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The Analysis of Vannoy Advisory Group, Inc.'s Holdings & P&L

Currently, Vannoy Advisory Group, Inc. holds 28 types of securities in its portfolio with a total value $158.0M. In the most recent quarter, they have increased their positions in BND (+4.3K shares, valued at $315.9K), VTEB (+3.5K shares, valued at $172.6K), DFAR (+4.2K shares, valued at $100.4K); decreased their positions in DFIC (-6.8K shares, valued at $242.6K), DFEM (-5.7K shares, valued at $195.4K), DISV (-2.5K shares, valued at $100.2K).

1M P&L

+4.5M+2.73%

3M P&L

+5.0M+3.01%

HY P&L

+18.2M+11.90%

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/A156.9M

99.8%

2Consumer Electronics388.8K

0.2%

Top Industries by Stock Count

1N/A25 stocks

96.2%

2Consumer Electronics1 stocks

3.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST1.2M shares0.02%2026-03-312026-04-22

DFIC DIMENSIONAL ETF TRUST618.3K shares-1.09%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS250.6K shares1.74%2026-03-312026-04-22

DFEM DIMENSIONAL ETF TRUST319.0K shares-1.74%2026-03-312026-04-22

VTI VANGUARD INDEX FDS26.8K shares-0.46%2026-03-312026-04-22

AVUS AMERICAN CENTY ETF TR70.1K shares0.00%2026-03-312026-04-22

DFAR DIMENSIONAL ETF TRUST282.3K shares1.53%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS107.6K shares3.32%2026-03-312026-04-22

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MUB ISHARES TR47.8K shares-1.38%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST100.2K shares-0.60%2026-03-312026-04-22

DISV DIMENSIONAL ETF TRUST79.5K shares-3.10%2026-03-312026-04-22

AVLV AMERICAN CENTY ETF TR37.4K shares-2.27%2026-03-312026-04-22

DFSV DIMENSIONAL ETF TRUST83.9K shares-1.51%2026-03-312026-04-22

DFLV DIMENSIONAL ETF TRUST71.4K shares-2.83%2026-03-312026-04-22

DFAX DIMENSIONAL ETF TRUST51.6K shares-0.96%2026-03-312026-04-22

AGG ISHARES TR17.4K shares1.33%2026-03-312026-04-22

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AVEM AMERICAN CENTY ETF TR14.6K shares0.00%2026-03-312026-04-22

DFAT DIMENSIONAL ETF TRUST18.3K shares-0.21%2026-03-312026-04-22

IJR ISHARES TR8.0K shares0.04%2026-03-312026-04-22

VBR VANGUARD INDEX FDS4.2K shares-3.80%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T771 shares0.00%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS3.1K shares-3.67%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS4.7K shares0.00%2026-03-312026-04-22

AAPL APPLE INC1.5K shares0.00%2026-03-312026-04-22

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ALPHABET INC ALPHABET INC1.3K shares-6.38%2026-03-312026-04-22

SCZ ISHARES TR4.3K shares-1.01%2026-03-312026-04-22

ALPHABET INC ALPHABET INC979 shares-3.93%2026-03-312026-04-22

IVV ISHARES TR336 shares0.00%2026-03-312026-04-22

DFAC

DIMENSIONAL ETF TRUST

0.02%

Shares1.2M

Event2026-03-31

Filed2026-04-22

DFIC

DIMENSIONAL ETF TRUST

-1.09%

Shares618.3K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

1.74%

Shares250.6K

Event2026-03-31

Filed2026-04-22

DFEM

DIMENSIONAL ETF TRUST

-1.74%

Shares319.0K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

-0.46%

Shares26.8K

Event2026-03-31

Filed2026-04-22

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares70.1K

Event2026-03-31

Filed2026-04-22

DFAR

DIMENSIONAL ETF TRUST

1.53%

Shares282.3K

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

3.32%

Shares107.6K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-1.38%

Shares47.8K

Event2026-03-31

Filed2026-04-22

DFUV

DIMENSIONAL ETF TRUST

-0.60%

Shares100.2K

Event2026-03-31

Filed2026-04-22

DISV

DIMENSIONAL ETF TRUST

-3.10%

Shares79.5K

Event2026-03-31

Filed2026-04-22

AVLV

AMERICAN CENTY ETF TR

-2.27%

Shares37.4K

Event2026-03-31

Filed2026-04-22

DFSV

DIMENSIONAL ETF TRUST

-1.51%

Shares83.9K

Event2026-03-31

Filed2026-04-22

DFLV

DIMENSIONAL ETF TRUST

-2.83%

Shares71.4K

Event2026-03-31

Filed2026-04-22

DFAX

DIMENSIONAL ETF TRUST

-0.96%

Shares51.6K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

1.33%

Shares17.4K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

0.00%

Shares14.6K

Event2026-03-31

Filed2026-04-22

DFAT

DIMENSIONAL ETF TRUST

-0.21%

Shares18.3K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

0.04%

Shares8.0K

Event2026-03-31

Filed2026-04-22

VBR

VANGUARD INDEX FDS

-3.80%

Shares4.2K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares771

Event2026-03-31

Filed2026-04-22

VYM

VANGUARD WHITEHALL FDS

-3.67%

Shares3.1K

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-6.38%

Shares1.3K

Event2026-03-31

Filed2026-04-22

SCZ

ISHARES TR

-1.01%

Shares4.3K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-3.93%

Shares979

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.00%

Shares336

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available