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DIVERSIFY WEALTH MANAGEMENT, LLC

13F
DIVERSIFY WEALTH MANAGEMENT, LLC
Last update 2025-05-01 510 Stocks (45 new)
Value $1.35 Bil Turnover 12 %
Countries:
Top Holdings: DFAU(3.43%)SPYG(3.28%)SPY(3.04%)SPYV(2.96%)SPDW(1.93%)
Summary Stock Picks Current Portfolio
DIVERSIFY WEALTH MANAGEMENT, L... 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
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
1,216,176
46,166.0
+0.99%
3.430
+0.03%
0.630
+18.63%
+7.86%
8,798.6
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
538,146
44,122.6
+25.30%
3.280
+0.66%
0.140
+24.77%
+11.23%
38,913.1
 
SPY
SPDR S&P 500 ETF Trust
73,902
40,965.5
+0.12%
3.040
0%
0.010
+18.53%
+8.61%
652,891.1
 
SPYV
SPDR Portfolio S&P 500 Value ETF
811,325
39,909.1
+25.90%
2.960
+0.61%
0.160
+11.83%
+5.64%
27,275.3
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
686,764
26,028.3
+19.69%
1.930
+0.32%
0.100
+14.18%
+23.69%
27,809.2
 
NVDA
NVIDIA Corp
222,401
24,246.1
+0.65%
1.800
+0.01%
0.000
+64.82%
+26.07%
4,128,081.8
Semiconductors
AAPL
Apple Inc
101,414
21,419.7
+0.45%
1.590
+0.01%
0.000
+5.02%
-14.10%
3,205,078.9
Hardware
AMZN
Amazon.com Inc
103,116
19,323.0
+4.67%
1.440
+0.06%
0.000
+26.47%
+4.11%
2,424,881.0
Retail - Cyclical
QUAL
iShares MSCI USA Quality Factor ETF
111,936
18,905.0
+3.46%
1.400
+0.05%
0.040
+13.95%
+4.97%
53,465.2
 
MSFT
Microsoft Corp
47,572
18,745.5
+6.11%
1.390
+0.08%
0.000
+35.14%
+20.28%
3,753,583.3
Software

DIVERSIFY WEALTH MANAGEMENT, LLC's Historical Top Holdings Breakdowns

DIVERSIFY WEALTH MANAGEMENT, 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
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+0.66%
●
80.05 ($87.3) 92.39
$97.49
11.67%
Add 25.3%
538,146
108,656
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.61%
●
49.78 ($51.86) 53.19
$53.57
3.30%
Add 25.9%
811,325
166,904
VGT
Vanguard Information Technology ETF
2025-03-31
Reduce
Reduce
-0.35%
●
542.38 ($602.71) 646.34
$681.85
13.13%
Reduce -52.65%
6,599
-7,337
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.33%
●
222.15 ($333.26) 428.22
$330.28
-0.89%
Reduce -42.48%
14,351
-10,599
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Add
Add
+0.32%
●
100.34 ($100.51) 100.68
$100.63
0.12%
Add 1431.54%
44,920
41,987
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Add
Add
+0.32%
●
33.84 ($36.14) 37.77
$41.50
14.83%
Add 19.69%
686,764
112,993
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
2025-03-31
Add
Add
+0.32%
●
43.4 ($45.38) 47.51
$45.98
1.32%
Add 64.08%
255,079
99,617
SNOW
Snowflake Inc
2025-03-31
New Buy
New Buy
+0.30%
●
146.16 ($169.7) 192.78
$212.20
25.04%
New holding
25,059
25,059
MCO
Moodys Corp
2025-03-31
New Buy
New Buy
+0.29%
●
437.8 ($481.85) 527.48
$512.06
6.27%
New holding
8,601
8,601
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Reduce
Reduce
-0.22%
●
32.42 ($34.71) 36.1
$36.91
6.35%
Reduce -15.27%
451,473
-81,381

DIVERSIFY WEALTH MANAGEMENT, LLC Total Holding History ($B)

To

DIVERSIFY WEALTH MANAGEMENT, LLC's Asset Allocation

To

DIVERSIFY WEALTH MANAGEMENT, LLC Past Portfolios

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

Top Ranked Articles

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DIVERSIFY WEALTH MANAGEMENT, LLC's Hypothetical Growth since 2025-03-31

DIVERSIFY WEALTH MANAGEMENT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DIVERSIFY WEALTH MANAGEMENT, LLC's Holdings Heat Map

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DIVERSIFY WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

DIVERSIFY WEALTH MANAGEMENT, LLC News

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