Dodds Wealth, LLC
CIK 1973728 · Holdings on Sep 30, 2024 · First reported Oct 25, 2024
Top ten holdings
Q3 2024- VCIT15.16%
- SPIB14.85%
- IGIB12.31%
- SCHV11.69%
- GOVT7.48%
- SCHB5.08%
- VOO4.60%
- VUG3.75%
- VXUS2.58%
- VNQ2.14%
Share classes counted separately79.64%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPIBWeight decreased · -1.79 pp16.64% → 14.85%Shares +32.56K (+2.50%)
- VCITWeight decreased · -1.71 pp16.87% → 15.16%Shares +14.01K (+2.61%)
- IGIBWeight decreased · -1.29 pp13.60% → 12.31%Shares +22.52K (+3.33%)
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 | $45.47M | 15.16% | 551.45K shares | 16.87% → 15.16%-1.71 pp +14.01K (+2.61%) | Added | ↗▾ |
| 02 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $44.56M | 14.85% | 1.34M shares | 16.64% → 14.85%-1.79 pp +32.56K (+2.50%) | Added | ↗▾ |
| 03 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $36.93M | 12.31% | 698.18K shares | 13.60% → 12.31%-1.29 pp +22.52K (+3.33%) | Added | ↗▾ |
| 04 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $35.08M | 11.69% | 1.31M shares | 12.86% → 11.69%-1.17 pp +866.04K (+194.67%) | Added | ↗▾ |
| 05 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $22.44M | 7.48% | 975.38K shares | Prior unavailable +975.38K | New | ↗▾ |
| 06 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $15.23M | 5.08% | 685.43K shares | 5.45% → 5.08%-0.37 pp +467.34K (+214.29%) | Added | ↗▾ |
| 07 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $13.80M | 4.60% | 26.05K shares | 4.93% → 4.60%-0.33 pp +1.35K (+5.46%) | Added | ↗▾ |
| 08 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $11.25M | 3.75% | 29.05K shares | Prior unavailable +29.05K | New | ↗▾ |
| 09 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $7.75M | 2.58% | 121.53K shares | 2.79% → 2.58%-0.21 pp +5.18K (+4.45%) | Added | ↗▾ |
| 10 | VNQVANGUARD REAL ESTATE ETFREAL ESTATE ETF View history and evidence | $6.42M | 2.14% | 68.52K shares | 3.42% → 2.14%-1.28 pp -35.96K (-34.42%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1973728 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-10-25
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 299998616
}Research all 59 reported holdings.
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