Pandowealth. LLC 13F Holdings Analysis - Latest (Q2 2026) Changes

Stock	Portfolio %	Prev Q %	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Shares Change	Action
VVANGUARD INDEX FDSVOO	35.61%	—	$78.0M	113,472	$0	+113,472	New Buy
DDIMENSIONAL ETF TRUSTDFAU	27.91%	—	$61.1M	1.5M	$0	+1.5M	New Buy
DDIMENSIONAL ETF TRUSTDFAC	20.7%	—	$45.3M	1.0M	$0	+1.0M	New Buy
IINFINITY NAT RES INCINR	11.08%	—	$24.2M	1.9M	$0	+1.9M	New Buy
GGENERAL DYNAMICS CORPVTI	0.88%	—	$1.9M	5,219	$0	+5,219	New Buy
DDIMENSIONAL U.S. TARGETED VALUE ETFDFAT	0.82%	—	$1.8M	25,540	$0	+25,540	New Buy
VVANGUARD MUN BD FDSVSDM	0.59%	—	$1.3M	16,754	$0	+16,754	New Buy
VVANGUARD MALVERN FDSVCRB	0.55%	—	$1.2M	15,613	$0	+15,613	New Buy
DDIMENSIONAL USDFUV	0.37%	—	$800,152	14,546	$0	+14,546	New Buy
PPROFESIONALLY MANAGED PORTFOAKRE	0.32%	—	$697,587	13,115	$0	+13,115	New Buy
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX	0.23%	—	$494,725	13,429	$0	+13,429	New Buy
DDIMENSIONAL ETF TRUSTDFGP	0.18%	—	$399,410	7,334	$0	+7,334	New Buy
SSPDR GOLD TRGLD	0.15%	—	$329,700	895	$0	+895	New Buy
APPLE INCAAPL	0.14%	—	$308,069	1,065	$0	+1,065	New Buy
VVANGUARD MUN BD FDSVTEB	0.14%	—	$301,052	5,952	$0	+5,952	New Buy
SSTATE STR SPDR S&P 500 ETF TSPY	0.12%	—	$254,885	341	$0	+341	New Buy
VVANGUARD INDEX FDSVTV	0.11%	—	$245,650	1,127	$0	+1,127	New Buy
VVANGUARD CALIF TAX FREE FDSVTEC	0.11%	—	$240,132	2,387	$0	+2,387	New Buy

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