Financially in Tune, LLC - Portfolio overview

Financially in Tune, LLC has 77 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFIV - DIMENSIONAL ETF TRUST, 20.29%
2. JCPB - J P MORGAN EXCHANGE TRADED F, 9.42%
3. VYM - VANGUARD WHITEHALL FDS, 7.49%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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