Corus Family Wealth Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $20.82M | 16.6% |
| FISERV INC | $18.72M | 14.9% |
| Apple Inc. | $9.92M | 7.9% |
| DANAHER CORP /DE | $9.10M | 7.3% |
| DIMENSIONAL ETF TRUST | $4.76M | 3.8% |
| DIMENSIONAL ETF TRUST | $4.37M | 3.5% |
| DIMENSIONAL ETF TRUST | $4.01M | 3.2% |
| First Trust Exchange-Traded Fund VIII | $3.53M | 2.8% |
| DIMENSIONAL ETF TRUST | $3.23M | 2.6% |
| DIMENSIONAL ETF TRUST | $3.19M | 2.5% |
| Bluerock Private Real Estate FundBPRE | $3.06M | 2.4% |
| DIMENSIONAL ETF TRUST | $2.74M | 2.2% |
| DIMENSIONAL ETF TRUST | $2.19M | 1.7% |
| DIMENSIONAL ETF TRUST | $1.91M | 1.5% |
| NVIDIA Corp | $1.73M | 1.4% |
| DIMENSIONAL ETF TRUST | $1.54M | 1.2% |
| MICROSOFT CORP | $1.51M | 1.2% |
| Veralto Corp | $1.48M | 1.2% |
| DIMENSIONAL ETF TRUST | $1.33M | 1.1% |
| EXXON MOBIL CORP | $1.31M | 1.0% |
| DIMENSIONAL ETF TRUST | $1.27M | 1.0% |
| Tesla Inc | $1.26M | 1.0% |
| DIMENSIONAL ETF TRUST | $1.18M | 0.9% |
| DIMENSIONAL ETF TRUST | $1.07M | 0.9% |
| FIRST TR EXCHANGE-TRADED FD | $1.01M | 0.8% |
| VANGUARD WHITEHALL FDS | $951.1K | 0.8% |
| AMERICAN CENTY ETF TR | $944.1K | 0.8% |
| Amazon.com Inc | $823.3K | 0.7% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $721.7K | 0.6% |
| First Trust Exchange-Traded Fund VIII | $714.1K | 0.6% |
| AMERICAN CENTY ETF TR | $676.8K | 0.5% |
| AMERICAN EXPRESS CO | $655.2K | 0.5% |
| Alphabet Inc. | $644.5K | 0.5% |
| Affiliated Managers Group Inc | $638.0K | 0.5% |
| CAPITAL ONE FINANCIAL CORP | $635.0K | 0.5% |
| BROOKFIELD CORP | $613.6K | 0.5% |
| Alphabet Inc. | $606.7K | 0.5% |
| AT&T INC. | $586.1K | 0.5% |
| Union Pacific Corp | $572.0K | 0.5% |
| Meta Platforms Inc | $533.4K | 0.4% |
| MASTEC INC | $498.2K | 0.4% |
| Broadcom Inc. | $479.7K | 0.4% |
| CHEVRON CORP | $451.3K | 0.4% |
| Merck & Co., Inc. | $438.9K | 0.4% |
| JPMORGAN CHASE & CO | $438.9K | 0.4% |
| Main Street Capital CORPMAIN | $427.0K | 0.3% |
| Primoris Services Corp | $411.5K | 0.3% |
| DIMENSIONAL ETF TRUST | $399.0K | 0.3% |
| Walmart Inc. | $392.3K | 0.3% |
| PROCTER & GAMBLE Co | $373.0K | 0.3% |