account_balance
Investment manager · 13F filer · SEC CIK 2042011
Blake Schutter Theil Wealth Advisors, LLC
Reported value$145Mas of Sep 30, 2026
Positions109 4 new, 5 sold out
Top 10 weight50.9%FELC alone is 13%
FiledNov 233 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
FELCFidelity Covington Trust
13.5%
VXUSVanguard Star FDS
6.2%
SCHRSchwab Strategic Tr
6.0%Trimmed −7%
SCHKSchwab Strategic Tr
4.8%
VYMVanguard Whitehall FDS
3.9%Trimmed −2%
DIVBiShares Tr
3.9%Trimmed −5%
IJHiShares Tr
3.8%
HDViShares Tr
3.6%Trimmed −5%
AAPLApple Inc.
2.8%
VOOVanguard Index FDS
2.4%
VEUVanguard Intl Equity Index F
2.3%−9%
QUALiShares Tr
1.7%
FELCFidelity Covington Trust
13.5%
VXUSVanguard Star FDS
6.2%
SCHRSchwab Strategic Tr
6.0%
SCHKSchwab Strategic Tr
4.8%
VYMVanguard Whitehall FDS
3.9%−2%
DIVBiShares Tr
3.9%−5%
IJHiShares Tr
3.8%
HDViShares Tr
3.6%
VOO2.4%
VEU2.3%
QUAL
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
FELC Fidelity Covington Trust 13.5% Held
VXUS Vanguard Star FDS 6.2% Held
SCHR Schwab Strategic Tr 6.0% Trimmed −7%
SCHK Schwab Strategic Tr 4.8% Held
VYM Vanguard Whitehall FDS 3.9% Trimmed −2%
DIVB iShares Tr 3.9% Trimmed −5%
IJH iShares Tr 3.8% Held
HDV iShares Tr 3.6% Trimmed −5%
AAPL Apple Inc. 2.8% HeldVOO Vanguard Index FDS 2.4% Trimmed −3%
VEU Vanguard Intl Equity Index F 2.3% Trimmed −9%
QUAL iShares Tr 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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