§ 13F · FUND PROFILE
Financially in Tune, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 71Turnover · — · Q4Filed · Feb 27, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$107.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 27, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFIV | DIMENSIONAL ETF TRUST | 418K | $20.8T | 19.4% | NEW |
| 2 | JCPB | J P MORGAN EXCHANGE TRADED F | 200K | $9.5T | 8.8% | NEW |
| 3 | VYM | VANGUARD WHITEHALL FDS | 56K | $8.0T | 7.5% | NEW |
| 4 | JEPI | J P MORGAN EXCHANGE TRADED F | 124K | $7.1T | 6.6% | NEW |
| 5 | JPUS | J P MORGAN EXCHANGE TRADED F | 39K | $4.9T | 4.5% | NEW |
| 6 | DFEV | DIMENSIONAL ETF TRUST | 134K | $4.5T | 4.2% | NEW |
| 7 | SUSA | ISHARES TR | 23K | $3.2T | 3.0% | NEW |
| 8 | USFR | WISDOMTREE TR | 63K | $3.2T | 3.0% | NEW |
| 9 | DISV | DIMENSIONAL ETF TRUST | 61K | $2.3T | 2.2% | NEW |
| 10 | VEU | VANGUARD INTL EQUITY INDEX F | 30K | $2.2T | 2.1% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE FINANCIALLY SIGNAL
AC read
Financially in Tune, LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed