DiPaolo Financial Group, Inc. — 13F holdings

DiPaolo Financial Group, Inc. reported 47 holdings worth $153M in its 13F filing for Q2 2026, filed July 9, 2026.

Largest positions

  1. VUG VANGUARD INDEX FDS — $23.8M (15.5%)
  2. VEA VANGUARD TAX-MANAGED FDS — $23.6M (15.4%)
  3. VTV VANGUARD INDEX FDS — $19.7M (12.9%)
  4. BNDX VANGUARD CHARLOTTE FDS — $13.5M (8.8%)
  5. BSV VANGUARD BD INDEX FDS — $12.2M (8.0%)
  6. VWO VANGUARD INTL EQUITY INDEX F — $7.98M (5.2%)
  7. VMBS VANGUARD SCOTTSDALE FDS — $6.05M (4.0%)
  8. DFCF DIMENSIONAL ETF TRUST — $5.88M (3.8%)
  9. BLV VANGUARD BD INDEX FDS — $5.79M (3.8%)
  10. DIMENSIONAL ETF TRUST — $5.35M (3.5%)