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Weinberger Asset Management, Inc

13F
Weinberger Asset Management, Inc
Last update 2025-07-10 81 Stocks (4 new)
Value $259.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(13.46%)PM(9.02%)SCHG(7.07%)SCHB(4.90%)VBR(4.49%)
Summary Stock Picks Current Portfolio
Weinberger Asset Management, I... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTI
Vanguard Total Stock Market ETF
114,720
34,866.7
+0.19%
13.460
+0.03%
0.010
+19.96%
+7.60%
474,434.4
 
PM
Philip Morris International Inc
128,325
23,371.8
-0.53%
9.020
-0.05%
0.010
+1.47%
+39.58%
257,245.6
Tobacco Products
SCHG
Schwab U.S. Large-Cap Growth ETF
626,941
18,313.0
+1.24%
7.070
+0.09%
0.040
+25.61%
+6.74%
45,345.5
 
SCHB
Schwab U.S. Broad Market ETF
532,427
12,687.7
-1.56%
4.900
-0.08%
0.040
+20.02%
+7.59%
35,017.8
 
VBR
Vanguard Small Cap Value ETF
59,630
11,628.5
+7.74%
4.490
+0.32%
0.040
+16.80%
+3.36%
28,895.4
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
228,055
9,660.4
+1.02%
3.730
+0.04%
0.110
+19.90%
+7.26%
8,750.0
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
262,687
9,341.2
+2.81%
3.610
+0.10%
0.110
+15.80%
+7.63%
8,862.8
 
VTV
Vanguard Value ETF
52,412
9,263.3
+5.70%
3.580
+0.19%
0.010
+10.79%
+6.85%
134,245.4
 
SCHV
Schwab U.S. Large-Cap Value ETF
300,487
8,314.5
-3.79%
3.210
-0.13%
0.070
+12.87%
+9.16%
12,891.6
 
VUG
Vanguard Growth ETF
17,298
7,583.5
+0.62%
2.930
+0.02%
0.000
+27.35%
+9.24%
164,247.8
 

Weinberger Asset Management, Inc's Historical Top Holdings Breakdowns

Weinberger Asset Management, Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VBR
Vanguard Small Cap Value ETF
2025-06-30
Add
Add
+0.32%
●
162.76 ($185.12) 195.77
$202.57
9.43%
Add 7.74%
59,630
4,286
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-0.21%
●
496.48 ($571.44) 617.85
$628.86
10.05%
Reduce -11.81%
6,498
-870
DFUV
Dimensional US Marketwide Value ETF
2025-06-30
Add
Add
+0.20%
●
36.25 ($40.18) 42.28
$42.99
6.99%
Add 14.33%
99,415
12,457
VTV
Vanguard Value ETF
2025-06-30
Add
Add
+0.19%
●
153.67 ($168.97) 176.74
$178.87
5.86%
Add 5.7%
52,412
2,826
EA
Electronic Arts Inc
2025-06-30
New Buy
New Buy
+0.18%
●
132.53 ($147.83) 159.7
$157.02
6.22%
New holding
2,873
2,873
DFAT
Dimensional U.S. Targeted Value ETF
2025-06-30
Add
Add
+0.16%
●
44.8 ($50.94) 53.97
$56.17
10.27%
Add 13.02%
65,144
7,504
PLTR
Palantir Technologies Inc
2025-06-30
New Buy
New Buy
+0.13%
●
74.01 ($116.76) 144.25
$149.07
27.67%
New holding
2,487
2,487
SCHV
Schwab U.S. Large-Cap Value ETF
2025-06-30
Reduce
Reduce
-0.13%
●
23.55 ($26.29) 27.67
$28.16
7.11%
Reduce -3.79%
300,487
-11,837
VEA
Vanguard FTSE Developed Markets ETF
2025-06-30
Reduce
Reduce
-0.13%
●
45.65 ($53.52) 57.01
$57.28
7.03%
Reduce -8.11%
66,561
-5,878
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Add
Add
+0.10%
●
28.02 ($32.74) 34.71
$34.71
6.02%
Add 7.57%
105,979
7,455

Weinberger Asset Management, Inc Total Holding History ($B)

To

Weinberger Asset Management, Inc's Asset Allocation

To

Weinberger Asset Management, Inc Past Portfolios

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

Top Ranked Articles

  • 1

Weinberger Asset Management, Inc's Hypothetical Growth since 2025-06-30

Weinberger Asset Management, Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Weinberger Asset Management, Inc's Holdings Heat Map

Size field:

Weinberger Asset Management, Inc's Holdings Bubble Chart

Weinberger Asset Management, Inc News

  • 1

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