Financially In Tune, LLC Top Holdings and 13F Report (2026) About Financially In Tune, LLCInvestment ActivityFinancially In Tune, LLC has $116.30 million in total holdings as of March 31, 2026.Financially In Tune, LLC owns shares of 77 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 8.36% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Financially In Tune, LLC has purchased 71 new stocks and bought additional shares in 32 stocks.Financially In Tune, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional International Value ETF $23,599,954JPMorgan Core Plus Bond ETF $10,959,253Vanguard High Dividend Yield ETF $8,710,209JPMorgan Equity Premium Income ETF $8,061,807JPMorgan Diversified Return U.S. Equity ETF $5,098,633 Largest New Holdings this Quarter 46641Q654 - JPMorgan Ultra-Short Municipal ETF $425,938 Holding31624J729 - FIDELITY GREENWOOD STREET TR $298,524 Holding67066G104 - NVIDIA $262,821 Holding478160104 - Johnson & Johnson $230,262 Holding921937827 - Vanguard Short-Term Bond ETF $222,016 Holding Largest Purchases this Quarter Dimensional International Value ETF 29,608 shares (about $1.56M)JPMorgan Core Plus Bond ETF 33,077 shares (about $1.56M)JPMorgan Equity Premium Income ETF 18,280 shares (about $1.04M)Invesco BulletShares 2029 Corporate Bond ETF 50,024 shares (about $933.47K)JPMorgan Ultra-Short Municipal ETF 8,355 shares (about $425.94K) Largest Sales this Quarter Berkshire Hathaway 1,212 shares (about $580.79K)John Hancock Multifactor Small Cap ETF 2,100 shares (about $90.07K)Apple 338 shares (about $85.78K)S&P Global 147 shares (about $62.51K)Vanguard Dividend Appreciation ETF 290 shares (about $62.37K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFinancially In Tune, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFIVDimensional International Value ETF$23,599,954$1,562,711 â–²7.1%447,13820.3%ETFJCPBJPMorgan Core Plus Bond ETF$10,959,253$1,557,268 â–²16.6%232,7799.4%ETFVYMVanguard High Dividend Yield ETF$8,710,209$403,869 â–²4.9%58,8137.5%Financial ServicesJEPIJPMorgan Equity Premium Income ETF$8,061,807$1,036,108 â–²14.7%142,2346.9%ETFJPUSJPMorgan Diversified Return U.S. Equity ETF$5,098,633$130 â–²0.0%39,1574.4%ETFDFEVDimensional Emerging Markets Value ETF$5,011,476$206,164 â–²4.3%140,0644.3%ETFUSFRWisdomTree Floating Rate Treasury Fund$3,179,551$11,075 â–²0.3%63,1622.7%FinanceSUSAiShares MSCI USA ESG Select ETF$3,058,379$15,588 â–²0.5%23,1522.6%ETFDISVDimensional International Small Cap Value ETF$2,600,225$178,426 â–²7.4%65,9292.2%ETFBSCSInvesco BulletShares 2028 Corporate Bond ETF$2,425,864$416,711 â–²20.7%118,7812.1%ETFVEUVanguard FTSE All-World ex-US ETF$2,328,663$55,950 â–²2.5%31,0072.0%ETFVBRVanguard Small-Cap Value ETF$2,122,098$131,871 â–²6.6%9,7681.8%ETFVIGVanguard Dividend Appreciation ETF$2,046,788$62,369 â–¼-3.0%9,5171.8%ETFIJHiShares Core S&P Mid-Cap ETF$1,938,390$19,246 â–¼-1.0%28,7041.7%ETFCOHEN & STEERS ETF TRUST$1,728,229$100,705 â–²6.2%65,7621.5%REAL ESTATE ACTIDFSVDimensional US Small Cap Value ETF$1,679,017$154,982 â–²10.2%47,9171.4%ETFSCHMSchwab U.S. Mid-Cap ETF$1,509,200$25,790 â–²1.7%48,7471.3%ETFAAPLApple$1,486,194$85,781 â–¼-5.5%5,8561.3%Computer and TechnologyTFLRT. Rowe Price Floating Rate ETF$1,381,979$32,734 â–¼-2.3%27,4421.2%ETFVWOVanguard FTSE Emerging Markets ETF$1,344,453$61,293 â–²4.8%24,8741.2%ETFJPINJPMorgan Diversified Return International Equity ETF$1,283,569$27,284 â–¼-2.1%18,0181.1%ETFBSCTInvesco BulletShares 2029 Corporate Bond ETF$1,271,090$933,468 â–²276.5%68,1171.1%ETFIVViShares Core S&P 500 ETF$1,181,283$35,935 â–¼-3.0%1,8081.0%ETFJHMDJohn Hancock Multifactor Developed International ETF$1,156,074$21,185 â–¼-1.8%27,2851.0%ETFCWISPDR MSCI ACWI ex-US ETF$1,115,812$248,227 â–²28.6%30,4951.0%ETFIWBiShares Russell 1000 ETF$1,050,426$51,345 