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The Analysis of Vestwell Advisors, LLC's Holdings & P&L

Currently, Vestwell Advisors, LLC holds 31 types of securities in its portfolio with a total value $365.1M. In the most recent quarter, they have increased their positions in IVV (+40.9K shares, valued at $26.7M), SCHG (+219.3K shares, valued at $6.4M), IJH (+38.6K shares, valued at $2.6M); decreased their positions in USHY (-56 shares, valued at $2.1K); initiated new positions in VTI (+957 shares, valued at $307.1K), TIP (+1.3K shares, valued at $147.8K), VEA (+1.6K shares, valued at $103.5K).

1M P&L

+14.5M+3.59%

3M P&L

+38.1M+10.00%

HY P&L

+31.2M+8.05%

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/A365.1M

100.0%

Top Industries by Stock Count

1N/A31 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV iShares Tr335.3K shares13.89%2026-03-312026-05-18

SCHG Schwab Strategic Tr1.5M shares17.58%2026-03-312026-05-18

IJH iShares Tr436.9K shares9.68%2026-03-312026-05-18

IJR iShares Tr100.6K shares7.80%2026-03-312026-05-18

SCHB Schwab Strategic Tr424.2K shares1.69%2026-03-312026-05-18

VTV Vanguard Index FDS49.9K shares9.69%2026-03-312026-05-18

IAGG iShares Tr185.1K shares16.73%2026-03-312026-05-18

SCHF Schwab Strategic Tr329.5K shares13.00%2026-03-312026-05-18

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VT Vanguard Intl Equity Index F58.9K shares2.52%2026-03-312026-05-18

AGG iShares Tr39.6K shares4.66%2026-03-312026-05-18

VWO Vanguard Intl Equity Index F67.3K shares12.34%2026-03-312026-05-18

VBK Vanguard Index FDS7.6K shares6.20%2026-03-312026-05-18

VBR Vanguard Index FDS9.2K shares11.23%2026-03-312026-05-18

USHY iShares Tr31.8K shares-0.18%2026-03-312026-05-18

SLYG SPDR8.5K shares24.73%2026-03-312026-05-18

SLYV SPDR8.1K shares3.86%2026-03-312026-05-18

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VTI Vanguard Intl Equity Index F957 sharesnew addition2026-03-312026-05-18

TIP iShares Tr1.3K sharesnew addition2026-03-312026-05-18

VEA Vanguard1.6K sharesnew addition2026-03-312026-05-18

SCHE Schwab Strategic Tr2.5K sharesnew addition2026-03-312026-05-18

AVUV Avantis361 sharesnew addition2026-03-312026-05-18

DFAS Dimensional526 sharesnew addition2026-03-312026-05-18

AVDV Avantis277 sharesnew addition2026-03-312026-05-18

VO Vanguard Index FDSN/A sharesnew addition2026-03-312026-05-18

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SHV iShares Tr1 sharesnew addition2026-03-312026-05-18

VGSH Vanguard Index FDS2 sharesnew addition2026-03-312026-05-18

SCHO Schwab Strategic Tr5 sharesnew addition2026-03-312026-05-18

SCHH Schwab Strategic Tr2 sharesnew addition2026-03-312026-05-18

SCHZ Schwab Strategic Tr2 sharesnew addition2026-03-312026-05-18

ANGL VanEckN/A sharesnew addition2026-03-312026-05-18

REET iShares TrN/A sharesnew addition2026-03-312026-05-18

IVV

iShares Tr

13.89%

Shares335.3K

Event2026-03-31

Filed2026-05-18

SCHG

Schwab Strategic Tr

17.58%

Shares1.5M

Event2026-03-31

Filed2026-05-18

IJH

iShares Tr

9.68%

Shares436.9K

Event2026-03-31

Filed2026-05-18

IJR

iShares Tr

7.80%

Shares100.6K

Event2026-03-31

Filed2026-05-18

SCHB

Schwab Strategic Tr

1.69%

Shares424.2K

Event2026-03-31

Filed2026-05-18

VTV

Vanguard Index FDS

9.69%

Shares49.9K

Event2026-03-31

Filed2026-05-18

IAGG

iShares Tr

16.73%

Shares185.1K

Event2026-03-31

Filed2026-05-18

SCHF

Schwab Strategic Tr

13.00%

Shares329.5K

Event2026-03-31

Filed2026-05-18

Vanguard Intl Equity Index F

2.52%

Shares58.9K

Event2026-03-31

Filed2026-05-18

AGG

iShares Tr

4.66%

Shares39.6K

Event2026-03-31

Filed2026-05-18

VWO

Vanguard Intl Equity Index F

12.34%

Shares67.3K

Event2026-03-31

Filed2026-05-18

VBK

Vanguard Index FDS

6.20%

Shares7.6K

Event2026-03-31

Filed2026-05-18

VBR

Vanguard Index FDS

11.23%

Shares9.2K

Event2026-03-31

Filed2026-05-18

USHY

iShares Tr

-0.18%

Shares31.8K

Event2026-03-31

Filed2026-05-18

SLYG

SPDR

24.73%

Shares8.5K

Event2026-03-31

Filed2026-05-18

SLYV

SPDR

3.86%

Shares8.1K

Event2026-03-31

Filed2026-05-18

VTI

Vanguard Intl Equity Index F

New

Shares957

Event2026-03-31

Filed2026-05-18

TIP

iShares Tr

New

Shares1.3K

Event2026-03-31

Filed2026-05-18

VEA

Vanguard

New

Shares1.6K

Event2026-03-31

Filed2026-05-18

SCHE

Schwab Strategic Tr

New

Shares2.5K

Event2026-03-31

Filed2026-05-18

AVUV

Avantis

New

Shares361

Event2026-03-31

Filed2026-05-18

DFAS

Dimensional

New

Shares526

Event2026-03-31

Filed2026-05-18

AVDV

Avantis

New

Shares277

Event2026-03-31

Filed2026-05-18

Vanguard Index FDS

New

SharesN/A

Event2026-03-31

Filed2026-05-18

SHV

iShares Tr

New

Shares1

Event2026-03-31

Filed2026-05-18

VGSH

Vanguard Index FDS

New

Shares2

Event2026-03-31

Filed2026-05-18

SCHO

Schwab Strategic Tr

New

Shares5

Event2026-03-31

Filed2026-05-18

SCHH

Schwab Strategic Tr

New

Shares2

Event2026-03-31

Filed2026-05-18

SCHZ

Schwab Strategic Tr

New

Shares2

Event2026-03-31

Filed2026-05-18

ANGL

VanEck

New

SharesN/A

Event2026-03-31

Filed2026-05-18

REET

iShares Tr

New

SharesN/A

Event2026-03-31

Filed2026-05-18

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available