Dodds Wealth, LLC
CIK 1973728 · Holdings on Sep 30, 2025 · First reported Nov 12, 2025
Top ten holdings
Q3 2025- VCIT13.31%
- SPIB13.06%
- GOVT12.90%
- VUG12.47%
- IGIB11.05%
- SCHV7.91%
- SCHB5.94%
- VOO5.03%
- VXUS3.12%
- XLK1.55%
Share classes counted separately86.34%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SCHBWeight increased · +0.34 pp5.60% → 5.94%Shares +55.17K (+6.29%)
- SCHVWeight decreased · -0.33 pp8.24% → 7.91%Shares -12.85K (-1.16%)
- SPIBWeight decreased · -0.27 pp13.33% → 13.06%Shares +76.33K (+5.16%)
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 | $53.73M | 13.31% | 638.86K shares | 13.44% → 13.31%-0.13 pp +34.25K (+5.66%) | Added | ↗▾ |
| 02 | SPIBSS SPDR P INT C CORP ETFPORTFOLIO INTRMD View history and evidence | $52.74M | 13.06% | 1.56M shares | 13.33% → 13.06%-0.27 pp +76.33K (+5.16%) | Added | ↗▾ |
| 03 | GOVTISHARES US TREASURY BOND ETFUS TREAS BD ETF View history and evidence | $52.09M | 12.90% | 2.25M shares | 13.15% → 12.90%-0.25 pp +118.97K (+5.57%) | Added | ↗▾ |
| 04 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $50.35M | 12.47% | 104.97K shares | 12.38% → 12.47%+0.09 pp -347 (-0.33%) | Reduced | ↗▾ |
| 05 | IGIBISHARES 5-10Y INV GRADE CORPISHS 5-10YR INVT View history and evidence | $44.61M | 11.05% | 824.83K shares | 11.05% → 11.05%+0.00 pp +51.38K (+6.64%) | Added | ↗▾ |
| 06 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $31.95M | 7.91% | 1.10M shares | 8.24% → 7.91%-0.33 pp -12.85K (-1.16%) | Reduced | ↗▾ |
| 07 | SCHBSCHWAB US BROAD MARKET ETFUS BRD MKT ETF View history and evidence | $23.96M | 5.94% | 932.13K shares | 5.60% → 5.94%+0.34 pp +55.17K (+6.29%) | Added | ↗▾ |
| 08 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $20.31M | 5.03% | 33.16K shares | 4.80% → 5.03%+0.23 pp +1.67K (+5.31%) | Added | ↗▾ |
| 09 | VXUSVANGUARD TOTAL INTL STOCKVG TL INTL STK F View history and evidence | $12.58M | 3.12% | 171.26K shares | 3.02% → 3.12%+0.10 pp +8.31K (+5.10%) | Added | ↗▾ |
| 10 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $6.24M | 1.55% | 22.14K shares | 1.53% → 1.55%+0.02 pp -360 (-1.60%) | 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 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 403786651
}Research all 60 reported holdings.
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