Filer Name: WEALTH MANAGEMENT STRATEGIES, INC.
CIK: 2057285
Period: 2024-12-31
Filed At: 2025-02-20
Number of Holdings: 36
Portfolio Value: $0.00B

Wealth Management Strategies, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VUG US VANGUARD GROWTH ETF 59,668 $0M 18.75% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 458,049 $0M 12.13% - -
VEA US VANGUARD FTSE DEVELOPED ETF 268,054 $0M 9.81% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 305,861 $0M 7.91% - -
IBTF US ISHARES IBONDS DEC 2025 TERM 352,231 $0M 6.29% - -
IBTG US ISHARES IBONDS DEC 2026 TERM 351,893 $0M 6.15% - -
IBTH US ISHARES IBONDS DEC 2027 TERM 351,174 $0M 5.97% - -
IBTI US ISHARES IBONDS DEC 2028 TERM 317,678 $0M 5.33% - -
VB US VANGUARD SMALL-CAP ETF 26,040 $0M 4.79% - -
VTV US VANGUARD VALUE ETF 35,122 $0M 4.55% - -
VWO US VANGUARD FTSE EMERGING MARKE 134,630 $0M 4.54% - -
AAPL US APPLE INC 19,297 $0M 3.70% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 7,633 $0M 1.69% - -
DFSU US DIMENSIONAL US SUS CORE1 ETF 37,012 $0M 1.07% - -
MSFT US MICROSOFT CORP 2,514 $0M 0.81% - -
LLY US ELI LILLY & CO 1,226 $0M 0.72% - -
VOO US VANGUARD S&P 500 ETF 1,628 $0M 0.67% - -
IBTJ US ISHARES IBONDS DEC 2029 TERM 27,845 $0M 0.45% - -
VIG US VANGUARD DIVIDEND APPREC ETF 3,002 $0M 0.45% - -
DFAT US DIMENSIONAL US TARGET VALUE 10,224 $0M 0.44% - -
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