§ 13F · FUND PROFILE
DiPaolo Financial Group, Inc..
AUM · $153M (13F)Positions · 47Turnover · n/a · Q2Filed · Jul 9, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VUG | VANGUARD INDEX FDS | 276K | $24M | — | — |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 331K | $24M | — | — |
| 3 | VTV | VANGUARD INDEX FDS | 91K | $20M | — | — |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | 278K | $13M | — | — |
| 5 | BSV | VANGUARD BD INDEX FDS | 157K | $12M | — | — |
| 6 | VWO | VANGUARD INTL EQUITY INDEX F | 134K | $8M | — | — |
| 7 | VMBS | VANGUARD SCOTTSDALE FDS | 129K | $6M | — | — |
| 8 | DFCF | DIMENSIONAL ETF TRUST | 139K | $6M | — | — |
| 9 | BLV | VANGUARD BD INDEX FDS | 84K | $6M | — | — |
| 10 | DFAS | DIMENSIONAL ETF TRUST | 65K | $5M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DIPAOLO SIGNAL
AC read
DiPaolo Financial Group, Inc. is a Other fund managing $153 million in assets. The fund runs a portfolio of 47 positions.
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