Titelia

Holdings of DeLarme Wealth Management, Inc.

54 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 67.4 % of the equity sleeve

Sector breakdown

  • Funds 13.9 %
  • Technology 3.5 %
  • Financials 0.6 %
  • Communication 0.6 %
  • Consumer discretionary 0.5 %
  • Energy 0.4 %
  • Industrials 0.3 %
  • Health care 0.2 %
  • Consumer staples 0.2 %
  • Unattributed 79.9 %

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
1US54135.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Vanguard Value ETF 102,49420.1M $
2Dimensional ETF Trust 400,79215.6M $
3Dimensional ETF Trust 259,82811M $
4iShares Core S&P 500 ETF 12,7018.3M $
5Dimensional ETF Trust 217,6547.4M $
6Vanguard Ultra Short Bond ETF 133,6116.7M $
7iShares Trust 65,4406.6M $
8American Century ETF Trust 57,6086.4M $
9Dimensional International Value ETF 111,4745.9M $
10Dimensional U S Small Cap ETF 52,0573.7M $
11iShares Russell 1000 Growth ETF 8,6543.7M $
12Avantis International Small Cap Value ETF 35,9653.6M $
13Vanguard Index Funds 11,3043.4M $
14iShares Broad USD High Yield Corporate Bond ETF 91,1503.4M $
15Apple Inc 11,6873M $
16Vanguard Emerging Markets Government Bond ETF 43,7072.9M $
17Vanguard Core Bond ETF 26,2402M $
18Vanguard Tax-Exempt Bond Index ETF 37,5071.9M $
19Vanguard Growth ETF 4,1771.8M $
20Jpmorgan Core Plus Bond Etf 30,9501.5M $
21Vanguard International Equity Index Funds 24,3701.3M $
22Vanguard International Dividend Appreciation ETF 14,2171.3M $
23Vanguard Index Funds 6,6141.2M $
24Vanguard Mid-Cap Growth ETF 3,655940.6K $
25TCW Flexible Income ETF 23,280914.2K $
26iShares High Yield Muni Active ETF 18,885906.1K $
27Vanguard Total Stock Market ETF 2,295736.3K $
28Microsoft Corp 1,962726.4K $
29State Street SPDR S&P 500 ETF Trust 880572.1K $
30Alphabet Inc 1,983570.2K $
31iShares 0-5 Year TIPS Bond ETF 5,265544.6K $
32Vanguard Index Funds 2,464535.3K $
33NVIDIA Corp 3,060533.7K $
34Broadcom Inc 1,589491.8K $
35Exxon Mobil Corp 2,846482.9K $
36Amazon.com Inc 2,086434.5K $
37Berkshire Hathaway Inc 902432.2K $
38JPMorgan Chase & Co 1,429420.5K $
39iShares MSCI EAFE ETF 4,036392K $
40iShares California Muni Bond ETF 6,475368.2K $
41iShares Russell 2000 ETF 1,401347.4K $
42iShares Core S&P Small-Cap ETF 2,444303.8K $
43Vanguard Total Bond Market ETF 3,646268.5K $
44McDonald's Corp. 794246.8K $
45Meta Platforms Inc 428244.9K $
46WisdomTree Trust 4,701236.6K $
47Johnson & Johnson 935228.6K $
48Select Sector Spdr Trust 5,403220.6K $
49Costco Wholesale Corp 220219.2K $
50RTX Corp 1,134218.8K $
51Vanguard High Dividend Yield E 1,398207K $
52Northrop Grumman Corp 300204.7K $
53Vanguard FTSE All-World ex-US ETF 2,715203.9K $
54Vanguard Russell 1000 679200.4K $