account_balance
Investment manager · 13F filer · SEC CIK 1960657
Waterford Advisors, LLC
Reported value$366Mas of Jun 30, 2026
Positions64 10 new, 3 sold out
Top 10 weight77.1%IVV alone is 19%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
19.0%
VTVVanguard Index FDS
9.6%Added +4%
VUGVanguard Index FDS
9.1%Added +3%
VEAVanguard Tax-Managed FDS
7.9%
DFNMDimensional ETF Trust
7.9%
SCHASchwab Strategic Tr
6.9%Added +3%
BSVVanguard Bd Index FDS
5.6%Added +6%
BLVVanguard Bd Index FDS
4.5%Added +9%
VWOVanguard Intl Equity Index F
3.5%+2%
BNDVanguard Bd Index FDS
3.2%+7%
DFSVDimensional ETF Trust
3.1%
SCHHSchwab Strategic Tr
2.7%
IVViShares Tr
19.0%
VTVVanguard Index FDS
9.6%
VUGVanguard Index FDS
9.1%
VEAVanguard Tax-Managed FDS
7.9%
DFNMDimensional ETF Trust
7.9%
SCHASchwab Strategic Tr
6.9%
BSVVanguard Bd Index FDS
5.6%
BLV4.5%
VWO3.5%
BND3.2%
DFSV
SCHH
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
IVV iShares Tr 19.0% Held
VTV Vanguard Index FDS 9.6% Added +4%
VUG Vanguard Index FDS 9.1% Added +3%
VEA Vanguard Tax-Managed FDS 7.9% Held
DFNM Dimensional ETF Trust 7.9% Held
SCHA Schwab Strategic Tr 6.9% Added +3%
BSV Vanguard Bd Index FDS 5.6% Added +6%
BLV Vanguard Bd Index FDS 4.5% Added +9%
VWO Vanguard Intl Equity Index F 3.5% Added +2%
BND Vanguard Bd Index FDS 3.2% Added +7%
DFSV Dimensional ETF Trust 3.1% Held
SCHH Schwab Strategic Tr 2.7% Added +7%
What changed
Biggest moves since Mar 31, 2026
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