â–¼-4.7%2,9460.9%ETFJHMLJohn Hancock Multifactor Large Cap ETF$974,227$52,676 â–¼-5.1%12,4470.8%ETFDFLVDimensional US Large Cap Value ETF$940,132$1,000 â–²0.1%26,3270.8%ETFMSFTMicrosoft$909,397$52,188 â–²6.1%2,4570.8%Computer and TechnologyBSCRInvesco BulletShares 2027 Corporate Bond ETF$787,335$263,112 â–²50.2%40,1190.7%ETFSPGIS&P Global$745,869$62,510 â–¼-7.7%1,7540.6%FinanceBRK.BBerkshire Hathaway$720,238$580,791 â–¼-44.6%1,5030.6%FinanceGOOGAlphabet$644,288$276,533 â–²75.2%2,2460.6%Computer and TechnologyESGDiShares ESG Aware MSCI EAFE ETF$574,198$13,865 â–²2.5%6,0050.5%ManufacturingVYMIVanguard International High Dividend Yield ETF$521,618$18,848 â–¼-3.5%5,5350.4%ETFFTFFranklin Limited Duration Income Trust$483,2780.0%82,8950.4%Financial ServicesVTIVanguard Total Stock Market ETF$468,062$5,454 â–¼-1.2%1,4590.4%ETFHDHome Depot$448,330$3,289 â–²0.7%1,3630.4%Retail/WholesaleDMXFiShares ESG Advanced MSCI EAFE ETF$434,5920.0%5,7600.4%ManufacturingAMZNAmazon.com$431,744$23,951 â–¼-5.3%2,0730.4%Retail/WholesaleJMSTJPMorgan Ultra-Short Municipal ETF$425,938$425,938 â–²New Holding8,3550.4%ETFIBMInternational Business Machines$402,136$32,966 â–¼-7.6%1,6590.3%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$393,914$47,303 â–²13.6%7,0950.3%ETFVOOVanguard S&P 500 ETF$360,3230.0%6030.3%ETFVOVanguard Mid-Cap ETF$349,2110.0%1,2160.3%ETFSPYSPDR S&P 500 ETF Trust$341,429$8,454 â–²2.5%5250.3%FinanceVUGVanguard Growth ETF$340,665$119,670 â–²54.2%7800.3%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$332,4310.0%7,0700.3%ETFJPMJPMorgan Chase & Co.$332,401$51,772 â–²18.4%1,1300.3%FinanceUSXFiShares ESG Advanced MSCI USA ETF$322,920$3,036 â–²0.9%5,8500.3%ManufacturingFLOTiShares Floating Rate Bond ETF$311,661$26,494 â–²9.3%6,1170.3%ETFFIDELITY GREENWOOD STREET TR$298,524$298,524 â–²New Holding11,0030.3%YIELD ENHANCED EACWXiShares MSCI ACWI ex U.S. ETF$291,545$6,847 â–¼-2.3%4,2580.3%ManufacturingJHEMJohn Hancock Multifactor Emerging Markets ETF$289,8230.0%8,4600.2%ETFIEMGiShares Core MSCI Emerging Markets ETF$283,913$11,580 â–²4.3%4,0700.2%ETFGOOGLAlphabet$269,444$20,129 â–²8.1%9370.2%Computer and TechnologyFDLFirst Trust Morningstar Dividend Leaders Index Fund$269,2910.0%5,3010.2%ETFNVDANVIDIA$262,821$262,821 â–²New Holding1,5070.2%Computer and TechnologyPCQPIMCO California Municipal Income Fund$257,2280.0%29,9800.2%Financial ServicesRTXRTX$255,7850.0%1,3260.2%AerospaceJHMMJohn Hancock Multifactor Mid Cap ETF$248,210$33,560 â–¼-11.9%3,6980.2%ETFORCLOracle$243,0260.0%1,6520.2%Computer and TechnologyVSSVanguard FTSE All-World ex-US Small-Cap ETF$241,574$25,513 â–¼-9.6%1,6570.2%ETFMRKMerck & Co., Inc.$237,092$36,087 â–¼-13.2%1,9710.2%MedicalJ P MORGAN EXCHANGE TRADED F$235,2270.0%4,4720.2%INTL HDGD EQT LAAFBAllianceBernstein National Municipal Income Fund$230,9040.0%21,6000.2%Financial ServicesJNJJohnson & Johnson$230,262$230,262 â–²New Holding9420.2%MedicalBSVVanguard Short-Term Bond ETF$222,016$222,016 â–²New Holding2,8310.2%ETFESGUiShares ESG Aware MSCI USA ETF$219,2010.0%1,5500.2%ManufacturingEMXFiShares ESG Advanced MSCI EM ETF$219,1140.0%4,5800.2%ETFRIVERNORTH FLEXIBLE MUNI INC$217,7070.0%17,2100.2%COMCOSTCostco Wholesale$215,229$215,229 â–²New Holding2160.2%Retail/WholesaleFVDFirst Trust Value Line Dividend Index Fund$214,3160.0%4,5570.2%ETFJHSCJohn Hancock Multifactor Small Cap ETF$212,692$90,069 â–¼-29.7%4,9590.2%ETFMMDMainStay MacKay DefinedTerm Municipal Opportunities Fund$154,6630.0%10,4150.1%Financial ServicesFSCOFS Credit Opportunities$88,1540.0%17,2850.1%Financial ServicesPNIPIMCO New York Municipal Income Fund II$72,137$72,137 â–²New Holding10,5310.1%Financial ServicesVCITVanguard Intermediate-Term Corporate Bond ETF$0$314,272 â–¼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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