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Disclosed positions
SpringVest Wealth Management LLC: source evidence dated 2026-07-23T03:59:59.999Z.
- Issuer
- VANGUARD SCOTTSDALE FDS
- Ticker
- VCIT
- Class
- INT-TERM CORP
- Reported value
- $20,777,409
- Reported amount
- 251,390
- 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: 0002058986-26-000005Open 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 SCOTTSDALE FDS | VCIT | INT-TERM CORP | $20,777,409 | 251,390 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $12,903,467 | 17,279 | SH | None |
| DIMENSIONAL ETF TRUST | DFCF | CORE FIXE IN ETF | $11,058,952 | 261,998 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $10,809,341 | 21,602 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $9,225,415 | 223,646 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $8,865,761 | 178,099 | SH | None |
| VANGUARD SCOTTSDALE FDS | VCSH | SHRT TRM CORP BD | $8,524,157 | 107,860 | SH | None |
| AMERICAN ELEC PWR CO INC | AEP | COM | $6,797,717 | 49,687 | SH | None |
| SCHWAB STRATEGIC TR | SCHV | US LCAP VA ETF | $6,694,853 | 192,326 | SH | None |
| DIMENSIONAL ETF TRUST | DFSD | SHOR DUR FIX ETF | $6,009,490 | 125,853 | SH | None |
| DIMENSIONAL ETF TRUST | DFAU | US CORE EQT MKT | $3,456,604 | 66,872 | SH | None |
| SCHWAB STRATEGIC TR | SCHD | US DIVIDEND EQ | $2,752,263 | 86,795 | SH | None |
| VANGUARD ADMIRAL FDS INC | IVOO | MIDCP 400 IDX | $2,728,229 | 20,922 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $2,715,289 | 33,069 | SH | None |
| SCHWAB STRATEGIC TR | SCHB | US BRD MKT ETF | $2,592,934 | 89,535 | SH | None |
| VANGUARD MALVERN FDS | VTIP | STRM INFPROIDX | $2,518,473 | 50,139 | SH | None |
| DIMENSIONAL ETF TRUST | DUSB | ULTR FIX INC ETF | $2,486,798 | 48,972 | SH | None |
| SPDR GOLD TR | GLD | GOLD SHS | $2,448,165 | 6,646 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $2,195,302 | 28,470 | SH | None |
| JOHN HANCOCK EXCHANGE TRADED | JHMM | MULTIFACTOR MI | $1,765,376 | 23,551 | SH | None |
| DIMENSIONAL ETF TRUST | DFUS | US EQUI MARK ETF | $1,644,736 | 20,072 | SH | None |
| VANGUARD WHITEHALL FDS | VYMI | INTL HIGH ETF | $1,371,722 | 13,969 | SH | None |
| APPLE INC | AAPL | COM | $1,329,471 | 4,595 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $1,274,304 | 31,691 | SH | None |
| DIMENSIONAL ETF TRUST | DFAS | US SMALL CAP ETF | $1,237,914 | 15,034 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,125,974 | 9,068 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROF ETF | $1,114,775 | 26,714 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $995,088 | 1,329 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $983,450 | 4,915 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $917,775 | 27,121 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $857,587 | 10,644 | SH | None |
| VANGUARD INDEX FDS | VTV | VALUE ETF | $849,927 | 3,900 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $782,250 | 1,139 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOG | SMLCP 600 GRTH | $777,226 | 5,066 | SH | None |
| PROSHARES TR | QLD | PSHS ULTRA QQQ | $775,911 | 8,019 | SH | None |
| ASTERA LABS INC | ALAB | COM | $696,615 | 1,442 | SH | None |
| MICROSOFT CORP | MSFT | COM | $668,331 | 1,792 | SH | None |
| DIMENSIONAL ETF TRUST | DFAR | US REAL ESTA ETF | $663,993 | 25,382 | SH | None |
| DIMENSIONAL ETF TRUST | DFNM | NATL MUN BD ETF | $650,492 | 13,458 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $629,538 | 6,934 | SH | None |
| HARBOR ETF TRUST | WINN | LONG TERM GROWER | $604,559 | 18,619 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $548,206 | 7,036 | SH | None |
| SPDR INDEX SHS FDS | CWI | ST STR ACWI ETF | $544,327 | 13,384 | SH | None |
| VANGUARD MUN BD FDS | VTEB | TAX EXEMPT BD | $535,389 | 10,585 | SH | None |
| SPROTT ASSET MANAGEMENT LP | PHYS | PHYSICAL GOLD TR | $507,278 | 16,814 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $494,494 | 5,625 | SH | None |
| UNIFIED SER TR | MGMT | BALLAST SMLMD CP | $463,379 | 9,093 | SH | None |
| SPDR SERIES TRUST | SPSB | ST SHOR CORP ETF | $461,074 | 15,364 | SH | None |
| FIDELITY COVINGTON TRUST | FELV | ENHANCED LARGE | $459,752 | 11,468 | SH | None |
| FIDELITY COVINGTON TRUST | FTEC | MSCI INFO TECH I | $456,928 | 1,600 | 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.