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 $236.8M across 75 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VBR ($32.8M, 13.85%), VOE ($25.1M, 10.59%), EMQQ ($22.7M, 9.60%), BNDX ($15.0M, 6.35%), SCHP ($14.0M, 5.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VBR | VANGUARD INDEX FDS | $32.8M | 13.85% | 134,962 | Trimmed |
| 2 | VOE | VANGUARD INDEX FDS | $25.1M | 10.59% | 126,898 | Trimmed |
| 3 | EMQQ | EXCHANGE TRADED CONCEPTS TRU | $22.7M | 9.60% | 728,554 | Trimmed |
| 4 | BNDX | VANGUARD CHARLOTTE FDS | $15.0M | 6.35% | 310,499 | Trimmed |
| 5 | SCHP | SCHWAB STRATEGIC TR | $14.0M | 5.89% | 526,590 | Trimmed |
| 6 | SCHZ | SCHWAB STRATEGIC TR | $10.7M | 4.51% | 461,694 | Trimmed |
| 7 | VTI | VANGUARD INDEX FDS | $10.6M | 4.46% | 28,524 | Trimmed |
| 8 | FMQQ | EXCHANGE TRADED CONCEPTS TRU | $10.5M | 4.43% | 890,230 | Trimmed |
| 9 | VSS | VANGUARD INTL EQUITY INDEX F | $10.4M | 4.38% | 67,205 | Trimmed |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | $7.5M | 3.18% | 105,674 | Trimmed |
| 11 | SCHO | SCHWAB STRATEGIC TR | $7.1M | 2.98% | 292,514 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $7.0M | 2.96% | 29,601 | Trimmed |
| 13 | FNDC | SCHWAB STRATEGIC TR | $4.8M | 2.03% | 98,882 | Trimmed |
| 14 | DFIP | DIMENSIONAL ETF TRUST | $3.8M | 1.62% | 92,861 | Trimmed |
| 15 | DLS | WISDOMTREE TR | $3.6M | 1.53% | 43,141 | Trimmed |
| 16 | BND | VANGUARD BD INDEX FDS | $3.4M | 1.44% | 46,601 | Trimmed |
| 17 | IAGG | ISHARES TR | $3.2M | 1.33% | 62,345 | Trimmed |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $2.7M | 1.15% | 3,651 | Hold |
| 19 | VEU | VANGUARD INTL EQUITY INDEX F | $2.6M | 1.11% | 31,331 | Trimmed |
| 20 | DFAT | DIMENSIONAL ETF TRUST | $2.4M | 1.02% | 34,497 | Trimmed |
| 21 | VGSH | VANGUARD SCOTTSDALE FDS | $2.4M | 1.02% | 41,709 | Trimmed |
| 22 | SCHC | SCHWAB STRATEGIC TR | $2.2M | 0.91% | 44,914 | Trimmed |
| 23 | INQQ | EXCHANGE TRADED CONCEPTS TRU | $1.8M | 0.77% | 140,914 | Trimmed |
| 24 | AAPL | APPLE INC | $1.8M | 0.74% | 6,060 | Trimmed |
| 25 | VB | VANGUARD INDEX FDS | $1.6M | 0.67% | 5,210 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30