SEVEN MILE ADVISORY

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
325
Quarter
2025 Q4
Top Holding
VEA (5.9%)
Top 10 Concentration
39.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 325
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
VEA
VANGUARD FTSE D...
ETF 5.87% 5.15% #1
Prev: #1
4.4 14,735 2.8%
P
S
547,293 $34,189,380 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VMBS
VANGUARD MORTGA...
ETF 4.92% 4.30% #2
Prev: #2
4.0 40,844 7.2%
P
S
608,490 $28,647,699 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
OEF
ISHARES S&P 100...
ETF 4.30% 3.92% #3
Prev: #3
3.7 172 0.2%
P
S
73,057 $25,056,476 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFIV
DIMENSIONAL INT...
ETF 4.04% 3.45% #4 2
Prev: #6
3.6 8,271 1.8%
P
S
471,905 $23,548,053 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTI
VANGUARD TOTAL ...
ETF 3.97% 3.56% #5
Prev: #5
3.6 1,827 2.7%
P
S
69,000 $23,133,521 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
Vanguard Value ...
ETF 3.65% 3.25% #6 2
Prev: #8
3.5 3,328 3.1%
P
S
111,154 $21,229,362 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SHORT-...
ETF 3.48% 2.82% #7 2
Prev: #9
3.4 48,248 16.3%
P
S
345,065 $20,265,662 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 3.20% 3.72% #8 4
Prev: #4
1.3 -23,667 -19.2%
P
S
99,780 $18,608,881 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IEF
ISHARES 7-10 YE...
ETF 3.10% 2.79% #9 1
Prev: #10
3.3 8,879 5.0%
P
S
187,941 $18,072,452 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IVV
ISHARES CORE S&...
ETF 2.64% 2.53% #10 1
Prev: #11
1.1 -962 -4.1%
P
S
22,461 $15,384,142 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VGIT
VANGUARD INTERM...
ETF 2.54% 2.21% #11 3
Prev: #14
3.0 18,737 8.2%
P
S
247,037 $14,804,952 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GOVT
ISHARES U.S. TR...
ETF 2.52% 2.25% #12 1
Prev: #13
3.0 34,747 5.8%
P
S
638,315 $14,697,202 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
JMBS
JANUS HENDERSON...
ETF 2.16% 1.90% #13 3
Prev: #16
2.9 17,955 7.0%
P
S
275,386 $12,582,385 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
APPLE INC COM
Technology 2.07% 2.42% #14 2
Prev: #12
0.9 -14,469 -24.6%
P
S
44,362 $12,060,253 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAE
DIMENSIONAL EME...
ETF 2.06% 1.78% #15 2
Prev: #17
2.8 16,922 4.8%
P
S
367,506 $11,969,671 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DISV
DIMENSIONAL INT...
ETF 1.92% 1.68% #16 2
Prev: #18
2.8 2,740 0.9%
P
S
294,510 $11,191,390 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSFT
MICROSOFT CORP ...
Technology 1.87% 2.06% #17 2
Prev: #15
0.8 -2,113 -8.6%
P
S
22,479 $10,871,200 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
AVUV
AVANTIS U.S. SM...
ETF 1.86% 1.67% #18 1
Prev: #19
2.8 2,563 2.5%
P
S
106,387 $10,849,311 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPE/PRC
SPECIAL OPPORTU...
Preferred 1.62% 1.54% #19 1
Prev: #20
0.6 no change no change
P
S
381,194 $9,423,116 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DGRW
WISDOMTREE US Q...
ETF 1.55% 1.39% #20 1
Prev: #21
2.6 3,981 4.1%
P
S
101,043 $9,036,316 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAU
DIMENSIONAL US ...
ETF 1.51% 1.28% #21 3
Prev: #24
2.6 14,696 8.5%
P
S
188,225 $8,808,946 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JSI
JANUS HENDERSON...
ETF 1.46% 1.30% #22 1
Prev: #23
2.6 8,990 5.8%
P
S
163,232 $8,497,833 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SPY
STATE STREET SP...
ETF 1.35% 3.44% #23 16
Prev: #7
0.7 -20,444 -63.9%
P
S
11,533 $7,864,589 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
PRF
INVESCO RAFI US...
