DW

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
+18.96%
+8.15%
8,822.9
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
538,146
44,122.6
+25.30%
3.280
+0.66%
0.140
+25.27%
+11.68%
39,068.8
 
SPY
SPDR S&P 500 ETF Trust
73,902
40,965.5
+0.12%
3.040
0%
0.010
+18.80%
+8.86%
654,366.5
 
SPYV
SPDR Portfolio S&P 500 Value ETF
811,325
39,909.1
+25.90%
2.960
+0.61%
0.160
+12.04%
+5.84%
27,326.2
 
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
+14.40%
+23.92%
27,862.8
 
NVDA
NVIDIA Corp
222,401
24,246.1
+0.65%
1.800
+0.01%
0.000
+66.29%
+27.19%
4,164,907.0
Semiconductors
AAPL
Apple Inc
101,414
21,419.7
+0.45%
1.590
+0.01%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
AMZN
Amazon.com Inc
103,116
19,323.0
+4.67%
1.440
+0.06%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
QUAL
iShares MSCI USA Quality Factor ETF
111,936
18,905.0
+3.46%
1.400
+0.05%
0.040
+14.04%
+5.05%
53,508.3
 
MSFT
Microsoft Corp
47,572
18,745.5
+6.11%
1.390
+0.08%
0.000
+35.37%
+20.48%
3,759,901.0
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
$97.88
12.12%
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
$53.67
3.49%
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
$685.19
13.68%
Reduce -52.65%
6,599
-7,337
TSLA
Tesla Inc
2025-03-31
Reduce
Reduce
-0.33%
●
222.15 ($333.26) 428.22
$332.56
-0.21%
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
$41.58
15.05%
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
$46.03
1.43%
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
$212.56
25.26%
New holding
25,059
25,059
MCO
Moodys Corp
2025-03-31
New Buy
New Buy
+0.29%
●
437.8 ($481.85) 527.48
$507.88
5.40%
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
$36.98
6.54%
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

  • 1

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

Size field:

DIVERSIFY WEALTH MANAGEMENT, LLC's Holdings Bubble Chart

DIVERSIFY WEALTH MANAGEMENT, LLC News

  • 1

Discussions on DIVERSIFY WEALTH MANAGEMENT, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.