DiPaolo Financial Group, Inc.: 13F holdings
CIK 21114622026Q2
| Positions | 47 |
|---|
| Reported value | $153.1m |
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| Filed | 2026-07-09 |
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Change since last quarter
| Positions | 47 (+2 vs prior quarter) |
|---|
| Reported value | $153.1m (+11.4%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VUG VANGUARD INDEX FDS | 276,073 | $23.8m | 15.5% |
| VEA VANGUARD TAX-MANAGED FDS | 331,457 | $23.6m | 15.4% |
| VTV VANGUARD INDEX FDS | 90,605 | $19.7m | 12.9% |
| BNDX VANGUARD CHARLOTTE FDS | 278,303 | $13.5m | 8.8% |
| BSV VANGUARD BD INDEX FDS | 157,083 | $12.2m | 8.0% |
| VWO VANGUARD INTL EQUITY INDEX F | 133,754 | $8.0m | 5.2% |
| VMBS VANGUARD SCOTTSDALE FDS | 129,184 | $6.0m | 4.0% |
| DFCF DIMENSIONAL ETF TRUST | 139,188 | $5.9m | 3.8% |
| BLV VANGUARD BD INDEX FDS | 83,990 | $5.8m | 3.8% |
| DIMENSIONAL ETF TRUST | 64,953 | $5.3m | 3.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2111462")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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