Financially in Tune, LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Mar 31, 2026, never from the firm's own description.
Closest benchmark: every 13F filer's combined book, active share 85.9%; sector active share 78.8% against the combined 13F book's sector weights.
Over time 2 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
77 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Portfolio Trend
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 92.0% | $106,681,866 |
| Technology | 2.8% | $3,303,671 |
| Financial Services | 2.8% | $3,302,750 |
| Communication Services | 0.8% | $913,730 |
| Consumer Cyclical | 0.8% | $880,020 |
| Healthcare | 0.4% | $467,353 |
| Industrials | 0.2% | $255,785 |
| Consumer Defensive | 0.2% | $215,228 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | +50,024 | 68,117 | $1,271,063 | |
| JCPB | JPMorgan Core Plus Bond ETF | +33,077 | 232,779 | $10,959,235 | |
| DFIV | Dimensional International Value ETF | +29,608 | 447,138 | $23,599,943 | |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | +20,404 | 118,781 | $2,425,508 | |
| JEPI | JPMorgan Equity Premium Income ETF | +18,280 | 142,234 | $8,061,823 | |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | +13,407 | 40,119 | $787,335 | |
| CWI | Spdr Index Shares Funds | +6,784 | 30,495 | $1,115,812 | |
| DFEV | Dimensional Emerging Markets Value ETF | +5,762 | 140,064 | $5,011,489 | |
| DISV | Dimensional International Small Cap Value ETF | +4,524 | 65,929 | $2,600,239 | |
| DFSV | Dimensional US Small Cap Value ETF | +4,423 | 47,917 | $1,679,011 | |
| CSRE | Cohen & Steers Real Estate Active ETF | +3,832 | 65,762 | $1,728,225 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND | +2,727 | 58,813 | $8,710,205 | |
| VWO | VANGUARD EMERGING MARKETS STOCK INDEX FUND | +1,134 | 24,874 | $1,344,439 | |
| GOOG | Alphabet Inc. | +964 | 2,246 | $644,287 | |
| JEPQ | JPMorgan Nasdaq Equity Premium Income ETF | +852 | 7,095 | $393,914 | |
| SCHM | Schwab U.S. Mid-Cap ETF | +833 | 48,747 | $1,509,207 | |
| VEU | Vanguard International Equity Index Funds | +745 | 31,007 | $2,328,625 | |
| VBR | VANGUARD SMALL-CAP VALUE INDEX FUND | +607 | 9,768 | $2,122,098 | |
| FLOT | iShares Floating Rate Bond ETF | +520 | 6,117 | $311,661 | |
| VUG | VANGUARD GROWTH INDEX FUND | +274 | 780 | $340,696 | |
| USFR | WisdomTree Floating Rate Treasury Fund | +220 | 63,162 | $3,179,575 | |
| JPM | Jpmorgan Chase & Co | +176 | 1,130 | $332,400 | |
| IEMG | iShares Trust | +166 | 4,070 | $0 | |
| ESGD | iShares ESG Aware MSCI EAFE ETF | +145 | 6,005 | $574,198 | |
| MSFT | Microsoft Corp | +141 | 2,457 | $909,507 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| JHSC | John Hancock Multifactor Small Cap ETF | −2,100 | 4,959 | $212,691 | |
| BRK-B | Berkshire Hathaway Inc | −1,212 | 1,503 | $720,237 | |
| JHML | John Hancock Multifactor Large Cap ETF | −673 | 12,447 | $974,226 | |
| TFLR | T. Rowe Price Floating Rate ETF | −650 | 27,442 | $1,381,979 | |
| JHMM | John Hancock Multifactor Mid Cap ETF | −500 | 3,698 | $248,209 | |
| JHMD | John Hancock Multifactor Developed International ETF | −500 | 27,285 | $1,156,065 | |
| JPIN | JPMorgan Diversified Return International Equity ETF | −383 | 18,018 | $1,283,602 | |
| AAPL | Apple Inc. | −338 | 5,856 | $1,486,194 | |
| MRK | Merck & Co., Inc. | −300 | 1,971 | $237,091 | |
| VIG | Vanguard Specialized Funds | −290 | 9,517 | $2,046,726 | |
| IJH | iShares Core S&P Mid-Cap ETF | −285 | 28,704 | $1,938,381 | |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND | −200 | 5,535 | $521,618 | |
| VSS | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | −175 | 1,657 | $241,574 | |
| SPGI | S&P Global Inc. | −147 | 1,754 | $746,046 | |
| IWB | iShares Russell 1000 ETF | −144 | 2,946 | $1,050,425 | |
| IBM | International Business Machines Corp | −136 | 1,659 | $402,125 | |
| AMZN | Amazon Com Inc | −115 | 2,073 | $431,743 | |
| ACWX | iShares MSCI ACWI ex U.S. ETF | −100 | 4,258 | $291,545 | |
| IVV | iShares Core S&P 500 ETF | −55 | 1,808 | $1,181,003 | |
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | −17 | 1,459 | $468,061 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| JMST | JPMorgan Ultra-Short Municipal Income ETF | 8,355 | $425,937 | |
| FYEE | Fidelity Yield Enhanced Equity ETF | 11,003 | $298,511 | |
| NVDA | Nvidia Corp | 1,507 | $262,820 | |
| JNJ | Johnson & Johnson | 942 | $230,262 | |
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 2,831 | $221,978 | |
| COST | Costco Wholesale Corp | 216 | $215,228 | |
