Back to CarsonAllaria Wealth Management, Ltd.

CarsonAllaria Wealth Management, Ltd.

All holdings · as of Dec 31, 2025

67 positions

CompanyClassValueShares% of portfolio
Apple Inc.$3.37M12,4061.7%
SPDR INDEX SHS FDS$4.23M103,4782.1%
PIMCO ETF TR$4.90M97,1072.4%
ISHARES TR$4.98M53,0652.5%
SPDR SERIES TRUST$5.59M96,4722.8%
PIMCO ETF TR$6.01M62,6453.0%
ISHARES INC$6.09M90,5253.0%
PIMCO ETF TR$6.41M240,3003.2%
DIMENSIONAL ETF TRUST$6.61M141,8693.3%
PIMCO ETF TR$6.64M71,3183.3%
PIMCO ETF TR$6.98M154,0573.5%
DIMENSIONAL ETF TRUST$8.65M124,1514.3%
SPDR SERIES TRUST$11.13M122,3195.5%
iShares MSCI UAE ETF$12.77M154,8706.3%
DIMENSIONAL ETF TRUST$21.67M292,15910.8%
SPDR SERIES TRUST$23.15M407,45011.5%
SPDR SERIES TRUST$24.25M227,29412.0%
← PrevPage 2 of 2Next →