Altiora Financial Group

Altiora Financial Group as of March 31, 2026

Portfolio Holdings for Altiora Financial Group

Altiora Financial Group holds 110 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 Us Core Equity 2 (DFAC) 18.5 $112M 2.9M 38.86
Dimensional Etf Trust World Ex Us Core (DFAX) 8.1 $49M 1.4M 33.97
Dimensional Etf Trust Short Duration F (DFSD) 7.3 $44M 923k 47.88
Vanguard Index Fds Total Stk Mkt (VTI) 4.8 $29M 90k 320.81
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 4.7 $29M 376k 75.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.3 $20M 199k 100.66
Simplify Exchange Traded Fun High Yield Etf (CDX) 3.2 $19M 899k 21.34
Simplify Exchange Traded Fun Managed Futures (CTA) 3.1 $19M 630k 30.22
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 2.7 $16M 653k 24.91
Dimensional Etf Trust Us Core Equity 1 (DCOR) 2.6 $16M 223k 72.08
Dimensional Etf Trust Us Targeted Vlu (DFAT) 2.4 $15M 235k 62.45
Dimensional Etf Trust Us Mktwide Value (DFUV) 2.2 $14M 280k 48.46
Schwab Strategic Tr Us Tips Etf (SCHP) 2.2 $14M 507k 26.61
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.2 $14M 270k 49.89
Ea Series Trust Alpha Arch 1-3 (BOXX) 1.8 $11M 95k 116.29
Ishares Tr Shrt Nat Mun Etf (SUB) 1.8 $11M 102k 106.50
Dimensional Etf Trust Internatnal Val (DFIV) 1.6 $9.8M 185k 52.78
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.4 $8.7M 149k 58.54
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.4 $8.2M 338k 24.27
Dimensional Etf Trust Us Equity Market (DFUS) 1.3 $7.9M 112k 70.91
Vanguard Wellington Short Trm Tax Ex (VTES) 1.2 $7.5M 75k 101.14
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.2 $7.2M 94k 77.11
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.1 $6.7M 112k 59.55
Dimensional Etf Trust Us High Profitab (DUHP) 1.0 $5.9M 162k 36.76
Vanguard Index Fds Growth Etf (VUG) 0.9 $5.7M 13k 436.79
Ishares Gold Tr Ishares New (IAU) 0.9 $5.7M 64k 88.16
Spdr Series Trust State Street Spd (BILS) 0.9 $5.6M 57k 99.44
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.9 $5.5M 109k 50.71
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.9 $5.3M 51k 103.43
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.8 $5.0M 50k 99.08
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.8 $4.9M 230k 21.34
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.8 $4.8M 68k 71.13
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.7 $4.1M 105k 38.96
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $3.3M 102k 32.22
Dimensional Etf Trust Inflation Prote (DFIP) 0.5 $3.3M 79k 41.72
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.5 $3.1M 68k 45.12
Microsoft Corporation (MSFT) 0.4 $2.6M 7.0k 370.16
Apple (AAPL) 0.4 $2.6M 10k 253.78
Ishares Tr Core S&p Ttl Stk (ITOT) 0.4 $2.6M 18k 142.43
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.5M 3.8k 653.23
Ishares Tr Us Treas Bd Etf (GOVT) 0.4 $2.4M 107k 22.91
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.3 $2.1M 70k 30.15
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.3 $1.9M 38k 49.95
Tesla Motors (TSLA) 0.3 $1.9M 5.1k 371.75
Spdr Series Trust State Street Spd (SPTS) 0.3 $1.9M 64k 29.18
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ) 0.3 $1.7M 69k 24.73
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $1.6M 45k 35.53
Simplify Exchange Traded Fun Barrier Income (SBAR) 0.3 $1.6M 63k 24.54
Ishares Tr Rus 2000 Val Etf (IWN) 0.2 $1.5M 7.8k 189.59
Amazon (AMZN) 0.2 $1.3M 6.2k 208.27
Dimensional Etf Trust Intl Small Cap V (DISV) 0.2 $1.2M 31k 39.44
