account_balance
Investment manager · 13F filer · SEC CIK 2118274
Larry Mathis Financial Planning, LLC
Reported value$118Mas of Sep 30, 2026
Positions116 11 new, 44 sold out
Top 10 weight54.5%DFAU alone is 24%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
24.0%Trimmed −100%
DFAIDimensional ETF Trust
6.3%Trimmed −100%
HYHGProshares Tr
5.7%Trimmed −99%
IGHGProshares Tr
5.2%Trimmed −99%
VOOVanguard Index FDS
2.9%−98%
CRHCRH Public Ltd Co
2.7%
DFAEDimensional ETF Trust
2.6%Trimmed −100%
RSPInvesco Exchange Traded Fd T
2.0%+174%
BILSPDR Series Trust
1.5%
SHViShares Tr
1.5%Added +33%
DFAUDimensional ETF Trust
24.0%Trimmed −100%
DFAIDimensional ETF Trust
6.3%−100%
HYHGProshares Tr
5.7%−99%
IGHGProshares Tr
5.2%Trimmed −99%
VOO2.9%
CRH2.7%DFAE2.6%
RSP2.0%
BIL
SHV
ABBVJPMBoxes 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
DFAU Dimensional ETF Trust 24.0% Trimmed −100%
DFAI Dimensional ETF Trust 6.3% Trimmed −100%
HYHG Proshares Tr 5.7% Trimmed −99%
IGHG Proshares Tr 5.2% Trimmed −99%
VOO Vanguard Index FDS 2.9% Trimmed −98%
CRH CRH Public Ltd Co 2.7% HeldDFAE Dimensional ETF Trust 2.6% Trimmed −100%
RSP Invesco Exchange Traded Fd T 2.0% Added +174%
BIL SPDR Series Trust 1.5% Added +33%
SHV iShares Tr 1.5% Added +33%
ABBV AbbVie Inc. 1.2% Trimmed −7%JPM JPMorgan Chase & Co 1.2% Trimmed −6%What changed
Biggest moves since Jun 30, 2026
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