Financially in Tune, LLC

STONEHAM, MA · CIK 2113970 · 13F filing filed 2026-04-22

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyStoneham, MA

$116.3m reported value +8.6% vs Q4 2025

77positions

62.5%in top 10

7 new 32 added 20 reduced 1 sold out vs Q4 2025

Holdings, Q1 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	DIMENSIONAL ETF TRUST INTERNATNAL VAL DFIV	DFIV	447,138	$23.6m20.29%	20.29%	Added +29.6k	+29,608 7.1%
2	J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF JCPB	JCPB	232,779	$11.0m9.42%	9.42%	Added +33.1k	+33,077 16.6%
3	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	58,813	$8.7m7.49%	7.49%	Added +2.7k	+2,727 4.9%
4	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	142,234	$8.1m6.93%	6.93%	Added +18.3k	+18,280 14.8%
5	J P MORGAN EXCHANGE TRADED F JPMORGAN DIVER JPUS	JPUS	39,157	$5.1m4.38%	4.38%	Added +1	+1 0.0%
6	DIMENSIONAL ETF TRUST EMERGING MKTS VA DFEV	DFEV	140,064	$5.0m4.31%	4.31%	Added +5.8k	+5,762 4.3%
7	WISDOMTREE TR FLOATNG RAT TREA USFR	USFR	63,162	$3.2m2.73%	2.73%	Added +220	+220 0.3%
8	ISHARES TR MSCI USA ESG SLC SUSA	SUSA	23,152	$3.1m2.63%	2.63%	Added +118	+118 0.5%
9	DIMENSIONAL ETF TRUST INTL SMALL CAP V DISV	DISV	65,929	$2.6m2.24%	2.24%	Added +4.5k	+4,524 7.4%
10	INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28 BSCS	BSCS	118,781	$2.4m2.09%	2.09%	Added +20.4k	+20,404 20.7%
11	VANGUARD INTL EQUITY INDEX F ALLWRLD EX US VEU	VEU	31,007	$2.3m2.00%	2.00%	Added +745	+745 2.5%
12	VANGUARD INDEX FDS SM CP VAL ETF VBR	VBR	9,768	$2.1m1.82%	1.82%	Added +607	+607 6.6%
13	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	9,517	$2.0m1.76%	1.76%	Reduced -290	-290 -3.0%
14	ISHARES TR CORE S&P MCP ETF IJH	IJH	28,704	$1.9m1.67%	1.67%	Reduced -285	-285 -1.0%
15	COHEN & STEERS ETF TRUST REAL EST ACT ETF CSRE	CSRE	65,762	$1.7m1.49%	1.49%	Added +3.8k	+3,832 6.2%
16	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		47,917	$1.7m1.44%	1.44%	Added +4.4k	+4,423 10.2%
17	SCHWAB STRATEGIC TR US MID-CAP ETF SCHM	SCHM	48,747	$1.5m1.30%	1.30%	Added +833	+833 1.7%
18	APPLE INC COM AAPL	AAPL	5,856	$1.5m1.28%	1.28%	Reduced -338	-338 -5.5%
19	T ROWE PRICE ETF INC FLOATING RATE TFLR	TFLR	27,442	$1.4m1.19%	1.19%	Reduced -650	-650 -2.3%
20	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	24,874	$1.3m1.16%	1.16%	Added +1.1k	+1,134 4.8%
21	J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ JPIN	JPIN	18,018	$1.3m1.10%	1.10%	Reduced -383	-383 -2.1%
22	INVESCO EXCH TRD SLF IDX FD BULETSHS 2029 BSCT	BSCT	68,117	$1.3m1.09%	1.09%	Added +50.0k	+50,024 276.5%
23	ISHARES TR CORE S&P500 ETF IVV	IVV	1,808	$1.2m1.02%	1.02%	Reduced -55	-55 -3.0%
24	JOHN HANCOCK EXCHANGE TRADED MULTI INTL ETF JHMD	JHMD	27,285	$1.2m0.99%	0.99%	Reduced -500	-500 -1.8%
25	SPDR INDEX SHS FDS MSCI ACWI EXUS CWI	CWI	30,495	$1.1m0.96%	0.96%	Added +6.8k	+6,784 28.6%
26	ISHARES TR RUS 1000 ETF IWB	IWB	2,946	$1.1m0.90%	0.90%	Reduced -144	-144 -4.7%
27	JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP JHML	JHML	12,447	$974.2k0.84%	0.84%	Reduced -673	-673 -5.1%
28	DIMENSIONAL ETF TRUST US LARGE CAP VAL DFLV	DFLV	26,327	$940.1k0.81%	0.81%	Added +28	+28 0.1%
29	MICROSOFT CORP COM MSFT	MSFT	2,457	$909.4k0.78%	0.78%	Added +141	+141 6.1%
30	INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB BSCR	BSCR	40,119	$787.3k0.68%	0.68%	Added +13.4k	+13,407 50.2%
31	S&P GLOBAL INC COM SPGI	SPGI	1,754	$745.9k0.64%	0.64%	Reduced -147	-147 -7.7%
32	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	1,503	$720.2k0.62%	0.62%	Reduced -1.2k	-1,212 -44.6%
33	ALPHABET INC CAP STK CL C GOOG	GOOG	2,246	$644.3k0.55%	0.55%	Added +964	+964 75.2%
34	ISHARES TR ESG AW MSCI EAFE ESGD	ESGD	6,005	$574.2k0.49%	0.49%	Added +145	+145 2.5%
35	VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI	VYMI	5,535	$521.6k0.45%	0.45%	Reduced -200	-200 -3.5%
