Fund Holdings

First Financial Group Corp

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
DIMENSIONAL ETF TRUST105,568186,853+81,2854,493,0167,888,9626.44%+3,395,946
DIMENSIONAL ETF TRUST145,336159,495+14,1595,538,7796,213,9525.07%+675,173
DIMENSIONAL ETF TRUST125,106136,991+11,8854,279,8974,891,9703.99%+612,073
ISHARES TR011,445+11,4450487,1120.40%+487,112
DIMENSIONAL ETF TRUST136,333143,855+7,5224,462,1894,886,7883.99%+424,599
DIMENSIONAL ETF TRUST07,316+7,3160394,9910.32%+394,991
DIMENSIONAL ETF TRUST71,90975,835+3,9265,009,9335,394,1634.40%+384,230
DIMENSIONAL ETF TRUST06,650+6,6500348,7960.28%+348,796
SCHWAB STRATEGIC TR58,88073,010+14,1301,466,1121,805,1721.47%+339,060
ISHARES GOLD TR(IAU)03,803+3,8030335,2720.27%+335,272
DIMENSIONAL ETF TRUST79,31885,083+5,7652,583,3952,880,9232.35%+297,528
LAM RESEARCH CORP(LRCX)01,165+1,1650249,0170.20%+249,017
LABCORP HOLDINGS INC(LH)14,69514,657-383,686,6823,910,6343.19%+223,952
DIMENSIONAL ETF TRUST14,69017,670+2,9801,092,2021,312,8331.07%+220,631
DOUBLELINE ETF TRUST04,725+4,7250216,4520.18%+216,452
ASML HLDG NV0154+1540204,4250.17%+204,425
DIMENSIONAL ETF TRUST33,21536,880+3,6651,098,7521,274,2041.04%+175,452
DIMENSIONAL ETF TRUST13,59417,055+3,461468,449605,9640.49%+137,515
DOUBLELINE ETF TRUST20,83123,141+2,3101,081,1291,202,4060.98%+121,277
DIMENSIONAL ETF TRUST37,10141,352+4,2511,410,9641,520,1351.24%+109,171
EXXON MOBIL CORP(XOM)2,0842,100+16250,847356,3940.29%+105,547
DIMENSIONAL ETF TRUST8,6259,822+1,197283,676344,1630.28%+60,487
DIMENSIONAL ETF TRUST5,4956,390+895404,597460,5910.38%+55,994
VANGUARD SPECIALIZED FUNDS1,0851,330+245238,461286,2360.23%+47,775
GE VERNOVA INC(GEV)375333-42245,259291,0080.24%+45,749
DIMENSIONAL ETF TRUST9,86010,110+250492,014533,6060.44%+41,592
JOHNSON & JOHNSON(JNJ)1,0401,047+7215,261256,0330.21%+40,772
WALMART INC(WMT)2,9802,990+10332,002371,5970.30%+39,595
DIMENSIONAL ETF TRUST67,36266,787-5751,542,6771,579,5301.29%+36,853
DIMENSIONAL ETF TRUST13,43013,570+140453,128485,5350.40%+32,407
SCHWAB STRATEGIC TR40,75237,366-3,3861,117,8531,146,3900.94%+28,537
ISHARES TR833834+1251,145274,1390.22%+22,994
DIMENSIONAL ETF TRUST6,3006,3000375,102393,4350.32%+18,333
SELECT SECTOR SPDR TR7,6967,432-264328,580341,0780.28%+12,498
VANGUARD TAX-MANAGED FDS6,4096,4090400,370410,6890.34%+10,319
DIMENSIONAL ETF TRUST7,7157,717+2244,312248,6430.20%+4,331
FIRST TR EXCHANGE-TRADED FD15,24115,318+77913,393915,7100.75%+2,317
GOLDMAN SACHS GROUP INC(GS)235246+11206,649208,2890.17%+1,640
DIMENSIONAL ETF TRUST7,1407,1400296,711297,8890.24%+1,178
DIMENSIONAL ETF TRUST5,9125,915+3299,443299,9500.24%+507
