Top 46 Spectrum Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 14.49% | 646.4K | $29.2M | +4.08%(+25.36K) | $32.91(+51.85%) | 2026-03-31 | |
| FELG | FIDELITY COVINGTON TRUST | 12.5% | 670.8K | $25.1M | +3.72%(+24.03K) | $27.05(+57.80%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 11.12% | 574.3K | $22.4M | +3.25%(+18.09K) | $28.63(+42.76%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.43% | 35.1K | $21.0M | +2.52%(+863) | $423.39(+57.14%) | 2026-03-31 | |
| IXUS | ISHARES TR | 9.07% | 210.8K | $18.3M | +3.45%(+7.03K) | $64.77(+44.66%) | 2026-03-31 | |
| GOVI | INVESCO EXCH TRADED FD TR II | 6.54% | 482.8K | $13.2M | +6.37%(+28.89K) | $27.79(-2.63%) | 2026-03-31 | |
| MBB | ISHARES TR | 6.35% | 134.5K | $12.8M | +5.89%(+7.49K) | $92.11(+2.39%) | 2026-03-31 | |
| VBR | VANGUARD INDEX FDS | 5.05% | 46.8K | $10.2M | +3.95%(+1.78K) | $174.81(+32.79%) | 2026-03-31 | |
| DFAE | DIMENSIONAL ETF TRUST | 4.93% | 293.2K | $9.9M | +1.75%(+5.04K) | $25.93(+49.93%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 3% | 21.0K | $6.0M | +4.38%(+882) | $62.43(+24.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.17% | +44.92% |
| Top 20 Holdings Unweighted | +11.83% | +39.85% |
Sign up free to track Spectrum Investment Advisors, Inc., compare funds side by side, and get alerts the moment positions change.