Dodds Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Meta Platforms Inc | $204.0K | 0.1% |
| PROCTER & GAMBLE Co | $205.1K | 0.1% |
| PAYCHEX INC | $216.2K | 0.1% |
| Palantir Technologies Inc | $223.6K | 0.1% |
| DIMENSIONAL ETF TRUST | $236.2K | 0.1% |
| COCA COLA CO | $261.5K | 0.1% |
| VANGUARD INDEX FDS | $264.2K | 0.1% |
| INVESCO EXCH TRADED FD TR II | $268.1K | 0.1% |
| ELI LILLY & Co | $291.4K | 0.1% |
| PIMCO CORPORATE & INCOME OPPORTUNITY FUNDPTY | $298.2K | 0.1% |
| Walt Disney Co | $303.6K | 0.1% |
| PEPSICO INC | $311.8K | 0.1% |
| Walmart Inc. | $334.2K | 0.1% |
| INVESCO EXCHANGE TRADED FD T | $343.9K | 0.1% |
| ISHARES TR | $350.8K | 0.1% |
| HCA Healthcare, Inc. | $373.5K | 0.1% |
| US BANCORP \DE | $408.6K | 0.1% |
| Marriott International Inc/MD | $429.8K | 0.1% |
| CBIZ, Inc. | $441.0K | 0.1% |
| JPMORGAN CHASE & CO | $453.4K | 0.1% |
| ISHARES TR | $560.5K | 0.1% |
| JOHNSON & JOHNSON | $628.8K | 0.2% |
| VANGUARD TAX-MANAGED FDS | $729.2K | 0.2% |
| Amazon.com Inc | $789.4K | 0.2% |
| ISHARES TR | $791.5K | 0.2% |
| INVESCO QQQ TR | $809.4K | 0.2% |
| MICROSOFT CORP | $892.0K | 0.2% |
| Alphabet Inc. | $930.0K | 0.2% |
| ISHARES TR | $1.06M | 0.3% |
| ISHARES TR | $1.06M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $1.07M | 0.3% |
| Welltower, Inc. | $1.12M | 0.3% |
| SELECT SECTOR SPDR TR | $1.14M | 0.3% |
| ISHARES TR | $1.31M | 0.3% |
| Warren E. Buffett | $1.74M | 0.4% |
| SPDR S&P 500 ETF TR | $1.81M | 0.4% |
| Alphabet Inc. | $1.88M | 0.5% |
| NVIDIA Corp | $2.05M | 0.5% |
| DIMENSIONAL ETF TRUST | $2.10M | 0.5% |
| INVESCO EXCHANGE TRADED FD T | $2.25M | 0.6% |
| Apple Inc. | $3.65M | 0.9% |
| VANGUARD WHITEHALL FDS | $3.84M | 0.9% |
| VANGUARD INDEX FDS | $4.31M | 1.1% |
| SELECT SECTOR SPDR TR | $5.40M | 1.3% |
| DIMENSIONAL ETF TRUST | $5.69M | 1.4% |
| DIMENSIONAL ETF TRUST | $6.08M | 1.5% |
| J P MORGAN EXCHANGE TRADED F | $6.64M | 1.6% |
| VANGUARD STAR FDS | $13.03M | 3.2% |
| VANGUARD INDEX FDS | $21.05M | 5.2% |
| SCHWAB STRATEGIC TR | $25.83M | 6.3% |