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Financially in Tune

Latest statistics and disclosures from Financially in Tune's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002113970

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Portfolio Holdings for Financially in Tune

Financially in Tune holds 71 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	19.4	$21M	418k	49.90	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	8.8	$9.5M	200k	47.35	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.5	$8.0M	56k	143.52	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	6.6	$7.1M	124k	57.24	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	4.5	$4.9M	39k	123.95	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	4.2	$4.5M	134k	33.74	View chart
Ishares Tr Esg Optimized (SUSA)	3.0	$3.2M	23k	139.34	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.0	$3.2M	63k	50.32	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.2	$2.3M	61k	38.00	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.1	$2.2M	30k	73.56	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.0	$2.2M	9.8k	219.78	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	1.9	$2.0M	98k	20.60	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$1.9M	9.2k	211.79	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.8	$1.9M	29k	66.00	View chart
Apple (AAPL)	1.6	$1.7M	6.2k	271.86	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	1.5	$1.6M	62k	25.51	View chart
T Rowe Price Etf Floating Rate (TFLR)	1.3	$1.4M	28k	51.40	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$1.4M	48k	30.07	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.3	$1.4M	44k	32.89	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.4M	2.7k	502.65	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.2	$1.3M	1.9k	685.08	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$1.3M	24k	53.76	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	1.2	$1.3M	18k	68.14	View chart
Ishares Tr Rus 1000 Etf (IWB)	1.1	$1.2M	3.1k	373.44	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.1	$1.2M	28k	41.53	View chart
Microsoft Corporation (MSFT)	1.0	$1.1M	2.3k	483.56	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	1.0	$1.0M	13k	79.85	View chart
S&p Global (SPGI)	0.9	$994k	1.9k	522.72	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$900k	26k	34.21	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	0.8	$852k	24k	35.92	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$557k	5.9k	95.09	View chart
International Business Machines (IBM)	0.5	$532k	1.8k	296.21	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.5	$527k	27k	19.74	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.5	$516k	5.7k	90.00	View chart
Franklin Templeton (FTF)	0.5	$510k	83k	6.15	View chart
Amazon (AMZN)	0.5	$505k	2.2k	230.82	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.5	$495k	1.5k	335.20	View chart
Home Depot (HD)	0.4	$466k	1.4k	344.14	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.4	$433k	5.8k	75.16	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$402k	1.3k	313.80	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$378k	603.00	627.13	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$363k	6.2k	58.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$353k	1.2k	290.22	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$349k	512.00	681.92	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$341k	18k	18.84	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$334k	5.8k	57.58	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$325k	7.1k	45.98	View chart
Oracle Corporation (ORCL)	0.3	$322k	1.7k	194.91	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.3	$314k	3.8k	83.74	View chart
JPMorgan Chase & Co. (JPM)	0.3	$307k	954.00	322.22	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.3	$296k	7.1k	41.99	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$293k	4.4k	67.13	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$285k	5.6k	50.86	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.3	$278k	8.5k	32.90	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.3	$275k	4.2k	65.48	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$271k	867.00	313.00	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$263k	1.8k	143.33	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$262k	3.9k	67.22	View chart
Pimco CA Municipal Income Fund (PCQ)	0.2	$262k	30k	8.73	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$247k	506.00	487.79	View chart
Raytheon Technologies Corp (RTX)	0.2	$243k	1.3k	183.40	View chart
Merck & Co (MRK)	0.2	$239k	2.3k	105.26	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$235k	5.3k	44.34	View chart
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)	0.2	$234k	22k	10.82	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.2	$234k	4.5k	52.24	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$231k	1.6k	148.98	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.2	$218k	17k	12.66	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.2	$213k	4.6k	46.53	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$210k	4.6k	46.08	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$155k	10k	14.87	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$109k	17k	6.30	View chart

Past Filings by Financially in Tune

SEC 13F filings are viewable for Financially in Tune going back to 2025

Financially in Tune 2025 Q4 filed Feb. 27, 2026

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