Institutional Manager · CIK 0002113970
Financially in Tune, LLC
STONEHAM, MA · File #028-26713
Latest AUM
$107.1M
Positions
71
Top-10 Concentration
64.4%
Filings
1
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | DIMENSIONAL ETF TRUST | 25434V807 | +417,530 | +$20.8M | $0 |
| NEW | J P MORGAN EXCHANGE TRADED F | 46641Q670 | +199,702 | +$9.5M | $0 |
| NEW | VANGUARD WHITEHALL FDS | 921946406 | +56,086 | +$8.0M | $0 |
| NEW | J P MORGAN EXCHANGE TRADED F | 46641Q332 | +123,954 | +$7.1M | $0 |
| NEW | J P MORGAN EXCHANGE TRADED F | 46641Q407 | +39,156 | +$4.9M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V740 | +134,302 | +$4.5M | $0 |
| NEW | ISHARES TR | 464288802 | +23,034 | +$3.2M | $0 |
| NEW | WISDOMTREE TR | WT | +62,942 | +$3.2M | $0 |
| NEW | DIMENSIONAL ETF TRUST | 25434V781 | +61,405 | +$2.3M | $0 |
| NEW | VANGUARD INTL EQUITY INDEX F | 922042775 | +30,262 | +$2.2M | $0 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202571 pos · $107.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V807 | 417,530 | $20.8M | 20.41% |
| 2 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 199,702 | $9.5M | 9.26% |
| 3 | VANGUARD WHITEHALL FDS | 921946406 | 56,086 | $8.0M | 7.88% |
| 4 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 123,954 | $7.1M | 6.95% |
| 5 | J P MORGAN EXCHANGE TRADED F | 46641Q407 | 39,156 | $4.9M | 4.75% |
| 6 | DIMENSIONAL ETF TRUST | 25434V740 | 134,302 | $4.5M | 4.44% |
| 7 | ISHARES TR | 464288802 | 23,034 | $3.2M | 3.14% |
| 8 | WISDOMTREE TR | WT | 62,942 | $3.2M | 3.10% |
| 9 | DIMENSIONAL ETF TRUST | 25434V781 | 61,405 | $2.3M | 2.29% |
| 10 | VANGUARD INTL EQUITY INDEX F | 922042775 | 30,262 | $2.2M | 2.18% |
| 11 | VANGUARD SPECIALIZED FUNDS | 921908844 | 9,807 | $2.2M | 2.11% |
| 12 | INVESCO EXCH TRD SLF IDX FD | IVZ | 98,377 | $2.0M | 1.99% |
| 13 | VANGUARD INDEX FDS | 922908611 | 9,161 | $1.9M | 1.90% |
| 14 | ISHARES TR | 464287507 | 28,989 | $1.9M | 1.87% |
| 15 | APPLE INC | AAPL | 6,194 | $1.7M | 1.65% |
| 16 | COHEN & STEERS ETF TRUST | 19249U104 | 61,930 | $1.6M | 1.55% |
| 17 | T ROWE PRICE ETF INC | 87283Q883 | 28,092 | $1.4M | 1.41% |
| 18 | SCHWAB STRATEGIC TR | 808524508 | 47,914 | $1.4M | 1.41% |
| 19 | DIMENSIONAL ETF TRUST | 25434V815 | 43,494 | $1.4M | 1.40% |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 2,715 | $1.4M | 1.34% |