Dodds Wealth

Latest statistics and disclosures from Dodds Wealth's latest quarterly 13F-HR filing:

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Positions held by Dodds Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Dodds Wealth

Dodds Wealth holds 57 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT) 17.0 $42M +18% 520k 80.51
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Spdr Ser Tr Portfolio Intrmd (SPIB) 16.9 $42M +149% 1.3M 32.69
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 14.0 $35M +5% 454k 75.98
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Ishares Tr Ishs 5-10yr Invt (IGIB) 13.8 $34M +15% 658k 51.60
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Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.6 $11M +22% 185k 61.05
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.4 $11M +13% 23k 480.71
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Vanguard Index Fds Real Estate Etf (VNQ) 3.7 $9.1M +15% 105k 86.48
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Vanguard Whitehall Fds High Div Yld (VYM) 2.6 $6.4M +7% 53k 120.99
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 2.5 $6.2M +27% 104k 60.30
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 2.2 $5.4M +20% 110k 49.24
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.2 $5.4M +9% 177k 30.22
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Select Sector Spdr Tr Technology (XLK) 1.6 $3.9M +3% 19k 208.27
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $3.4M +25% 92k 36.54
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $3.0M +9% 21k 147.73
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Ishares Tr Broad Usd High (USHY) 1.1 $2.6M +60% 72k 36.59
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.9 $2.3M +36% 14k 169.37
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Apple (AAPL) 0.9 $2.2M +6% 13k 171.49
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Dimensional Etf Trust Us Equity Etf (DFUS) 0.7 $1.7M +36% 30k 56.98
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.6M +10% 3.9k 420.52
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Ishares Tr Core S&p Mcp Etf (IJH) 0.5 $1.4M +467% 22k 60.74
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.1M 2.0k 525.61
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Alphabet Cap Stk Cl C (GOOG) 0.4 $965k 6.3k 152.26
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Ishares Tr Select Divid Etf (DVY) 0.4 $961k 7.8k 123.19
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Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $862k +33% 14k 62.34
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NVIDIA Corporation (NVDA) 0.4 $861k +10% 953.00 903.54
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $838k +47% 7.6k 110.50
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Welltower Inc Com reit (WELL) 0.3 $704k 7.5k 93.44
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Cbiz (CBZ) 0.3 $686k 8.7k 78.50
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Microsoft Corporation (MSFT) 0.3 $680k +28% 1.6k 420.80
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $606k +17% 12k 50.17
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $594k 1.3k 444.16
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Amazon (AMZN) 0.2 $584k +9% 3.2k 180.38
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Johnson & Johnson (JNJ) 0.2 $538k 3.4k 158.17
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Pepsi (PEP) 0.2 $537k +122% 3.1k 175.03
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Alphabet Cap Stk Cl A (GOOGL) 0.2 $519k 3.4k 150.93
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Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 0.2 $494k 12k 41.59
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PIMCO Corporate Opportunity Fund (PTY) 0.2 $443k 30k 14.87
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Dimensional Etf Trust Us Real Estate E (DFAR) 0.2 $403k +4% 18k 22.37
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Marriott Intl Cl A (MAR) 0.2 $382k +9% 1.5k 252.39
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Us Bancorp Del Com New (USB) 0.1 $349k NEW 7.8k 44.70
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Walt Disney Company (DIS) 0.1 $330k 2.7k 122.36
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $326k 623.00 523.17
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Schwab Strategic Tr Us Reit Etf (SCHH) 0.1 $324k +5% 16k 20.30
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $307k 9.5k 32.23
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Hca Holdings (HCA) 0.1 $267k 800.00 333.53
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Spdr Ser Tr Portfolio Short (SPSB) 0.1 $261k -72% 8.8k 29.77
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JPMorgan Chase & Co. (JPM) 0.1 $257k +6% 1.3k 200.30
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Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 0.1 $241k 2.8k 85.07
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Paychex (PAYX) 0.1 $241k +11% 2.0k 122.79
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $239k -7% 1.8k 135.06
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Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $235k 5.1k 46.19
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Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $233k +4% 1.5k 155.91
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Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $215k -92% 2.2k 99.43
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Procter & Gamble Company (PG) 0.1 $213k NEW 1.3k 162.23
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Eli Lilly & Co. (LLY) 0.1 $211k NEW 271.00 777.96
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Coca-Cola Company (KO) 0.1 $207k NEW 3.4k 61.18
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $204k 1.9k 110.49
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Past Filings by Dodds Wealth

SEC 13F filings are viewable for Dodds Wealth going back to 2023