DW

Dodds Wealth, LLC

13F
Dodds Wealth, LLC
Last update 2025-04-16 59 Stocks (0 new)
Value $307.00 Mil Turnover 4 %
Countries:
Top Holdings: SPIB(15.41%)VCIT(15.40%)IGIB(12.94%)SCHV(9.58%)GOVT(7.77%)
Summary Stock Picks Current Portfolio
Dodds Wealth, 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
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF
1,422,160
47,272.6
+2.22%
15.410
+0.34%
0.500
+1.55%
+2.26%
8,982.6
 
VCIT 		Vanguard Intermediate-Term Corporate Bond ETF
578,087
47,264.4
+1.13%
15.400
+0.17%
0.090
+1.42%
+2.29%
49,951.9
 
IGIB 		iShares Intermediate Credit Bond ETF
756,225
39,716.9
+1.29%
12.940
+0.17%
0.270
+1.43%
+2.37%
14,572.9
 
SCHV 		Schwab U.S. Large-Cap Value ETF
1,105,978
29,396.9
-13.47%
9.580
-1.50%
0.250
-2.88%
+0.99%
11,930.9
 
GOVT 		iShares U.S. Treasury Bond ETF
1,036,809
23,831.0
+3.01%
7.770
+0.23%
0.090
+1.53%
+0.10%
27,257.5
 
SCHB 		Schwab U.S. Broad Market ETF
860,683
18,530.5
+14.45%
6.040
+0.76%
0.060
-6.33%
-3.77%
31,362.1
 
VOO 		Vanguard S&P 500 ETF
31,357
16,114.9
+6.16%
5.250
+0.30%
0.000
-5.75%
-3.41%
619,222.6
 
VUG 		Vanguard Growth ETF
28,794
10,677.4
-0.04%
3.480
0%
0.010
-7.30%
-5.41%
154,700.1
 
VXUS 		Vanguard Total International Stock
166,491
10,339.1
+19.73%
3.370
+0.56%
0.010
+6.22%
+10.58%
80,794.6
 
SCHA 		Schwab U.S. Small-Cap ETF
261,356
6,123.6
+7.39%
2.000
+0.14%
0.040
-11.02%
-8.34%
16,298.4
 

Dodds Wealth, LLC's Historical Top Holdings Breakdowns

Dodds Wealth, 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
SCHV 		Schwab U.S. Large-Cap Value ETF2025-03-31Reduce
-1.50%
●
25.77 ($26.84) 27.6
$26.19
-2.42%
Reduce -13.47%
1,105,978
-172,198
SCHB 		Schwab U.S. Broad Market ETF2025-03-31Add
+0.76%
●
21.23 ($22.75) 23.75
$21.78
-4.26%
Add 14.45%
860,683
108,673
VYM 		Vanguard High Dividend Yield Indx ETF2025-03-31Reduce
-0.71%
●
126.11 ($130.91) 135.06
$125.74
-3.95%
Reduce -34.65%
31,343
-16,621
VXUS 		Vanguard Total International Stock2025-03-31Add
+0.56%
●
58.01 ($61.77) 64.46
$64.97
5.18%
Add 19.73%
166,491
27,435
DFAU 		Dimensional US Core Equity Market ETF2025-03-31Add
+0.46%
●
37.84 ($40.57) 42.31
$38.75
-4.49%
Add 40.59%
128,606
37,130
XLV 		Health Care Select Sector SPDR2025-03-31Reduce
-0.46%
●
137.61 ($145.27) 149.68
$132.68
-8.67%
Reduce -51.03%
9,723
-10,131
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Reduce
-0.42%
●
85.55 ($90.76) 94.34
$89.16
-1.76%
Reduce -23.13%
48,668
-14,641
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.38%
●
551.42 ($587.78) 612.93
$564.34
-3.99%
Add 344.61%
2,681
2,078
SPIB 		SPDR Portfolio Intermediate Term Corporate Bond ETF2025-03-31Add
+0.34%
●
32.5 ($32.96) 33.3
$33.00
0.12%
Add 2.22%
1,422,160
30,922
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.30%
●
507.05 ($540.58) 563.67
$518.65
-4.06%
Add 6.16%
31,357
1,820

Dodds Wealth, LLC Total Holding History ($B)

To

Dodds Wealth, LLC's Asset Allocation

To

Dodds Wealth, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Dodds Wealth, LLC's Hypothetical Growth since 2025-03-31

Dodds Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Dodds Wealth, LLC's Holdings Heat Map

Size field:

Dodds Wealth, LLC's Holdings Bubble Chart

Dodds Wealth, LLC News

  • 1

Discussions on Dodds Wealth, 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 Site Map 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.