SENTINEL WEALTH MANAGEMENT, INC. 13F Holdings
CIK 0001929328 · RESTON, VA
As of Sep 30, 2025, SENTINEL WEALTH MANAGEMENT, INC. reported 38 positions worth
CIK 0001929328 · RESTON, VA
As of Sep 30, 2025, SENTINEL WEALTH MANAGEMENT, INC. reported 38 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 ETF | IWB | — | 53,382 | 9.5M | 16.95% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 219,689 | 5.0M | 13.06% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 125,323 | $9.1M | 7.87% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 239,196 | $7.6M | 6.62% |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND | VONV | — | 74,300 | $6.6M | 5.77% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 181,922 | $6.6M | 5.74% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 102,851 | $4.9M | 4.29% |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | SUB | — | 46,196 | $4.9M | 4.28% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 26,352 | $4.7M | 4.05% |
| AVANTIS REAL ESTATE ETF | AVRE | — | 99,893 | $4.4M | 3.86% |
| WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | XSOE | — | 109,571 | $4.2M | 3.61% |
| ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF | IXUS | — | 47,376 | $3.9M | 3.40% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 18,052 | $2.1M | 1.86% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 62,041 | $2.0M | 1.70% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 36,944 | .8M | 1.55% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 16,514 | .7M | 1.44% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 2,710 | .6M | 1.41% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 4,523 | .5M | 1.29% |
| FIDELITY NASDAQ COMPOSITE INDEX ETF | ONEQ | — | 16,240 | .4M | 1.26% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 2,689 | .3M | 1.12% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 36,041 | .1M | 0.95% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 9,908 | $905.8K | 0.79% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 3,283 | $794.4K | 0.69% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 1,260 | $753.0K | 0.65% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 1,906 | $722.3K | 0.63% |