account_balance
Investment manager · 13F filer · SEC CIK 2081474
Vestwell Advisors, LLC
Reported value$418Mas of Jun 30, 2026
Positions26 4 new, 7 sold out
Top 10 weight96.0%IVV alone is 60%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
60.0%
SCHGSchwab Strategic Tr
10.8%Trimmed −9%
IJHiShares Tr
7.9%Trimmed −2%
IJRiShares Tr
3.4%−4%
SCHBSchwab Strategic Tr
3.1%+5%
VTVVanguard Index FDS
2.7%+5%
VTVanguard Intl Equity Index F
2.3%
SCHFSchwab Strategic Tr
2.3%+4%
IAGG2.1%
TIP1.3%
AGG
VWO
IVViShares Tr
60.0%
SCHGSchwab Strategic Tr
10.8%
IJHiShares Tr
7.9%
IJR3.4%
SCHB3.1%
VTV2.7%
VT2.3%
SCHF
IAGG
TIP
AGG
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 60.0% Held
SCHG Schwab Strategic Tr 10.8% Trimmed −9%
IJH iShares Tr 7.9% Trimmed −2%
IJR iShares Tr 3.4% Trimmed −4%
SCHB Schwab Strategic Tr 3.1% Added +5%
VTV Vanguard Index FDS 2.7% Added +5%
VT Vanguard Intl Equity Index F 2.3% Added +5%
SCHF Schwab Strategic Tr 2.3% Added +4%
IAGG iShares Tr 2.1% Trimmed −5%
TIP iShares Tr 1.3% Added +257%
AGG iShares Tr 1.0% Added +8%
VWO Vanguard Intl Equity Index F 1.0% Held
What changed
Biggest moves since Mar 31, 2026
add_circleNew
- ANGL $22
- SPSB $8
- SCHR $7
- VO $4
arrow_upwardAdded
- TIP +257%
- VBR +19%
- AGG +8%
- SLYV +7%
arrow_downwardTrimmed
- SCHG −9%
- IAGG −5%
- IJR −4%
- IJH −2%
remove_circleSold out
- VTI $307K
- VEA $103K
- SCHE $81.6K
- AVUV $40K
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