Trailhead Planners

Trailhead Planners as of June 30, 2026

Portfolio Holdings for Trailhead Planners

Trailhead Planners holds 57 positions in its portfolio as reported in the June 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) 10.5 $11M 264k 41.25
American Centy Etf Tr Us Large Cap Vlu (AVLV) 10.3 $11M 117k 91.21
Dimensional Etf Trust Us High Prof Etf (DUHP) 9.3 $9.6M 231k 41.73
American Centy Etf Tr Us Sml Cp Valu (AVUV) 6.6 $6.8M 55k 124.76
American Centy Etf Tr Avantis Respon U (AVSU) 4.5 $4.6M 52k 88.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 4.3 $4.5M 6.00 748850.00
Dimensional Etf Trust Intl High Profit (DIHP) 3.8 $3.9M 115k 34.12
American Centy Etf Tr Avan Re Intl Etf (AVSD) 3.3 $3.4M 42k 79.88
American Centy Etf Tr Emerging Mkt Val (AVES) 3.2 $3.3M 50k 65.60
American Centy Etf Tr Intl Smcp Vlu (AVDV) 3.1 $3.2M 31k 103.05
Dimensional Etf Trust Us Small Cap Etf (DFSV) 3.1 $3.2M 82k 38.79
Tidal Trust Ii Rtn Stacked Bd (RSBT) 2.7 $2.8M 147k 19.04
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.5 $2.6M 27k 96.49
Dimensional Etf Trust Intl Small Cap V (DISV) 2.2 $2.3M 57k 40.13
Dimensional Etf Trust Intl Core Equity (DFIC) 2.2 $2.3M 61k 37.26
Dimensional Etf Trust Us Real Esta Etf (DFAR) 2.1 $2.2M 84k 26.16
Ishares Tr 0-3 Mth Treasury (SGOV) 2.0 $2.1M 20k 100.67
Vanguard Index Fds Value Etf (VTV) 1.6 $1.7M 7.7k 217.93
American Centy Etf Tr Ava Res Mar Etf (AVSE) 1.5 $1.5M 19k 81.84
Apple (AAPL) 1.4 $1.4M 5.0k 289.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 1.4 $1.4M 16k 89.20
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB) 1.4 $1.4M 28k 50.78
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.2 $1.3M 32k 40.21
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 1.1 $1.2M 23k 51.69
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 0.9 $960k 22k 44.36
American Centy Etf Tr Us Eqt Etf (AVUS) 0.9 $917k 7.2k 128.08
Spdr Series Trust St Sho Treas Etf (SPTS) 0.8 $846k 29k 29.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.8 $802k 12k 69.90
Chevron Corporation (CVX) 0.8 $799k 4.8k 165.77
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $737k 3.7k 197.60
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.7 $686k 2.8k 242.99
Dimensional Etf Trust Internatnal Val (DFIV) 0.6 $670k 12k 54.02
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.6 $576k 1.2k 477.57
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $528k 1.4k 370.13
JPMorgan Chase & Co. (JPM) 0.5 $505k 1.5k 327.33
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) 0.5 $491k 9.1k 54.03
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.5 $490k 10k 47.75
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $433k 9.3k 46.63
Exxon Mobil Corporation (XOM) 0.4 $411k 3.0k 136.72
Alphabet Cap Stk Cl A (GOOGL) 0.4 $391k 1.1k 357.36
American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.4 $382k 8.2k 46.57
Ishares Tr Esg Aware Msci (ESML) 0.4 $378k 6.8k 55.93
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) 0.4 $373k 6.7k 55.77
Microsoft Corporation (MSFT) 0.3 $343k 919.00 373.09
Ishares Tr Eafe Value Etf (EFV) 0.3 $324k 4.2k 76.55
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $308k 4.0k 77.11
NVIDIA Corporation (NVDA) 0.3 $300k 1.5k 200.09
Amazon (AMZN) 0.3 $294k 1.2k 238.34
Ea Series Trust Freedom 100 Em (FRDM) 0.3 $292k 4.0k 72.90
UnitedHealth (UNH) 0.3 $271k 652.00 415.69
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $267k 363.00 735.80
Micron Technology (MU) 0.3 $262k 227.00 1154.29
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 0.2 $249k 1.6k 154.29
Vanguard Index Fds Growth Etf (VUG) 0.2 $231k 2.7k 86.14
American Centy Etf Tr International Lr (AVIV) 0.2 $226k 2.9k 77.42
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $213k 310.00 686.81
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $210k 420.00 500.39