account_balance
Investment manager · 13F filer · SEC CIK 1950323
Abound Wealth Management
Reported value$537Mas of Sep 30, 2026
Positions1,444 184 new, 89 sold out
Top 10 weight62.8%IJR alone is 13%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IJRiShares Tr
12.8%Added +3%
AGGiShares Tr
9.4%Added +4%
VEAVanguard Tax-Managed FDS
7.0%Added +3%
IVViShares Tr
6.2%
VVVanguard Index FDS
5.8%
IEMGiShares Inc
5.2%
VOOVanguard Index FDS
4.6%Added +6%
SCHXSchwab Strategic Tr
4.6%
VBVanguard Index FDS
3.6%
VTIVanguard Index FDS
3.5%+10%
SPYMSPDR Series Trust
3.5%Added +72%
AAPLApple Inc.
2.4%
IJRiShares Tr
12.8%Added +3%
AGGiShares Tr
9.4%Added +4%
VEAVanguard Tax-Managed FDS
7.0%Added +3%
IVViShares Tr
6.2%
VVVanguard Index FDS
5.8%
IEMGiShares Inc
5.2%
VOOVanguard Index FDS
4.6%
SCHXSchwab Strategic Tr
4.6%
VBVanguard Index FDS
3.6%
VTI3.5%
SPYM3.5%
AAPL2.4%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
IJR iShares Tr 12.8% Added +3%
AGG iShares Tr 9.4% Added +4%
VEA Vanguard Tax-Managed FDS 7.0% Added +3%
IVV iShares Tr 6.2% Held
VV Vanguard Index FDS 5.8% Held
IEMG iShares Inc 5.2% Held
VOO Vanguard Index FDS 4.6% Added +6%
SCHX Schwab Strategic Tr 4.6% Held
VB Vanguard Index FDS 3.6% Held
VTI Vanguard Index FDS 3.5% Added +10%
SPYM SPDR Series Trust 3.5% Added +72%
AAPL Apple Inc. 2.4% Added +2%What changed
Biggest moves since Jun 30, 2026
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