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Portfolio (Quarterly) Guide ↗

First Financial Group Corp

· CIK 0002054920
13F Portfolio $138M AUM 81 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 81 New
Page 3 of 5  ·  81 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DFEV DIMENSIONAL ETF TRUST 12,970.0 $553K 0.40% NEW $42.67 -0.2%
42 DCOR DIMENSIONAL ETF TRUST 6,670.0 $547K 0.40% NEW $81.98 +3.2%
43 SOXX ISHARES TR 824.0 $528K 0.38% NEW $640.94 -20.6%
44 DFGP DIMENSIONAL ETF TRUST 9,436.0 $514K 0.37% NEW $54.46 -2.1%
45 LRCX LAM RESEARCH CORP Technology 1,172.0 $508K 0.37% NEW $433.55 -30.4%
46 DFSI DIMENSIONAL ETF TRUST 11,179.0 $504K 0.36% NEW $45.10 +4.7%
47 GE GE AEROSPACE Industrials 1,326.0 $496K 0.36% NEW $373.94 -8.4%
48 AIQ GLOBAL X FDS 7,550.0 $495K 0.36% NEW $65.61 -2.1%
49 IDV ISHARES TR 11,842.0 $491K 0.35% NEW $41.43 +7.8%
50 DUK DUKE ENERGY CORP NEW Utilities 3,832.0 $485K 0.35% NEW $126.60 -5.0%
51 VEA VANGUARD TAX-MANAGED FDS 6,380.0 $455K 0.33% NEW $71.25 +2.5%
52 DFAT DIMENSIONAL ETF TRUST 6,300.0 $440K 0.32% NEW $69.90 +1.8%
53 MA MASTERCARD INCORPORATED Financial Services 829.0 $426K 0.31% NEW $513.66 +15.9%
54 GEV GE VERNOVA INC Utilities 340.0 $400K 0.29% NEW $1176.49 -22.5%
55 FIRST TR HIGH YIELD OPPRT 20 27,125.0 $372K 0.27% NEW $13.70
56 FPE FIRST TR EXCH TRADED FD III 20,385.0 $364K 0.26% NEW $17.88 -1.1%
57 V VISA INC Financial Services 1,051.0 $361K 0.26% NEW $343.12 +11.2%
58 WMT WALMART INC Consumer Defensive 3,016.0 $342K 0.25% NEW $113.26 -9.0%
59 XLU SELECT SECTOR SPDR TR 7,363.0 $334K 0.24% NEW $45.34 -5.8%
60 DFSV DIMENSIONAL ETF TRUST 8,322.0 $323K 0.23% NEW $38.79 +3.0%
Page 3 of 5  ·  81 positions

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 48.5%
Financial Services 15.7%
Healthcare 14.0%
Consumer Cyclical 7.9%
Basic Materials 5.0%
Communication Services 3.0%
Utilities 2.7%
Consumer Defensive 1.7%
Industrials 1.5%