ETF 1.35% 1.21% #24 1
Prev: #25
2.5 663 0.4%
P
S
166,905 $7,831,176 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMZN
AMAZON COM INC ...
Consumer Cyclical 1.28% 1.32% #25 3
Prev: #22
0.6 -4,981 -13.4%
P
S
32,210 $7,434,654 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWF
ISHARES RUSSELL...
ETF 0.00% 0.46%
Sold All 😨
(Was: #44)
0.3 -6,052 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPYV
STATE STREET SP...
ETF 0.00% 0.25%
Sold All 😨
(Was: #59)
0.3 -28,006 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IYY
ISHARES DOW JON...
ETF 0.00% 0.24%
Sold All 😨
(Was: #60)
0.3 -9,306 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SPOT
SPOTIFY TECHNOL...
Communication Services 0.00% 0.19%
Sold All 😨
(Was: #70)
0.3 -1,646 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IWM
ISHARES RUSSELL...
ETF 0.00% 0.13%
Sold All 😨
(Was: #85)
0.3 -3,300 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
IVW
iShares S&P 500...
ETF 0.00% 0.13%
Sold All 😨
(Was: #89)
0.3 -6,464 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
WULF
TERAWULF INC CO...
Financial Services 0.00% 0.10%
Sold All 😨
(Was: #101)
0.3 -55,995 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IEMG
ISHARES CORE MS...
ETF 0.00% 0.09%
Sold All 😨
(Was: #112)
0.3 -8,748 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
XLK
TECHNOLOGY SELE...
ETF 0.00% 0.09%
Sold All 😨
(Was: #117)
0.3 -2,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EFA
ISHARES MSCI EA...
ETF 0.00% 0.08%
Sold All 😨
(Was: #132)
0.3 -5,386 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
EEM
ISHARES MSCI EM...
ETF 0.00% 0.08%
Sold All 😨
(Was: #135)
0.3 -8,939 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TOST
TOAST INC CL A
Technology 0.00% 0.07%
Sold All 😨
(Was: #138)
0.3 -12,689 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
ICE
INTERCONTINENTA...
Financial Services 0.00% 0.07%
Sold All 😨
(Was: #140)
0.3 -2,714 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FTEC
FIDELITY MSCI I...
ETF 0.00% 0.07%
Sold All 😨
(Was: #150)
0.3 -1,926 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
NU
NU HLDGS LTD OR...
Financial Services 0.00% 0.06%
Sold All 😨
(Was: #167)
0.3 -24,357 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AZN
ASTRAZENECA PLC...
Healthcare 0.00% 0.06%
Sold All 😨
(Was: #170)
0.3 -4,896 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ROK
ROCKWELL AUTOMA...
Industrials 0.00% 0.06%
Sold All 😨
(Was: #179)
0.3 -994 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VICI
VICI PPTYS INC ...
Real Estate 0.00% 0.05%
Sold All 😨
(Was: #187)
0.3 -10,281 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
EWJ
ISHARES MSCI JA...
ETF 0.00% 0.05%
Sold All 😨
(Was: #197)
0.3 -3,875 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
TEL
TE CONNECTIVITY...
Technology 0.00% 0.05%
Sold All 😨
(Was: #198)
0.3 -1,412 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SONY
SONY GROUP CORP...
Technology 0.00% 0.05%
Sold All 😨
(Was: #206)
0.3 -10,219 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BBCA
JPMORGAN BETABU...
ETF 0.00% 0.05%
Sold All 😨
(Was: #207)
0.3 -3,364 -100.0%
CLOSED
$— 2023 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NVO
NOVO-NORDISK A ...
Healthcare 0.00% 0.05%
Sold All 😨
(Was: #209)
0.3 -5,245 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
SHW
SHERWIN WILLIAM...
Basic Materials 0.00% 0.04%
Sold All 😨
(Was: #216)
0.3 -805 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VST
VISTRA CORP COM
Utilities 0.00% 0.04%
Sold All 😨
(Was: #218)
0.3 -1,416 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NOC
NORTHROP GRUMMA...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #220)
0.3 -448 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ARCC
ARES CAPITAL CO...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #227)
0.3 -13,000 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
DHI
D R HORTON INC ...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #230)
0.3 -1,550 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
IEFA
ISHARES CORE MS...
