Filer Name: VESTIA PERSONAL WEALTH ADVISORS
CIK: 2033299
Period: 2024-12-31
Filed At: 2025-01-27
Number of Holdings: 95
Portfolio Value: $0.12B

Vestia Personal Wealth Advisors Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAT US DIMENSIONAL US TARGET VALUE 197,779 $11M 9.06% -1.1% -
DFIC US DIMENSIONAL INTERNATIONAL CO 409,573 $11M 8.71% 26.4% -
DFAC US DIMENSIONAL US CORE EQUITY 2 279,584 $10M 7.96% 10.8% -
DFIV US DIMENSIONAL INTERNATIONAL VA 271,910 $10M 7.94% 11.8% -
DFUV US DIMENSIONAL US MARKETWIDE VA 194,219 $8M 6.54% 7.2% -
DFNM US DIMENSIONAL NATIONAL MUNI BD 115,991 $6M 4.56% 86.5% -
DFAS US DIMENSIONAL US SMALL CAP ETF 69,879 $5M 3.74% 3.4% -
DFUS US DIMENSIONAL US EQ MKT ETF 66,133 $4M 3.47% 0.7% -
VOO US VANGUARD S&P 500 ETF 7,330 $4M 3.25% 13.3% -
DFSV US DIMENSIONAL US SMALL CAP VAL 114,814 $4M 2.91% 17.4% -
DFEM US DIMENSIONAL EMERGING MARKETS 126,145 $3M 2.72% 20.2% -
AAPL US APPLE INC 8,972 $2M 1.85% 4.4% -
DFEV US DIMENSIONAL EMERGING MARKETS 70,721 $2M 1.53% 29.6% -
DFCF US DIMENSIONAL CORE FIXED INC 45,063 $2M 1.53% 19.7% -
BUFF US INNOVATOR LADDERED ALLOCATIO 38,369 $2M 1.42% -3.6% -
DISV US DIMENSIONAL INTERNATIONAL SM 57,513 $2M 1.26% 33.8% -
XDSQ US INNOVATOR US EQY ACCL-QUART 40,484 $1M 1.21% -10.8% -
DFAU US DIMENSIONAL US CORE EQUITY M 35,748 $1M 1.19% -0.3% -
DFAR US DIMENSIONAL US REAL EST ETF 52,630 $1M 1.01% 6.9% -
DFGR US DIM GLOBAL REAL ESTATE ETF 44,617 $1M 0.94% 23.9% -
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