Stage Harbor Financial, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $27.84M | 16.1% |
| VANGUARD INDEX FDS | $24.51M | 14.2% |
| ISHARES TR | $15.96M | 9.2% |
| NEUBERGER BERMAN ETF TRUST | $7.31M | 4.2% |
| ISHARES TR | $7.09M | 4.1% |
| ISHARES TR | $6.71M | 3.9% |
| ISHARES TR | $6.62M | 3.8% |
| MORGAN STANLEY ETF TRUST | $6.31M | 3.6% |
| VANGUARD INDEX FDS | $6.24M | 3.6% |
| DIMENSIONAL ETF TRUST | $6.12M | 3.5% |
| VANGUARD MUN BD FDS | $5.71M | 3.3% |
| SCHWAB STRATEGIC TR | $5.56M | 3.2% |
| ISHARES TR | $5.38M | 3.1% |
| VANGUARD INDEX FDS | $4.02M | 2.3% |
| VANGUARD INDEX FDS | $3.56M | 2.1% |
| ISHARES TR | $3.11M | 1.8% |
| SCHWAB STRATEGIC TR | $2.15M | 1.2% |
| VANGUARD BD INDEX FDS | $1.99M | 1.2% |
| ISHARES TR | $1.50M | 0.9% |
| VANGUARD INDEX FDS | $1.47M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.40M | 0.8% |
| VANGUARD INDEX FDS | $1.32M | 0.8% |
| ISHARES TR | $1.28M | 0.7% |
| ISHARES TR | $1.17M | 0.7% |
| NVIDIA Corp | $1.05M | 0.6% |
| iShares MSCI UAE ETF | $960.0K | 0.6% |
| ISHARES TR | $921.1K | 0.5% |
| PIMCO ETF TR | $800.4K | 0.5% |
| DIMENSIONAL ETF TRUST | $770.0K | 0.4% |
| VANGUARD INDEX FDS | $766.9K | 0.4% |
| VANGUARD TAX-MANAGED FDS | $664.6K | 0.4% |
| INVESCO EXCHANGE TRADED FD T | $640.0K | 0.4% |
| Alphabet Inc. | $586.5K | 0.3% |
| Amazon.com Inc | $572.0K | 0.3% |
| MICROSOFT CORP | $570.7K | 0.3% |
| PIMCO ETF TR | $560.2K | 0.3% |
| PIMCO ETF TR | $535.9K | 0.3% |
| STATE STR SPDR S&P 500 ETF T | $522.0K | 0.3% |
| ISHARES TR | $516.8K | 0.3% |
| Apple Inc. | $504.4K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $438.8K | 0.3% |
| DIMENSIONAL ETF TRUST | $437.8K | 0.3% |
| VANGUARD WORLD FD | $431.2K | 0.2% |
| Tesla Inc | $422.3K | 0.2% |
| ISHARES INC | $407.2K | 0.2% |
| DIMENSIONAL ETF TRUST | $406.0K | 0.2% |
| Alphabet Inc. | $400.6K | 0.2% |
| Meta Platforms Inc | $398.2K | 0.2% |
| iShares MSCI UAE ETF | $390.1K | 0.2% |
| Visa Inc | $369.2K | 0.2% |