The Analysis of Spectrum Investment Advisors, Inc.'s Holdings
Currently, Spectrum Investment Advisors, Inc. holds 30 types of securities in its portfolio with a total value $184.7M. In the most recent quarter, they have increased their positions in IDYN (+203.2K shares, valued at $16.8M), NVDA (+2.5K shares, valued at $458.1K), SCHG (+10.4K shares, valued at $331.7K); decreased their positions in VOO (-1.5K shares, valued at $946.7K), FELG (-13.4K shares, valued at $550.5K), VONG (-1.9K shares, valued at $227.7K); initiated new positions in IDYN (+203.2K shares, valued at $16.8M), SCHG (+10.4K shares, valued at $331.7K), SCHV (+9.5K shares, valued at $275.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAU DIMENSIONAL ETF TRUST625.9K shares-0.30%2025-09-302025-11-06
FELG FIDELITY COVINGTON TRUST677.0K shares-1.94%2025-09-302025-11-06 VOO VANGUARD INDEX FDS34.6K shares-4.28%2025-09-302025-11-06 DFAI DIMENSIONAL ETF TRUST550.9K shares0.03%2025-09-302025-11-06 IDYN BLACKROCK ETF TRUST203.2K sharesnew addition2025-09-302025-11-06 GOVI INVESCO EXCH TRADED FD TR II436.5K shares1.78%2025-09-302025-11-06 MBB ISHARES TR123.5K shares0.73%2025-09-302025-11-06 VBR VANGUARD INDEX FDS44.4K shares0.32%2025-09-302025-11-06 DFAE DIMENSIONAL ETF TRUST293.1K shares1.27%2025-09-302025-11-06 VO VANGUARD INDEX FDS20.1K shares-0.03%2025-09-302025-11-06 FBND FIDELITY MERRIMACK STR TR101.9K shares2.02%2025-09-302025-11-06 SMTH ALPS ETF TR177.5K shares0.22%2025-09-302025-11-06 VONG VANGUARD SCOTTSDALE FDS27.6K shares-6.41%2025-09-302025-11-06 FVAL FIDELITY COVINGTON TRUST15.0K shares-0.68%2025-09-302025-11-06 IVOV VANGUARD ADMIRAL FDS INC10.0K shares-0.73%2025-09-302025-11-06 AAPL APPLE INC3.9K shares13.73%2025-09-302025-11-06 MUB ISHARES TR8.4K shares0.78%2025-09-302025-11-06 NVDA NVIDIA CORPORATION4.5K shares122.02%2025-09-302025-11-06 MSFT MICROSOFT CORP1.4K shares3.96%2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares-9.20%2025-09-302025-11-06 ABBV ABBVIE INC2.8K shares1.78%2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR686 shares0.15%2025-09-302025-11-06 ABT ABBOTT LABS2.5K shares0.40%2025-09-302025-11-06 SCHG SCHWAB STRATEGIC TR10.4K sharesnew addition2025-09-302025-11-06 SCHV SCHWAB STRATEGIC TR9.5K sharesnew addition2025-09-302025-11-06 TSLA TESLA INC556 sharesnew addition2025-09-302025-11-06 COST COSTCO WHSL CORP NEW243 shares0.00%2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.676 sharesnew addition2025-09-302025-11-06 GOOG ALPHABET INC834 sharesnew addition2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC1.1K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available