Dodds Wealth, LLC
CIK 1973728 · Holdings on Jun 30, 2024 · First reported Jul 25, 2024
Top ten holdings
Q2 2024- VCIT16.87%
- SPIB16.64%
- IGIB13.60%
- SCHV12.86%
- SCHB5.45%
- VOO4.93%
- VNQ3.42%
- VXUS2.79%
- VYM2.42%
- SCHA2.10%
Share classes counted separately81.08%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHVWeight decreased · -1.16 pp14.02% → 12.86%Shares -9.04K (-1.99%)
- SCHBWeight increased · +0.87 pp4.58% → 5.45%Shares +33.50K (+18.15%)
- VOOWeight increased · +0.50 pp4.43% → 4.93%Shares +2.05K (+9.06%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
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 | $43.20M | 16.87% | 537.44K shares | 17.02% → 16.87%-0.15 pp +17.35K (+3.34%) | Added | ↗▾ |
| 02 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $42.63M | 16.64% | 1.30M shares | 16.86% → 16.64%-0.22 pp +36.62K (+2.89%) | Added | ↗▾ |
| 03 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $34.83M | 13.60% | 675.65K shares | 13.81% → 13.60%-0.21 pp +17.49K (+2.66%) | Added | ↗▾ |
| 04 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $32.94M | 12.86% | 444.89K shares | 14.02% → 12.86%-1.16 pp -9.04K (-1.99%) | Reduced | ↗▾ |
| 05 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $13.96M | 5.45% | 218.09K shares | 4.58% → 5.45%+0.87 pp +33.50K (+18.15%) | Added | ↗▾ |
| 06 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $12.62M | 4.93% | 24.70K shares | 4.43% → 4.93%+0.50 pp +2.05K (+9.06%) | Added | ↗▾ |
| 07 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $8.75M | 3.42% | 104.48K shares | 3.69% → 3.42%-0.27 pp -590 (-0.56%) | Reduced | ↗▾ |
| 08 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $7.14M | 2.79% | 116.35K shares | 2.54% → 2.79%+0.25 pp +12.83K (+12.39%) | Added | ↗▾ |
| 09 | VYMVANGUARD HIGH DVD YIELD ETFHIGH DIV YLD View history and evidence | $6.19M | 2.42% | 52.12K shares | 2.62% → 2.42%-0.20 pp -1.10K (-2.07%) | Reduced | ↗▾ |
| 10 | SCHASCHWAB US SMALL-CAP ETFUS SML CAP ETF View history and evidence | $5.39M | 2.10% | 114.71K shares | 2.20% → 2.10%-0.10 pp +4.63K (+4.20%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPSB SS SPDR P ST C CORP ETF | Non-derivative | -8,778 | -$261.32K | SEC filing ↗ | SEC filing ↗ |
| STIP ISHARES 0-5 YEAR TIPS BOND E | Non-derivative | -2,157 | -$214.46K | SEC filing ↗ | SEC filing ↗ |
| IJR ISHARES CORE S&P SMALL-CAP E | Non-derivative | -1,850 | -$204.41K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1973728 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 256158617
}Research all 56 reported holdings.
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