DiPaolo Financial Group

DiPaolo Financial Group as of Dec. 31, 2025

Portfolio Holdings for DiPaolo Financial Group

DiPaolo Financial Group holds 31 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 18.6 $18M 280k 62.47
Vanguard Index Fds Growth Etf (VUG) 18.0 $17M 35k 487.85
Vanguard Index Fds Value Etf (VTV) 14.9 $14M 73k 190.99
Vanguard Bd Index Fds Short Trm Bond (BSV) 9.5 $8.9M 113k 78.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 6.3 $5.9M 110k 53.76
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.8 $4.5M 96k 47.08
Vanguard Bd Index Fds Long Term Bond (BLV) 4.5 $4.3M 62k 69.52
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.9 $3.7M 53k 69.67
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $2.9M 8.8k 335.27
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.4 $2.3M 3.6k 627.13
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $1.5M 20k 74.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.3M 2.1k 614.22
Spdr Gold Tr Gold Shs (GLD) 1.3 $1.2M 3.0k 396.31
Tesla Motors (TSLA) 1.1 $1.0M 2.3k 449.72
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.0 $932k 19k 49.65
Apple (AAPL) 1.0 $916k 3.4k 271.82
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $911k 12k 75.44
Vanguard World Mega Grwth Ind (MGK) 0.9 $829k 2.0k 412.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $685k 4.8k 143.53
Microsoft Corporation (MSFT) 0.6 $549k 1.1k 483.43
Nextera Energy (NEE) 0.6 $521k 6.5k 80.29
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $445k 886.00 502.65
Ball Corporation (BALL) 0.4 $390k 7.4k 52.97
Travelers Companies (TRV) 0.3 $292k 1.0k 290.06
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.3 $288k 3.7k 77.63
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.3 $284k 7.2k 39.59
Eli Lilly & Co. (LLY) 0.3 $269k 250.00 1074.10
Home Depot (HD) 0.2 $214k 622.00 344.13
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $210k 2.3k 90.00
Meta Platforms Cl A (META) 0.2 $209k 317.00 659.61
Ishares Tr Core S&p500 Etf (IVV) 0.2 $206k 300.00 684.94