ETF 0.00% 0.04%
Sold All 😨
(Was: #232)
0.3 -2,988 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
TT
TRANE TECHNOLOG...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #234)
0.3 -609 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EPD
ENTERPRISE PROD...
Energy 0.00% 0.04%
Sold All 😨
(Was: #237)
0.3 -8,183 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ADP
AUTOMATIC DATA ...
Technology 0.00% 0.04%
Sold All 😨
(Was: #238)
0.3 -868 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MELI
MERCADOLIBRE IN...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #239)
0.3 -109 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NKE
NIKE INC CL B
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #242)
0.3 -3,628 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
HON
HONEYWELL INTL ...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #243)
0.3 -1,200 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
ORLY
OREILLY AUTOMOT...
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #245)
0.3 -2,311 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CVNA
CARVANA CO CL A
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #247)
0.3 -636 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MPC
MARATHON PETE C...
Energy 0.00% 0.04%
Sold All 😨
(Was: #248)
0.3 -1,237 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AFL
AFLAC INC COM
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #250)
0.3 -2,100 -100.0%
CLOSED
$— 2024 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
CORZ
CORE SCIENTIFIC...
Technology 0.00% 0.04%
Sold All 😨
(Was: #251)
0.3 -13,074 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
INDA
ISHARES MSCI IN...
ETF 0.00% 0.04%
Sold All 😨
(Was: #257)
0.3 -4,380 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
FLEX
FLEX LTD ORD
Technology 0.00% 0.04%
Sold All 😨
(Was: #260)
0.3 -3,895 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
EMR
EMERSON ELEC CO...
Industrials 0.00% 0.04%
Sold All 😨
(Was: #261)
0.3 -1,700 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MCK
MCKESSON CORP C...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #262)
0.3 -287 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PYPL
PAYPAL HLDGS IN...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #263)
0.3 -3,304 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PHD
PIONEER FLOATIN...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #264)
0.3 -22,139 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
SNPS
SYNOPSYS INC CO...
Technology 0.00% 0.04%
Sold All 😨
(Was: #265)
0.3 -447 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MSI
MOTOROLA SOLUTI...
Technology 0.00% 0.04%
Sold All 😨
(Was: #267)
0.3 -478 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
GD
GENERAL DYNAMIC...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #269)
0.3 -629 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NXPI
NXP SEMICONDUCT...
Technology 0.00% 0.03%
Sold All 😨
(Was: #271)
0.3 -942 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PSKY
PARAMOUNT SKYDA...
Communication Services 0.00% 0.03%
Sold All 😨
(Was: #272)
0.3 -11,282 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
RCL
ROYAL CARIBBEAN...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #273)
0.3 -655 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
NRG
NRG ENERGY INC ...
Utilities 0.00% 0.03%
Sold All 😨
(Was: #274)
0.3 -1,308 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
JCI
JOHNSON CTLS IN...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #279)
0.3 -1,889 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AMP
AMERIPRISE FINL...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #280)
0.3 -422 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
PWR
QUANTA SVCS INC...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #283)
0.3 -496 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
LPLA
LPL FINL HLDGS ...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #284)
0.3 -616 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
MMC
MARSH & MCLENNA...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #285)
0.3 -1,016 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
UNM
UNUM GROUP COM
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #287)
0.3 -2,611 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
BBAX
JPMORGAN BETABU...
ETF 0.00% 0.03%
Sold All 😨
(Was: #288)
0.3 -3,569 -100.0%
CLOSED
$— 2023 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
TDG
TRANSDIGM GROUP...
Industrials 0.00% 0.03%
Sold All 😨
(Was: #290)
0.3 -152 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
USB
US BANCORP DEL ...
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #291)
0.3 -4,140 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
AES
AES CORP COM
Utilities 0.00% 0.02%
Sold All 😨
(Was: #295)
0.3 -10,652 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
HLN
HALEON PLC SPON...
Healthcare 0.00% 0.02%
Sold All 😨
(Was: #298)
0.3 -14,489 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ALLO
ALLOGENE THERAP...
Healthcare 0.00% 0.00%
Sold All 😨
(Was: #304)
0.3 -14,434 -100.0%
CLOSED
$— 2025 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 325 holdings

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