DiPaolo Financial Group

DiPaolo Financial Group as of June 30, 2026

Portfolio Holdings for DiPaolo Financial Group

DiPaolo Financial Group holds 47 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Growth Etf (VUG) 15.5 $24M 276k 86.14
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 15.4 $24M 332k 71.25
Vanguard Index Fds Value Etf (VTV) 12.9 $20M 91k 217.93
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 8.8 $14M 278k 48.43
Vanguard Bd Index Fds Short Trm Bond (BSV) 8.0 $12M 157k 77.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.2 $8.0M 134k 59.69
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 4.0 $6.0M 129k 46.81
Dimensional Etf Trust Core Fixe In Etf (DFCF) 3.8 $5.9M 139k 42.21
Vanguard Bd Index Fds Long Term Bond (BLV) 3.8 $5.8M 84k 68.93
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.5 $5.3M 65k 82.34
Vanguard Index Fds Total Stk Mkt (VTI) 2.9 $4.4M 12k 370.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.2 $3.3M 4.9k 686.86
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.5 $2.3M 3.2k 736.37
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $2.1M 29k 73.41
Spdr Gold Tr Gold Shs (GLD) 1.0 $1.6M 4.3k 368.38
Apple (AAPL) 1.0 $1.5M 5.2k 289.39
Tesla Motors (TSLA) 1.0 $1.5M 3.6k 420.56
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.0 $1.5M 17k 85.49
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $965k 29k 33.29
Vanguard World Mega Grwth Ind (MGK) 0.6 $858k 9.8k 87.91
Vanguard Whitehall Fds High Div Yld (VYM) 0.5 $795k 5.0k 158.03
Nextera Energy (NEE) 0.4 $570k 6.5k 87.77
Microsoft Corporation (MSFT) 0.3 $523k 1.4k 373.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $503k 1.0k 500.39
Ball Corporation (BALL) 0.3 $495k 7.9k 62.40
Amazon (AMZN) 0.2 $380k 1.6k 238.34
NVIDIA Corporation (NVDA) 0.2 $357k 1.8k 200.05
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.2 $319k 7.2k 44.36
Alphabet Cap Stk Cl A (GOOGL) 0.2 $318k 891.00 357.34
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU) 0.2 $316k 12k 27.47
Vanguard Scottsdale Fds Total Corp Bnd (VTC) 0.2 $308k 4.0k 76.81
Eli Lilly & Co. (LLY) 0.2 $306k 255.00 1199.12
Johnson & Johnson (JNJ) 0.2 $303k 1.2k 253.98
Home Depot (HD) 0.2 $300k 851.00 352.65
Ishares Tr Core S&p500 Etf (IVV) 0.2 $300k 400.00 748.89
Travelers Companies (TRV) 0.2 $294k 890.00 330.12
Abbvie (ABBV) 0.2 $294k 1.2k 251.67
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $278k 2.8k 100.16
Emerson Electric (EMR) 0.2 $273k 1.9k 143.16
Verizon Communications (VZ) 0.2 $268k 6.3k 42.34
JPMorgan Chase & Co. (JPM) 0.2 $260k 795.00 327.53
Meta Platforms Cl A (META) 0.2 $256k 454.00 563.37
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.2 $250k 2.5k 98.19
Procter & Gamble Company (PG) 0.1 $224k 1.5k 146.66
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $214k 287.00 746.77
McDonald's Corporation (MCD) 0.1 $213k 786.00 270.36
Bank of America Corporation (BAC) 0.1 $209k 3.7k 56.98