Institutional Fund
Financially In Tune, LLC
Stoneham, MACIK 21139702 filings on record
Portfolio Value
$116.30M
Q1 2026
Holdings
77
Reported positions
New Buys
7
Opened this quarter
QoQ Change
+8.6%
from $107.14M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust20.3%
- J P Morgan Exchange Traded F9.4%
- Vanguard Whitehall Fds7.5%
- J P Morgan Exchange Traded F6.9%
- J P Morgan Exchange Traded F4.4%
- Dimensional ETF Trust4.3%
- Other47.2%
Portfolio Holdings
77 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 447.1K | $23.60M | 20.3% | +29.6K | Added |
| 2 | J P Morgan Exchange Traded F | 232.8K | $10.96M | 9.4% | +33.1K | Added |
| 3 | Vanguard Whitehall Fds | 58.8K | $8.71M | 7.5% | +2.7K | Added |
| 4 | J P Morgan Exchange Traded F | 142.2K | $8.06M | 6.9% | +18.3K | Added |
| 5 | J P Morgan Exchange Traded F | 39.2K | $5.10M | 4.4% | +1 | Added |
| 6 | Dimensional ETF Trust | 140.1K | $5.01M | 4.3% | +5.8K | Added |
| 7 | Wisdomtree Tr | 63.2K | $3.18M | 2.7% | +220 | Added |
| 8 | Ishares Tr | 23.2K | $3.06M | 2.6% | +118 | Added |
| 9 | Dimensional ETF Trust | 65.9K | $2.60M | 2.2% | +4.5K | Added |
| 10 | Invesco Exch Trd Slf Idx Fd | 118.8K | $2.43M | 2.1% | +20.4K | Added |
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