AMPHENOL CORP1,6291,669+40220,143210,8780.17%-9,265
ISHARES TR2,8372,838+1563,648544,4620.44%-19,186
ABBVIE INC(ABBV)1,0771,042-35246,189226,6570.19%-19,532
FIRST TR HIGH YIELD OPPRT 2027,75527,125-630390,513367,0010.30%-23,512
BLACKROCK ETF TRUST II4,3853,994-391231,409207,4540.17%-23,955
DIMENSIONAL ETF TRUST154,423156,651+2,2286,113,6386,087,4834.97%-26,155
FIRST TR EXCHANGE-TRADED FD54,03854,746+7082,479,2632,452,6212.00%-26,642
FRANKLIN TEMPLETON DIGITAL H(EZBC)5,0695,834+765256,491228,6340.19%-27,857
DIMENSIONAL ETF TRUST11,67111,116-555500,044471,3290.38%-28,715
VANECK ETF TRUST21,56321,363-200780,604751,7870.61%-28,817
PROCTER & GAMBLE CO(PG)1,8271,603-224261,885231,5950.19%-30,290
GLOBAL X FDS7,5507,5500383,993352,3590.29%-31,634
FIRST TR EXCHNG TRADED FD VI45,62645,556-702,022,1441,985,7861.62%-36,358
JANUS DETROIT STR TR26,02025,330-6901,316,0921,275,8721.04%-40,220
INTERNATIONAL BUSINESS MACHS(IBM)967986+19286,435239,0130.20%-47,422
DISNEY WALT CO(DIS)2,5722,511-61292,625242,0170.20%-50,608
VISA INC(V)1,0431,038-5365,809313,7480.26%-52,061
TRUIST FINL CORP(TFC)11,94511,641-304587,813535,1370.44%-52,676
CROWDSTRIKE HLDGS INC(CRWD)6766760316,882263,9170.22%-52,965
BERKSHIRE HATHAWAY INC DEL2,5592,564+51,286,2811,228,6691.00%-57,612
DIMENSIONAL ETF TRUST18,17018,17001,347,6691,288,4351.05%-59,234
FIRST TR EXCH TRADED FD III25,18522,485-2,700458,871399,1090.33%-59,762
ALPHABET INC(GOOG)2,6222,645+23820,852760,8830.62%-59,969
WISDOMTREE TR(WT)82,85181,624-1,2274,169,1124,108,9913.36%-60,121
GE AEROSPACE(GE)1,3791,283-96424,900364,3490.30%-60,551
WELLS FARGO & CO(WFC)3,0522,809-243284,470223,6330.18%-60,837
MASTERCARD INCORPORATED(MA)846839-7483,519419,2300.34%-64,289
SHERWIN WILLIAMS CO(SHW)5,1584,909-2491,671,3471,573,5801.28%-97,767
CAPITAL ONE FINL CORP(COF)1,6181,584-34392,239288,9770.24%-103,262
SCHWAB STRATEGIC TR87,78583,655-4,1302,139,3202,030,3071.66%-109,013
INVESCO QQQ TR3,1123,109-31,911,9901,794,7531.47%-117,237
NVIDIA CORPORATION(NVDA)11,29211,320+282,106,0831,974,3241.61%-131,759
DUKE ENERGY CORP NEW(DUK)5,4293,829-1,600636,437501,4680.41%-134,969
JANUS DETROIT STR TR117,204114,948-2,2565,759,4365,616,3954.59%-143,041
VANECK ETF TRUST22,91822,868-502,373,4922,211,4321.81%-162,060
TESLA INC(TSLA)2,0982,0980943,513779,9320.64%-163,581
AMAZON COM INC(AMZN)7,3427,271-711,694,6801,514,3311.24%-180,349
DIMENSIONAL ETF TRUST247,544251,728+4,18411,585,09711,358,0109.27%-227,087
APPLE INC(AAPL)19,94520,029+845,422,2935,083,2414.15%-339,052
MICROSOFT CORP(MSFT)17,43417,367-678,431,5776,428,9015.25%-2,002,676
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