Amicus Financial Advisors, LLC: 13F holdings
CIK 21136292026Q2
| Positions | 95 |
|---|---|
| Reported value | $407.0m |
| Filed | 2026-07-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL US CORE EQUITY MARKET ETF | 1,175,114 | $60.7m | 14.9% |
| BND VANGUARD TOTAL BOND MARKET ETF | 656,466 | $48.2m | 11.8% |
| DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 784,617 | $32.4m | 8.0% |
| VANGUARD TOTAL WORLD BOND ETF | 469,953 | $32.2m | 7.9% |
| VTI VANGUARD TOTAL STK MKT | 84,581 | $31.3m | 7.7% |
| DIMENSIONAL US CORE EQUITY 1 ETF | 194,121 | $15.9m | 3.9% |
| SCHZ SCHWAB US AGGREGATE BOND ETF | 578,621 | $13.4m | 3.3% |
| SCHA SCHWAB ETFS- US SMALL-CAP ETF | 339,216 | $12.3m | 3.0% |
| EWU STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 233,908 | $11.8m | 2.9% |
| DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | 262,711 | $10.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2113629")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.