Spectrum Investment Advisors

Spectrum Investment Advisors as of March 31, 2025

Portfolio Holdings for Spectrum Investment Advisors

Spectrum Investment Advisors holds 25 positions in its portfolio as reported in the March 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) 15.0 $23M 604k 38.44
Fidelity Covington Trust Enhanced Large (FELG) 13.5 $21M 664k 31.50
Vanguard Index Fds S&p 500 Etf Shs (VOO) 11.6 $18M 35k 513.91
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.9 $17M 543k 31.23
Ishares Tr Core Msci Total (IXUS) 8.9 $14M 198k 69.81
Ishares Tr Mbs Etf (MBB) 8.1 $13M 134k 93.78
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI) 7.5 $12M 418k 27.82
Vanguard Index Fds Sm Cp Val Etf (VBR) 5.0 $7.7M 41k 186.29
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.5 $7.0M 271k 25.89
Vanguard Index Fds Mid Cap Etf (VO) 3.2 $5.0M 19k 258.62
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 2.8 $4.3M 95k 45.65
Alps Etf Tr Smith Core Plus (SMTH) 2.8 $4.3M 166k 25.89
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 1.7 $2.6M 28k 92.79
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.7 $1.0M 1.9k 532.58
Apple (AAPL) 0.6 $992k 4.5k 222.15
Ishares Tr National Mun Etf (MUB) 0.6 $871k 8.3k 105.44
Fidelity Covington Trust Vlu Factor Etf (FVAL) 0.5 $849k 14k 59.59
Vanguard Admiral Fds Midcp 400 Val (IVOV) 0.5 $843k 9.2k 92.04
Abbvie (ABBV) 0.4 $576k 2.8k 209.51
Microsoft Corporation (MSFT) 0.3 $478k 1.3k 375.28
Abbott Laboratories (ABT) 0.2 $332k 2.5k 132.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $271k 484.00 559.94
Costco Wholesale Corporation (COST) 0.1 $230k 243.00 944.91
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $226k 821.00 274.86
NVIDIA Corporation (NVDA) 0.1 $215k 2.0k 108.39