Financially in Tune

Financially in Tune as of March 31, 2026

Portfolio Holdings for Financially in Tune

Financially in Tune holds 77 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 Internatnal Val (DFIV) 20.3 $24M 447k 52.78
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB) 9.4 $11M 233k 47.08
Vanguard Whitehall Fds High Div Yld (VYM) 7.5 $8.7M 59k 148.10
J P Morgan Exchange Traded F Equity Premium (JEPI) 6.9 $8.1M 142k 56.68
J P Morgan Exchange Traded F Jpmorgan Diver (JPUS) 4.4 $5.1M 39k 130.21
Dimensional Etf Trust Emerging Mkts Va (DFEV) 4.3 $5.0M 140k 35.78
Wisdomtree Tr Floatng Rat Trea (USFR) 2.7 $3.2M 63k 50.34
Ishares Tr Esg Optimized (SUSA) 2.6 $3.1M 23k 132.10
Dimensional Etf Trust Intl Small Cap V (DISV) 2.2 $2.6M 66k 39.44
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 2.1 $2.4M 119k 20.42
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 2.0 $2.3M 31k 75.10
Vanguard Index Fds Sm Cp Val Etf (VBR) 1.8 $2.1M 9.8k 217.25
Vanguard Specialized Funds Div App Etf (VIG) 1.8 $2.0M 9.5k 215.07
Ishares Tr Core S&p Mcp Etf (IJH) 1.7 $1.9M 29k 67.53
Cohen & Steers Etf Trust Real Estate Acti (CSRE) 1.5 $1.7M 66k 26.28
Dimensional Etf Trust Us Small Cap Val (DFSV) 1.4 $1.7M 48k 35.04
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.3 $1.5M 49k 30.96
Apple (AAPL) 1.3 $1.5M 5.9k 253.79
T Rowe Price Etf Floating Rate (TFLR) 1.2 $1.4M 27k 50.36
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.2 $1.3M 25k 54.05
J P Morgan Exchange Traded F Div Rtn Int Eq (JPIN) 1.1 $1.3M 18k 71.24
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 1.1 $1.3M 68k 18.66
Ishares Tr Core S&p500 Etf (IVV) 1.0 $1.2M 1.8k 653.36
John Hancock Exchange Traded Multi Intl Etf (JHMD) 1.0 $1.2M 27k 42.37
Spdr Index Shs Fds State Street Spd (CWI) 1.0 $1.1M 31k 36.59
Ishares Tr Rus 1000 Etf (IWB) 0.9 $1.1M 2.9k 356.56
John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) 0.8 $974k 12k 78.27
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.8 $940k 26k 35.71
Microsoft Corporation (MSFT) 0.8 $909k 2.5k 370.12
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.7 $787k 40k 19.62
S&p Global (SPGI) 0.6 $746k 1.8k 425.24
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $720k 1.5k 479.20
Alphabet Cap Stk Cl C (GOOG) 0.6 $644k 2.2k 286.86
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.5 $574k 6.0k 95.62
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.4 $522k 5.5k 94.24
Franklin Templeton (FTF) 0.4 $483k 83k 5.83
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $468k 1.5k 320.81
Home Depot (HD) 0.4 $448k 1.4k 328.93
Ishares Tr Esg Eafe Etf (DMXF) 0.4 $435k 5.8k 75.45
Amazon (AMZN) 0.4 $432k 2.1k 208.27
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.4 $426k 8.4k 50.98
International Business Machines (IBM) 0.3 $402k 1.7k 242.40
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $394k 7.1k 55.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $360k 603.00 597.55
Vanguard Index Fds Mid Cap Etf (VO) 0.3 $349k 1.2k 287.18
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $341k 525.00 650.34
Vanguard Index Fds Growth Etf (VUG) 0.3 $341k 780.00 436.75
Ishares Tr Esg Aware Msci (ESML) 0.3 $332k 7.1k 47.02
JPMorgan Chase & Co. (JPM) 0.3 $332k 1.1k 294.16
Ishares Tr Esg Msci Usa Etf (USXF) 0.3 $323k 5.9k 55.20
Ishares Tr Fltg Rate Nt Etf (FLOT) 0.3 $312k 6.1k 50.95
Fidelity Greenwood Street Tr Yield Enhanced E (FYEE) 0.3 $299k 11k 27.13
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $292k 4.3k 68.47
John Hancock Exchange Traded Multfctr Emrng (JHEM) 0.2 $290k 8.5k 34.26
Ishares Core Msci Emkt (IEMG) 0.2 $284k 4.1k 69.76
Alphabet Cap Stk Cl A (GOOGL) 0.2 $269k 937.00 287.56
First Tr Exchange-traded SHS (FDL) 0.2 $269k 5.3k 50.80
NVIDIA Corporation (NVDA) 0.2 $263k 1.5k 174.40
Pimco CA Municipal Income Fund (PCQ) 0.2 $257k 30k 8.58
Raytheon Technologies Corp (RTX) 0.2 $256k 1.3k 192.90
John Hancock Exchange Traded Multifactor Mi (JHMM) 0.2 $248k 3.7k 67.12
Oracle Corporation (ORCL) 0.2 $243k 1.7k 147.11
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $242k 1.7k 145.79
Merck & Co (MRK) 0.2 $237k 2.0k 120.29
J P Morgan Exchange Traded F Intl Hdgd Eqt La (HOLA) 0.2 $235k 4.5k 52.60
AllianceBernstein Natnl Muncpl Incm Fnd. (AFB) 0.2 $231k 22k 10.69
Johnson & Johnson (JNJ) 0.2 $230k 942.00 244.44
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $222k 2.8k 78.42
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $219k 1.6k 141.42
Ishares Tr Egsadvncdmsci Em (EMXF) 0.2 $219k 4.6k 47.84
Rivernorth Flexible Municipal Incm Fd II (RFMZ) 0.2 $218k 17k 12.65
Costco Wholesale Corporation (COST) 0.2 $215k 216.00 996.43
First Tr Exchange-traded SHS (FVD) 0.2 $214k 4.6k 47.03
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.2 $213k 5.0k 42.89
Mainstay Definedterm Mn Opp (MMD) 0.1 $155k 10k 14.85
Fs Credit Opportunities Corp Common Stock (FSCO) 0.1 $88k 17k 5.10
Pimco NY Muni Income Fund II (PNI) 0.1 $72k 11k 6.85