Amicus Financial Advisors, LLC - Portfolio overview

Amicus Financial Advisors, LLC has 89 reported holdings in this dataset, with the latest filing dated 2026-04-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Energy and Technology.

Largest reported holdings by portfolio allocation

1. DFAU - DIMENSIONAL US CORE EQUITY MARKET ETF, 15.81%
2. BND - VANGUARD TOTAL BOND MARKET ETF, 13.97%
3. DFAI - DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF, 9.04%

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

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