account_balance
Investment manager · 13F filer · SEC CIK 1934951
Schwallier Wealth Management LLC
Reported value$157Mas of Sep 30, 2026
Positions68 3 new, 4 sold out
Top 10 weight60.6%VTV alone is 10%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTVVanguard Index FDS
9.8%
SPYMSPDR Series Trust
8.8%Added +23%
SCHGSchwab Strategic Tr
8.3%
SPHQInvesco Exchange Traded Fd T
7.3%Trimmed −18%
DYNFBlackRock ETF Trust
5.9%Added +2%
VWOVanguard Intl Equity Index F
5.0%Added +6%
DFIVDimensional ETF Trust
4.6%Added +4%
SPTBSPDR Series Trust
3.9%Added +9%
SPTLSPDR Series Trust
3.8%Added +6%
SMBSSchwab Strategic Tr
3.3%+7%
JIGJ P Morgan Exchange Traded F
3.2%Added +3%
VGTVanguard World Fd
3.1%Added +5%
VTVVanguard Index FDS
9.8%
SPYMSPDR Series Trust
8.8%Added +23%
SCHGSchwab Strategic Tr
8.3%
SPHQInvesco Exchange Traded Fd T
7.3%
DYNFBlackRock ETF Trust
5.9%+2%
VWOVanguard Intl Equity Index F
5.0%
DFIVDimensional ETF Trust
4.6%
SPTBSPDR Series Trust
3.9%
SPTL3.8%
SMBS
JIG3.2%
VGT3.1%
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
VTV Vanguard Index FDS 9.8% Held
SPYM SPDR Series Trust 8.8% Added +23%
SCHG Schwab Strategic Tr 8.3% Held
SPHQ Invesco Exchange Traded Fd T 7.3% Trimmed −18%
DYNF BlackRock ETF Trust 5.9% Added +2%
VWO Vanguard Intl Equity Index F 5.0% Added +6%
DFIV Dimensional ETF Trust 4.6% Added +4%
SPTB SPDR Series Trust 3.9% Added +9%
SPTL SPDR Series Trust 3.8% Added +6%
SMBS Schwab Strategic Tr 3.3% Added +7%
JIG J P Morgan Exchange Traded F 3.2% Added +3%
VGT Vanguard World Fd 3.1% Added +5%
What changed
Biggest moves since Jun 30, 2026
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