account_balance
Investment manager · 13F filer · SEC CIK 2054047
CogentBlue Wealth Advisors, LLC
Reported value$108Mas of Sep 30, 2026
Positions52 1 new, 52 sold out
Top 10 weight67.6%AVDV alone is 13%
FiledOct 99 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
AVDVAmerican Centy ETF Tr
12.9%Trimmed −48%
ITOTiShares Tr
9.8%
VGITVanguard Scottsdale FDS
9.6%Added +5%
IDEViShares Tr
6.5%Trimmed −2%
BSVOEa Series Trust
5.5%Added +8%
DFATDimensional ETF Trust
5.2%Trimmed −2%
DFEMDimensional ETF Trust
5.1%Added +5%
DFSDDimensional ETF Trust
4.7%Added +9%
VTIVanguard Index FDS
4.5%Trimmed −3%
VTIPVanguard Malvern FDS
3.6%+4%
VEAVanguard Tax-Managed FDS
3.6%Trimmed −5%
EFViShares Tr
2.3%
AVDVAmerican Centy ETF Tr
12.9%Trimmed −48%
ITOTiShares Tr
9.8%
VGITVanguard Scottsdale FDS
9.6%
IDEViShares Tr
6.5%
BSVOEa Series Trust
5.5%+8%
DFATDimensional ETF Trust
5.2%
DFEMDimensional ETF Trust
5.1%
DFSDDimensional ETF Trust
4.7%
VTI4.5%
VTIP
VEA3.6%
EFV
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
AVDV American Centy ETF Tr 12.9% Trimmed −48%
ITOT iShares Tr 9.8% Held
VGIT Vanguard Scottsdale FDS 9.6% Added +5%
IDEV iShares Tr 6.5% Trimmed −2%
BSVO Ea Series Trust 5.5% Added +8%
DFAT Dimensional ETF Trust 5.2% Trimmed −2%
DFEM Dimensional ETF Trust 5.1% Added +5%
DFSD Dimensional ETF Trust 4.7% Added +9%
VTI Vanguard Index FDS 4.5% Trimmed −3%
VTIP Vanguard Malvern FDS 3.6% Added +4%
VEA Vanguard Tax-Managed FDS 3.6% Trimmed −5%
EFV iShares Tr 2.3% Held
What changed
Biggest moves since Jun 30, 2026
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