Titelia

Holdings of EARNED WEALTH ADVISORS, LLC

418 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 46.4 % of the equity sleeve

Sector breakdown

  • Technology 8.8 %
  • Funds 7.0 %
  • Financials 3.0 %
  • Consumer discretionary 2.3 %
  • Communication 1.9 %
  • Health care 1.6 %
  • Industrials 1.5 %
  • Consumer staples 1.1 %
  • Energy 0.5 %
  • Utilities 0.4 %
  • Materials 0.3 %
  • Real estate 0.1 %
  • Unattributed 71.7 %

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 99.7 %
  • GB 0.1 %
  • ES 0.1 %
  • TW 0.0 %
  • NL 0.0 %
  • JP 0.0 %
  • DE 0.0 %
  • IT 0.0 %
  • AU 0.0 %
  • BM 0.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US4031.4B $99.69 %
GB51.1M $0.08 %
ES2705.3K $0.05 %
TW1664.9K $0.05 %
NL1546.6K $0.04 %
JP2477.2K $0.03 %
DE1207.3K $0.02 %
IT1204.1K $0.01 %
AU1201.1K $0.01 %
BM186.2K $0.01 %

Positions

CompanySharesValueWeight
Dimensional ETF Trust 1,691,253119.9M $
Dimensional U S Targeted Value ETF 1,495,51193.4M $
iShares Core S&P 500 ETF 96,19262.8M $
SPDR Series Trust 803,19861.5M $
Vanguard International Equity Index Funds 1,131,97161.2M $
Dimensional International Value ETF 1,010,58653.3M $
Dimensional ETF Trust 1,372,17753.3M $
Apple Inc 199,21450.6M $
iShares Core MSCI EAFE ETF 496,12044.9M $
DFA Dimensional US Marketwide Value ETF 800,48538.8M $
Dimensional ETF Trust 968,52037.7M $
iShares Core U.S. Aggregate Bond ETF 379,39037.7M $
iShares Core Dividend Growth ETF 530,53937.2M $
Vanguard Value ETF 159,28931.3M $
Vanguard Scottsdale Funds 463,97227.6M $
iShares Core S&P Small-Cap ETF 195,19824.3M $
State Street SPDR S&P 500 ETF Trust 34,05822.1M $
NVIDIA Corp 125,62321.9M $
Dimensional International Smal 514,63120.3M $
First Trust Exchange-Traded Fund II 379,25718.8M $
State Street Multi-Asset Real Return ETF 381,97713.8M $
Microsoft Corp 36,95613.7M $
American Century ETF Trust 118,51813.1M $
Vanguard Tax-Exempt Bond Index ETF 239,61212M $
Vanguard Small-Cap ETF 42,07911M $
WisdomTree Trust 272,90010.8M $
Amazon.com Inc 51,88310.8M $
Berkshire Hathaway Inc 22,20710.6M $
iShares Core U.S. REIT ETF 179,26310.6M $
Dimensional U S Small Cap ETF 131,7269.4M $
Alphabet Inc 32,1139.2M $
Columbia EM Core ex-China ETF 213,0468.7M $
JPMorgan Chase & Co 27,7518.2M $
State Street SPDR S&P Dividend ETF 55,1368M $
Vanguard Short-term Bond Etf 98,4057.7M $
State Street SPDR S&P 600 Smal 77,0647.4M $
Meta Platforms Inc 11,8726.8M $
Vanguard Total Stock Market ETF 20,8276.7M $
iShares Core MSCI Emerging Markets ETF 77,8605.4M $
Vanguard Growth ETF 12,2805.4M $
Invesco QQQ Trust Series 1 8,9415.2M $
VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 22,6174.9M $
Tesla Inc 12,6904.7M $
Broadcom Inc 14,6044.5M $
Costco Wholesale Corp 4,1614.1M $
Alphabet Inc 13,7433.9M $
PGIM ETF Trust 108,6243.8M $
First Trust Exchange-Traded Fund VI 23,0133.4M $
Eli Lilly & Co 3,6323.3M $
Avantis International Small Cap Value ETF 32,0233.2M $
Exxon Mobil Corp 17,4003M $
State Street Utilities Select Sector SPDR ETF 60,8662.8M $
iShares Trust 23,6412.7M $
Avantis US Equity ETF 23,5672.6M $
Lam Research Corp 11,8602.5M $
Vanguard Financials ETF 20,6962.5M $
Select Sector Spdr Trust 50,6062.5M $
Johnson & Johnson 10,0952.5M $
Walmart Inc 19,7202.5M $
Home Depot Inc/The 6,8782.3M $
Netflix Inc 22,8172.2M $
Visa Inc 6,9922.1M $
Vanguard S&P 500 ETF 3,5022.1M $
iShares U.S. Technology ETF 11,3012.1M $
Vanguard Index Funds 9,1832M $
SELECT SECTOR SPDR TRUST (THE) 14,8082M $
Procter & Gamble Co/The 13,2861.9M $
Fidelity Covington Trust 33,5901.9M $
iShares Trust 8,6631.9M $
Bank of America Corp 34,9381.7M $
General Electric Co 5,9441.7M $
Vanguard Bond Index Funds 21,4581.7M $
Vanguard FTSE Developed Markets ETF 25,5021.6M $
Avantis International Equity ETF 19,1761.6M $
Phillips Edison & Co Inc 43,1721.6M $
Corning Inc 11,8411.6M $
Caterpillar Inc 2,2651.6M $
iShares MSCI Emerging Markets ETF 27,4711.6M $
iShares Russell 1000 Growth ETF 3,6471.6M $
Schwab US Broad Market ETF 61,4511.5M $
Howmet Aerospace Inc 6,6851.5M $
Schwab U.S. Large-Cap ETF 59,1121.5M $
Crowdstrike Holdings Inc 3,8581.5M $
RTX Corp 7,5141.4M $
Merck & Co Inc 11,8561.4M $
Arista Networks Inc 11,4771.4M $
Palantir Technologies Inc 9,4641.4M $
Bristol-Myers Squibb Co 22,7761.4M $
AbbVie Inc 6,3341.4M $
iShares Core S&P Total U.S. Stock Market ETF 9,1701.3M $
GE Vernova Inc 1,4891.3M $
Vanguard Total International S 16,5731.3M $
MercadoLibre Inc 7291.3M $
Micron Technology Inc 3,7161.3M $
Salesforce Inc 6,6011.2M $
Comfort Systems USA Inc 8871.2M $
Western Digital Corp 4,4421.2M $
PepsiCo Inc 7,7341.2M $
Gilead Sciences Inc 8,6151.2M $
Philip Morris International Inc. 7,2521.2M $