Financially in Tune, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 27, 2026, for the 2025 Q4 period, Financially in Tune, LLC held in its portfolio 70 assets valued at $107,143,671 (i.e. $107.14M).
The most valuable assets in the portfolio included: DIMENSIONAL ETF TRUST ($20.84M), J P MORGAN EXCHANGE TRADED F ($9.46M), and VANGUARD WHITEHALL FDS ($8.05M).
The chart below shows the top 10 valuable assets, and the table below shows the top 70 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Financially in Tune, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 417530 | 20834739 | INTERNATNAL VAL |
| J P MORGAN EXCHANGE TRADED F | 199702 | 9455900 | CORE PLUS BD ETF |
| VANGUARD WHITEHALL FDS | 56086 | 8049434 | HIGH DIV YLD |
| J P MORGAN EXCHANGE TRADED F | 123954 | 7095110 | EQUITY PREMIUM |
| J P MORGAN EXCHANGE TRADED F | 39156 | 4853261 | JPMORGAN DIVER |
| DIMENSIONAL ETF TRUST | 134302 | 4531358 | EMERGING MKTS VA |
| ISHARES TR | 23034 | 3209673 | ESG OPTIMIZED |
| WISDOMTREE TR | 62942 | 3167227 | FLOATNG RAT TREA |
| DIMENSIONAL ETF TRUST | 61405 | 2333373 | INTL SMALL CAP V |
| VANGUARD INTL EQUITY INDEX F | 30262 | 2226108 | ALLWRLD EX US |
| VANGUARD SPECIALIZED FUNDS | 9807 | 2155398 | DIV APP ETF |
| INVESCO EXCH TRD SLF IDX FD | 98377 | 2026566 | INVSCO BLSH 28 |
| VANGUARD INDEX FDS | 9161 | 1940208 | SM CP VAL ETF |
| ISHARES TR | 28989 | 1913274 | CORE S&P MCP ETF |
| APPLE INC | 6194 | 1683901 | COM |
| COHEN & STEERS ETF TRUST | 61930 | 1580091 | REAL ESTATE ACTI |
| T ROWE PRICE ETF INC | 28092 | 1444047 | FLOATING RATE |
| SCHWAB STRATEGIC TR | 47914 | 1440767 | US MID-CAP ETF |
| DIMENSIONAL ETF TRUST | 43494 | 1430534 | US SMALL CAP VAL |
| BERKSHIRE HATHAWAY INC DEL | 2715 | 1364695 | CL B NEW |
| ISHARES TR | 1863 | 1276307 | CORE S&P500 ETF |
| VANGUARD INTL EQUITY INDEX F | 23740 | 1276271 | FTSE EMR MKT ETF |
| J P MORGAN EXCHANGE TRADED F | 18401 | 1253856 | DIV RTN INT EQ |
| ISHARES TR | 3090 | 1153930 | RUS 1000 ETF |
| JOHN HANCOCK EXCHANGE TRADED | 27785 | 1153911 | MULTI INTL ETF |
| MICROSOFT CORP | 2316 | 1119919 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 13120 | 1047632 | MLTFCTR LRG CAP |
| S&P GLOBAL INC | 1901 | 993685 | COM |
| DIMENSIONAL ETF TRUST | 26299 | 899702 | US LARGE CAP VAL |
| SPDR INDEX SHS FDS | 23711 | 851699 | MSCI ACWI EXUS |
| ISHARES TR | 5860 | 557227 | ESG AW MSCI EAFE |
| INTERNATIONAL BUSINESS MACHS | 1795 | 531697 | COM |
| INVESCO EXCH TRD SLF IDX FD | 26712 | 527295 | BULSHS 2027 CB |
| VANGUARD WHITEHALL FDS | 5735 | 516150 | INTL HIGH ETF |
| FRANKLIN LTD DURATION INCOME | 82895 | 509804 | COM |
| AMAZON COM INC | 2188 | 505034 | COM |
| VANGUARD INDEX FDS | 1476 | 494757 | TOTAL STK MKT |
| HOME DEPOT INC | 1353 | 465623 | COM |
| FIRST TR EXCHANGE-TRADED FD | 9858 | 445033 | SHS |
| ISHARES TR | 5760 | 432922 | ESG EAFE ETF |
| ALPHABET INC | 1282 | 402292 | CAP STK CL C |
| VANGUARD INDEX FDS | 603 | 378159 | S&P 500 ETF SHS |
| J P MORGAN EXCHANGE TRADED F | 6243 | 362842 | NASDAQ EQT PREM |
| VANGUARD INDEX FDS | 1216 | 352908 | MID CAP ETF |
| SPDR S&P 500 ETF TR | 512 | 349143 | TR UNIT |
| INVESCO EXCH TRD SLF IDX FD | 18093 | 340782 | BULETSHS 2029 |
| ISHARES TR | 5795 | 333676 | ESG MSCI USA ETF |
| ISHARES TR | 7070 | 325079 | ESG AWARE MSCI |
| ORACLE CORP | 1652 | 321991 | COM |
| VANGUARD SCOTTSDALE FDS | 3753 | 314272 | INT-TERM CORP |
| JPMORGAN CHASE & CO. | 954 | 307398 | COM |
| JOHN HANCOCK EXCHANGE TRADED | 7059 | 296407 | MULTIFACTR SML |
| ISHARES TR | 4358 | 292553 | MSCI ACWI EX US |
| ISHARES TR | 5597 | 284663 | FLTG RATE NT ETF |
| JOHN HANCOCK EXCHANGE TRADED | 8460 | 278334 | MULTFCTR EMRNG |
| JOHN HANCOCK EXCHANGE TRADED | 4198 | 274885 | MULTIFACTOR MI |
| ALPHABET INC | 867 | 271371 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX F | 1832 | 262581 | FTSE SMCAP ETF |
| ISHARES INC | 3904 | 262427 | CORE MSCI EMKT |
| PIMCO CALIF MUN INCOME FD | 29980 | 261725 | COM |
| VANGUARD INDEX FDS | 506 | 246823 | GROWTH ETF |
| RTX CORPORATION | 1326 | 243188 | COM |
| MERCK & CO INC | 2271 | 239045 | COM |
| ALLIANCEBERNSTEIN NATL MUN I | 21600 | 233712 | COM |
| J P MORGAN EXCHANGE TRADED F | 4472 | 233617 | INTL HDGD EQT LA |
| ISHARES TR | 1550 | 230919 | ESG AWR MSCI USA |
| RIVERNORTH FLEXIBLE MUNI INC | 17210 | 217879 | COM |
| ISHARES TR | 4580 | 213115 | EGSADVNCDMSCI EM |
| NYLI MACKAY DEFINEDTERM MUNI | 10415 | 154871 | COM |
| FS CREDIT OPPORTUNITIES CORP | 17285 | 108896 | COMMON STOCK |
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