Pandowealth. LLC: 13F holdings
CIK 21430452026Q2
| Positions | 18 |
|---|---|
| Reported value | $121.5m |
| Filed | 2026-08-20 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| PAVE DIMENSIONAL ETF TRUST | 1,499,476 | $61.1m | 50.3% |
| DIMENSIONAL ETF TRUST | 1,021,485 | $45.3m | 37.3% |
| VOO VANGUARD INDEX FDS | 113,472 | $4.8m | 3.9% |
| VTI VANGUARD INDEX FDS | 5,219 | $1.9m | 1.6% |
| DIMENSIONAL ETF TRUST | 25,540 | $1.8m | 1.5% |
| VANGUARD MUN BD FDS | 16,754 | $1.3m | 1.1% |
| VANGUARD MALVERN FDS | 15,613 | $1.2m | 1.0% |
| YM=F DIMENSIONAL ETF TRUST | 14,546 | $800,152 | 0.7% |
| PROFESIONALLY MANAGED PORTFO | 13,115 | $697,587 | 0.6% |
| DFAX DIMENSIONAL ETF TRUST | 13,429 | $494,725 | 0.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2143045")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.