DiPaolo Financial Group

DiPaolo Financial Group as of March 31, 2026

Portfolio Holdings for DiPaolo Financial Group

DiPaolo Financial Group holds 45 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
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.4 $21M 330k 64.08
Vanguard Index Fds Growth Etf (VUG) 13.9 $19M 44k 436.79
Vanguard Index Fds Value Etf (VTV) 12.8 $18M 90k 196.20
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 9.4 $13M 268k 48.05
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.6 $12M 151k 78.41
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.1 $7.0M 130k 54.05
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.2 $5.8M 124k 46.95
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $5.6M 133k 42.22
Vanguard Bd Index Fds Long Term Bond (BLV) 4.0 $5.5M 80k 68.78
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.2 $4.5M 63k 71.13
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $3.9M 12k 320.81
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.0 $2.8M 4.7k 597.61
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.6 $2.1M 29k 73.64
Spdr Gold Tr Gold Shs (GLD) 1.4 $1.9M 4.4k 430.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $1.8M 3.1k 577.25
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.4M 18k 77.11
Tesla Motors (TSLA) 1.0 $1.3M 3.5k 371.75
Apple (AAPL) 0.9 $1.2M 4.7k 253.81
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.8 $1.1M 28k 38.42
Vanguard World Mega Grwth Ind (MGK) 0.5 $738k 2.0k 367.46
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $721k 4.9k 148.10
Nextera Energy (NEE) 0.4 $603k 6.5k 92.88
Microsoft Corporation (MSFT) 0.4 $505k 1.4k 370.08
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $482k 1.0k 479.20
Ball Corporation (BALL) 0.3 $467k 7.9k 59.11
Amazon (AMZN) 0.2 $334k 1.6k 208.27
Ishares Tr Core S&p500 Etf (IVV) 0.2 $325k 497.00 653.26
Capital Grp Fixed Incm Etf T Municipal Income (CGMU) 0.2 $312k 12k 27.15
NVIDIA Corporation (NVDA) 0.2 $311k 1.8k 174.37
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $307k 4.0k 76.82
Verizon Communications (VZ) 0.2 $291k 5.8k 50.20
Home Depot (HD) 0.2 $279k 848.00 329.01
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.2 $279k 7.2k 38.86
Johnson & Johnson (JNJ) 0.2 $273k 1.1k 244.42
Travelers Companies (TRV) 0.2 $269k 923.00 291.68
Abbvie (ABBV) 0.2 $267k 1.2k 217.50
Meta Platforms Cl A (META) 0.2 $259k 453.00 572.03
Emerson Electric (EMR) 0.2 $250k 1.9k 131.04
Exxon Mobil Corporation (XOM) 0.2 $248k 1.5k 169.65
McDonald's Corporation (MCD) 0.2 $244k 786.00 310.83
Alphabet Cap Stk Cl A (GOOGL) 0.2 $244k 849.00 287.48
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $241k 2.6k 94.23
JPMorgan Chase & Co. (JPM) 0.2 $240k 817.00 294.23
Eli Lilly & Co. (LLY) 0.2 $235k 255.00 919.42
Procter & Gamble Company (PG) 0.2 $222k 1.5k 144.47