E-Wealth Partners, LLC
CIK 2129940 · Holdings on Dec 31, 2025 · First reported May 13, 2026
Top ten holdings
Q4 2025- ITOT23.01%
- AAPL8.00%
- DGCB6.79%
- BNDW5.60%
- VBR5.31%
- DUHP5.25%
- DFEM5.07%
- AVDE5.07%
- DFNM3.93%
- AVDV2.63%
Share classes counted separately70.66%
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 | ITOTISHARES CORE S&P TOTAL U.S.CORE S&P TTL STK View history and evidence | $27.39M | 23.01% | 184.23K shares | Prior unavailable — | — | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $9.53M | 8.00% | 35.05K shares | Prior unavailable — | — | ↗▾ |
| 03 | DGCBDIMENSIONAL GLOBAL CREDITGLOBAL CR ETF View history and evidence | $8.08M | 6.79% | 149.05K shares | Prior unavailable — | — | ↗▾ |
| 04 | BNDWVANGUARD TOTAL WORLD BOND ETTOTAL WLD BD ETF View history and evidence | $6.67M | 5.60% | 97.01K shares | Prior unavailable — | — | ↗▾ |
| 05 | VBRVNGRD MRNGST SL-CP VAL ETF-USM CP VAL ETF View history and evidence | $6.32M | 5.31% | 29.85K shares | Prior unavailable — | — | ↗▾ |
| 06 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $6.24M | 5.25% | 164.21K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFEMDIMENSIONAL EMRG MRKT COREEMERGING MKTS CO View history and evidence | $6.04M | 5.07% | 182.51K shares | Prior unavailable — | — | ↗▾ |
| 08 | AVDEAVANTIS INTERNATIONAL EQUITYINTL EQT ETF View history and evidence | $6.03M | 5.07% | 73.29K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFNMDIMENSIONAL NATIONAL MUNI BDNATL MUN BD ETF View history and evidence | $4.68M | 3.93% | 97.11K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVDVAVANTIS INTL S/C VALUE ETFINTL SMCP VLU View history and evidence | $3.14M | 2.63% | 33.38K 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 2129940 · Period 2025-12-31
Data loaded 2026-09-23 · First reported 2026-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 119044619
}Research all 57 reported holdings.
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