SEC Form 13F

DiPaolo Financial Group, Inc. 13F Holdings

Report period2026-06-30
Publicly available2026-07-10
Reported value$153,068,233
Positions47

Largest disclosed positions

IssuerTickerClassReported valueReported amount
VANGUARD INDEX FDSVUGGROWTH ETF$23,780,952276,073
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$23,616,312331,457
VANGUARD INDEX FDSVTVVALUE ETF$19,745,58690,605
VANGUARD CHARLOTTE FDSBNDXTOTAL INT BD ETF$13,478,217278,303
VANGUARD BD INDEX FDSBSVSHORT TRM BOND$12,238,331157,083
VANGUARD INTL EQUITY INDEX FVWOFTSE EMR MKT ETF$7,983,756133,754
VANGUARD SCOTTSDALE FDSVMBSMTG-BKD SECS ETF$6,047,082129,184
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$5,875,138139,188
VANGUARD BD INDEX FDSBLVLONG TERM BOND$5,789,40583,990
DIMENSIONAL ETF TRUSTDFASUS SMALL CAP ETF$5,348,20564,953

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page