Financially in Tune, LLC

Est. AUM

$116.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$23.6M	447138	20.29%	SOLE
2	J P MORGAN EXCHANGE TRADED F	CORE PLUS BD ETF	$11.0M	232779	9.42%	SOLE
3	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$8.7M	58813	7.49%	SOLE
4	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$8.1M	142234	6.93%	SOLE
5	J P MORGAN EXCHANGE TRADED F	JPMORGAN DIVER	$5.1M	39157	4.38%	SOLE
6	DIMENSIONAL ETF TRUST	EMERGING MKTS VA	$5.0M	140064	4.31%	SOLE
7	WISDOMTREE TR	FLOATNG RAT TREA	$3.2M	63162	2.73%	SOLE
8	ISHARES TR	ESG OPTIMIZED	$3.1M	23152	2.63%	SOLE
9	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.6M	65929	2.24%	SOLE
10	INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$2.4M	118781	2.09%	SOLE
11	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$2.3M	31007	2.00%	SOLE
12	VANGUARD INDEX FDS	SM CP VAL ETF	$2.1M	9768	1.82%	SOLE
13	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$2.0M	9517	1.76%	SOLE
14	ISHARES TR	CORE S&P MCP ETF	$1.9M	28704	1.67%	SOLE
15	COHEN & STEERS ETF TRUST	REAL ESTATE ACTI	$1.7M	65762	1.49%	SOLE
16	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.7M	47917	1.44%	SOLE
17	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.5M	48747	1.30%	SOLE
18	APPLE INC	COM	$1.5M	5856	1.28%	SOLE
19	T ROWE PRICE ETF INC	FLOATING RATE	$1.4M	27442	1.19%	SOLE
20	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$1.3M	24874	1.16%	SOLE
21	J P MORGAN EXCHANGE TRADED F	DIV RTN INT EQ	$1.3M	18018	1.10%	SOLE
22	INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$1.3M	68117	1.09%	SOLE
23	ISHARES TR	CORE S&P500 ETF	$1.2M	1808	1.02%	SOLE
24	JOHN HANCOCK EXCHANGE TRADED	MULTI INTL ETF	$1.2M	27285	0.99%	SOLE
25	SPDR INDEX SHS FDS	STATE STREET SPD	$1.1M	30495	0.96%	SOLE
26	ISHARES TR	RUS 1000 ETF	$1.1M	2946	0.90%	SOLE
27	JOHN HANCOCK EXCHANGE TRADED	MLTFCTR LRG CAP	$974K	12447	0.84%	SOLE
28	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$940K	26327	0.81%	SOLE
29	MICROSOFT CORP	COM	$909K	2457	0.78%	SOLE
30	INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$787K	40119	0.68%	SOLE
31	S&P GLOBAL INC	COM	$746K	1754	0.64%	SOLE
32	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$720K	1503	0.62%	SOLE
33	ALPHABET INC	CAP STK CL C	$644K	2246	0.55%	SOLE
34	ISHARES TR	ESG AW MSCI EAFE	$574K	6005	0.49%	SOLE
35	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$522K	5535	0.45%	SOLE
36	FRANKLIN LTD DURATION INCOME	COM	$483K	82895	0.42%	SOLE
37	VANGUARD INDEX FDS	TOTAL STK MKT	$468K	1459	0.40%	SOLE
38	HOME DEPOT INC	COM	$448K	1363	0.39%	SOLE
39	ISHARES TR	ESG EAFE ETF	$435K	5760	0.37%	SOLE
40	AMAZON COM INC	COM	$432K	2073	0.37%	SOLE
41	J P MORGAN EXCHANGE TRADED F	ULTRA SHT MUNCPL	$426K	8355	0.37%	SOLE
42	INTERNATIONAL BUSINESS MACHS	COM	$402K	1659	0.35%	SOLE
43	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$394K	7095	0.34%	SOLE
44	VANGUARD INDEX FDS	S&P 500 ETF SHS	$360K	603	0.31%	SOLE
45	VANGUARD INDEX FDS	MID CAP ETF	$349K	1216	0.30%	SOLE
46	STATE STR SPDR S&P 500 ETF T	TR UNIT	$341K	525	0.29%	SOLE
47	VANGUARD INDEX FDS	GROWTH ETF	$341K	780	0.29%	SOLE
48	JPMORGAN CHASE & CO	COM	$332K	1130	0.29%	SOLE
49	ISHARES TR	ESG AWARE MSCI	$332K	7070	0.29%	SOLE
50	ISHARES TR	ESG MSCI USA ETF	$323K	5850	0.28%	SOLE

1–50 of 77

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.