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CIK: 0002030780
Total reported value
$6.0B
$6.0B
469 檔
2.5%
At the close of Q3 2024, Diversify Wealth Management, LLC disclosed equity holdings valued at approximately $6.0B, spread across 469 reported holdings.
During Q3 2024, Diversify Wealth Management, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 469 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 4.81% | -0.03% | +3.16% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.17% | -0.62% | +4.22% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.37% | +0.07% | +17.39% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.33% | +0.17% | +17.66% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 1.93% | -0.85% | +68.98% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.80% | -0.12% | +4.70% | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 1.70% | -0.01% | +3.08% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.69% | -0.01% | -54.98% | |
| 9 | BKMC | Bny Mellon US M/c Core ETF | ETF-Other | 1.50% | — | +3.39% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.54% | +20.92% | |
| 11 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.38% | +0.15% | +15.28% | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.37% | -0.39% | +2458.52% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | -0.08% | +31.34% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.35% | -0.26% | +7.63% | |
| 15 | SCHO | Schwab Short-term US Treas | ETF-Other | 1.29% | -0.22% | +2410.78% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 1.16% | — | -1.16% | |
| 17 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | -0.02% | +8.21% | |
| 18 | PKG | Packaging CORP Of America | Stock-Consumer Disc | 1.01% | +0.01% | — | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.97% | +0.11% | +93.48% | |
| 20 | CGCP | Cap Group Core Plus Income | ETF-Other | 0.95% | -0.09% | — | |
| 21 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.88% | -0.02% | +2.67% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.86% | — | +18.43% | |
| 23 | DFAR | Dimensional US Real Est ETF | ETF-Other | 0.81% | — | -0.49% | |
| 24 | XHLF | Bondbloxx Bbg 6 Mth US Treas | ETF-Other | 0.79% | +0.13% | +202.62% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.79% | — | +6.13% | |
| 26 | HQY | Healthequity Inc | Stock-Healthcare | 0.78% | +0.02% | -2.64% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.78% | +0.01% | +6.64% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.78% | — | +15.97% | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.76% | -0.01% | +2.43% | |
| 30 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.75% | -0.01% | +15.99% | |
| 31 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.72% | +0.02% | +3939.89% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.71% | -0.15% | +186.99% | |
| 33 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.69% | — | +989.00% | |
| 34 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.68% | -0.01% | -3.85% | |
| 35 | IHDG | Wisdomtree International Hed | ETF-Other | 0.63% | -0.01% | +8.36% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.62% | +0.01% | — | |
| 37 | ORCL | Oracle CORP | Stock-Tech | 0.61% | -0.15% | +31.45% | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.57% | +0.04% | -21.66% | |
| 39 | NOW | Servicenow Inc | Stock-Tech | 0.57% | +0.08% | -4.53% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.57% | +0.11% | +93.13% | |
| 41 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.51% | +0.04% | +16.97% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.51% | -0.05% | +0.66% | |
| 43 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.30% | -3.98% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.50% | — | +236.46% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.50% | -0.06% | +1.52% | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.49% | — | -14.76% | |
| 47 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.49% | — | +9.68% | |
| 48 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.08% | +1.11% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | -0.04% | -1.36% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.48% | +0.01% | -8.40% |
According to official SEC Form 13F filings, Diversify Wealth Management, LLC reported a total U.S. public equity portfolio value of $6.0B across 469 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including DFAU, SPY, SPYG) accounted for 2.5% of total reported equity market value during Q3 2024.
During Q3 2024, Diversify Wealth Management, LLC's top holdings by market value included DFAU (4.8%)、SPY (3.2%)、SPYG (2.4%). The largest single position, DFAU, represented 4.8% of total portfolio value.
In Q3 2024, Diversify Wealth Management, 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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