Trailhead Planners

Trailhead Planners as of March 31, 2026

Portfolio Holdings for Trailhead Planners

Trailhead Planners holds 49 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 Intl Core Eqt Mk (DFAI) 10.8 $11M 288k 38.96
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.1 $11M 131k 80.61
Dimensional Etf Trust Us High Profitab (DUHP) 9.0 $9.4M 255k 36.76
American Centy Etf Tr Avantis Respon U (AVSU) 7.8 $8.1M 109k 73.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.5 $6.8M 62k 110.47
American Centy Etf Tr Avantis Responsi (AVSD) 5.7 $5.9M 80k 73.65
Dimensional Etf Trust Intl High Profit (DIHP) 4.0 $4.1M 128k 32.22
Ishares Tr 0-3 Mnth Treasry (SGOV) 3.5 $3.7M 37k 100.66
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.2 $3.4M 34k 99.86
American Centy Etf Tr Emerging Mkt Val (AVES) 3.2 $3.3M 55k 59.98
Dimensional Etf Trust Us Small Cap Val (DFSV) 3.2 $3.3M 94k 35.04
Dimensional Etf Trust Intl Small Cap V (DISV) 2.6 $2.7M 67k 39.44
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.5 $2.6M 33k 80.58
American Centy Etf Tr Avantis Responsi (AVSE) 2.5 $2.6M 39k 66.57
American Centy Etf Tr Intl Eqt Etf (AVDE) 2.2 $2.3M 27k 84.84
Dimensional Etf Trust Intl Core Equity (DFIC) 2.1 $2.2M 61k 35.53
Dimensional Etf Trust Us Real Estate E (DFAR) 2.0 $2.1M 90k 23.65
Tidal Trust Ii Rtn Stacked Bd (RSBT) 1.8 $1.9M 101k 18.85
American Centy Etf Tr Us Eqt Etf (AVUS) 1.7 $1.8M 16k 111.18
Apple (AAPL) 1.6 $1.7M 6.7k 253.79
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.4 $1.4M 42k 33.86
Dimensional Etf Trust Us Core Equity 2 (DFAC) 1.1 $1.1M 29k 38.86
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.0 $1.0M 23k 45.12
Chevron Corporation (CVX) 1.0 $1.0M 4.8k 206.91
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.7 $725k 14k 50.71
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.7 $717k 12k 62.45
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.7 $678k 9.7k 69.90
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $655k 12k 52.78
Exxon Mobil Corporation (XOM) 0.5 $507k 3.0k 169.66
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.5 $480k 11k 45.87
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $453k 1.4k 320.89
Ishares Tr Esg Aware Msci (ESML) 0.4 $448k 9.5k 47.02
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.4 $432k 9.1k 47.53
JPMorgan Chase & Co. (JPM) 0.4 $425k 1.4k 294.16
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.4 $423k 9.0k 46.80
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $408k 1.2k 337.95
Microsoft Corporation (MSFT) 0.4 $379k 1.0k 370.23
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $378k 9.2k 41.09
Spdr Series Trust State Street Spd (SPTS) 0.4 $370k 13k 29.18
Alphabet Cap Stk Cl A (GOOGL) 0.3 $359k 1.3k 287.55
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 0.3 $331k 12k 26.91
American Centy Etf Tr Avantis Core Fi (AVIG) 0.3 $309k 7.4k 41.54
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $270k 4.0k 67.53
Amazon (AMZN) 0.2 $244k 1.2k 208.27
NVIDIA Corporation (NVDA) 0.2 $231k 1.3k 174.40
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $223k 1.6k 141.42
Ea Series Trust Freedom 100 Em (FRDM) 0.2 $219k 4.0k 54.65
American Centy Etf Tr International Lr (AVIV) 0.2 $218k 2.9k 74.83
American Centy Etf Tr Core Muni Fxd In (AVMU) 0.2 $212k 4.6k 45.80