Dodds Wealth, LLC
CIK 1973728 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- VCIT18.23%
- SCHV15.43%
- IGIB15.18%
- SPIB8.56%
- VOO4.47%
- SCHB4.28%
- VNQ4.12%
- VYM2.83%
- VXUS2.42%
- DFAI2.37%
Share classes counted separately77.89%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $35.56M | 18.23% | 437.52K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $30.10M | 15.43% | 429.40K shares | Prior unavailable — | — | ↗▾ |
| 03 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $29.61M | 15.18% | 569.44K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $16.69M | 8.56% | 508.52K shares | Prior unavailable — | — | ↗▾ |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $8.72M | 4.47% | 19.97K shares | Prior unavailable — | — | ↗▾ |
| 06 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $8.36M | 4.28% | 150.15K shares | Prior unavailable — | — | ↗▾ |
| 07 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $8.04M | 4.12% | 90.97K shares | Prior unavailable — | — | ↗▾ |
| 08 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $5.52M | 2.83% | 49.41K shares | Prior unavailable — | — | ↗▾ |
| 09 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $4.71M | 2.42% | 81.32K shares | Prior unavailable — | — | ↗▾ |
| 10 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $4.62M | 2.37% | 161.47K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1973728 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 195106204
}Research all 55 reported holdings.
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