Selective Wealth Management, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $7.10M | 2.2% |
| Apple Inc. | $7.47M | 2.3% |
| DIMENSIONAL ETF TRUST | $7.88M | 2.5% |
| WISDOMTREE TR | $8.55M | 2.7% |
| Meta Platforms Inc | $9.45M | 3.0% |
| SPDR SERIES TRUST | $16.31M | 5.1% |
| VANGUARD INDEX FDS | $75.58M | 23.6% |
| ISHARES TR | $78.84M | 24.6% |