account_balance
Investment manager · 13F filer · SEC CIK 1979556
Sweeney & Michel, LLC
Reported value$376Mas of Sep 30, 2026
Positions166 8 new, 6 sold out
Top 10 weight51.8%ITOT alone is 9%
FiledOct 1616 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
ITOTiShares Tr
8.8%
DGROiShares Tr
7.8%
AAPLApple Inc.
6.5%Trimmed −3%
HDViShares Tr
6.3%
GOOGAlphabet Inc.
5.7%
SHYGiShares Tr
3.7%
CGIECapital Group International
3.5%
VYMIVanguard Whitehall FDS
3.4%Added +4%
FRDMEa Series Trust
3.1%Added +4%
CGDGCapital Group Dividend Growe
2.8%
BRK-BBerkshire Hathaway Inc
2.6%
MSFTMicrosoft Corp
1.9%−5%
ITOTiShares Tr
8.8%
DGROiShares Tr
7.8%
AAPLApple Inc.
6.5%
HDViShares Tr
6.3%
GOOGAlphabet Inc.
5.7%
SHYGiShares Tr
3.7%
CGIECapital Group International
3.5%
VYMIVanguard Whitehall FDS
3.4%
FRDM3.1%
CGDG
BRK-BMSFTBoxes 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
ITOT iShares Tr 8.8% Held
DGRO iShares Tr 7.8% Held
AAPL Apple Inc. 6.5% Trimmed −3%HDV iShares Tr 6.3% Held
GOOG Alphabet Inc. 5.7% HeldSHYG iShares Tr 3.7% Held
CGIE Capital Group International 3.5% Held
VYMI Vanguard Whitehall FDS 3.4% Added +4%
FRDM Ea Series Trust 3.1% Added +4%
CGDG Capital Group Dividend Growe 2.8% Held
BRK-B Berkshire Hathaway Inc 2.6% HeldMSFT Microsoft Corp 1.9% Trimmed −5%What changed
Biggest moves since Jun 30, 2026
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