Financially in Tune, LLC — 13F holdings

Financially in Tune, LLC reported 77 holdings worth $116M in its 13F filing for Q1 2026, filed April 22, 2026.

Largest positions

  1. DFIV DIMENSIONAL ETF TRUST — $23.6M (20.3%)
  2. JCPB J P MORGAN EXCHANGE TRADED F — $11.0M (9.4%)
  3. VYM VANGUARD WHITEHALL FDS — $8.71M (7.5%)
  4. JEPI J P MORGAN EXCHANGE TRADED F — $8.06M (6.9%)
  5. JPUS J P MORGAN EXCHANGE TRADED F — $5.10M (4.4%)
  6. DFEV DIMENSIONAL ETF TRUST — $5.01M (4.3%)
  7. USFR WISDOMTREE TR — $3.18M (2.7%)
  8. SUSA ISHARES TR — $3.06M (2.6%)
  9. DISV DIMENSIONAL ETF TRUST — $2.60M (2.2%)
  10. BSCS INVESCO EXCH TRD SLF IDX FD — $2.43M (2.1%)