| PNI | Pimco New York Municipal Income Fund II | 10,531 | $72,137 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 3,753 | $314,313 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| DFIV |
Dimensional International Value ETF
|
Added | 447,138 | $23,599,943 | 20.34% | |
| JCPB |
JPMorgan Core Plus Bond ETF
|
Added | 232,779 | $10,959,235 | 9.45% | |
| VYM |
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
Added | 58,813 | $8,710,205 | 7.51% | |
| JEPI |
JPMorgan Equity Premium Income ETF
|
Added | 142,234 | $8,061,823 | 6.95% | |
| JPUS |
JPMorgan Diversified Return U.S. Equity ETF
|
Added | 39,157 | $5,098,632 | 4.39% | |
| DFEV |
Dimensional Emerging Markets Value ETF
|
Added | 140,064 | $5,011,489 | 4.32% | |
| USFR |
WisdomTree Floating Rate Treasury Fund
|
Added | 63,162 | $3,179,575 | 2.74% | |
|
|
Added | 23,152 | $3,058,379 | 2.64% | ||
| DISV |
Dimensional International Small Cap Value ETF
|
Added | 65,929 | $2,600,239 | 2.24% | |
| BSCS |
Invesco BulletShares 2028 Corporate Bond ETF
|
Added | 118,781 | $2,425,508 | 2.09% | |
| VEU |
Vanguard International Equity Index Funds
|
Added | 31,007 | $2,328,625 | 2.01% | |
| VBR |
VANGUARD SMALL-CAP VALUE INDEX FUND
|
Added | 9,768 | $2,122,098 | 1.83% | |
| VIG |
Vanguard Specialized Funds
|
Reduced | 9,517 | $2,046,726 | 1.76% | |
| IJH |
iShares Core S&P Mid-Cap ETF
|
Reduced | 28,704 | $1,938,381 | 1.67% | |
| CSRE |
Cohen & Steers Real Estate Active ETF
|
Added | 65,762 | $1,728,225 | 1.49% | |
| DFSV |
Dimensional US Small Cap Value ETF
|
Added | 47,917 | $1,679,011 | 1.45% | |
| SCHM |
Schwab U.S. Mid-Cap ETF
|
Added | 48,747 | $1,509,207 | 1.30% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 5,856 | $1,486,194 | 1.28% | |
| TFLR |
T. Rowe Price Floating Rate ETF
|
Reduced | 27,442 | $1,381,979 | 1.19% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Added | 24,874 | $1,344,439 | 1.16% | |
| JPIN |
JPMorgan Diversified Return International Equity ETF
|
Reduced | 18,018 | $1,283,602 | 1.11% | |
| BSCT |
Invesco BulletShares 2029 Corporate Bond ETF
|
Added | 68,117 | $1,271,063 | 1.10% | |
| IVV |
iShares Core S&P 500 ETF
|
Reduced | 1,808 | $1,181,003 | 1.02% | |
| JHMD |
John Hancock Multifactor Developed International ETF
|
Reduced | 27,285 | $1,156,065 | 1.00% | |
| CWI |
Spdr Index Shares Funds
|
Added | 30,495 | $1,115,812 | 0.96% | |
| IWB |
iShares Russell 1000 ETF
|
Reduced | 2,946 | $1,050,425 | 0.91% | |
| JHML |
John Hancock Multifactor Large Cap ETF
|
Reduced | 12,447 | $974,226 | 0.84% | |
| DFLV |
Dimensional US Large Cap Value ETF
|
Added | 26,327 | $940,137 | 0.81% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 2,457 | $909,507 | 0.78% | |
| BSCR |
Invesco BulletShares 2027 Corporate Bond ETF
|
Added | 40,119 | $787,335 | 0.68% | |
| SPGI |
S&P Global Inc.
Financial Services
|
Reduced | 1,754 | $746,046 | 0.64% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 1,503 | $720,237 | 0.62% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Added | 2,246 | $644,287 | 0.56% | |
| ESGD |
iShares ESG Aware MSCI EAFE ETF
|
Added | 6,005 | $574,198 | 0.49% | |
| VYMI |
VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND
|
Reduced | 5,535 | $521,618 | 0.45% | |
| FTF |
Franklin Ltd Duration Income Trust
Financial Services
|
Held | 82,895 | $483,277 | 0.42% | |
| VTI |
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
Reduced | 1,459 | $468,061 | 0.40% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,363 | $448,277 | 0.39% | |
| DMXF |
iShares ESG Advanced MSCI EAFE ETF
|
Held | 5,760 | $434,592 | 0.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 2,073 | $431,743 | 0.37% | |
| JMST |
JPMorgan Ultra-Short Municipal Income ETF
|
NEW | 8,355 | $425,937 | 0.37% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 1,659 | $402,125 | 0.35% | |
| JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
|
Added | 7,095 | $393,914 | 0.34% | |
| VOO |
VANGUARD 500 INDEX FUND
|
Held | 603 | $360,322 | 0.31% | |
| VO |
VANGUARD MID-CAP INDEX FUND
|
Held | 1,216 | $349,210 | 0.30% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 525 | $341,428 | 0.29% | |
| VUG |
VANGUARD GROWTH INDEX FUND
|
Added | 780 | $340,696 | 0.29% | |
| ESML |
iShares ESG Aware MSCI USA Small-Cap ETF
|
Held | 7,070 | $332,431 | 0.29% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 1,130 | $332,400 | 0.29% | |
| USXF |
iShares ESG Advanced MSCI USA ETF
|
Added | 5,850 | $322,920 | 0.28% |
Showing the top 50 of 77 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.