Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Dodds Wealth

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

Central Index Key (CIK): 0001973728

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for Dodds Wealth

Dodds Wealth holds 55 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Vanguard Scottsdale Fds Int-term Corp (VCIT)	18.2	$36M	438k	81.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	15.4	$30M	429k	70.10	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	15.2	$30M	569k	52.00	View chart
Spdr Ser Tr Portfolio Intrmd (SPIB)	8.6	$17M	509k	32.83	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	4.5	$8.7M	20k	436.81	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	4.3	$8.4M	150k	55.67	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	4.1	$8.0M	91k	88.36	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	2.8	$5.5M	49k	111.63	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	2.4	$4.7M	81k	57.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.4	$4.6M	162k	28.64	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.2	$4.3M	91k	47.24	View chart
Select Sector Spdr Tr Technology (XLK)	1.8	$3.5M	18k	192.48	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.5	$2.9M	30k	98.59	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.4	$2.6M	54k	49.20	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.3	$2.6M	19k	136.38	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.2	$2.4M	73k	33.25	View chart
Apple (AAPL)	1.2	$2.3M	12k	192.53	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.9	$1.7M	22k	77.37	View chart
Ishares Tr Broad Usd High (USHY)	0.8	$1.6M	45k	36.35	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.8	$1.6M	10k	157.81	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$1.3M	3.5k	356.66	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$1.1M	22k	51.83	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$1.1M	3.9k	277.12	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$965k	2.0k	477.59	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.5	$965k	32k	29.78	View chart
Ishares Tr Select Divid Etf (DVY)	0.5	$909k	7.8k	117.22	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$896k	6.4k	140.93	View chart
Welltower Inc Com reit (WELL)	0.3	$679k	7.5k	90.17	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$619k	10k	59.62	View chart
Cbiz (CBZ)	0.3	$547k	8.7k	62.59	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$546k	1.3k	409.57	View chart
Johnson & Johnson (JNJ)	0.3	$530k	3.4k	156.72	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.3	$529k	5.1k	102.89	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$495k	10k	47.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$483k	3.5k	139.69	View chart
Microsoft Corporation (MSFT)	0.2	$474k	1.3k	376.14	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.2	$473k	12k	39.10	View chart
Amazon (AMZN)	0.2	$449k	3.0k	151.94	View chart
NVIDIA Corporation (NVDA)	0.2	$426k	861.00	495.20	View chart
PIMCO Corporate Opportunity Fund (PTY)	0.2	$394k	30k	13.24	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	0.2	$393k	17k	22.74	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.2	$314k	15k	20.71	View chart
Marriott Intl Cl A (MAR)	0.2	$312k	1.4k	225.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$299k	630.00	475.00	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$293k	9.4k	31.19	View chart
Walt Disney Company (DIS)	0.1	$245k	2.7k	90.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$235k	1.9k	122.75	View chart
Pepsi (PEP)	0.1	$234k	1.4k	169.89	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.1	$228k	2.8k	81.09	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$225k	5.1k	44.10	View chart
Hca Holdings (HCA)	0.1	$217k	800.00	270.68	View chart
Paychex (PAYX)	0.1	$210k	1.8k	119.10	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$207k	1.4k	145.01	View chart
JPMorgan Chase & Co. (JPM)	0.1	$205k	1.2k	170.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$202k	1.9k	108.22	View chart

Past Filings by Dodds Wealth

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

Dodds Wealth 2023 Q4 filed Feb. 12, 2024

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z