account_balance
Investment manager · 13F filer · SEC CIK 2112003
Crusonia Wealth Advisors LLC
Reported value$666Mas of Sep 30, 2026
Positions247 25 new, 12 sold out
Top 10 weight40.0%DFUS alone is 9%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFUSDimensional ETF Trust
8.8%Added +7%
DFAIDimensional ETF Trust
6.5%Added +10%
JCPBJ P Morgan Exchange Traded F
4.5%Trimmed −6%
VCRBVanguard Malvern FDS
3.5%Added +13%
AAPLApple Inc.
3.0%Added +5%
VTEBVanguard Mun Bd FDS
2.9%Added +219%
SPHQInvesco Exchange Traded Fd T
2.8%Added +5%
VTVVanguard Index FDS
2.8%Added +9%
QLTYGmo ETF Trust
2.7%Added +8%
FEXFirst Tr Exchange-Traded Alp
2.6%
DFAEDimensional ETF Trust
2.3%Added +11%
ALLWSsga Active Tr
2.1%Added +15%
DFUSDimensional ETF Trust
8.8%Added +7%
DFAIDimensional ETF Trust
6.5%Added +10%
JCPBJ P Morgan Exchange Traded F
4.5%−6%
VCRBVanguard Malvern FDS
3.5%+13%
VTEBVanguard Mun Bd FDS
2.9%
SPHQInvesco Exchange Traded Fd T
2.8%
VTVVanguard Index FDS
2.8%
QLTYGmo ETF Trust
2.7%
FEX2.6%
DFAE2.3%
ALLW2.1%
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
DFUS Dimensional ETF Trust 8.8% Added +7%
DFAI Dimensional ETF Trust 6.5% Added +10%
JCPB J P Morgan Exchange Traded F 4.5% Trimmed −6%
VCRB Vanguard Malvern FDS 3.5% Added +13%
AAPL Apple Inc. 3.0% Added +5%VTEB Vanguard Mun Bd FDS 2.9% Added +219%
SPHQ Invesco Exchange Traded Fd T 2.8% Added +5%
VTV Vanguard Index FDS 2.8% Added +9%
QLTY Gmo ETF Trust 2.7% Added +8%
FEX First Tr Exchange-Traded Alp 2.6% Held
DFAE Dimensional ETF Trust 2.3% Added +11%
ALLW Ssga Active Tr 2.1% Added +15%
What changed
Biggest moves since Jun 30, 2026
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