The Analysis of Weinberger Asset Management, Inc's Holdings
Currently, Weinberger Asset Management, Inc holds 88 types of securities in its portfolio with a total value $276.3M. In the most recent quarter, they have increased their positions in DFAT (+17.0K shares, valued at $989.0K), DFUV (+19.1K shares, valued at $854.5K), DUHP (+10.3K shares, valued at $388.5K); decreased their positions in VTI (-2.4K shares, valued at $788.6K), SCHG (-23.1K shares, valued at $737.5K), SPY (-655 shares, valued at $436.3K); initiated new positions in MU (+1.4K shares, valued at $236.9K), ABBV (+1.0K shares, valued at $232.9K), C (+2.2K shares, valued at $221.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VTI VANGUARD INDEX FDS112.3K shares-2.09%2025-09-302025-10-15
PM PHILIP MORRIS INTL INC128.1K shares-0.17%2025-09-302025-10-15 SCHG SCHWAB STRATEGIC TR603.8K shares-3.69%2025-09-302025-10-15 SCHB SCHWAB STRATEGIC TR518.2K shares-2.67%2025-09-302025-10-15 VBR VANGUARD INDEX FDS61.0K shares2.32%2025-09-302025-10-15 DFAU DIMENSIONAL ETF TRUST233.9K shares2.58%2025-09-302025-10-15 DUHP DIMENSIONAL ETF TRUST273.0K shares3.92%2025-09-302025-10-15 VTV VANGUARD INDEX FDS53.8K shares2.64%2025-09-302025-10-15 SCHV SCHWAB STRATEGIC TR294.9K shares-1.85%2025-09-302025-10-15 VUG VANGUARD INDEX FDS16.6K shares-4.13%2025-09-302025-10-15 SCHF SCHWAB STRATEGIC TR324.8K shares0.63%2025-09-302025-10-15 VOE VANGUARD INDEX FDS40.0K shares5.33%2025-09-302025-10-15 DFUV DIMENSIONAL ETF TRUST118.5K shares19.23%2025-09-302025-10-15 BAC BANK AMERICA CORP100.1K shares-0.19%2025-09-302025-10-15 IWP ISHARES TR36.1K shares6.90%2025-09-302025-10-15 DFAT DIMENSIONAL ETF TRUST82.1K shares26.08%2025-09-302025-10-15 IYW ISHARES TR24.4K shares0.03%2025-09-302025-10-15 JEPI J P MORGAN EXCHANGE TRADED F73.0K shares3.44%2025-09-302025-10-15 DFAI DIMENSIONAL ETF TRUST114.2K shares7.73%2025-09-302025-10-15 IJK ISHARES TR43.2K shares-4.61%2025-09-302025-10-15 SPY SPDR S&P 500 ETF TR5.8K shares-10.08%2025-09-302025-10-15 VEA VANGUARD TAX-MANAGED FDS61.6K shares-7.45%2025-09-302025-10-15 GE GE AEROSPACE11.8K shares-1.88%2025-09-302025-10-15 META META PLATFORMS INC4.5K shares0.94%2025-09-302025-10-15 AAPL APPLE INC12.5K shares0.71%2025-09-302025-10-15 NVDA NVIDIA CORPORATION16.4K shares3.15%2025-09-302025-10-15 SHOP SHOPIFY INC20.0K shares0.00%2025-09-302025-10-15 IWN ISHARES TR14.2K shares-3.19%2025-09-302025-10-15 DVY ISHARES TR17.7K shares0.56%2025-09-302025-10-15 VOT VANGUARD INDEX FDS8.1K shares-10.43%2025-09-302025-10-15 VIG VANGUARD SPECIALIZED FUNDS10.8K shares-2.63%2025-09-302025-10-15 MO ALTRIA GROUP INC34.5K shares0.00%2025-09-302025-10-15 IJH ISHARES TR34.6K shares-11.49%2025-09-302025-10-15 VOO VANGUARD INDEX FDS3.3K shares0.30%2025-09-302025-10-15 GEV GE VERNOVA INC3.0K shares-0.07%2025-09-302025-10-15 XYZ BLOCK INC22.6K shares0.01%2025-09-302025-10-15 JPM JPMORGAN CHASE & CO.5.1K shares0.43%2025-09-302025-10-15 RBLX ROBLOX CORP11.0K shares-4.44%2025-09-302025-10-15 