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Altiora Financial Group, LLC

All holdings · as of Dec 31, 2025

97 positions

CompanyClassValueShares% of portfolio
VANGUARD WORLD FD$1.05M5,6500.2%
BILL Holdings Inc$1.04M19,0000.2%
ELI LILLY & Co$970.4K9030.2%
Alphabet Inc.$951.2K3,0390.2%
DIMENSIONAL ETF TRUST$858.0K25,9380.1%
BANK OF AMERICA CORP /DE$825.5K15,0100.1%
DIMENSIONAL ETF TRUST$765.1K22,6760.1%
ISHARES TR$757.4K7,0710.1%
COSTCO WHOLESALE CORP /NEW$754.5K8750.1%
VANGUARD INDEX FDS$676.2K3,5400.1%
CHEVRON CORP$626.7K4,1120.1%
SPDR GOLD TR$618.2K1,5600.1%
VANGUARD INTL EQUITY INDEX F$537.2K3,7480.1%
DIMENSIONAL ETF TRUST$532.5K16,3490.1%
SCHWAB STRATEGIC TR$515.2K20,0000.1%
ISHARES BITCOIN TRUST ETF$505.9K10,1900.1%
SPDR SERIES TRUST$505.9K16,7510.1%
GLOBAL X FDS$487.3K8,0500.1%
AMERICAN CENTY ETF TR$484.4K6,8000.1%
ISHARES TR$480.0K7,9900.1%
SPDR S&P 500 ETF TR$468.9K6880.1%
VANGUARD INDEX FDS$413.5K1,6030.1%
ISHARES TR$394.2K3,4660.1%
DIMENSIONAL ETF TRUST$389.9K9,1000.1%
ISHARES TR$374.1K9670.1%
AMERICAN CENTY ETF TR$370.5K4,8900.1%
JOHNSON & JOHNSON$370.1K1,7880.1%
VANGUARD SCOTTSDALE FDS$370.1K4,6410.1%
PROCTER & GAMBLE Co$367.3K2,5630.1%
VANGUARD INDEX FDS$346.3K1,1000.1%
UNITEDHEALTH GROUP INC$342.7K1,0380.1%
INTERNATIONAL BUSINESS MACHINES CORP$305.7K1,0320.1%
VANGUARD INDEX FDS$305.2K1,4410.1%
BARRICK MNG CORP$300.5K6,9000.1%
Meta Platforms Inc$290.4K4400.1%
Walmart Inc.$270.8K2,4310.0%
JPMORGAN CHASE & CO$269.1K8350.0%
Newmont Corp$264.3K2,6470.0%
VANGUARD INTL EQUITY INDEX F$250.8K3,4100.0%
NVIDIA Corp$249.5K1,3380.0%
ISHARES TR$231.0K4,9640.0%
CATERPILLAR INC$229.1K4000.0%
AGNICO EAGLE MINES LTD$222.3K1,3110.0%
CINTAS CORP$221.5K1,1780.0%
Netflix Inc$220.3K2,3500.0%
VANGUARD SPECIALIZED FUNDS$212.1K9650.0%
DIMENSIONAL ETF TRUST$209.7K6,3760.0%
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