Titelia

Holdings of Ferguson Johnson Wealth Management Inc

30 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 85.7 % of the equity sleeve

Sector breakdown

  • Technology 1.4 %
  • Consumer discretionary 0.7 %
  • Financials 0.6 %
  • Health care 0.2 %
  • Unattributed 97.1 %

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
1US30118.6K $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 699,26229.5K $
2Dimensional ETF Trust 312,73112.2K $
3Avantis Core Fixed Income ETF 271,78211.3K $
4American Century ETF Trust 88,1419.7K $
5Avantis Short-Term Fixed Income ETF 191,7209K $
6iShares Russell 1000 Growth ETF 19,8318.5K $
7Avantis International Equity ETF 73,2746.2K $
8Dimensional U S Targeted Value ETF 97,2086.1K $
9Vanguard Short-term Bond Etf 62,9054.9K $
10Avantis Emerging Markets Equity ETF 53,6324.3K $
11Dimensional International Value ETF 50,1052.6K $
12Dimensional ETF Trust 61,5982.2K $
13Dimensional ETF Trust 86,5002K $
14Dimensional International Smal 48,5001.9K $
15Vanguard Index Funds 4,5841.4K $
16Apple Inc 5,1361.3K $
17Berkshire Hathaway Inc 1718 $
18State Street SPDR S&P Dividend ETF 4,887713 $
19Amazon.com Inc 2,205459 $
20Microsoft Corp 1,080399 $
21Vanguard Extended Market ETF 1,883387 $
22iShares U.S. Real Estate ETF 3,507331 $
23Vanguard Total World Stock ETF 2,381329 $
24iShares iBonds Dec 2027 Term C 13,452326 $
25DFA Dimensional US Marketwide Value ETF 6,695324 $
26Marriott International Inc/MD 977319 $
27Avantis US Large Cap Value ETF 3,903314 $
28iShares iBonds Dec 2028 Term C 12,210309 $
29iShares iBonds Dec 2026 Term C 12,593305 $
30Danaher Corp 1,073203 $