VSM Wealth Advisory, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD LARGE CAP ETF | $52.04M | 15.6% |
| VANGUARD SHORT TERM COR BD ETF | $20.69M | 6.2% |
| VANGUARD MEGA CAP ETF | $17.47M | 5.2% |
| VANGUARD TOTAL STOCK MARKET ETF | $15.83M | 4.8% |
| VANGUARD HIGH DIVIDEND YIELD ETF | $14.53M | 4.4% |
| VANGUARD SMALL CAP ETF | $13.90M | 4.2% |
| VANGUARD MID CAP ETF | $11.95M | 3.6% |
| SCHWAB US BROAD MARKET ETF | $11.82M | 3.5% |
| VANGUARD FTSE ALL WORLD EX US ETF | $11.38M | 3.4% |
| VANGUARD GROWTH ETF | $11.00M | 3.3% |
| VANGUARD VALUE ETF | $10.51M | 3.2% |
| DIMENSIONAL US CORE EQUITY MARKT ETF | $10.03M | 3.0% |
| SCHWAB US LARGE CAP ETF | $9.02M | 2.7% |
| DIMENSIONAL US EQUITY MARKET ETF | $8.84M | 2.7% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $8.53M | 2.6% |
| DIMENSIONAL U S CORE EQUITY 2 ETF | $8.35M | 2.5% |
| VANGUARD EXTENDED MARKETETF | $8.06M | 2.4% |
| PIMCO ENHANCED SHRT MATURTY ACTV ETF | $4.48M | 1.3% |
| VANGUARD S&P 500 ETF | $4.23M | 1.3% |
| SCHWAB US AGGREGATE BONDETF | $4.10M | 1.2% |
| VANGUARD FTSE EMERGING MARKETS ETF | $3.44M | 1.0% |
| MICROSOFT CORP | $3.11M | 0.9% |
| PROCTER & GAMBLE Co | $3.03M | 0.9% |
| Apple Inc. | $2.98M | 0.9% |
| EXXON MOBIL CORP | $2.87M | 0.9% |
| VANGUARD MUNI BND TAX EXEMPT ETF | $2.82M | 0.8% |
| SCHWAB US SMALL CAP ETF | $1.87M | 0.6% |
| CHARLES SCHWAB US MC ETF | $1.73M | 0.5% |
| VANGUARD MEGA CAP VALUE ETF | $1.66M | 0.5% |
| DIMENSIONAL U S SMALL CAP ETF | $1.62M | 0.5% |
| Warren E. Buffett | $1.53M | 0.5% |
| PIMCO ACTIVE BOND ETF | $1.50M | 0.5% |
| VANGUARD SMALL CAP VALUEETF | $1.25M | 0.4% |
| VANGUARD MEGA CAP GROWTHETF | $1.21M | 0.4% |
| VANGUARD INFORMATION TECHNOLOGY ETF | $1.15M | 0.3% |
| SPDR S&P 500 ETF | $1.12M | 0.3% |
| Constellation Energy Corp | $953.2K | 0.3% |
| JOHNSON & JOHNSON | $933.0K | 0.3% |
| ELI LILLY & Co | $901.9K | 0.3% |
| ISHARES CORE S&P 500 ETF | $898.6K | 0.3% |
| HOME DEPOT, INC. | $869.8K | 0.3% |
| JPMORGAN CHASE & CO | $855.5K | 0.3% |
| DIMENSIONAL INTERN CORE EQT MKT ETF | $840.3K | 0.3% |
| SCHWAB US LARGE CAP GROWTH ETF | $830.0K | 0.2% |
| INTERNATIONAL BUSINESS MACHINES CORP | $794.2K | 0.2% |
| SPDR GOLD SHARES ETF | $686.4K | 0.2% |
| VAN SHT TX EXPT BND | $672.4K | 0.2% |
| VANGUARD REAL ESTATE ETF | $664.6K | 0.2% |
| VANGUARD MID CAP VALUE ETF | $595.5K | 0.2% |
| VANGUARD DIVIDEND APPRECIATION ETF | $595.3K | 0.2% |