BDFS Capital LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
134
Quarter
2025 Q4
Top Holding
FTSM (31.9%)
Top 10 Concentration
58.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 134
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
FTSM
FIRST TR EXCHAN...
ETF 31.94% #1
Prev: #—
10.0 1,056,077 no change
NEW
1,056,077 $63,290,723 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAC
DIMENSIONAL ETF...
ETF 4.72% #2
Prev: #—
3.9 236,084 no change
NEW
236,084 $9,346,571 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DCOR
DIMENSIONAL ETF...
ETF 3.59% #3
Prev: #—
3.4 96,647 no change
NEW
96,647 $7,116,136 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 3.52% #4
Prev: #—
3.4 144,333 no change
NEW
144,333 $6,974,169 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SHV
ISHARES TR
ETF 3.25% #5
Prev: #—
3.3 58,481 no change
NEW
58,481 $6,441,719 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIC
DIMENSIONAL ETF...
Bond/Debt 2.85% #6
Prev: #—
3.1 164,000 no change
NEW
164,000 $5,651,429 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFSD
DIMENSIONAL ETF...
ETF 2.77% #7
Prev: #—
3.1 114,443 no change
NEW
114,443 $5,487,525 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DUHP
DIMENSIONAL ETF...
ETF 1.94% #8
Prev: #—
2.8 100,842 no change
NEW
100,842 $3,835,033 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFLV
DIMENSIONAL ETF...
ETF 1.90% #9
Prev: #—
2.8 109,865 no change
NEW
109,865 $3,758,479 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
JHPI
JOHN HANCOCK EX...
Preferred 1.70% #10
Prev: #—
2.7 147,236 no change
NEW
147,236 $3,362,430 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BND
VANGUARD BD IND...
ETF 1.55% #11
Prev: #—
2.6 41,456 no change
NEW
41,456 $3,070,632 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC
Technology 1.50% #12
Prev: #—
2.6 10,914 no change
NEW
10,914 $2,967,094 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SCOTTS...
ETF 1.31% #13
Prev: #—
2.5 44,276 no change
NEW
44,276 $2,600,355 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP
Technology 1.19% #14
Prev: #—
2.5 4,882 no change
NEW
4,882 $2,361,041 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NOC
NORTHROP GRUMMA...
Industrials 0.97% #15
Prev: #—
2.4 3,366 no change
NEW
3,366 $1,919,327 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.97% #16
Prev: #—
2.4 10,255 no change
NEW
10,255 $1,912,532 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD INDEX ...
ETF 0.91% #17
Prev: #—
2.4 5,353 no change
NEW
5,353 $1,794,700 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.89% #18
Prev: #—
2.4 7,672 no change
NEW
7,672 $1,770,810 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD SCOTTS...
ETF 0.87% #19
Prev: #—
2.3 36,679 no change
NEW
36,679 $1,726,861 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BA
BOEING CO
Industrials 0.87% #20
Prev: #—
2.3 7,926 no change
NEW
7,926 $1,720,893 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFEM
DIMENSIONAL ETF...
ETF 0.85% #21
Prev: #—
2.3 50,972 no change
NEW
50,972 $1,686,141 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
USFR
WISDOMTREE TR
ETF 0.84% #22
Prev: #—
2.3 33,246 no change
NEW
33,246 $1,672,959 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DIHP
DIMENSIONAL ETF...
Bond/Debt 0.74% #23
Prev: #—
2.3 46,120 no change
NEW
46,120 $1,460,403 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BSV
VANGUARD BD IND...
Bond/Debt 0.64% #24
Prev: #—
2.3 16,053 no change
NEW
16,053 $1,265,125 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
SPDR S&P 500 ET...
ETF 0.63% #25
Prev: #—
2.3 1,814 no change
NEW
1,814 $1,240,490 2025 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 134 holdings

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