Unconventional Investor, LLC

All Holdings — 2025 Q4

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
47
Quarter
2025 Q4
Top Holding
VTI (32.6%)
Top 10 Concentration
88.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 47
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
VTI
Total Stock Mar...
ETF 32.63% 33.21% #1
Prev: #1
10.0 3,139 1.6%
P
S
204,898 $68,696,308 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VOO
Vanguard S&P 50...
ETF 14.29% 14.16% #2
Prev: #2
7.7 1,786 3.9%
P
S
47,898 $30,091,429 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/B
Berkshire Hatha...
Financial Services 13.24% 14.14% #3
Prev: #3
5.3 -600 -1.1%
P
S
55,480 $27,887,022 2022 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VEA
Vanguard FTSE D...
ETF 8.04% 7.22% #4 1
Prev: #5
5.3 30,790 12.8%
P
S
271,005 $16,929,680 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VPU
Vanguard Utilit...
ETF 7.05% 7.85% #5 1
Prev: #4
2.8 -2,477 -3.0%
P
S
80,177 $14,835,986 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGSH
VANGUARD SHORT ...
ETF 4.63% 3.00% #6
Prev: #6
4.0 64,320 63.3%
P
S
165,875 $9,741,833 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
BRK/A
Berkshire Hatha...
Financial Services 2.51% 2.65% #7
Prev: #7
1.0 no change no change
P
S
7 $5,283,600 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQ
Vanguard REIT E...
ETF 2.36% 2.56% #8
Prev: #8
2.9 281 0.5%
P
S
56,114 $4,965,490 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VXUS
Vanguard Total ...
ETF 2.23% 2.17% #9
Prev: #9
2.9 3,156 5.4%
P
S
62,110 $4,685,588 2023 Q1 13F Filing 2025-12-31 2026-02-14 (Est.)
IDEV
ISHARES CORE MS...
ETF 1.44% 1.45% #10
Prev: #10
2.6 674 1.9%
P
S
36,834 $3,038,074 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
VEU
Vanguard Int'l ...
ETF 1.11% 1.12% #11
Prev: #11
2.4 468 1.5%
P
S
31,669 $2,329,569 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
NVDA
NVIDIA CORP
Technology 1.01% 1.07% #12
Prev: #12
0.4 no change no change
P
S
11,384 $2,123,121 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
DFAX
DIMENSIONAL WLD...
ETF 0.76% 0.77% #13
Prev: #13
0.3 no change no change
P
S
48,888 $1,600,104 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VGK
VANGUARD FTSE E...
ETF 0.71% 0.71% #14
Prev: #14
2.3 145 0.8%
P
S
17,991 $1,504,189 2022 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
FDN
FIRST TRUST INT...
ETF 0.62% 0.68% #15
Prev: #15
0.2 no change no change
P
S
4,825 $1,298,794 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
AAPL
Apple
Technology 0.60% 0.60% #16
Prev: #16
0.2 -57 -1.2%
P
S
4,621 $1,256,357 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VTV
VANGUARD VALUE ...
ETF 0.54% 0.55% #17
Prev: #17
2.2 61 1.0%
P
S
5,984 $1,142,859 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
PL
PLANET LABS PBC...
Industrials 0.47% 0.33% #18 3
Prev: #21
0.2 no change no change
P
S
50,000 $986,000 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
ACWX
iShares All Wor...
ETF 0.44% 0.45% #19 1
Prev: #18
0.2 no change no change
P
S
13,940 $935,776 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
INDA
ISHARES MSCI IN...
ETF 0.37% 0.39% #20 1
Prev: #19
0.2 -586 -4.0%
P
S
14,244 $769,869 2025 Q2 13F Filing 2025-12-31 2026-02-14 (Est.)
RSP
INVESCO S&P 500...
ETF 0.34% 0.36% #21 1
Prev: #20
2.1 2 0.1%
P
S
3,750 $718,433 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VBR
VANGUARD SMALL ...
ETF 0.31% 0.32% #22
Prev: #22
2.1 21 0.7%
P
S
3,116 $659,929 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
VT
Vanguard Total ...
ETF 0.27% 0.28% #23
Prev: #23
2.1 16 0.4%
P
S
4,080 $575,480 2025 Q3 13F Filing 2025-12-31 2026-02-14 (Est.)
VNQI
All World ex-U....
ETF 0.25% 0.26% #24
Prev: #24
2.1 480 4.4%
P
S
11,352 $520,368 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
GOOGL
ALPHABET INC. C...
Communication Services 0.25% 0.20% #25 8
Prev: #33
0.1 no change no change
P
S
1,660 $519,580 2021 Q4 13F Filing 2025-12-31 2026-02-14 (Est.)
Showing 1-25 of 47 holdings

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