Filer Name: DODDS WEALTH, LLC
CIK: 1973728
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 60
Portfolio Value: $0.31B

Dodds Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VCIT US VANGUARD INT-TERM CORPORATE 571,631 $46M 14.76% 3.7% -
SPIB US SPDR PORT INT CORP BOND ETF 1,391,238 $46M 14.68% 4.0% -
IGIB US ISHARES 5-10Y INV GRADE CORP 746,576 $39M 12.38% 6.9% -
SCHV US SCHWAB US LARGE-CAP VALUE 1,278,176 $35M 11.12% -2.5% -
GOVT US ISHARES US TREASURY BOND ETF 1,006,500 $23M 7.27% 3.2% -
SCHB US SCHWAB US BROAD MARKET ETF 752,010 $18M 5.69% 9.7% -
VOO US VANGUARD S&P 500 ETF 29,537 $16M 5.30% 13.4% -
VUG US VANGUARD GROWTH ETF 28,806 $12M 3.93% -0.8% -
VXUS US VANGUARD TOTAL INTL STOCK 139,056 $8M 2.70% 14.4% -
SCHA US SCHWAB US SMALL-CAP ETF 243,378 $7M 2.10% 3.6% -
VYM US VANGUARD HIGH DVD YIELD ETF 47,964 $6M 2.04% -1.5% -
VNQ US VANGUARD REAL ESTATE ETF 63,309 $6M 1.83% -7.6% -
XLK US TECHNOLOGY SELECT SECT SPDR 23,299 $6M 1.81% 10.8% -
DFAI US DIMENSIONAL INTERNATIONAL CO 156,274 $5M 1.51% -11.3% -
DFAU US DIMENSIONAL US CORE EQUITY M 91,476 $4M 1.24% 0.3% -
AAPL US APPLE INC 13,830 $3M 1.00% -0.5% -
XLV US HEALTH CARE SELECT SECTOR 19,854 $3M 0.91% -3.8% -
USHY US ISHARES BROAD USD HIGH YIELD 67,749 $3M 0.81% 11.9% -
RSP US INVESCO S&P 500 EQUAL WEIGHT 11,827 $2M 0.69% 0.6% -
NVDA US NVIDIA CORP 14,282 $2M 0.68% - -
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