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 4.2k 286.85
Vanguard World Utilities Etf (VPU) 0.2 $1.1M 5.7k 198.14
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.2 $1.1M 26k 41.09
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $928k 27k 34.55
Costco Wholesale Corporation (COST) 0.1 $876k 879.00 996.43
Chevron Corporation (CVX) 0.1 $851k 4.1k 206.90
Alphabet Cap Stk Cl A (GOOGL) 0.1 $846k 2.9k 287.57
Eli Lilly & Co. (LLY) 0.1 $823k 895.00 919.77
Dimensional Etf Trust Emerging Mkts Va (DFEV) 0.1 $811k 23k 35.78
Ishares Tr National Mun Etf (MUB) 0.1 $752k 7.1k 106.15
Bank of America Corporation (BAC) 0.1 $732k 15k 48.75
Bill Com Holdings Ord (BILL) 0.1 $728k 19k 38.30
Global X Fds Glb X Mlp Enrg I (MLPX) 0.1 $710k 9.6k 73.94
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 0.1 $676k 20k 33.86
Spdr Gold Tr Gold Shs (GLD) 0.1 $671k 1.6k 430.29
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $648k 996.00 650.46
Vanguard Index Fds Value Etf (VTV) 0.1 $647k 3.3k 196.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $602k 9.4k 64.08
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $591k 7.5k 78.41
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.1 $546k 3.7k 145.79
Ishares Tr Core Msci Intl (IDEV) 0.1 $516k 6.2k 83.57
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.1 $510k 20k 25.48
American Centy Etf Tr International Lr (AVIV) 0.1 $509k 6.8k 74.83
Spdr Series Trust State Street Spd (SPSB) 0.1 $507k 17k 30.07
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $498k 13k 38.42
Kraneshares Trust Mount Lucas Etf (KMLM) 0.1 $458k 16k 28.20
Ishares Tr Msci China Etf (MCHI) 0.1 $449k 8.0k 56.18
Johnson & Johnson (JNJ) 0.1 $437k 1.8k 244.48
Vanguard Index Fds Small Cp Etf (VB) 0.1 $420k 1.6k 261.92
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $411k 3.5k 118.45
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.1 $394k 4.9k 80.61
Dimensional Etf Trust International (DFSI) 0.1 $386k 9.1k 42.40
Simplify Exchange Traded Fun Currency Strateg (FOXY) 0.1 $382k 13k 29.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $375k 5.5k 67.52
Procter & Gamble Company (PG) 0.1 $374k 2.6k 144.44
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $371k 4.7k 79.26
Ishares Tr Russell 3000 Etf (IWV) 0.1 $353k 953.00 370.70
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $335k 581.00 577.29
Vanguard Index Fds Large Cap Etf (VV) 0.1 $329k 1.1k 298.85
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $313k 1.4k 217.25
Wal-Mart Stores (WMT) 0.0 $302k 2.4k 124.28
Ishares Tr Core S&p Us Gwt (IUSG) 0.0 $284k 1.8k 155.11
UnitedHealth (UNH) 0.0 $284k 1.0k 270.59
Caterpillar (CAT) 0.0 $283k 400.00 708.46
Newmont Mining Corporation (NEM) 0.0 $263k 2.4k 108.27
Exxon Mobil Corporation (XOM) 0.0 $263k 1.6k 169.66
Agnico (AEM) 0.0 $263k 1.3k 202.98
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $256k 3.4k 75.10
Meta Platforms Cl A (META) 0.0 $252k 440.00 572.65
JPMorgan Chase & Co. (JPM) 0.0 $246k 835.00 294.16
Barrick Mng Corp Com Shs (B) 0.0 $238k 5.8k 40.79
NVIDIA Corporation (NVDA) 0.0 $233k 1.3k 174.39
Ishares Tr Core Univrsl Usd (IUSB) 0.0 $229k 5.0k 46.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.0 $220k 369.00 596.78
Netflix (NFLX) 0.0 $220k 2.3k 96.15
International Business Machines (IBM) 0.0 $216k 892.00 242.39
Spdr Series Trust State Street Spd (SPYG) 0.0 $211k 2.2k 97.91
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $208k 965.00 215.04
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.0 $204k 1.5k 138.27