account_balance
Investment manager · 13F filer · SEC CIK 2111462
DiPaolo Financial Group, Inc.
Reported value$176Mas of Sep 30, 2026
Positions518 472 new, 1 sold out
Top 10 weight75.8%VUG alone is 15%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VUGVanguard Index FDS
14.8%Added +5%
VEAVanguard Tax-Managed FDS
14.6%Added +10%
VTVVanguard Index FDS
11.9%Added +7%
BNDXVanguard Charlotte FDS
8.2%Added +11%
BSVVanguard Bd Index FDS
7.6%Added +11%
VWOVanguard Intl Equity Index F
5.0%Added +10%
VMBSVanguard Scottsdale FDS
3.7%Added +13%
DFCFDimensional ETF Trust
3.6%Added +12%
BLVVanguard Bd Index FDS
3.4%+15%
DFASDimensional ETF Trust
3.1%
VTIVanguard Index FDS
2.4%−5%
VOOVanguard Index FDS
1.8%
VUGVanguard Index FDS
14.8%Added +5%
VEAVanguard Tax-Managed FDS
14.6%Added +10%
VTVVanguard Index FDS
11.9%+7%
BNDXVanguard Charlotte FDS
8.2%+11%
BSVVanguard Bd Index FDS
7.6%+11%
VWO5.0%
VMBS3.7%
DFCF3.6%
BLV3.4%
DFAS
VTI2.4%
VOO
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
VUG Vanguard Index FDS 14.8% Added +5%
VEA Vanguard Tax-Managed FDS 14.6% Added +10%
VTV Vanguard Index FDS 11.9% Added +7%
BNDX Vanguard Charlotte FDS 8.2% Added +11%
BSV Vanguard Bd Index FDS 7.6% Added +11%
VWO Vanguard Intl Equity Index F 5.0% Added +10%
VMBS Vanguard Scottsdale FDS 3.7% Added +13%
DFCF Dimensional ETF Trust 3.6% Added +12%
BLV Vanguard Bd Index FDS 3.4% Added +15%
DFAS Dimensional ETF Trust 3.1% Added +8%
VTI Vanguard Index FDS 2.4% Trimmed −5%
VOO Vanguard Index FDS 1.8% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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