Titelia

Holdings of Woodside Wealth Management LLC

42 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 75.4 % of the equity sleeve

Sector breakdown

  • Funds 31.0 %
  • Communication 7.7 %
  • Technology 1.4 %
  • Energy 0.2 %
  • Financials 0.2 %
  • Unattributed 59.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US42126M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 49,42729.5M $
2SPDR Series Trust 505,29015.2M $
3Vanguard Growth ETF 21,2349.3M $
4Dimensional ETF Trust 220,4398.6M $
5Invesco RAFI US 1000 ETF 174,4108.3M $
6JPMorgan Ultra-Short Income ETF 126,9556.4M $
7Alphabet Inc 16,6454.8M $
8Alphabet Inc 16,4004.7M $
9Vanguard Total Stock Market ETF 13,5284.3M $
10iShares MSCI USA Min Vol Factor ETF 41,4793.8M $
11Schwab US Dividend Equity ETF 99,4963.1M $
12DFA Dimensional US Marketwide Value ETF 62,3213M $
13iShares Core S&P Small-Cap ETF 22,4102.8M $
14Vanguard Short-term Bond Etf 34,9172.7M $
15Vanguard Total International S 32,8132.5M $
16Fidelity Total Bond ETF 49,5442.3M $
17Dimensional ETF Trust 45,8241.8M $
18iShares Trust 26,4921.4M $
19iShares Core S&P 500 ETF 1,9351.3M $
20Vanguard Value ETF 6,2031.2M $
21iShares Trust 4,535969K $
22Vanguard Index Funds 3,009653.7K $
23Microsoft Corp 1,665616.3K $
24iShares Russell 2000 ETF 2,480615K $
25VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 6,889546.1K $
26iShares MSCI EAFE ETF 5,560540K $
27Dimensional ETF Trust 15,280517.4K $
28Vanguard Real Estate ETF 4,546403.2K $
29International Business Machines Corp. 1,627394.4K $
30Corning Inc 2,875390.9K $
31iShares Core U.S. Aggregate Bond ETF 3,676364.9K $
32Apple Inc 1,321335.3K $
33VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,481318.5K $
34Vanguard Total Bond Market ETF 4,060299K $
35Exxon Mobil Corp 1,659281.5K $
36Invesco S&P 500 Low Volatility 3,718271.9K $
37Dimensional U S Targeted Value ETF 4,320269.8K $
38Vanguard International Equity Index Funds 4,936266.8K $
39iShares National Muni Bond ETF 2,248238.6K $
40Bank of New York Mellon Corp/The 1,887223.9K $
41Schwab International Equity ETF 9,010223K $
42Comcast Corp 7,191206.5K $