Vestia Personal Wealth Advisors
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL INTERNATIONAL VALUE ETF | $18.14M | 9.2% |
| DIMENSIONAL U.S. CORE EQUITY 2 ETF | $18.05M | 9.2% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | $17.44M | 8.9% |
| DIMENSIONAL U.S. TARGETED VALUE ETF | $12.01M | 6.1% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | $11.96M | 6.1% |
| DIMENSIONAL US SMALL CAP VALUE ETF | $9.94M | 5.1% |
| DIMENSIONAL U.S. SMALL CAP ETF | $8.28M | 4.2% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | $6.63M | 3.4% |
| VANGUARD S&P 500 ETF | $6.63M | 3.4% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $5.94M | 3.0% |
| DIMENSIONAL EMERGING MARKETS VALUE ETF | $5.07M | 2.6% |
| DIMENSIONAL U.S. EQUITY MARKET ETF | $4.92M | 2.5% |
| DIMENSIONAL CORE FIXED INCOME ETF | $4.39M | 2.2% |
| DIMENSIONAL US LARGE CAP VALUE ETF | $4.33M | 2.2% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $3.57M | 1.8% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | $3.33M | 1.7% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | $3.04M | 1.5% |
| DIMENSIONAL ULTRASHORT FIXED INCOME ETF | $2.76M | 1.4% |
| Apple Inc. | $2.50M | 1.3% |
| DIMENSIONAL WORLD EQUITY ETF | $2.04M | 1.0% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | $1.92M | 1.0% |
| DIMENSIONAL INTERNATIONAL SMALL CAP ETF | $1.87M | 1.0% |
| DIMENSIONAL US REAL ESTATE ETF | $1.79M | 0.9% |
| INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF | $1.70M | 0.9% |
| NVIDIA Corp | $1.58M | 0.8% |
| INNOVATOR US EQUITY ACCELERATED ETF | $1.55M | 0.8% |
| DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $1.38M | 0.7% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | $1.33M | 0.7% |
| MICROSOFT CORP | $1.29M | 0.7% |
| Alphabet Inc. | $1.27M | 0.6% |
| FIDELITY ENHANCED LARGE CAP VALUE ETF | $1.22M | 0.6% |
| Amazon.com Inc | $1.17M | 0.6% |
| SPDR S&P 500 ETF TRUST | $1.03M | 0.5% |
| DIMENSIONAL US CORE EQUITY 1 ETF | $837.8K | 0.4% |
| Tesla Inc | $833.3K | 0.4% |
| INNOVATOR U.S. EQUITY ACCELERATED 9 BUFFER ETF - APRIL | $775.1K | 0.4% |
| ELI LILLY & Co | $770.3K | 0.4% |
| VANECK URANIUM AND NUCLEAR ETF | $702.6K | 0.4% |
| CATERPILLAR INC | $694.6K | 0.4% |
| Broadcom Inc. | $676.7K | 0.3% |
| VANGUARD TOTAL STOCK MARKET ETF | $673.3K | 0.3% |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $671.8K | 0.3% |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | $660.8K | 0.3% |
| STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $653.5K | 0.3% |
| ISHARES CORE S&P 500 ETF | $626.9K | 0.3% |
| JOHNSON & JOHNSON | $610.8K | 0.3% |
| SPDR S&P INTERNATIONAL SMALL CAP ETF | $594.7K | 0.3% |
| DIMENSIONAL US VECTOR EQUITY ETF | $551.7K | 0.3% |
| VANGUARD SMALL-CAP ETF | $517.5K | 0.3% |
| STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $508.6K | 0.3% |