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CIK: 0001986156
Total reported value
$634.5M
$634.5M
93 檔
35.4%
According to the latest 13F quarterly dataset, Altiora Financial Group, LLC managed an equity portfolio of $634.5M at the end of Q4 2024, spanning 93 distinct U.S. exchange-listed positions.
During Q4 2024, Altiora Financial Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 22.80% | +1.68% | -2.67% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 8.23% | +0.43% | -0.07% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 7.95% | -0.68% | +6.23% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.43% | -0.08% | +102.90% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.51% | +1.19% | +8.22% | |
| 6 | SCHR | Schwab Intermediate-term US | ETF-Other | 3.38% | -0.01% | +87.79% | |
| 7 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 3.13% | -2.03% | +23.72% | |
| 8 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.91% | -0.40% | +102.89% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 2.82% | +0.17% | +12.22% | |
| 10 | DFUV | Dimensional US Marketwide Va | ETF-Other | 2.69% | +0.19% | -4.79% | |
| 11 | DUSB | Dimension Ultrashort Fi ETF | ETF-Other | 2.40% | -0.09% | +14.76% | |
| 12 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 2.27% | +0.23% | +3.78% | |
| 13 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-Other | 2.12% | -0.11% | -5.70% | |
| 14 | IAU | Ishares Gold Trust | ETF-Commodities | 1.77% | -0.17% | +4.82% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.73% | +0.32% | +0.23% | |
| 16 | CTA | Simplify Managed Futures St | ETF-Other | 1.71% | -1.08% | +131.47% | |
| 17 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 1.55% | +0.14% | — | |
| 18 | DFIV | Dimensional International Va | ETF-Other | 1.45% | -0.06% | — | |
| 19 | DUHP | Dimensional US High Profi Et | ETF-Other | 1.21% | -0.05% | +0.41% | |
| 20 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 1.08% | +0.08% | +3.97% | |
| 21 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.02% | -0.04% | +0.04% | |
| 22 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.97% | +0.22% | -3.49% | |
| 23 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | -0.03% | — | |
| 24 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.83% | -0.06% | -20.98% | |
| 25 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 0.81% | +0.16% | — | |
| 26 | DFIP | Dimensional Inflation-protec | ETF-Other | 0.72% | -0.03% | +13.36% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.67% | +0.25% | -5.40% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.02% | +7.80% | |
| 29 | BILL | Bill Holdings Inc | Stock-Tech | 0.64% | -0.01% | — | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.61% | +0.10% | -9.74% | |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.02% | +285.86% | |
| 32 | AAPL | Apple Inc | Stock-Tech | 0.58% | +0.03% | +64.69% | |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.49% | -0.14% | -6.92% | |
| 34 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.46% | +0.05% | +0.35% | |
| 35 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.43% | — | +0.48% | |
| 36 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.38% | +0.02% | — | |
| 37 | SCHJ | Schwab 1-5 Yr CORP Bnd ETF | ETF-Other | 0.37% | -0.01% | +100.00% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.03% | +41.25% | |
| 39 | DFIC | Dimensional International Co | ETF-Other | 0.31% | — | +0.99% | |
| 40 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.31% | +0.03% | — | |
| 41 | DFAI | Dimensional International Co | ETF-Other | 0.30% | +0.01% | +25.06% | |
| 42 | DIHP | Dimensional International Hi | ETF-Other | 0.29% | -0.04% | -0.48% | |
| 43 | SUB | Ishares Short-term National | ETF-Other | 0.26% | -0.13% | +2.32% | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.26% | -0.04% | +6.32% | |
| 45 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.24% | +0.02% | +29.26% | |
| 46 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.21% | +0.01% | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.21% | — | — | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.21% | -0.02% | -41.29% | |
| 49 | DISV | Dimensional International Sm | ETF-Other | 0.21% | — | -2.76% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.20% | -0.01% | — |
According to official SEC Form 13F filings, Altiora Financial Group, LLC reported a total U.S. public equity portfolio value of $634.5M across 93 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFSD) accounted for 35.4% of total reported equity market value during Q4 2024.
During Q4 2024, Altiora Financial Group, LLC's top holdings by market value included DFAC (22.8%)、DFAX (8.2%)、DFSD (8.0%). The largest single position, DFAC, represented 22.8% of total portfolio value.
In Q4 2024, Altiora Financial Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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