AF

Altiora Financial Group, LLC

13F
Altiora Financial Group, LLC
Last update 2025-05-08 91 Stocks (3 new)
Value $470.00 Mil Turnover 6 %
Countries:
Top Holdings: DFAC(21.36%)DFSD(9.37%)DFAX(8.25%)SCHO(4.83%)SGOV(4.61%)
Summary Stock Picks Current Portfolio
Altiora Financial Group, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
3,045,031
100,455.6
+0.53%
21.360
+0.11%
0.320
+17.26%
+5.75%
35,284.6
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
927,418
44,070.9
+18.99%
9.370
+1.50%
0.990
+2.67%
+3.66%
4,782.4
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
1,481,629
38,818.7
-2.62%
8.250
-0.22%
0.510
+18.01%
+20.36%
8,788.5
 
SCHO
Schwab Short-Term U.S. Treasury ETF
934,244
22,739.5
-10.00%
4.830
-0.54%
0.210
+0.99%
+2.91%
11,407.2
 
SGOV
iShares 0-3 Month Treasury Bond ETF
215,446
21,689.0
+50.07%
4.610
+1.54%
0.050
+1.06%
+2.27%
49,766.7
 
VTI
Vanguard Total Stock Market ETF
78,068
21,456.3
+9.25%
4.560
+0.39%
0.000
+17.65%
+6.63%
471,718.0
 
SCHR
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
632,289
15,718.7
-1.02%
3.340
-0.03%
0.150
+1.83%
+3.94%
11,005.8
 
SCHP
Schwab U.S. Tips ETF
517,455
13,914.4
0%
2.960
0%
0.110
+2.49%
+4.32%
13,427.5
 
DFUV
Dimensional US Marketwide Value ETF
307,573
12,675.1
+1.83%
2.690
+0.05%
0.110
+13.10%
+5.78%
11,743.6
 
DFAT
Dimensional U.S. Targeted Value ETF
239,437
12,328.6
+2.74%
2.620
+0.07%
0.120
+20.39%
+1.49%
11,087.5
 

Altiora Financial Group, LLC's Historical Top Holdings Breakdowns

Altiora Financial Group, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+1.54%
●
100.34 ($100.51) 100.68
$100.51
0%
Add 50.07%
215,446
71,883
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+1.50%
●
46.74 ($47.22) 47.57
$47.92
1.48%
Add 18.99%
927,418
147,997
IAU
iShares Gold Trust
2025-03-31
Reduce
Reduce
-0.71%
●
49.74 ($54.09) 58.96
$63.30
17.03%
Reduce -40.34%
97,822
-66,141
CTA
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
2025-03-31
Add
Add
+0.70%
●
27.81 ($29.06) 30.21
$27.88
-4.06%
Add 39.28%
392,260
110,629
SCHO
Schwab Short-Term U.S. Treasury ETF
2025-03-31
Reduce
Reduce
-0.54%
●
24.1 ($24.21) 24.34
$24.25
0.17%
Reduce -10%
934,244
-103,852
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.39%
●
271.18 ($290.53) 303.12
$307.02
5.68%
Add 9.25%
78,068
6,607
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.22%
●
24.45 ($25.96) 27.21
$29.47
13.52%
Reduce -2.62%
1,481,629
-39,930
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
2025-03-31
Add
Add
+0.21%
●
58.07 ($58.36) 58.69
$58.49
0.22%
Add 25.97%
82,523
17,012
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2025-03-31
Add
Add
+0.16%
●
99.16 ($99.33) 99.52
$99.22
-0.11%
Add 7.86%
106,036
7,725
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Add
Add
+0.16%
●
49.25 ($50.03) 50.66
$48.82
-2.42%
Add 9.39%
173,870
14,927

Altiora Financial Group, LLC Total Holding History ($B)

To

Altiora Financial Group, LLC's Asset Allocation

To

Altiora Financial Group, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Altiora Financial Group, LLC's Hypothetical Growth since 2025-03-31

Altiora Financial Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Altiora Financial Group, LLC's Holdings Heat Map

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Altiora Financial Group, LLC's Holdings Bubble Chart

Altiora Financial Group, LLC News

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