Titelia

Holdings of Crusonia Wealth Advisors LLC

169 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 48.9 % of the equity sleeve

Sector breakdown

  • Technology 5.8 %
  • Funds 5.1 %
  • Financials 2.4 %
  • Consumer staples 1.3 %
  • Communication 1.3 %
  • Consumer discretionary 0.9 %
  • Industrials 0.8 %
  • Health care 0.8 %
  • Energy 0.5 %
  • Materials 0.1 %
  • Unattributed 81.1 %

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
1US169439M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 634,50245M $
2Dimensional ETF Trust 887,49434.6M $
3Jpmorgan Core Plus Bond Etf 651,75930.7M $
4Vanguard Core Bond ETF 246,19819.1M $
5First Trust Exchange-Traded AlphaDEX Fund 132,25416.1M $
6Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 201,07815.1M $
7Vanguard Value ETF 74,52414.6M $
8GMO US Quality ETF 391,80614.2M $
9Apple Inc 52,46013.3M $
10First Trust Exchange-Traded Fund IV 202,43512.1M $
11Dimensional ETF Trust 335,40411.4M $
12Vanguard Small-Cap ETF 38,58310.1M $
13FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND 73,8788.8M $
14Vanguard Russell 1000 27,9898.3M $
15Vanguard Growth ETF 16,8887.4M $
16J P Morgan Exchange Traded Fund Trust 111,4187.1M $
17Vanguard Tax-Exempt Bond Index ETF 115,2715.8M $
18FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II 59,8745.2M $
19Vanguard FTSE Developed Markets ETF 81,0825.2M $
20Invesco RAFI US 1000 ETF 101,1304.8M $
21iShares Core MSCI EAFE ETF 52,3384.7M $
22Microsoft Corp 11,9774.4M $
23First Trust Rising Dividend Achievers ETF 59,5974.1M $
24Vanguard S&P 500 ETF 6,7004M $
25NVIDIA Corp 21,5873.8M $
26First Trust Exchange-Traded Fund VIII 73,6883.7M $
27Invesco RAFI US 1500 Small-Mid ETF 77,0613.5M $
28Schwab U.S. Large-Cap ETF 135,6393.5M $
29Berkshire Hathaway Inc 7,0003.4M $
30PepsiCo Inc 19,6453.1M $
31Vanguard Total Stock Market ETF 9,1322.9M $
32Visa Inc 9,5482.9M $
33FIRST TRUST EXCHANGE-TRADED FUND VII 96,7192.8M $
34Invesco QQQ Trust Series 1 4,7792.8M $
35Vanguard Total Bond Market ETF 33,4662.5M $
36iShares National Muni Bond ETF 22,3942.4M $
37iShares Trust 19,4862.2M $
38Janus Detroit Street Trust 43,3942.2M $
39Exxon Mobil Corp 12,4862.1M $
40Alphabet Inc 7,2642.1M $
41iShares Core S&P 500 ETF 2,9942M $
42iShares Trust 9,1441.9M $
43iShares Short-Term National Muni Bond ETF 17,6181.9M $
44PGIM ETF Trust 36,2691.8M $
45Amazon.com Inc 8,4571.8M $
46Alphabet Inc 6,1361.8M $
47Costco Wholesale Corp 1,6581.7M $
48iShares Core S&P Total U.S. Stock Market ETF 11,0991.6M $
49iShares Trust 32,2961.6M $
50Invesco RAFI Developed Markets ex-U.S. ETF 21,8181.5M $
51Vanguard International Equity Index Funds 27,7631.5M $
52iShares S&P Small-Cap 600 Growth ETF 10,3111.5M $
53JPMorgan Chase & Co 5,0651.5M $
54VanEck Gold Miners ETF/USA 15,9301.5M $
55State Street SPDR S&P 500 ETF Trust 2,2121.4M $
56Avantis International Equity ETF 16,9051.4M $
57ISHARES US ETF TRUST 40,3341.4M $
58iShares Trust 6,1071.3M $
59iShares Core S&P Small-Cap ETF 10,3181.3M $
60Kayne Anderson Energy Infrastr 85,7351.2M $
61Netflix Inc 12,5951.2M $
62First Trust Value Line Dividen 25,3631.2M $
63Lockheed Martin Corp 1,9251.2M $
64Tesla Inc 3,1211.2M $
65Dell Technologies Inc 7,0001.1M $
66First Trust Exchange-Traded Fund IV 21,3041.1M $
67First Trust Exchange-Traded Fund IV 55,7091.1M $
68Mastercard Inc 2,0251M $
69iShares MSCI EAFE ETF 10,228993.4K $
70iShares Trust 4,913942.4K $
71Eli Lilly & Co 1,024942.1K $
72Broadcom Inc 2,947912.2K $
73Vanguard World Fund 4,489889.4K $
74Schwab Fundamental U.S. Large Company ETF 30,430847.5K $
75Johnson & Johnson 3,463846.4K $
76Chevron Corp 4,075843.1K $
77First Trust Exchange-Traded AlphaDEX Fund II 28,055840.4K $
78Schwab US Dividend Equity ETF 27,376839.9K $
79iShares Trust 7,255824.2K $
80iShares 0-1 Year Treasury Bond ETF 7,455823K $
81PIMCO Multisector Bond Active 30,067787.8K $
82Invesco RAFI Emerging Markets 28,766774.1K $
83iShares Core S&P Mid-Cap ETF 11,132751.7K $
84iShares Core High Dividend ETF 5,503746.9K $
85iShares Trust 7,690734K $
86State Street Multi-Asset Real Return ETF 19,370700.2K $
87Avantis Emerging Markets Equity ETF 8,393676.3K $
88iShares Trust 5,699675K $
89First Trust Exchange-Traded Fund VIII 13,960661.3K $
90Meta Platforms Inc 1,143653.8K $
91iShares MSCI Emerging Markets ETF 11,483652.1K $
92State Street SPDR Portfolio S& 8,212649.2K $
93iShares Core MSCI Emerging Markets ETF 9,264646.2K $
94International Business Machines Corp. 2,570622.9K $
95Home Depot Inc/The 1,842605.8K $
96Wells Fargo & Co 7,362586.1K $
97First Trust Exchange-Traded Fund VIII 12,932563.7K $
98First Trust Exchange-Traded Fund VIII 20,361556.9K $
99iShares S&P Mid-Cap 400 Growth ETF 5,520555.4K $
100Argan Inc 1,011550.6K $