account_balance

Investment manager · 13F filer · SEC CIK 2113970

Financially in Tune, LLC

Reported value$116Mas of Mar 31, 2026
Positions77
Top 10 weight62.5%DFIV alone is 20%
FiledApr 2222 days after quarter end

Portfolio · as of Mar 31, 2026

Where the money is

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
DFIV Dimensional ETF Trust 20.3%
JCPB J P Morgan Exchange Traded F 9.4%
VYM Vanguard Whitehall FDS 7.5%
JEPI J P Morgan Exchange Traded F 6.9%
JPUS J P Morgan Exchange Traded F 4.4%
DFEV Dimensional ETF Trust 4.3%
USFR Wisdomtree Tr 2.7%
SUSA iShares Tr 2.6%
DISV Dimensional ETF Trust 2.2%
BSCS Invesco Exch TRD SLF Idx Fd 2.1%
VEU Vanguard Intl Equity Index F 2.0%
VBR Vanguard Index FDS 1.8%

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist