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

Trailhead Planners

Latest statistics and disclosures from Trailhead Planners's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002109534

Tip: Access up to 7 years of quarterly data

Positions held by Trailhead Planners consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Trailhead Planners

Trailhead Planners holds 49 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	10.8	$11M	288k	38.96	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	10.1	$11M	131k	80.61	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	9.0	$9.4M	255k	36.76	View chart
American Centy Etf Tr Avantis Respon U (AVSU)	7.8	$8.1M	109k	73.92	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	6.5	$6.8M	62k	110.47	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	5.7	$5.9M	80k	73.65	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.0	$4.1M	128k	32.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	3.5	$3.7M	37k	100.66	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	3.2	$3.4M	34k	99.86	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	3.2	$3.3M	55k	59.98	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	3.2	$3.3M	94k	35.04	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	2.6	$2.7M	67k	39.44	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.5	$2.6M	33k	80.58	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	2.5	$2.6M	39k	66.57	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	2.2	$2.3M	27k	84.84	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	2.1	$2.2M	61k	35.53	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	2.0	$2.1M	90k	23.65	View chart
Tidal Trust Ii Rtn Stacked Bd (RSBT)	1.8	$1.9M	101k	18.85	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	1.7	$1.8M	16k	111.18	View chart
Apple (AAPL)	1.6	$1.7M	6.7k	253.79	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	1.4	$1.4M	42k	33.86	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$1.1M	29k	38.86	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.0	$1.0M	23k	45.12	View chart
Chevron Corporation (CVX)	1.0	$1.0M	4.8k	206.91	View chart
Dimensional Etf Trust Ultrashort Fixed (DUSB)	0.7	$725k	14k	50.71	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.7	$717k	12k	62.45	View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)	0.7	$678k	9.7k	69.90	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.6	$655k	12k	52.78	View chart
Exxon Mobil Corporation (XOM)	0.5	$507k	3.0k	169.66	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.5	$480k	11k	45.87	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$453k	1.4k	320.89	View chart
Ishares Tr Esg Aware Msci (ESML)	0.4	$448k	9.5k	47.02	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.4	$432k	9.1k	47.53	View chart
JPMorgan Chase & Co. (JPM)	0.4	$425k	1.4k	294.16	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.4	$423k	9.0k	46.80	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$408k	1.2k	337.95	View chart
Microsoft Corporation (MSFT)	0.4	$379k	1.0k	370.23	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.4	$378k	9.2k	41.09	View chart
Spdr Series Trust State Street Spd (SPTS)	0.4	$370k	13k	29.18	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$359k	1.3k	287.55	View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)	0.3	$331k	12k	26.91	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	0.3	$309k	7.4k	41.54	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$270k	4.0k	67.53	View chart
Amazon (AMZN)	0.2	$244k	1.2k	208.27	View chart
NVIDIA Corporation (NVDA)	0.2	$231k	1.3k	174.40	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$223k	1.6k	141.42	View chart
Ea Series Trust Freedom 100 Em (FRDM)	0.2	$219k	4.0k	54.65	View chart
American Centy Etf Tr International Lr (AVIV)	0.2	$218k	2.9k	74.83	View chart
American Centy Etf Tr Core Muni Fxd In (AVMU)	0.2	$212k	4.6k	45.80	View chart

Past Filings by Trailhead Planners

SEC 13F filings are viewable for Trailhead Planners going back to 2026

Trailhead Planners 2026 Q1 filed May 6, 2026

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