HoldingsChannel.com
CarsonAllaria Wealth Management Ltd. Top Holdings
As of  06/30/2022, below is a summary of the CarsonAllaria Wealth Management Ltd. top holdings by largest position size, as per the latest 13f filing made by CarsonAllaria Wealth Management Ltd.. In the CarsonAllaria Wealth Management Ltd.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by CarsonAllaria Wealth Management Ltd. in that top holding, then the share count change between reporting periods, and finally the CarsonAllaria Wealth Management Ltd. top holding position size for that row.

   EntityAmountChange
 03/31/2022 to 06/30/2022
Position Size
($ in 1000's)
SPDR SER TR (SPYV) 300,786 +9,539 $11,075
     SPYV300,786+9,539$11,075
SPDR SER TR (SPYG) 148,995 +9,142 $7,789
     SPYG148,995+9,142$7,789
DIMENSIONAL ETF TRUST (DFUS) 174,307 +3,989 $7,103
     DFUS174,307+3,989$7,103
PIMCO ETF TR (SMMU) 141,742 +1,278 $7,035
     SMMU141,742+1,278$7,035
PIMCO ETF TR (MINO) 116,165 +38,213 $5,125
     MINO116,165+38,213$5,125
SPDR SER TR (SLYV) 67,998 +2,162 $4,924
     SLYV67,998+2,162$4,924
ISHARES TR (IDEV) 80,621 +8,051 $4,333
     IDEV80,621+8,051$4,333
DIMENSIONAL ETF TRUST (DFAS) 82,504 -8,140 $3,960
     DFAS82,504-8,140$3,960
PIMCO ETF TR (LDUR) 39,865 +9,864 $3,828
     LDUR39,865+9,864$3,828
SPDR INDEX SHS FDS (GWX) 129,044 +2,828 $3,733
     GWX129,044+2,828$3,733
PIMCO ETF TR (BOND) 39,177 +9,748 $3,732
     BOND39,177+9,748$3,732
PIMCO ETF TR (MUNI) 70,789 +17,616 $3,644
     MUNI70,789+17,616$3,644
DIMENSIONAL ETF TRUST (DFUV) 108,595 +108,595 $3,432
     DFUV108,595+108,595$3,432
ISHARES TR (IYR) 26,325 +1,038 $2,421
     IYR26,325+1,038$2,421
ISHARES INC (IEMG) 43,650 +3,896 $2,142
     IEMG43,650+3,896$2,142
SPDR SER TR (SLYG) 30,262 +177 $2,133
     SLYG30,262+177$2,133
SPDR INDEX SHS FDS (EWX) 41,095 +475 $1,999
     EWX41,095+475$1,999
ISHARES TR (USRT) 37,292 -1,379 $1,991
     USRT37,292-1,379$1,991
DIMENSIONAL ETF TRUST (DFAT) 34,543 -301 $1,389
     DFAT34,543-301$1,389
MICROSOFT CORP 5,292 +7 $1,359
     MSFT5,292+7$1,359
APPLE INC 7,701 +5 $1,053
     AAPL7,701+5$1,053
DIMENSIONAL ETF TRUST (DFAI) 335,110 +313,333 $809
     DFAI335,110+313,333$809
PFIZER INC 12,325 -419 $646
     PFE12,325-419$646
WP CAREY INC 7,354 +49 $609
     WPC7,354+49$609
DIMENSIONAL ETF TRUST (DFAC) 25,599 -488 $596
     DFAC25,599-488$596
ENBRIDGE INC 13,528 -152 $572
     ENB13,528-152$572
UNION PAC CORP 2,659 +16 $567
     UNP2,659+16$567
BERKSHIRE HATHAWAY INC DEL      $554
     BRK.B2,029UNCH$554
JOHNSON & JOHNSON 2,985 +15 $530
     JNJ2,985+15$530
INVESCO EXCHANGE TRADED FD T (SPHQ) 11,923 UNCH $501
     SPHQ11,923UNCH$501
LINCOLN ELEC HLDGS INC 3,556 -351 $439
     LECO3,556-351$439
DOLLAR GEN CORP NEW 1,784 +3 $438
     DG1,784+3$438
ISHARES TR (MUB) 3,900 -8,711 $415
     MUB3,900-8,711$415
DIMENSIONAL ETF TRUST (DFSV) 18,104 +18,104 $408
     DFSV18,104+18,104$408
DIMENSIONAL ETF TRUST (DFAR) 17,033 +16,604 $394
     DFAR17,033+16,604$394
DUKE ENERGY CORP NEW 3,512 +27 $377
     DUK3,512+27$377
CANADIAN NATL RY CO 3,218 +12 $362
     CNI3,218+12$362
DOMINION ENERGY INC 4,292 +12 $343
     D4,292+12$343
EXXON MOBIL CORP 3,931 -165 $337
     XOM3,931-165$337
DIMENSIONAL ETF TRUST (DFAE) 14,485 -3,124 $335
     DFAE14,485-3,124$335
LAMAR ADVERTISING CO NEW 3,766 +41 $331
     LAMR3,766+41$331
PROCTER AND GAMBLE CO 2,264 +1,979 $326
     PG2,264+1,979$326
WILLIAMS COS INC 10,066 +112 $314
     WMB10,066+112$314
VERIZON COMMUNICATIONS INC 6,087 +69 $309
     VZ6,087+69$309
DIMENSIONAL ETF TRUST (DFAU) 11,632 +11,632 $307
     DFAU11,632+11,632$307
DIMENSIONAL ETF TRUST (DISV) 14,152 +14,152 $298
     DISV14,152+14,152$298
AMAZON COM INC 2,780 +2,641 $295
     AMZN2,780+2,641$295
WELLS FARGO CO NEW 7,304 +29 $286
     WFC7,304+29$286
AMEREN CORP 3,136 +1 $283
     AEE3,136+1$283
COCA COLA CO 4,419 +24 $278
     KO4,419+24$278

See Full List: All Stocks Held By CarsonAllaria Wealth Management Ltd.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By CarsonAllaria Wealth Management Ltd.

Size ($ in 1000's)
At 06/30/2022: $107,067
At 03/31/2022: $111,749

CarsonAllaria Wealth Management Ltd. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from CarsonAllaria Wealth Management Ltd. 13F filings. Link to 13F filings: SEC filings

CarsonAllaria Wealth Management Ltd. Top Holdings 13F Filings | www.HoldingsChannel.com

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