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Altiora Financial Group, Llc

13F Holdings
Filed: 2025-05-08
Portfolio Value
470.32M arrow_upward 2.33%
Number of Holdings
lock info
Reporting Date
2025-03-31
Key Stats trending_flat
CIK
0001986156
Filing Date
2025-05-08 17:26:47
Address
1607 Marietta Drive
Lebanon
OH
Prior Value
459.60M
Top 10 Holdings %
lock
Portfolio Value
Altiora Financial Group, Llc
(13F - 2025-03-31)
Dimensional Etf Trust
DFAC
2025-05-08
Value
100.46M
Shares
3.05M
Portfolio %
21.36%
Dimensional Etf Trust
DFSD
2025-05-08
Value
44.07M
Shares
927.42K
Portfolio %
9.37%
Dimensional Etf Trust
DFAX
2025-05-08
Value
38.82M
Shares
1.48M
Portfolio %
8.25%
Schwab Strategic Tr
SCHO
2025-05-08
Value
22.74M
Shares
934.24K
Portfolio %
4.83%
Ishares Tr
SGOV
2025-05-08
Value
21.69M
Shares
215.45K
Portfolio %
4.61%
Vanguard Index Fds
VTI
2025-05-08
Value
21.46M
Shares
78.07K
Portfolio %
4.56%
Schwab Strategic Tr
SCHR
2025-05-08
Value
15.72M
Shares
632.29K
Portfolio %
3.34%
Schwab Strategic Tr
SCHP
2025-05-08
Value
13.91M
Shares
517.46K
Portfolio %
2.96%
Dimensional Etf Trust
DFUV
2025-05-08
Value
12.68M
Shares
307.57K
Portfolio %
2.69%
Dimensional Etf Trust
DFAT
2025-05-08
Value
12.33M
Shares
239.44K
Portfolio %
2.62%
Top Increases | Altiora Financial Group, Llc
(2024-12-31 → 2025-03-31)
Ishares Tr
SGOV
2025-05-08
Value Change
arrow_upward 7.29M
Shares
arrow_upward 71.88K
Portfolio % Change
arrow_upward 1.48%
Portfolio %
4.61%
Dimensional Etf Trust
DFSD
2025-05-08
Value Change
arrow_upward 7.53M
Shares
arrow_upward 148.00K
Portfolio % Change
arrow_upward 1.42%
Portfolio %
9.37%
Simplify Exchange Traded Fun
CTA
2025-05-08
Value Change
arrow_upward 3.76M
Shares
arrow_upward 110.63K
Portfolio % Change
arrow_upward 0.76%
Portfolio %
2.47%
Vanguard Scottsdale Fds
VGSH
2025-05-08
Value Change
arrow_upward 1.03M
Shares
arrow_upward 17.01K
Portfolio % Change
arrow_upward 0.20%
Portfolio %
1.03%
Spdr Ser Tr
BILS
2025-05-08
Value Change
arrow_upward 801.99K
Shares
arrow_upward 7.72K
Portfolio % Change
arrow_upward 0.12%
Portfolio %
2.24%
Dimensional Etf Trust
DFIV
2025-05-08
Value Change
arrow_upward 718.29K
Shares
arrow_upward -300.00
Portfolio % Change
arrow_upward 0.12%
Portfolio %
1.57%
Vanguard Mun Bd Fds
VTEB
2025-05-08
Value Change
arrow_upward 659.58K
Shares
arrow_upward 14.93K
Portfolio % Change
arrow_upward 0.10%
Portfolio %
1.83%
Vanguard Wellington Fd
VTES
2025-05-08
Value Change
arrow_upward 497.97K
Shares
arrow_upward 4.86K
Portfolio % Change
arrow_upward 0.09%
Portfolio %
0.90%
Vanguard Star Fds
VXUS
2025-05-08
Value Change
arrow_upward 466.51K
Shares
arrow_upward 3.65K
Portfolio % Change
arrow_upward 0.08%
Portfolio %
1.05%
Vanguard Index Fds
VTI
2025-05-08
Value Change
arrow_upward 746.13K
Shares
arrow_upward 6.61K
Portfolio % Change
arrow_upward 0.06%
Portfolio %
4.56%
Top Decreases | Altiora Financial Group, Llc
(2024-12-31 → 2025-03-31)
Jpmorgan Chase & Co.
JPM
2025-05-08
Value Change
arrow_downward 5.08K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Ishares Tr
IUSB
2025-05-08
Value Change
arrow_downward 4.37K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.05%
Vanguard Index Fds
VTV
2025-05-08
Value Change
arrow_downward 11.50K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.12%
Vanguard Scottsdale Fds
VCSH
2025-05-08
Value Change
arrow_downward 4.67K
Shares
arrow_downward 2.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Vanguard Intl Equity Index F
VSS
2025-05-08
Value Change
arrow_downward 4.20K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Dimensional Etf Trust
DFSB
2025-05-08
Value Change
arrow_downward 5.60K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.11%
Spdr Ser Tr
SPSB
2025-05-08
Value Change
arrow_downward 3.48K
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.09%
Microstrategy Inc
STRK
2025-05-08
Value Change
arrow_downward -1428.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Vanguard Index Fds
VOE
2025-05-08
Value Change
arrow_downward -2979.00
Shares
arrow_downward 0.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.08%
Walmart Inc
WMT
2025-05-08
Value Change
arrow_downward -7723.00
Shares
arrow_downward 2.00
Portfolio % Change
arrow_downward 0.00%
Portfolio %
0.06%
Altiora Financial Group, Llc (13F - 2025-03-31) Comparing to 2024-12-31
New/Increased Position added or increased from previous period Closed/Decreased Position closed or decreased from previous period
arrow_upward Increase arrow_downward Decrease
Company Ticker Type Shares Value Current % Previous % % Change $ Change $ Change % Shares Change Status Qtr End Price Filing Date
New Positions | Altiora Financial Group, Llc
(2024-12-31 → 2025-03-31)
Simplify Exchange Traded Fun
QIS
2025-05-08
Value
add_circle 608.04K
Shares
26.20K
Portfolio %
0.13%
% Change
0.13%
Vanguard Intl Equity Index F
VEU
2025-05-08
Value
add_circle 206.85K
Shares
3.41K
Portfolio %
0.04%
% Change
0.04%
Global X Fds
MLPX
2025-05-08
Value
add_circle 204.19K
Shares
3.20K
Portfolio %
0.04%
% Change
0.04%
Closed Positions | Altiora Financial Group, Llc
(2024-12-31 → 2025-03-31)
Oneok Inc New
-
2025-02-07
Value
remove_circle 200.80K
Shares
2.00K
Previous %
22.80%
% Change
-22.80%
Spdr Ser Tr
-
2025-02-07
Value
remove_circle 219.44K
Shares
10.26K
Previous %
22.80%
% Change
-22.80%
Proshares Tr
-
2025-02-07
Value
remove_circle 238.01K
Shares
10.45K
Previous %
22.80%
% Change
-22.80%
Litman Gregory Fds Tr
-
2025-02-07
Value
remove_circle 448.98K
Shares
17.16K
Previous %
22.80%
% Change
-22.80%
Dimensional Etf Trust
-
2025-02-07
Value
remove_circle 481.65K
Shares
19.47K
Previous %
22.80%
% Change
-22.80%