account_balance
Investment manager · 13F filer · SEC CIK 2096338
Frankly Finances, LLC
Reported value$128Mas of Sep 30, 2026
Positions91 1 new, 0 sold out
Top 10 weight63.2%DFUV alone is 12%
FiledOct 2828 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUVDimensional US
11.6%
BSVVanguard Short-Term Bond
11.2%Added +4%
BIVVanguard
10.1%Added +5%
AVEMAvantis Emerging Markets
4.7%Added +4%
DFIVDimensional
4.6%
AVGEAvantis All Equity
4.6%
DFASDimensional U.S. Small
4.5%
DFUSDimensional U.S. Equity
4.4%
DFATDimensional U.S.
3.7%
VEAVanguard Ftse Developed
3.7%+16%
AVIVAvantis International
3.5%Added +3%
VTIVanguard Total Stock
3.2%
DFUVDimensional US
11.6%
BSVVanguard Short-Term Bond
11.2%Added +4%
BIVVanguard
10.1%Added +5%
AVEM4.7%
DFIV4.6%
AVGEAvantis All Equity
4.6%
DFASDimensional U.S. Small
4.5%
DFUSDimensional U.S. Equity
4.4%
DFATDimensional U.S.
3.7%
VEA3.7%
AVIV
VTI3.2%
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
DFUV Dimensional US 11.6% Held
BSV Vanguard Short-Term Bond 11.2% Added +4%
BIV Vanguard 10.1% Added +5%
AVEM Avantis Emerging Markets 4.7% Added +4%
DFIV Dimensional 4.6% Held
AVGE Avantis All Equity 4.6% Held
DFAS Dimensional U.S. Small 4.5% Held
DFUS Dimensional U.S. Equity 4.4% Held
DFAT Dimensional U.S. 3.7% Held
VEA Vanguard Ftse Developed 3.7% Added +16%
AVIV Avantis International 3.5% Added +3%
VTI Vanguard Total Stock 3.2% Held
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- ITA $9.32K
arrow_upwardAdded
- SHY +94%
- DFAX +18%
- VEA +16%
- VTES +16%
arrow_downwardTrimmed
- IJS −31%
- DFIS −29%
- AVSC −25%
remove_circleSold out
None
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