Trailhead Planners LLC - Portfolio overview

Trailhead Planners LLC has 49 reported holdings in this dataset, with the latest filing dated 2026-05-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Energy.

Largest reported holdings by portfolio allocation

1. DFAI - DIMENSIONAL ETF TRUST, 10.79%
2. AVLV - AMERICAN CENTY ETF TR, 10.11%
3. DUHP - DIMENSIONAL ETF TRUST, 9.00%

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

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