13F HOLDINGS REPORT

Financially in Tune, LLC

Quarter ended Q4 2025 · Filed February 27, 2026 · Accession 0001951757-26-000491

Total Value

$107.1M

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (71)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V807	417,530	$20.8M	19.45%
2	J P MORGAN EXCHANGE TRADED F	46641Q670	199,702	$9.5M	8.83%
3	VANGUARD WHITEHALL FDS	921946406	56,086	$8.0M	7.51%
4	J P MORGAN EXCHANGE TRADED F	46641Q332	123,954	$7.1M	6.62%
5	J P MORGAN EXCHANGE TRADED F	46641Q407	39,156	$4.9M	4.53%
6	DIMENSIONAL ETF TRUST	25434V740	134,302	$4.5M	4.23%
7	ISHARES TR	464288802	23,034	$3.2M	3.00%
8	WISDOMTREE TR	WT	62,942	$3.2M	2.96%
9	DIMENSIONAL ETF TRUST	25434V781	61,405	$2.3M	2.18%
10	VANGUARD INTL EQUITY INDEX F	922042775	30,262	$2.2M	2.08%
11	VANGUARD SPECIALIZED FUNDS	921908844	9,807	$2.2M	2.01%
12	INVESCO EXCH TRD SLF IDX FD	IVZ	98,377	$2.0M	1.89%
13	VANGUARD INDEX FDS	922908611	9,161	$1.9M	1.81%
14	ISHARES TR	464287507	28,989	$1.9M	1.79%
15	APPLE INC	AAPL	6,194	$1.7M	1.57%
16	COHEN & STEERS ETF TRUST	19249U104	61,930	$1.6M	1.47%
17	T ROWE PRICE ETF INC	87283Q883	28,092	$1.4M	1.35%
18	SCHWAB STRATEGIC TR	808524508	47,914	$1.4M	1.34%
19	DIMENSIONAL ETF TRUST	25434V815	43,494	$1.4M	1.34%
20	BERKSHIRE HATHAWAY INC DEL	BRK-A	2,715	$1.4M	1.27%
21	ISHARES TR	464287200	1,863	$1.3M	1.19%
22	VANGUARD INTL EQUITY INDEX F	922042858	23,740	$1.3M	1.19%
23	J P MORGAN EXCHANGE TRADED F	46641Q209	18,401	$1.3M	1.17%
24	ISHARES TR	464287622	3,090	$1.2M	1.08%
25	JOHN HANCOCK EXCHANGE TRADED	47804J859	27,785	$1.2M	1.08%
26	MICROSOFT CORP	MSFT	2,316	$1.1M	1.05%
27	JOHN HANCOCK EXCHANGE TRADED	47804J107	13,120	$1.0M	0.98%
28	S&P GLOBAL INC	SPGI	1,901	$993,685	0.93%
29	DIMENSIONAL ETF TRUST	25434V666	26,299	$899,702	0.84%
30	SPDR INDEX SHS FDS	78463X848	23,711	$851,699	0.79%
31	ISHARES TR	46435G516	5,860	$557,227	0.52%
32	INTERNATIONAL BUSINESS MACHS	INTR	1,795	$531,697	0.50%
33	INVESCO EXCH TRD SLF IDX FD	IVZ	26,712	$527,295	0.49%
34	VANGUARD WHITEHALL FDS	921946794	5,735	$516,150	0.48%
35	FRANKLIN LTD DURATION INCOME	FTF	82,895	$509,804	0.48%
36	AMAZON COM INC	AMZN	2,188	$505,034	0.47%
37	VANGUARD INDEX FDS	922908769	1,476	$494,757	0.46%
38	HOME DEPOT INC	HD	1,353	$465,623	0.43%
39	ISHARES TR	46436E759	5,760	$432,922	0.40%
40	ALPHABET INC	GOOG	1,282	$402,292	0.38%
41	VANGUARD INDEX FDS	922908363	603	$378,159	0.35%
42	J P MORGAN EXCHANGE TRADED F	46654Q203	6,243	$362,842	0.34%
43	VANGUARD INDEX FDS	922908629	1,216	$352,908	0.33%
44	SPDR S&P 500 ETF TR	SPY	512	$349,143	0.33%
45	INVESCO EXCH TRD SLF IDX FD	IVZ	18,093	$340,782	0.32%
46	ISHARES TR	46436E767	5,795	$333,676	0.31%
47	ISHARES TR	46435U663	7,070	$325,079	0.30%
48	ORACLE CORP	ORCL-PD	1,652	$321,991	0.30%
49	VANGUARD SCOTTSDALE FDS	92206C870	3,753	$314,272	0.29%
50	JPMORGAN CHASE & CO.	VYLD	954	$307,398	0.29%
51	JOHN HANCOCK EXCHANGE TRADED	47804J842	7,059	$296,407	0.28%
52	ISHARES TR	464288240	4,358	$292,553	0.27%
53	ISHARES TR	46429B655	5,597	$284,663	0.27%
54	JOHN HANCOCK EXCHANGE TRADED	47804J834	8,460	$278,334	0.26%
55	JOHN HANCOCK EXCHANGE TRADED	47804J206	4,198	$274,885	0.26%
56	ALPHABET INC	GOOG	867	$271,371	0.25%
57	VANGUARD INTL EQUITY INDEX F	922042718	1,832	$262,581	0.25%
58	ISHARES INC	46434G103	3,904	$262,427	0.24%
59	PIMCO CALIF MUN INCOME FD	72200N106	29,980	$261,725	0.24%
60	VANGUARD INDEX FDS	922908736	506	$246,823	0.23%
61	RTX CORPORATION	RTX	1,326	$243,188	0.23%
62	MERCK & CO INC	MRK	2,271	$239,045	0.22%
63	FIRST TR EXCHANGE-TRADED FD	336917109	5,301	$235,046	0.22%
64	ALLIANCEBERNSTEIN NATL MUN I	01864U106	21,600	$233,712	0.22%
65	J P MORGAN EXCHANGE TRADED F	46654Q591	4,472	$233,617	0.22%
66	ISHARES TR	46435G425	1,550	$230,919	0.22%
67	RIVERNORTH FLEXIBLE MUNI INC	76883Y107	17,210	$217,879	0.20%
68	ISHARES TR	46436E742	4,580	$213,115	0.20%
69	FIRST TR EXCHANGE-TRADED FD	33734H106	4,557	$209,987	0.20%
70	NYLI MACKAY DEFINEDTERM MUNI	MMD	10,415	$154,871	0.14%
71	FS CREDIT OPPORTUNITIES CORP	FSCO	17,285	$108,896	0.10%