DiPaolo Financial Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ISHARES TR | $205.5K | 0.2% |
| Meta Platforms Inc | $209.1K | 0.2% |
| VANGUARD WHITEHALL FDS | $209.6K | 0.2% |
| HOME DEPOT, INC. | $214.0K | 0.2% |
| ELI LILLY & Co | $268.5K | 0.3% |
| DIMENSIONAL ETF TRUST | $283.5K | 0.3% |
| VANGUARD SCOTTSDALE FDS | $287.6K | 0.3% |
| TRAVELERS COMPANIES, INC. | $292.4K | 0.3% |
| BALL Corp | $390.4K | 0.4% |
| Warren E. Buffett | $445.3K | 0.5% |
| NEXTERA ENERGY INC | $521.0K | 0.6% |
| MICROSOFT CORP | $548.7K | 0.6% |
| VANGUARD WHITEHALL FDS | $684.9K | 0.7% |
| VANGUARD WORLD FD | $828.6K | 0.9% |
| VANGUARD STAR FDS | $910.7K | 1.0% |
| Apple Inc. | $916.3K | 1.0% |
| ISHARES BITCOIN TRUST ETF | $932.1K | 1.0% |
| Tesla Inc | $1.02M | 1.1% |
| SPDR GOLD TR | $1.20M | 1.3% |
| INVESCO QQQ TR | $1.27M | 1.3% |
| VANGUARD BD INDEX FDS | $1.51M | 1.6% |
| VANGUARD INDEX FDS | $2.26M | 2.4% |
| VANGUARD INDEX FDS | $2.93M | 3.1% |
| DIMENSIONAL ETF TRUST | $3.70M | 3.9% |
| VANGUARD BD INDEX FDS | $4.27M | 4.5% |
| VANGUARD SCOTTSDALE FDS | $4.51M | 4.8% |
| VANGUARD INTL EQUITY INDEX F | $5.90M | 6.3% |
| VANGUARD BD INDEX FDS | $8.90M | 9.5% |
| VANGUARD INDEX FDS | $13.95M | 14.9% |
| VANGUARD INDEX FDS | $16.90M | 18.0% |
| VANGUARD TAX-MANAGED FDS | $17.48M | 18.6% |