Titelia

Holdings of DecisionPoint Financial, LLC

615 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 89.2 % of the equity sleeve

Sector breakdown

  • Technology 1.4 %
  • Funds 0.7 %
  • Consumer discretionary 0.6 %
  • Industrials 0.3 %
  • Financials 0.2 %
  • Communication 0.2 %
  • Energy 0.1 %
  • Health care 0.1 %
  • Unattributed 96.3 %

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 %
  • GB 0.0 %
  • AU 0.0 %
  • TW 0.0 %
  • IT 0.0 %
  • KY 0.0 %
  • DK 0.0 %
  • MX 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US602433.8M $99.99 %
2GB637.3K $0.01 %
3AU17.3K $0.00 %
4TW26.6K $0.00 %
5IT13.8K $0.00 %
6KY12.7K $0.00 %
7DK12.4K $0.00 %
8MX198 $0.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 3,791,506147.3M $
2Dimensional International Core 1,419,42050.4M $
3Vanguard Intermediate-Term Corporate Bond ETF 546,87545.3M $
4Dimensional U S Small Cap ETF 423,55530.1M $
5Dimensional ETF Trust 632,39626.7M $
6Dimensional ETF Trust 682,58826.6M $
7Vanguard Real Estate ETF 269,71523.9M $
8Home BancShares Inc/AR 581,62115.7M $
9VANGUARD SHORT-TERM CORPORATE VANGUARD S/T CORP BOND ETF 156,96812.4M $
10Dimensional ETF Trust 247,9318.4M $
11iShares 0-5 Year Investment Gr 96,2064.9M $
12Dimensional ETF Trust 194,1224.6M $
13Vanguard Total Stock Market ETF 12,4334M $
14Schwab 5-10 Year Corporate Bond ETF 163,1963.7M $
15Apple Inc 11,4332.9M $
16Vanguard Small-Cap ETF 10,2382.7M $
17Microsoft Corp 6,5432.4M $
18Marriott International Inc/MD 4,6501.5M $
19Vanguard S&P 500 ETF 2,5311.5M $
20Vanguard Total International S 19,0531.5M $
21Vanguard Total Bond Market ETF 19,0361.4M $
22Schwab US Broad Market ETF 33,423838.9K $
23Amazon.com Inc 3,869805.8K $
24Vanguard FTSE Developed Markets ETF 12,355791.7K $
25Vanguard International Equity Index Funds 14,364776.4K $
26Republic Services Inc 3,357735.3K $
27iShares Trust 6,196623.7K $
28iShares Core S&P 500 ETF 938612.7K $
29NVIDIA Corp 2,836494.6K $
30Schwab U.S. Large-Cap ETF 19,205492.4K $
31Vanguard Charlotte Funds 9,835472.6K $
32DFA Dimensional National Municipal Bond ETF 9,344447.9K $
33Alphabet Inc 1,378396.2K $
34Ensign Group Inc/The 1,638330.1K $
35Meta Platforms Inc 570326.3K $
36Vanguard Total World Stock ETF 2,048283.2K $
37Vanguard Scottsdale Funds 4,350254.6K $
38American Express Co 833251.8K $
39JPMorgan Chase & Co 808237.8K $
40ConocoPhillips 1,662219.4K $
41Regions Financial Corp 7,725201.8K $
42Berkshire Hathaway Inc 417199.8K $
43Vanguard Mid-Cap ETF 650186.7K $
44Stryker Corp 538176.8K $
45Alphabet Inc 603173.1K $
46iShares Bitcoin Trust ETF 4,340166.7K $
47iShares Russell 1000 Growth ETF 367156.5K $
48Vanguard Information Technology ETF 212147.9K $
49Schwab U.S. Small-Cap ETF 5,037146.5K $
50Dimensional International Smal 3,589141.6K $
51Home Depot Inc/The 427140.4K $
52Schwab US Dividend Equity ETF 4,434136K $
53Clean Harbors Inc 465133.3K $
54iShares Core MSCI EAFE ETF 1,446130.9K $
55Parker-Hannifin Corp 136121.8K $
56iShares Trust 573121K $
57Phillips 66 627114.2K $
58Chevron Corp 514106.3K $
59Cisco Systems, Inc. 1,353105K $
60Oracle Corp 688101.2K $
61Dimensional ETF Trust 2,71396.9K $
62Dimensional International Value ETF 1,62585.8K $
63Vanguard Extended Market ETF 40883.9K $
64Dimensional ETF Trust 1,15381.7K $
65Boeing Co/The 39779K $
66Vanguard Malvern Funds 1,48774.3K $
67Palantir Technologies Inc 49772.7K $
68Vanguard Short-term Bond Etf 89169.9K $
69iShares Russell 2000 ETF 26766.2K $
70Dimensional Emerging Markets V 1,83465.6K $
71Vanguard Value ETF 31361.4K $
72iShares MSCI EAFE ETF 61659.8K $
73SPDR Series Trust 96357K $
74Consolidated Edison Inc 50256.8K $
75Select Sector Spdr Trust 92056.4K $
76SPDR Gold Shares 12152.1K $
77FedEx Corp 14451.3K $
78State Street SPDR S&P 500 ETF Trust 7649.4K $
79RTX Corp 24547.3K $
80SoundHound AI Inc 6,78146.6K $
81General Dynamics Corp 12944.4K $
82iShares Core S&P Small-Cap ETF 34643K $
83SPDR Series Trust 75042.4K $
84Select Sector Spdr Trust 25541.2K $
85Tesla Inc 10840.1K $
86Exxon Mobil Corp 23439.7K $
87Paychex Inc 39736.6K $
88Vanguard High Dividend Yield E 24536.3K $
89Vanguard Growth ETF 7934.5K $
90Eos Energy Enterprises Inc 6,90634.3K $
91NIKE Inc 64233.9K $
92Progressive Corp/The 16833.3K $
93Johnson & Johnson 13232.3K $
94McDonald's Corp. 10332K $
95Yum! Brands Inc 20231.4K $
96iShares Trust 26530K $
97Netflix Inc 29928.7K $
98iShares Core S&P Mid-Cap ETF 42028.4K $
99Walmart Inc 21927.2K $
100General Mills, Inc. 70026.1K $