VSM Wealth Advisory, LLC 13F Portfolio

EntityCategoryQoQ AUM ChangeAUM (13F)# of HoldingsPerformance RankEquities Trend
VW
VSM Wealth Advisory, LLC
Institutional Filer 0.56%$334.8M505

Current Portfolio Holdings

Showing all 505 reported positions by value

#StockCompany NameSectorShares HeldMarket Value% of Portfolio
1VVVANGUARD LARGE-CAP INDEXFUND ETF SHARES167K$50.0M14.94%
2VCSHVANGUARD SHORT TERM COR BD ETF267K$21.2M6.33%
3MGCVANGUARD MEGA CAP INDEX FUND ETF SHARES70K$16.5M4.92%
4VTIVANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES48K$15.5M4.61%
5VYMVANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES101K$15.0M4.48%
6VBVANGUARD SMALL-CAP INDEXFUND ETF SHARES55K$14.4M4.30%
7VTVVANGUARD VALUE INDEX FUND ETF SHARES61K$11.9M3.56%
8VOVANGUARD MID-CAP INDEX FUND ETF SHARES41K$11.9M3.54%
9VEUVANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES154K$11.6M3.46%
10SCHBSCHWAB U.S. BROAD MARKETETF447K$11.2M3.35%
11VUGVANGUARD GROWTH INDEX FUND ETF SHARES25K$11.0M3.28%
12DFAUDIMENSIONAL US CORE Common Stock MARKET ETF222K$10.0M2.99%
13VEAVANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES139K$8.9M2.66%
14DFUSDIMENSIONAL U.S. Common Stock MARKET ETF123K$8.7M2.61%
15SCHXSCHWAB U.S. LARGE-CAP ETF338K$8.7M2.59%
Showing 1 to 15 of 505 holdings