account_balance
Investment manager · 13F filer · SEC CIK 2008554
Robinson Smith Wealth Advisors LLC
Reported value$164Mas of Sep 30, 2026
Positions99 2 new, 1 sold out
Top 10 weight56.4%SCHB alone is 19%
FiledOct 2222 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHBSchwab Strategic Tr
19.3%
PVALPutnam ETF Trust
6.7%Added +5%
DFICDimensional ETF Trust
6.0%Added +4%
JNJJohnson & Johnson
5.3%
CGMUCapital GRP Fixed Incm ETF T
4.7%Trimmed −8%
DFAUDimensional ETF Trust
3.6%
NBSDNeuberger Berman ETF Trust
3.4%Added +7%
VOOVanguard Index FDS
2.7%
IWFiShares Tr
2.5%
QUALiShares Tr
2.2%
DFAIDimensional ETF Trust
2.2%
FLMIFranklin Templeton ETF Tr
1.9%−5%
SCHBSchwab Strategic Tr
19.3%
PVALPutnam ETF Trust
6.7%
DFICDimensional ETF Trust
6.0%
JNJJohnson & Johnson
5.3%
CGMUCapital GRP Fixed Incm ETF T
4.7%−8%
DFAUDimensional ETF Trust
3.6%
NBSDNeuberger Berman ETF Trust
3.4%
VOO2.7%
IWF2.5%
QUAL
DFAI2.2%
FLMI
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
SCHB Schwab Strategic Tr 19.3% Held
PVAL Putnam ETF Trust 6.7% Added +5%
DFIC Dimensional ETF Trust 6.0% Added +4%
JNJ Johnson & Johnson 5.3% HeldCGMU Capital GRP Fixed Incm ETF T 4.7% Trimmed −8%
DFAU Dimensional ETF Trust 3.6% Held
NBSD Neuberger Berman ETF Trust 3.4% Added +7%
VOO Vanguard Index FDS 2.7% Held
IWF iShares Tr 2.5% Held
QUAL iShares Tr 2.2% Held
DFAI Dimensional ETF Trust 2.2% Held
FLMI Franklin Templeton ETF Tr 1.9% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.