Curio Wealth, LLC
All holdings · as of Jun 30, 2026
| Company | Value | % of portfolio |
|---|---|---|
| DFA US CORE EQUITY MARKET ETF | $57.28M | 17.8% |
| DFA GLOBAL CORE FIXED INCOME ETF | $50.68M | 15.7% |
| DFA S/T FIXED INCOME ETF | $49.34M | 15.3% |
| DFA INT CORE EQUITY ETF | $18.94M | 5.9% |
| AVANTIS INTL CORE EQUITY ETF | $14.62M | 4.5% |
| DFA US SMALL CAP ETF | $10.73M | 3.3% |
| AVANTIS EMERGING MKT EQ ETF | $10.52M | 3.3% |
| DIMENSIONAL US LRGE CP VCTR ETF | $10.47M | 3.2% |
| AVANTIS US EQUITY ETF | $8.67M | 2.7% |
| DFA US REAL ESTATE ETF | $7.85M | 2.4% |
| DFA EMERGING MARKETS ETF | $6.85M | 2.1% |
| AVANTIS INTL SMALL VALUE ETF | $6.54M | 2.0% |
| AVANTIS US SMALL CAP VALUE ETF | $4.90M | 1.5% |
| DFA US CORE EQUITY 2 ETF | $4.79M | 1.5% |
| DFA US TARGETED VALUE ETF | $3.87M | 1.2% |
| DFA US EQUITY ETF | $3.28M | 1.0% |
| DFA CORE FIXED INCOME ETF | $2.88M | 0.9% |
| Alphabet Inc. | $2.43M | 0.8% |
| DFA TAX-MGD US MKT-WIDE VAL II ETF | $2.31M | 0.7% |
| ISHARES TECH-SOFTWARE ETF | $2.18M | 0.7% |
| VANGUARD MIDCAP ETF | $2.01M | 0.6% |
| AVANTIS ALL EQUITY MKTS ETF | $1.95M | 0.6% |
| Apple Inc. | $1.81M | 0.6% |
| SPDR S&P 500 ETF | $1.73M | 0.5% |
| DFA INTL SMALL CAP VALUE ETF | $1.52M | 0.5% |
| DIMENSIONAL ULTRASHORT FXD INC ETF | $1.42M | 0.4% |
| VG S/T CORP BOND ETF | $1.34M | 0.4% |
| DFA US LARGE CAP VALUE ETF | $1.28M | 0.4% |
| DFA WORLD EX-US EQUITY ETF | $1.27M | 0.4% |
| DFA US SMALL CAP VAL ETF | $1.26M | 0.4% |
| AVANTIS US SMALL CAP ETF | $1.16M | 0.4% |
| VANGUARD REIT ETF | $1.15M | 0.4% |
| SCHWAB US LARGE CAP ETF | $1.14M | 0.4% |
| DIMNSNL GLBL SUSTN FIXED INCM ETF | $1.10M | 0.3% |
| ROYAL BANK OF CANADA | $1.09M | 0.3% |
| DFA TAX-MGD INT'L VALUE ETF | $1.04M | 0.3% |
| ISHARES RUSSELL MIDCAP ETF | $939.8K | 0.3% |
| VANGUARD ESG US STK ETF | $898.8K | 0.3% |
| Palantir Technologies Inc | $888.8K | 0.3% |
| MICROSOFT CORP | $860.9K | 0.3% |
| TJX Cos Inc/The | $855.5K | 0.3% |
| VANGUARD STOCK MARKET ETF | $813.6K | 0.3% |
| CISCO SYSTEMS, INC. | $800.3K | 0.2% |
| LOCKHEED MARTIN CORP | $782.9K | 0.2% |
| ADVANCED MICRO DEVICES INC | $769.1K | 0.2% |
| VANGUARD ESG US CORP BD ETF | $691.4K | 0.2% |
| Netflix Inc | $643.1K | 0.2% |
| VG TOTAL INTL BOND INDEX ETF | $629.7K | 0.2% |
| Meta Platforms Inc | $605.5K | 0.2% |
| SPDR GOLD ETF | $596.4K | 0.2% |