Dodds Wealth

Dodds Wealth as of March 31, 2026

Portfolio Holdings for Dodds Wealth

Dodds Wealth holds 51 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 Scottsdale Fds Int-term Corp (VCIT) 13.9 $57M 685k 82.75
Spdr Series Trust State Street Spd (SPIB) 13.8 $56M 1.7M 33.54
Ishares Tr Ishs 5-10yr Invt (IGIB) 11.6 $47M 889k 53.22
Ishares Tr Us Treas Bd Etf (GOVT) 11.2 $46M 2.0M 22.91
Vanguard Index Fds Growth Etf (VUG) 10.9 $44M 101k 436.79
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 7.8 $32M 1.0M 30.50
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 6.2 $25M 1.0M 25.10
Vanguard Index Fds S&p 500 Etf Shs (VOO) 5.0 $21M 34k 597.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 3.2 $13M 171k 77.11
J P Morgan Exchange Traded F Municipal Etf (JMUB) 2.5 $10M 202k 49.99
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.4 $5.8M 130k 45.12
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 1.4 $5.7M 145k 38.96
Select Sector Spdr Tr State Street Tec (XLK) 1.2 $4.9M 37k 132.90
Vanguard Index Fds Real Estate Etf (VNQ) 1.1 $4.5M 51k 88.70
Vanguard Whitehall Fds High Div Yld (VYM) 0.9 $3.8M 25k 148.10
Apple (AAPL) 0.8 $3.4M 13k 253.78
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $2.3M 12k 191.93
Dimensional Etf Trust Us Equity Market (DFUS) 0.5 $2.0M 28k 70.91
NVIDIA Corporation (NVDA) 0.4 $1.8M 10k 174.40
Alphabet Cap Stk Cl C (GOOG) 0.4 $1.7M 6.0k 286.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.6M 3.4k 479.13
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.4 $1.6M 2.4k 650.40
Ishares Tr Select Divid Etf (DVY) 0.3 $1.2M 7.9k 151.42
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $1.2M 18k 67.53
Select Sector Spdr Tr State Street Hea (XLV) 0.3 $1.1M 7.4k 146.60
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.3 $1.0M 7.5k 138.32
Ishares Tr Core S&p500 Etf (IVV) 0.2 $1.0M 1.6k 653.40
Welltower Inc Com reit (WELL) 0.2 $939k 4.7k 197.71
Alphabet Cap Stk Cl A (GOOGL) 0.2 $854k 3.0k 287.58
Johnson & Johnson (JNJ) 0.2 $797k 3.3k 244.45
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $742k 12k 64.08
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $726k 1.3k 576.97
Ishares Tr U.s. Tech Etf (IYW) 0.2 $715k 3.9k 181.43
Amazon (AMZN) 0.2 $696k 3.3k 208.27
Microsoft Corporation (MSFT) 0.2 $665k 1.8k 370.10
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $557k 11k 52.56
Marriott Intl Cl A (MAR) 0.1 $553k 1.7k 327.16
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $536k 18k 30.32
JPMorgan Chase & Co. (JPM) 0.1 $414k 1.4k 294.16
Us Bancorp Com New (USB) 0.1 $398k 7.7k 52.01
Hca Holdings (HCA) 0.1 $379k 800.00 473.24
Wal-Mart Stores (WMT) 0.1 $373k 3.0k 124.28
Invesco Exchange Traded Fd T Large Cap Value (PWV) 0.1 $365k 5.2k 69.71
Cbiz (CBZ) 0.1 $364k 14k 26.85
Pepsi (PEP) 0.1 $337k 2.2k 155.32
Coca-Cola Company (KO) 0.1 $285k 3.7k 76.05
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.1 $281k 5.1k 55.10
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.1 $262k 1.4k 184.25
Walt Disney Company (DIS) 0.1 $257k 2.7k 96.37
Eli Lilly & Co. (LLY) 0.1 $249k 271.00 920.37
Dimensional Etf Trust Us Real Estate E (DFAR) 0.1 $244k 10k 23.65