36	FRANKLIN LTD DURATION INCOME COM FTF	FTF	82,895	$483.3k0.42%	0.42%	Unchanged
37	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	1,459	$468.1k0.40%	0.40%	Reduced -17	-17 -1.1%
38	HOME DEPOT INC COM HD	HD	1,363	$448.3k0.39%	0.39%	Added +10	+10 0.7%
39	ISHARES TR ESG EAFE ETF DMXF	DMXF	5,760	$434.6k0.37%	0.37%	Unchanged
40	AMAZON COM INC COM AMZN	AMZN	2,073	$431.7k0.37%	0.37%	Reduced -115	-115 -5.3%
41	J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL JMST	JMST	8,355	$425.9k0.37%	0.37%	New
42	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,659	$402.1k0.35%	0.35%	Reduced -136	-136 -7.6%
43	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	7,095	$393.9k0.34%	0.34%	Added +852	+852 13.7%
44	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	603	$360.3k0.31%	0.31%	Unchanged
45	VANGUARD INDEX FDS MID CAP ETF VO	VO	1,216	$349.2k0.30%	0.30%	Unchanged
46	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	525	$341.4k0.29%	0.29%	Added +13	+13 2.5%
47	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	780	$340.7k0.29%	0.29%	Added +274	+274 54.1%
48	ISHARES TR ESG AWARE MSCI ESML	ESML	7,070	$332.4k0.29%	0.29%	Unchanged
49	JPMORGAN CHASE & CO COM JPM	JPM	1,130	$332.4k0.29%	0.29%	Added +176	+176 18.4%
50	ISHARES TR ESG MSCI USA ETF USXF	USXF	5,850	$322.9k0.28%	0.28%	Added +55	+55 0.9%
51	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	6,117	$311.7k0.27%	0.27%	Added +520	+520 9.3%
52	FIDELITY GREENWOOD STREET TR YIELD ENHANCED E FYEE	FYEE	11,003	$298.5k0.26%	0.26%	New
53	ISHARES TR MSCI ACWI EX US ACWX	ACWX	4,258	$291.5k0.25%	0.25%	Reduced -100	-100 -2.3%
54	JOHN HANCOCK EXCHANGE TRADED MULTFCTR EMRNG JHEM	JHEM	8,460	$289.8k0.25%	0.25%	Unchanged
55	ISHARES INC CORE MSCI EMKT IEMG	IEMG	4,070	$283.9k0.24%	0.24%	Added +166	+166 4.2%
56	ALPHABET INC CAP STK CL A GOOGL	GOOGL	937	$269.4k0.23%	0.23%	Added +70	+70 8.1%
57	FIRST TR MORNINGSTAR DIVID L SHS FDL	FDL	5,301	$269.3k0.23%	0.23%	Unchanged
58	NVIDIA CORPORATION COM NVDA	NVDA	1,507	$262.8k0.23%	0.23%	New
59	PIMCO CALIF MUN INCOME FD COM XPCQX	XPCQX	29,980	$257.2k0.22%	0.22%	Unchanged
60	RTX CORPORATION COM RTX	RTX	1,326	$255.8k0.22%	0.22%	Unchanged
61	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	3,698	$248.2k0.21%	0.21%	Reduced -500	-500 -11.9%
62	ORACLE CORP COM ORCL	ORCL	1,652	$243.0k0.21%	0.21%	Unchanged
63	VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF VSS	VSS	1,657	$241.6k0.21%	0.21%	Reduced -175	-175 -9.6%
64	MERCK & CO INC COM MRK	MRK	1,971	$237.1k0.20%	0.20%	Reduced -300	-300 -13.2%
65	J P MORGAN EXCHANGE TRADED F INTL HDGD EQT LA HOLA	HOLA	4,472	$235.2k0.20%	0.20%	Unchanged
66	ALLIANCEBERNSTEIN NATL MUN I COM AFB	AFB	21,600	$230.9k0.20%	0.20%	Unchanged
67	JOHNSON & JOHNSON COM JNJ	JNJ	942	$230.3k0.20%	0.20%	New
68	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	2,831	$222.0k0.19%	0.19%	New
69	ISHARES TR ESG AWR MSCI USA ESGU	ESGU	1,550	$219.2k0.19%	0.19%	Unchanged
70	ISHARES TR EGSADVNCDMSCI EM EMXF	EMXF	4,580	$219.1k0.19%	0.19%	Unchanged
71	RIVERNORTH FLEXIBLE MUNI INC COM RFMZ	RFMZ	17,210	$217.7k0.19%	0.19%	Unchanged
72	COSTCO WHSL CORP NEW COM COST	COST	216	$215.2k0.19%	0.19%	New
73	FIRST TR VALUE LINE DIVID IN SHS FVD	FVD	4,557	$214.3k0.18%	0.18%	Unchanged
74	JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML JHSC	JHSC	4,959	$212.7k0.18%	0.18%	Reduced -2.1k	-2,100 -29.8%
75	NYLI MACKAY DEFINEDTERM MUNI COM MMD	MMD	10,415	$154.7k0.13%	0.13%	Unchanged
76	FS CREDIT OPPORTUNITIES CORP COMMON STOCK FSCO	FSCO	17,285	$88.2k0.08%	0.08%	Unchanged
77	PIMCO NEW YORK MUN FD II COM PNI	PNI	10,531	$72.1k0.06%	0.06%	New

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
VANGUARD SCOTTSDALE FDS VCIT	VCIT	3,753	$314.3k3.8k shares