Studio Investment Management LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Vanguard Short-Term Inflation-Protected ETF | $90.09M | 16.5% |
| Vanguard Dividend Appreciation ETF | $31.66M | 5.8% |
| Vanguard Value ETF | $29.90M | 5.5% |
| DFA International Core Equity 2 ETF | $20.15M | 3.7% |
| Schwab Fundamental Intl Lg Co ETF | $17.85M | 3.3% |
| Vanguard Small-Cap Value ETF | $17.04M | 3.1% |
| Alphabet Inc. | $15.77M | 2.9% |
| Vanguard Short-Term Treasury ETF | $15.11M | 2.8% |
| Dimensional Short-Duration Fixed Income ETF | $14.65M | 2.7% |
| Warren E. Buffett | $14.49M | 2.6% |
| MICROSOFT CORP | $10.11M | 1.8% |
| Apple Inc. | $9.76M | 1.8% |
| iShares 0 to 3 Month Treasury Bond ETF | $8.29M | 1.5% |
| GENERAL DYNAMICS CORP | $7.53M | 1.4% |
| DFA Emerging Market Core Equity 2 ETF | $7.25M | 1.3% |
| Invesco S&P 500 Equal Weight Utilts ETF | $7.06M | 1.3% |
| NEXTERA ENERGY INC | $7.04M | 1.3% |
| JPMORGAN CHASE & CO | $6.82M | 1.2% |
| Vanguard Short-Term Corporate Bond ETF | $6.42M | 1.2% |
| RTX Corp | $5.99M | 1.1% |
| CATERPILLAR INC | $5.92M | 1.1% |
| JOHNSON & JOHNSON | $5.90M | 1.1% |
| PROCTER & GAMBLE Co | $5.83M | 1.1% |
| DFA U.S. Large Cap Value ETF | $5.81M | 1.1% |
| Vanguard Intl Div Apprec ETF | $5.72M | 1.0% |
| Vanguard Total Stock Market ETF | $5.68M | 1.0% |
| Vanguard Total World Stock ETF | $5.63M | 1.0% |
| Capital Group Core Plus Income ETF | $5.28M | 1.0% |
| DFA U.S. Targeted Value ETF | $5.03M | 0.9% |
| CISCO SYSTEMS, INC. | $4.95M | 0.9% |
| Broadcom Inc. | $4.62M | 0.8% |
| Merck & Co., Inc. | $4.40M | 0.8% |
| HONEYWELL INTERNATIONAL INC | $4.14M | 0.8% |
| AMGEN INC | $3.80M | 0.7% |
| HORTON D R INC /DE | $3.32M | 0.6% |
| BlackRock, Inc. | $3.27M | 0.6% |
| ILLINOIS TOOL WORKS INC | $3.17M | 0.6% |
| CHEVRON CORP | $3.11M | 0.6% |
| BANK OF AMERICA CORP /DE | $2.96M | 0.5% |
| Walt Disney Co | $2.87M | 0.5% |
| ALLIANT ENERGY CORP | $2.74M | 0.5% |
| Amazon.com Inc | $2.74M | 0.5% |
| UNITEDHEALTH GROUP INC | $2.55M | 0.5% |
| PEPSICO INC | $2.53M | 0.5% |
| Corteva, Inc. | $2.38M | 0.4% |
| Vanguard S&P Small-Cap 600 Value ETF | $2.31M | 0.4% |
| Northrop Grumman Corp | $2.30M | 0.4% |
| Johnson Controls International plc | $2.21M | 0.4% |
| HERSHEY CO | $2.12M | 0.4% |
| Union Pacific Corp | $2.08M | 0.4% |