DFAR DIMENSIONAL ETF TRUST55.8K shares9.39%2025-09-302025-10-15 KMI KINDER MORGAN INC DEL46.9K shares0.00%2025-09-302025-10-15 PCG PG&E CORP81.6K shares-0.01%2025-09-302025-10-15 MSFT MICROSOFT CORP2.1K shares17.87%2025-09-302025-10-15 GOOGL ALPHABET INC4.0K shares-2.32%2025-09-302025-10-15 DE DEERE & CO2.1K shares-0.05%2025-09-302025-10-15 COST COSTCO WHSL CORP NEW992 shares1.02%2025-09-302025-10-15 KO COCA COLA CO13.8K shares1.96%2025-09-302025-10-15 MDYV SPDR SERIES TRUST10.7K shares-8.65%2025-09-302025-10-15 AMZN AMAZON COM INC3.4K shares11.91%2025-09-302025-10-15 XLRE SELECT SECTOR SPDR TR17.7K shares8.60%2025-09-302025-10-15 UNH UNITEDHEALTH GROUP INC2.1K shares3.25%2025-09-302025-10-15 BRK.B BERKSHIRE HATHAWAY INC DEL1.4K shares1.34%2025-09-302025-10-15 MRK MERCK & CO INC8.6K shares0.25%2025-09-302025-10-15 ATI ATI INC8.8K shares0.00%2025-09-302025-10-15 IJJ ISHARES TR5.4K shares-4.73%2025-09-302025-10-15 UAL UNITED AIRLS HLDGS INC7.3K shares-0.23%2025-09-302025-10-15 ANET ARISTA NETWORKS INC4.1K shares0.00%2025-09-302025-10-15 EA ELECTRONIC ARTS INC2.9K shares0.00%2025-09-302025-10-15 WM WASTE MGMT INC DEL2.6K shares3.52%2025-09-302025-10-15 JNJ JOHNSON & JOHNSON2.9K shares4.91%2025-09-302025-10-15 GOOG ALPHABET INC2.2K shares4.82%2025-09-302025-10-15 AVGO BROADCOM INC1.6K shares1.14%2025-09-302025-10-15 EPD ENTERPRISE PRODS PARTNERS L16.9K shares0.00%2025-09-302025-10-15 UTF COHEN & STEERS INFRASTRUCTUR20.1K shares0.00%2025-09-302025-10-15 SLYV SPDR SERIES TRUST5.4K shares-0.28%2025-09-302025-10-15 CSCO CISCO SYS INC6.6K shares0.40%2025-09-302025-10-15 PLTR PALANTIR TECHNOLOGIES INC2.2K shares-12.75%2025-09-302025-10-15 RFI COHEN & STEERS TOTAL RETURN31.3K shares0.00%2025-09-302025-10-15 ELV ELEVANCE HEALTH INC FORMERLY1.2K shares-1.86%2025-09-302025-10-15 XOM EXXON MOBIL CORP3.3K shares1.80%2025-09-302025-10-15 WFC WELLS FARGO CO NEW4.4K shares4.22%2025-09-302025-10-15 IBM INTERNATIONAL BUSINESS MACHS1.3K shares4.71%2025-09-302025-10-15 BP BP PLC9.1K shares-22.32%2025-09-302025-10-15 PFE PFIZER INC11.6K shares-23.04%2025-09-302025-10-15 TSLA TESLA INC657 shares-4.64%2025-09-302025-10-15 VZ VERIZON COMMUNICATIONS INC6.6K shares0.99%2025-09-302025-10-15 GEHC GE HEALTHCARE TECHNOLOGIES I3.6K shares-5.94%2025-09-302025-10-15 DON WISDOMTREE TR4.9K shares-1.80%2025-09-302025-10-15 SHEL SHELL PLC3.5K shares0.00%2025-09-302025-10-15 TBT PROSHARES TR7.4K shares0.00%2025-09-302025-10-15 IVOG VANGUARD ADMIRAL FDS INC2.0K shares-8.01%2025-09-302025-10-15 MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-10-15 ABBV ABBVIE INC1.0K sharesnew addition2025-09-302025-10-15 CRM SALESFORCE INC978 shares1.56%2025-09-302025-10-15 C CITIGROUP INC2.2K sharesnew addition2025-09-302025-10-15 OXY OCCIDENTAL PETE CORP4.4K sharesnew addition2025-09-302025-10-15 ESGV VANGUARD WORLD FD1.7K sharesnew addition2025-09-302025-10-15 IWF ISHARES TR435 sharesnew addition2025-09-302025-10-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available