Filer Name: ELEVATE WEALTH ADVISORY, INC
CIK: 2011651
Period: 2024-12-31
Filed At: 2025-02-11
Number of Holdings: 117
Portfolio Value: $0.13B

Elevate Wealth Advisory, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
ITOT US ISHARES CORE S&P TOTAL U.S. 108,733 $14M 10.43% 1.2% -
VGIT US VANGUARD INTERMEDIATE-TERM T 204,404 $12M 8.89% 1.1% -
BSV US VANGUARD SHORT-TERM BOND ETF 142,941 $11M 8.21% 1.1% -
DFIV US DIMENSIONAL INTERNATIONAL VA 248,077 $9M 6.51% 6.7% -
STIP US ISHARES 0-5 YEAR TIPS BOND E 76,203 $8M 5.67% 1.0% -
AVUV US AVANTIS US SMALL CAP VALUE 64,333 $6M 4.59% 0.7% -
AVDV US AVANTIS INTL S/C VALUE ETF 73,985 $5M 3.55% 3.4% -
IEMG US ISHARES CORE MSCI EMERGING 89,739 $5M 3.51% 3.7% -
EFV US ISHARES MSCI EAFE VALUE ETF 83,587 $4M 3.29% 1.2% -
IDEV US ISHARES CORE MSCI DEV MKTS 65,171 $4M 3.15% 3.6% -
DFAT US DIMENSIONAL US TARGET VALUE 64,340 $4M 2.69% 5.0% -
VNQ US VANGUARD REAL ESTATE ETF 40,046 $4M 2.64% -0.1% -
DFLV US DIM US LARGE CAP VALUE ETF 106,622 $3M 2.34% 5.9% -
DFUS US DIMENSIONAL US EQ MKT ETF 44,136 $3M 2.11% 1.6% -
AAPL US APPLE INC 8,720 $2M 1.64% 4.5% -
VTIP US VANGUARD SHORT-TERM TIPS 43,439 $2M 1.58% 1.2% -
DFAU US DIMENSIONAL US CORE EQUITY M 51,839 $2M 1.57% -1.3% -
DFNM US DIMENSIONAL NATIONAL MUNI BD 41,285 $2M 1.48% 1.9% -
DFAS US DIMENSIONAL US SMALL CAP ETF 29,261 $2M 1.43% -0.3% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 4,066 $2M 1.38% 24.3% -
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