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Portfolio (Quarterly) Guide ↗

Frankly Finances, LLC

· CIK 0002096338
13F Portfolio $105M AUM 63 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 63 New
Page 2 of 4  ·  63 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VANGUARD INTERMEDIATE TAX BND ETF 13,979.0 $1.4M 1.34% NEW $100.83
22 IAU ISHARES GOLD ETF Financial Services 15,868.0 $1.3M 1.22% NEW $81.17 +3.9%
23 AVSC AVANTIS U S SMALL CAP EQUITY ETF 19,860.0 $1.2M 1.11% NEW $58.74 +12.4%
24 AVUS AVANTIS US EQUITY ETF 7,586.0 $848K 0.80% NEW $111.78 +10.5%
25 AVDE AVANTIS INTERNATIONAL EQUITY ETF 8,600.0 $708K 0.67% NEW $82.32 +8.3%
26 IJS ISHARES S&P SMALL CAP 600 ETF 5,889.0 $670K 0.64% NEW $113.72 +9.9%
27 DFAX DIMENSIONAL WLD EX US CR EQ 2 ETF 18,549.0 $607K 0.58% NEW $32.73 +11.1%
28 DFAR DIMENSIONAL US REAL ESTATE ETF 24,493.0 $561K 0.53% NEW $22.90 +12.4%
29 DISV DIMENSIONAL INTERN SMALL CAP VL ETF 11,542.0 $439K 0.42% NEW $38.00 +9.5%
30 FNDF SCHWAB FUNDAMNTL INTRNL EQT ETF 9,214.0 $417K 0.40% NEW $45.21 +16.2%
31 QUAL ISHARES MSCI USA QLTY FACT ETF 2,062.0 $410K 0.39% NEW $198.62 +5.5%
32 IYW ISHARES US TECHNOLOGY ETF 1,960.0 $391K 0.37% NEW $199.68 +17.5%
33 DFAE DIMENSIONAL EMERG CORE EQY MRKT ETF 11,983.0 $390K 0.37% NEW $32.57 +16.8%
34 DFAC DIMENSIONAL U S CORE EQUITY 2 ETF 9,660.0 $382K 0.36% NEW $39.59 +7.8%
35 SPY SPDR S&P 500 ETF Financial Services 545.0 $372K 0.35% NEW $681.92 +7.6%
36 AAPL APPLE INC Technology 1,323.0 $360K 0.34% NEW $271.76 +10.0%
37 DFSV DIMENSIONAL US SMALL CAP VALU ETF 10,901.0 $359K 0.34% NEW $32.89 +10.9%
38 VT VANGUARD TOTAL WORLD STOCK ETF 1,745.0 $246K 0.23% NEW $141.06 +8.2%
39 DBMF IMGP DBI MANAGED FUTURES STRTGY ETF 7,640.0 $214K 0.20% NEW $28.06 +11.6%
40 SCHB SCHWAB US BROAD MARKET ETF 7,686.0 $202K 0.19% NEW $26.23 +7.5%
Page 2 of 4  ·  63 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
Financial Services 72.4%
Technology 16.4%
Energy 10.9%
Communication Services 0.3%