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Disclosed positions
Investment Advisory Group, LLC: source evidence dated 2026-08-07T03:59:59.999Z.
- Issuer
- VANGUARD INDEX FDS
- Ticker
- VUG
- Class
- GROWTH ETF
- Reported value
- $34,005,446
- Reported amount
- 394,770
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001951757-26-001112Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $34,005,446 | 394,770 | SH | None |
| VANGUARD WHITEHALL FDS | VYM | HIGH DIV YLD | $29,951,000 | 189,527 | SH | None |
| DIMENSIONAL ETF TRUST | DFAC | US COR EQU 2 ETF | $26,972,614 | 608,039 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $19,914,636 | 26,592 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $17,325,337 | 211,439 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $17,157,771 | 115,689 | SH | None |
| ISHARES TR | IVW | S&P 500 GRWT ETF | $12,846,840 | 93,411 | SH | None |
| APPLE INC | AAPL | COM | $9,243,348 | 31,944 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $9,064,804 | 41,595 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $8,151,077 | 49,620 | SH | None |
| ISHARES TR | AOM | CORE 40 MODE ETF | $8,055,866 | 161,473 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $6,805,255 | 88,254 | SH | None |
| ISHARES TR | AOK | CORE 30 70 ETF | $6,570,365 | 158,398 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $6,444,565 | 174,934 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $6,315,196 | 26,689 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $6,240,771 | 68,422 | SH | None |
| ISHARES TR | USMV | MSCI USA MIN ETF | $6,125,581 | 63,504 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $5,932,244 | 60,410 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $5,814,924 | 15,714 | SH | None |
| AMAZON COM INC | AMZN | COM | $5,792,594 | 24,304 | SH | None |
| DIMENSIONAL ETF TRUST | DFUV | US MKTWIDE VALUE | $5,396,261 | 98,096 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $5,017,935 | 110,309 | SH | None |
| DIMENSIONAL ETF TRUST | DCOR | US COR EQU 1 ETF | $5,002,446 | 61,020 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $4,907,463 | 6,664 | SH | None |
| MICROSOFT CORP | MSFT | COM | $4,763,754 | 12,771 | SH | None |
| VANGUARD MALVERN FDS | VPLS | CORE-PLUS BD ETF | $4,673,361 | 60,243 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $4,397,883 | 6,403 | SH | None |
| ISHARES TR | IVE | S&P 500 VAL ETF | $4,236,815 | 18,659 | SH | None |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | SHS CREAT UNIT | $4,150,016 | 84,213 | SH | None |
| ISHARES TR | IGSB | ISHS 1-5YR INVS | $4,114,740 | 78,511 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $4,081,890 | 49,574 | SH | None |
| ISHARES TR | ISTB | CORE 1 5 YR USD | $4,044,158 | 83,817 | SH | None |
| VANGUARD INDEX FDS | VB | SMALL CP ETF | $3,574,832 | 11,793 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $3,110,902 | 37,887 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,104,399 | 15,515 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $3,062,452 | 96,577 | SH | None |
| ISHARES TR | IUSB | CORE UNIVRSL USD | $2,993,427 | 64,863 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $2,832,417 | 19,315 | SH | None |
| ALPHABET INC | GOOG | CAP STK CL C | $2,818,723 | 7,978 | SH | None |
| DIMENSIONAL ETF TRUST | DFIV | INTERNATNAL VAL | $2,699,594 | 49,974 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $2,687,882 | 27,831 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $2,687,292 | 21,642 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $2,561,624 | 92,477 | SH | None |
| STATE STR SPDR S&P MIDCAP 40 | MDY | UTSER1 S&PDCRP | $2,558,048 | 3,637 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $2,503,604 | 34,104 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $2,490,021 | 6,968 | SH | None |
| ISHARES TR | HDV | CORE HIGH DV ETF | $2,362,598 | 86,195 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,353,796 | 3,152 | SH | None |
| VANGUARD SCOTTSDALE FDS | VTHR | VNG RUS3000IDX | $2,347,688 | 7,084 | SH | None |
| TESLA INC | TSLA | COM | $2,326,013 | 5,530 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.