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Financially in Tune

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

Top 5 stock holdings are DFIV, JCPB, VYM, JEPI, JPUS, and represent 48.52% of Financially in Tune's stock portfolio.
Added to shares of these 10 stocks: DFIV, JCPB, JEPI, BSCT, JMST, BSCS, VYM, FYEE, GOOG, BSCR.
Started 7 new stock positions in JMST, JNJ, FYEE, PNI, BSV, COST, NVDA.
Reduced shares in these 10 stocks: BRK.B, , JHSC, AAPL, SPGI, VIG, JHML, IWB, MRK, IVV.
Sold out of its position in VCIT.
Financially in Tune was a net buyer of stock by $8.1M.
Financially in Tune has $116M in assets under management (AUM), dropping by 8.55%.
Central Index Key (CIK): 0002113970

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Portfolio Holdings for Financially in Tune

Financially in Tune holds 77 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	20.3	$24M	+7%	447k	52.78	View chart
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)	9.4	$11M	+16%	233k	47.08	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	7.5	$8.7M	+4%	59k	148.10	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	6.9	$8.1M	+14%	142k	56.68	View chart
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS)	4.4	$5.1M		39k	130.21	View chart
Dimensional Etf Trust Emerging Mkts Va (DFEV)	4.3	$5.0M	+4%	140k	35.78	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.7	$3.2M		63k	50.34	View chart
Ishares Tr Esg Optimized (SUSA)	2.6	$3.1M		23k	132.10	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.2	$2.6M	+7%	66k	39.44	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	2.1	$2.4M	+20%	119k	20.42	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	2.0	$2.3M	+2%	31k	75.10	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.8	$2.1M	+6%	9.8k	217.25	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.8	$2.0M	-2%	9.5k	215.07	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	1.7	$1.9M		29k	67.53	View chart
Cohen & Steers Etf Trust Real Estate Acti (CSRE)	1.5	$1.7M	+6%	66k	26.28	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	1.4	$1.7M	+10%	48k	35.04	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	1.3	$1.5M		49k	30.96	View chart
Apple (AAPL)	1.3	$1.5M	-5%	5.9k	253.79	View chart
T Rowe Price Etf Floating Rate (TFLR)	1.2	$1.4M	-2%	27k	50.36	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.2	$1.3M	+4%	25k	54.05	View chart
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN)	1.1	$1.3M	-2%	18k	71.24	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	1.1	$1.3M	+276%	68k	18.66	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.0	$1.2M	-2%	1.8k	653.36	View chart
John Hancock Exchange Traded Multi Intl Etf (JHMD)	1.0	$1.2M		27k	42.37	View chart
Spdr Index Shs Fds State Street Spd (CWI)	1.0	$1.1M	+28%	31k	36.59	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$1.1M	-4%	2.9k	356.56	View chart
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML)	0.8	$974k	-5%	12k	78.27	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	0.8	$940k		26k	35.71	View chart
Microsoft Corporation (MSFT)	0.8	$909k	+6%	2.5k	370.12	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.7	$787k	+50%	40k	19.62	View chart
S&p Global (SPGI)	0.6	$746k	-7%	1.8k	425.24	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$720k	-44%	1.5k	479.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$644k	+75%	2.2k	286.86	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$574k	+2%	6.0k	95.62	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.4	$522k	-3%	5.5k	94.24	View chart
Franklin Templeton (FTF)	0.4	$483k		83k	5.83	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$468k		1.5k	320.81	View chart
Home Depot (HD)	0.4	$448k		1.4k	328.93	View chart
Ishares Tr Esg Eafe Etf (DMXF)	0.4	$435k		5.8k	75.45	View chart
Amazon (AMZN)	0.4	$432k	-5%	2.1k	208.27	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.4	$426k	NEW	8.4k	50.98	View chart
International Business Machines (IBM)	0.3	$402k	-7%	1.7k	242.40	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.3	$394k	+13%	7.1k	55.52	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.3	$360k		603.00	597.55	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$349k		1.2k	287.18	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.3	$341k	+2%	525.00	650.34	View chart
Vanguard Index Fds Growth Etf (VUG)	0.3	$341k	+54%	780.00	436.75	View chart
Ishares Tr Esg Aware Msci (ESML)	0.3	$332k		7.1k	47.02	View chart
JPMorgan Chase & Co. (JPM)	0.3	$332k	+18%	1.1k	294.16	View chart
Ishares Tr Esg Msci Usa Etf (USXF)	0.3	$323k		5.9k	55.20	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$312k	+9%	6.1k	50.95	View chart
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE)	0.3	$299k	NEW	11k	27.13	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.3	$292k	-2%	4.3k	68.47	View chart
John Hancock Exchange Traded Multfctr Emrng (JHEM)	0.2	$290k		8.5k	34.26	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$284k	+4%	4.1k	69.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$269k	+8%	937.00	287.56	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$269k		5.3k	50.80	View chart
NVIDIA Corporation (NVDA)	0.2	$263k	NEW	1.5k	174.40	View chart
Pimco CA Municipal Income Fund (PCQ)	0.2	$257k		30k	8.58	View chart
Raytheon Technologies Corp (RTX)	0.2	$256k		1.3k	192.90	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.2	$248k	-11%	3.7k	67.12	View chart
Oracle Corporation (ORCL)	0.2	$243k		1.7k	147.11	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.2	$242k	-9%	1.7k	145.79	View chart
Merck & Co (MRK)	0.2	$237k	-13%	2.0k	120.29	View chart
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA)	0.2	$235k		4.5k	52.60	View chart
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB)	0.2	$231k		22k	10.69	View chart
Johnson & Johnson (JNJ)	0.2	$230k	NEW	942.00	244.44	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.2	$222k	NEW	2.8k	78.42	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$219k		1.6k	141.42	View chart
Ishares Tr Egsadvncdmsci Em (EMXF)	0.2	$219k		4.6k	47.84	View chart
Rivernorth Flexible Municipal Incm Fd II (RFMZ)	0.2	$218k		17k	12.65	View chart
Costco Wholesale Corporation (COST)	0.2	$215k	NEW	216.00	996.43	View chart
First Tr Exchange-traded SHS (FVD)	0.2	$214k		4.6k	47.03	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	0.2	$213k	-29%	5.0k	42.89	View chart
Mainstay Definedterm Mn Opp (MMD)	0.1	$155k		10k	14.85	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.1	$88k		17k	5.10	View chart
Pimco NY Muni Income Fund II (PNI)	0.1	$72k	NEW	11k	6.85	View chart

Past Filings by Financially in Tune

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

Financially in Tune 2026 Q1 filed April 22, 2026
Financially in Tune 2025 Q4 filed Feb. 27, 2026

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