026-01-08 IWN ISHARES TR26.4K shares0.00%2025-12-312026-01-08 XSOE WISDOMTREE TR115.7K shares5.57%2025-12-312026-01-08 IXUS ISHARES TR46.8K shares-1.20%2025-12-312026-01-08 IJR ISHARES TR19.6K shares8.42%2025-12-312026-01-08 DFAE DIMENSIONAL ETF TRUST61.4K shares-1.02%2025-12-312026-01-08 DFSD DIMENSIONAL ETF TRUST37.4K shares1.22%2025-12-312026-01-08 AGG ISHARES TR16.5K shares0.00%2025-12-312026-01-08 VTI VANGUARD INDEX FDS4.5K shares0.00%2025-12-312026-01-08 ONEQ FIDELITY COMWLTH TR16.2K shares0.00%2025-12-312026-01-08 VUG VANGUARD INDEX FDS2.7K shares0.00%2025-12-312026-01-08 DIHP DIMENSIONAL ETF TRUST36.0K shares0.00%2025-12-312026-01-08 VNQ VANGUARD INDEX FDS9.9K shares-0.43%2025-12-312026-01-08 IWM ISHARES TR3.3K shares0.00%2025-12-312026-01-08 MDY SPDR S&P MIDCAP 400 ETF TR1.3K shares0.00%2025-12-312026-01-08 IWV ISHARES TR1.9K shares0.00%2025-12-312026-01-08 IWO ISHARES TR2.2K shares0.00%2025-12-312026-01-08 IWF ISHARES TR1.4K shares0.00%2025-12-312026-01-08 IWC ISHARES TR3.8K shares0.00%2025-12-312026-01-08 DIA SPDR DOW JONES INDL AVERAGE1.2K shares0.00%2025-12-312026-01-08 IVV ISHARES TR772 shares-0.39%2025-12-312026-01-08 SCZ ISHARES TR6.4K shares0.00%2025-12-312026-01-08 IWD ISHARES TR2.1K shares0.00%2025-12-312026-01-08 EPD ENTERPRISE PRODS PARTNERS L13.9K shares0.00%2025-12-312026-01-08 CSCO CISCO SYS INC5.2K shares0.00%2025-12-312026-01-08 EFA ISHARES TR4.1K shares12.66%2025-12-312026-01-08 OKE ONEOK INC NEW5.0K shares0.00%2025-12-312026-01-08 IYR ISHARES TR3.7K shares0.00%2025-12-312026-01-08 PAA PLAINS ALL AMERN PIPELINE L12.2K shares0.00%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available