Portfolio (Quarterly)
Guide ↗
DiNuzzo Private Wealth, Inc.
· CIK 0001994563| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VEU | VANGUARD INTL EQUITY INDEX F | — | 11,595.0 | $853K | 0.09% | — | — | $73.56 | +12.3% |
| 42 | IWD | ISHARES TR | — | 3,958.0 | $833K | 0.09% | — | — | $210.36 | +11.6% |
| 43 | VONV | VANGUARD SCOTTSDALE FDS | — | 8,904.0 | $822K | 0.09% | — | — | $92.30 | +11.5% |
| 44 | DFAI | DIMENSIONAL ETF TRUST | — | 21,161.0 | $806K | 0.09% | — | — | $38.11 | +9.1% |
| 45 | QQQ | INVESCO QQQ TR | Financial Services | 1,262.0 | $775K | 0.08% | — | — | $614.31 | +16.3% |
| 46 | WSBC | WESBANCO INC | Financial Services | 22,712.0 | $755K | 0.08% | -125.0 | -0.6% | $33.24 | +2.8% |
| 47 | EQT | EQT CORP | Energy | 13,626.0 | $730K | 0.08% | — | — | $53.60 | +7.7% |
| 48 | VTI | VANGUARD INDEX FDS | — | 2,025.0 | $679K | 0.07% | +11.0 | +0.6% | $335.25 | +8.9% |
| 49 | ORCL | ORACLE CORP | Technology | 3,392.0 | $661K | 0.07% | — | — | $194.93 | -2.6% |
| 50 | — | BERKSHIRE HATHAWAY INC DEL | — | 1,084.0 | $545K | 0.06% | -200.0 | -15.6% | $502.65 | — |
| 51 | DFSB | DIMENSIONAL ETF TRUST | — | 10,481.0 | $543K | 0.06% | +259.0 | +2.5% | $51.80 | -0.0% |
| 52 | IVV | ISHARES TR | — | 756.0 | $518K | 0.06% | -20.0 | -2.6% | $684.94 | +8.9% |
| 53 | D | DOMINION ENERGY INC | Utilities | 8,798.0 | $515K | 0.06% | +194.0 | +2.2% | $58.59 | +16.6% |
| 54 | VPU | VANGUARD WORLD FD | — | 2,706.0 | $501K | 0.05% | +37.0 | +1.4% | $185.06 | +5.3% |
| 55 | BK | BANK NEW YORK MELLON CORP | Financial Services | 4,207.0 | $488K | 0.05% | — | — | $116.10 | +19.7% |
| 56 | VTV | VANGUARD INDEX FDS | — | 2,493.0 | $476K | 0.05% | — | — | $191.02 | +9.4% |
| 57 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,963.0 | $453K | 0.05% | +25.0 | +1.3% | $230.82 | +16.3% |
| 58 | TSLA | TESLA INC | Consumer Cyclical | 974.0 | $438K | 0.05% | -50.0 | -4.9% | $449.72 | -7.2% |
| 59 | HON | HONEYWELL INTL INC | Industrials | 2,175.0 | $424K | 0.05% | — | — | $195.09 | +14.7% |
| 60 | GOOGL | ALPHABET INC | Communication Services | 1,092.0 | $342K | 0.04% | +29.0 | +2.7% | $313.00 | +23.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
35.4%
Financial Services
24.6%
Consumer Cyclical
12.9%
Industrials
7.7%
Energy
5.2%
Communication Services
4.5%
Healthcare
3.2%
Utilities
3.2%
Consumer Defensive
1.7%
Basic Materials
0.9%