Financial Plan portfolio

What changed this quarter

73 positions with a change (8 new, 43 added to, 15 trimmed, 7 sold). 3 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Dimensional ETF Trust−28%fewer sharesReduced
  4.4% → 2.8%
• Dimensional ETF Trust+4.7%more sharesIncreased
  14.7% → 15.6%
• Dimensional ETF Trust+13%more sharesIncreased
  4.7% → 4.7%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• American Centy ETF TrAVUS17.4%
• Dimensional ETF TrustDFAC15.6%
• American Centy ETF TrAVDE10.2%
• Dimensional ETF TrustDFIC5.7%
• Dimensional ETF TrustDFSD4.7%
• American Centy ETF TrAVEM4.7%
• American Centy ETF TrAVSF4.1%
• Vanguard Short-term Tips ETFVTIP3.7%
• American Centy ETF TrAVRE3.6%
• Dimensional ETF TrustDFEM2.9%
• State Street SPDR P Mort Back Bond ETFSPMB2.9%
• Dimensional ETF TrustDUSB2.8%
• Dimensional ETF TrustDFGR2.8%
• Dimensional ETF TrustDFAX2.5%
• Dimensional ETF TrustDFCF2.3%
• iShares 0-5 Year Tips Bond E ETFSTIP1.0%
• Dimensional ETF TrustDFIP0.9%
• Vanguard S/t Corp Bond ETFVCSH0.7%
• American Centy ETF TrAVIG0.7%
• Vanguard Short-term Treasury ETFVGSH0.6%
• AppleAAPL0.6%
• American Centy ETF TrAVUV0.6%
• CaterpillarCAT0.6%
• Vanguard Short-term Bond ETFBSV0.5%
• iShares 0-1 Year Treasury BO ETFSHV0.5%
• Vanguard Mortgage-backed Sec ETFVMBS0.5%
• MicrosoftMSFT0.4%
• iShares Short-term National ETFSUB0.4%
• State Street SPDR P St C Corp ETFSPSB0.4%
• Vanguard International Equity Index FVT0.3%
• Dimensional ETF TrustDFAI0.3%
• SPDR Gold Shares ETFGLD0.3%
• Vanguard Tax-exempt Bond ETFVTEB0.3%
• Vanguard Index FundsVTI0.2%
• iShares Global Reit ETFREET0.2%
• iShares Silver Trust ETFSLV0.2%
• American Centy ETF TrAVDV0.2%
• Bank of New York MellonBNY0.2%
• Dimensional ETF TrustDFAU0.2%
• Berkshire HathawayBRK/A0.1%
• TeslaTSLA0.1%
• American Centy ETF TrAVGE0.1%
• Costco WholesaleCOST0.1%
• NVIDIANVDA0.1%
• Dimensional ETF TrustDFSU0.1%
• iShares Russell 1000 Growth ETFIWF0.1%
• American Centy ETF TrAVSU0.1%
• Dimensional ETF TrustDFUS0.1%
• State Street SPDR P S&P 1500 Comp ETFSPTM0.1%
• Dimensional ETF TrustDFNM0.1%
• Dimensional ETF Trust0.1%
• AlphabetGOOG · GOOGL0.1%
• CorningGLW0.1%
• Dimensional ETF Trust0.1%
• BoeingBA0.1%
• State Street SPDR P AGG Bond ETFSPAB0.1%
• American Centy ETF TrAVSD0.1%
• Matrix ServiceMTRX0.1%
• TrimbleTRMB0.1%
• BroadcomAVGO0.1%
• Dimensional ETF TrustDFSI0.1%
• American Centy ETF TrAVMU0.1%
• Amazon.comAMZN0.1%
• American Centy ETF TrAVLVunder 0.1%
• Vanguard S&P 500 ETFVOOunder 0.1%
• Vanguard Info Tech ETFVGTunder 0.1%
• Vanguard Index FundsVOunder 0.1%
• TRI ContlTYunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• iShares MBS ETFMBBunder 0.1%
• Ishares U S ETF TrMEARunder 0.1%
• iShares Core S&P 500 ETFIVVunder 0.1%
• Vanguard Sh Term Tax-ex Bond ETFVTESunder 0.1%
• iShares Core Msci Eafe ETFIEFAunder 0.1%
• Dimensional ETF TrustDFSBunder 0.1%
• STE Str SPDR PT DW EU ETFSPDWunder 0.1%
• AbbVieABBVunder 0.1%
• Spdr Index SHS FundsSPEMunder 0.1%
• Vanguard Ultra Short Bond ET ETFVUSBunder 0.1%
• Abbott LaboratoriesABTunder 0.1%
• QualcommQCOMunder 0.1%
• iShares ESG Aware 1-5 Year U ETFSUSBunder 0.1%
• Dimensional ETF TrustDFSEunder 0.1%
• Cisco SystemsCSCOunder 0.1%
• Exxon MobilXOMunder 0.1%
• Bank of Amer(preferred)under 0.1%
• US Bancorp \de\USBunder 0.1%
• American Centy ETF TrAVSEunder 0.1%
• iShares Russell 1000 ETFIWBunder 0.1%
• Morgan StanleyMSunder 0.1%
• ChevronCVXunder 0.1%
• Vanguard Most Sm-cap ETF-usd ETFVBunder 0.1%
• GAMCO Global Gold NAT RESGGNunder 0.1%
• Callan JMBCJMBunder 0.1%