Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Altiora Financial Group, LLC (CIK 1986156) reported $607.1M across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($112.3M, 18.50%), DFAX ($49.2M, 8.10%), DFSD ($44.2M, 7.28%), VTI ($28.9M, 4.76%), VBIL ($28.5M, 4.69%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $112.3M | 18.50% | 2.9M | Trimmed |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $49.2M | 8.10% | 1.4M | Added |
| 3 | DFSD | DIMENSIONAL ETF TRUST | $44.2M | 7.28% | 922,515 | Trimmed |
| 4 | VTI | VANGUARD INDEX FDS | $28.9M | 4.76% | 90,032 | Added |
| 5 | VBIL | VANGUARD INSTL INDEX FD | $28.5M | 4.69% | 376,280 | Added |
| 6 | SGOV | ISHARES TR | $20.0M | 3.30% | 199,156 | Trimmed |
| 7 | CDX | SIMPLIFY EXCHANGE TRADED FUN | $19.2M | 3.16% | 898,970 | Trimmed |
| 8 | CTA | SIMPLIFY EXCHANGE TRADED FUN | $19.1M | 3.14% | 630,394 | Trimmed |
| 9 | SCHR | SCHWAB STRATEGIC TR | $16.3M | 2.68% | 652,805 | Added |
| 10 | DCOR | DIMENSIONAL ETF TRUST | $16.1M | 2.65% | 222,925 | Added |
| 11 | DFAT | DIMENSIONAL ETF TRUST | $14.7M | 2.42% | 234,976 | Trimmed |
| 12 | DFUV | DIMENSIONAL ETF TRUST | $13.5M | 2.23% | 279,484 | Added |
| 13 | VTEB | VANGUARD MUN BD FDS | $13.5M | 2.22% | 270,029 | Added |
| 14 | SCHP | SCHWAB STRATEGIC TR | $13.5M | 2.22% | 506,969 | Trimmed |
| 15 | BOXX | EA SERIES TRUST | $11.0M | 1.82% | 94,975 | Added |
| 16 | SUB | ISHARES TR | $10.9M | 1.79% | 102,197 | Added |
| 17 | DFIV | DIMENSIONAL ETF TRUST | $9.8M | 1.61% | 185,313 | Hold |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $8.7M | 1.44% | 149,217 | Added |
| 19 | SCHO | SCHWAB STRATEGIC TR | $8.2M | 1.35% | 338,022 | Trimmed |
| 20 | DFUS | DIMENSIONAL ETF TRUST | $7.9M | 1.30% | 111,570 | Hold |
| 21 | VTES | VANGUARD WELLINGTON FD | $7.5M | 1.24% | 74,514 | Added |
| 22 | VXUS | VANGUARD STAR FDS | $7.2M | 1.19% | 93,532 | Added |
| 23 | VGIT | VANGUARD SCOTTSDALE FDS | $6.7M | 1.10% | 112,028 | Added |
| 24 | DUHP | DIMENSIONAL ETF TRUST | $5.9M | 0.98% | 161,674 | Trimmed |
| 25 | VUG | VANGUARD INDEX FDS | $5.7M | 0.94% | 13,079 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31