Pandowealth

Pandowealth as of Dec. 31, 2025

Portfolio Holdings for Pandowealth

Pandowealth holds 19 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
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 46.8 $51M 1.4M 36.05
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 34.1 $37M 939k 39.59
Dimensional Etf Trust Glob Co Plus Etf (DFGP) 7.7 $8.4M 155k 54.07
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $4.1M 107k 38.56
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $1.8M 5.4k 335.29
Dimensional Etf Trust Us Targeted Vlu (DFAT) 1.4 $1.6M 26k 59.54
Profesionally Managed Portfo Akre Focus Etf (AKRE) 0.8 $859k 13k 65.51
Dimensional Etf Trust Us Mktwide Value (DFUV) 0.6 $672k 14k 46.59
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $606k 12k 50.29
Apple (AAPL) 0.4 $459k 1.7k 271.93
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $445k 14k 32.73
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC) 0.4 $396k 3.9k 100.26
Spdr Gold Tr Gold Shs (GLD) 0.3 $355k 895.00 396.31
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $282k 414.00 681.71
Wal-Mart Stores (WMT) 0.2 $225k 2.0k 111.41
Vanguard Index Fds Value Etf (VTV) 0.2 $214k 1.1k 190.98
Ishares Tr Tips Bd Etf (TIP) 0.2 $203k 1.8k 109.91
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $202k 2.5k 79.74
Hercules Technology Growth Capital (HTGC) 0.0 $0 2.5M 0.00