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.
Grove Street Fiduciary, LLC (CIK 2054682) reported $227.0M across 74 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VBR ($29.9M, 13.18%), EMQQ ($24.2M, 10.65%), VOE ($23.8M, 10.48%), BNDX ($14.9M, 6.58%), SCHP ($14.1M, 6.21%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBR | VANGUARD INDEX FDS | $29.9M | 13.18% | 137,682 | Trimmed |
| 2 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | $24.2M | 10.65% | 731,094 | Trimmed |
| 3 | VOE | VANGUARD INDEX FDS | $23.8M | 10.48% | 129,119 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $14.9M | 6.58% | 310,768 | Trimmed |
| 5 | SCHP | SCHWAB STRATEGIC TR | $14.1M | 6.21% | 529,909 | Trimmed |
| 6 | SCHZ | SCHWAB STRATEGIC TR | $10.8M | 4.75% | 464,192 | Trimmed |
| 7 | FMQQ | EXCHANGE TRADED CONCEPTS TRU | $10.0M | 4.42% | 890,694 | Trimmed |
| 8 | VSS | VANGUARD INTL EQUITY INDEX F | $9.9M | 4.37% | 68,039 | Trimmed |
| 9 | VTI | VANGUARD INDEX FDS | $9.4M | 4.15% | 29,337 | Trimmed |
| 10 | SCHO | SCHWAB STRATEGIC TR | $7.1M | 3.14% | 293,361 | Trimmed |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | $6.8M | 3.02% | 106,813 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $6.5M | 2.88% | 30,388 | Trimmed |
| 13 | FNDC | SCHWAB STRATEGIC TR | $4.6M | 2.02% | 99,085 | Trimmed |
| 14 | DFIP | DIMENSIONAL ETF TRUST | $3.9M | 1.71% | 93,188 | Trimmed |
| 15 | BND | VANGUARD BD INDEX FDS | $3.6M | 1.57% | 48,337 | Trimmed |
| 16 | DLS | WISDOMTREE TR | $3.5M | 1.55% | 43,268 | Trimmed |
| 17 | IAGG | ISHARES TR | $3.2M | 1.40% | 63,523 | Hold |
| 18 | VGSH | VANGUARD SCOTTSDALE FDS | $2.5M | 1.10% | 42,598 | Trimmed |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.05% | 31,601 | Added |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $2.4M | 1.05% | 3,651 | Hold |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $2.2M | 0.98% | 35,801 | Trimmed |
| 22 | SCHC | SCHWAB STRATEGIC TR | $2.1M | 0.94% | 45,735 | Hold |
| 23 | INQQ | EXCHANGE TRADED CONCEPTS TRU | $1.7M | 0.73% | 141,960 | Hold |
| 24 | AAPL | APPLE INC | $1.6M | 0.68% | 6,111 | Added |
| 25 | DFSV | DIMENSIONAL ETF TRUST | $1.5M | 0.65% | 42,140 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31