account_balance
Investment manager · 13F filer · SEC CIK 1856042
Spectrum Investment Advisors, Inc.
Reported value$241Mas of Sep 30, 2026
Positions76 5 new, 5 sold out
Top 10 weight74.9%DFAU alone is 13%
FiledNov 1041 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
13.2%Trimmed −2%
FELGFidelity Covington Trust
11.4%Trimmed −4%
DFAIDimensional ETF Trust
9.8%
VOOVanguard Index FDS
9.4%Trimmed −3%
IXUSiShares Tr
7.9%
GOVIInvesco Exch Traded Fd Tr II
5.9%
PMBSPimco ETF Tr
5.3%Added +10%
VBRVanguard Index FDS
4.3%Trimmed −4%
DFAEDimensional ETF Trust
4.1%−4%
CGBLCapital Group Core Balanced
3.6%+14%
VOVanguard Index FDS
2.7%−3%
SMTHAlps ETF Tr
2.6%+3%
DFAUDimensional ETF Trust
13.2%Trimmed −2%
FELGFidelity Covington Trust
11.4%Trimmed −4%
DFAIDimensional ETF Trust
9.8%
VOOVanguard Index FDS
9.4%−3%
IXUSiShares Tr
7.9%
GOVIInvesco Exch Traded Fd Tr II
5.9%
PMBSPimco ETF Tr
5.3%
VBRVanguard Index FDS
4.3%
DFAE
CGBL
VO2.7%
SMTH
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 13.2% Trimmed −2%
FELG Fidelity Covington Trust 11.4% Trimmed −4%
DFAI Dimensional ETF Trust 9.8% Held
VOO Vanguard Index FDS 9.4% Trimmed −3%
IXUS iShares Tr 7.9% Held
GOVI Invesco Exch Traded Fd Tr II 5.9% Held
PMBS Pimco ETF Tr 5.3% Added +10%
VBR Vanguard Index FDS 4.3% Trimmed −4%
DFAE Dimensional ETF Trust 4.1% Trimmed −4%
CGBL Capital Group Core Balanced 3.6% Added +14%
VO Vanguard Index FDS 2.7% Trimmed −3%
SMTH Alps ETF Tr 2.6% Added +3%
What changed
Biggest moves since Jun 30, 2026
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