Sincerus Advisory, LLC Top Holdings and 13F Report (2025) About Sincerus Advisory, LLCInvestment ActivitySincerus Advisory, LLC has $94.80 million in total holdings as of March 31, 2025.Sincerus Advisory, LLC owns shares of 63 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 3.98% of the portfolio was purchased this quarter.About 1.43% of the portfolio was sold this quarter.This quarter, Sincerus Advisory, LLC has purchased 63 new stocks and bought additional shares in 31 stocks.Sincerus Advisory, LLC sold shares of 29 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $16,762,328iShares MSCI EAFE ETF $6,303,261iShares Russell Mid-Cap ETF $5,648,155iShares National Muni Bond ETF $3,737,524Vanguard Dividend Appreciation ETF $3,390,459 Largest New Holdings this Quarter 78463X855 - SPDR S&P Global Infrastructure ETF $399,030 Holding46641Q647 - JPMorgan Municipal ETF $203,865 Holding Largest Purchases this Quarter iShares National Muni Bond ETF 8,659 shares (about $913.00K)Vanguard Mid-Cap ETF 3,355 shares (about $867.71K)Invesco S&P 500 Equal Weight ETF 2,430 shares (about $420.97K)SPDR S&P Global Infrastructure ETF 6,436 shares (about $399.03K)J P MORGAN EXCHANGE TRADED F 4,300 shares (about $256.62K) Largest Sales this Quarter Vanguard Dividend Appreciation ETF 874 shares (about $169.55K)Braze 3,636 shares (about $131.19K)iShares iBoxx $ Investment Grade Corporate Bond ETF 1,202 shares (about $130.65K)SPDR S&P 500 ETF Trust 180 shares (about $100.69K)Vanguard FTSE Emerging Markets ETF 1,313 shares (about $59.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSincerus Advisory, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$16,762,328$100,691 ▼-0.6%29,96517.7%FinanceEFAiShares MSCI EAFE ETF$6,303,261$99,465 ▲1.6%77,1236.6%FinanceIWRiShares Russell Mid-Cap ETF$5,648,155$130,413 ▲2.4%66,3946.0%ETFMUBiShares National Muni Bond ETF$3,737,524$913,003 ▲32.3%35,4473.9%ETFVIGVanguard Dividend Appreciation ETF$3,390,459$169,552 ▼-4.8%17,4773.6%ETFVEAVanguard FTSE Developed Markets ETF$3,300,278$26,127 ▼-0.8%64,9283.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$3,042,434$69,342 ▲2.3%30,7573.2%FinanceIWMiShares Russell 2000 ETF$2,913,337$85,581 ▲3.0%14,6043.1%FinanceESGDiShares ESG Aware MSCI EAFE ETF$2,376,896$2,614 ▲0.1%29,0972.5%ManufacturingVOVanguard Mid-Cap ETF$2,375,278$867,711 ▲57.6%9,1842.5%ETFJ P MORGAN EXCHANGE TRADED F$1,991,920$256,622 ▲14.8%33,3772.1%HEDGED EQUITY LAVCITVanguard Intermediate-Term Corporate Bond ETF$1,981,930$13,981 ▲0.7%24,2412.1%ETFRSPInvesco S&P 500 Equal Weight ETF$1,976,809$420,966 ▲27.1%11,4112.1%ETFVTEBVanguard Tax-Exempt Bond ETF$1,967,605$11,661 ▼-0.6%39,6532.1%ETFGLDSPDR Gold Shares$1,959,352$43,509 ▼-2.2%6,8002.1%FinanceDIGITALOCEAN HLDGS INC$1,810,940$15,460 ▼-0.8%54,2361.9%COMVSSVanguard FTSE All-World ex-US Small-Cap ETF$1,632,120$48,435 ▲3.1%14,1191.7%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$1,604,147$15,853 ▲1.0%17,7081.7%ETFEEMiShares MSCI Emerging Markets ETF$1,580,877$40,990 ▼-2.5%36,1761.7%FinanceSCZiShares MSCI EAFE Small-Cap ETF$1,467,876$21,982 ▲1.5%23,1051.5%ETFJNKSPDR Bloomberg High Yield Bond ETF$1,416,662$2,192 ▼-0.2%14,8651.5%FinanceNULVNuveen ESG Large-Cap Value ETF$1,398,236$20,690 ▼-1.5%34,5331.5%ETFDFAUDimensional US Core Equity Market ETF$1,339,571$33,097 ▲2.5%34,8481.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$1,263,895$8,456 ▲0.7%12,5551.3%ETFVNQVanguard Real Estate ETF$1,245,281$45,904 ▼-3.6%13,7541.3%ETFREZiShares Residential and Multisector Real Estate ETF$1,217,102$47,184 ▲4.0%14,0841.3%ETFAAPLApple$1,214,810$19,103 ▼-1.5%5,4691.3%Computer and TechnologyBNDVanguard Total Bond Market ETF$1,191,150$40,251 ▲3.5%16,2171.3%ETFDEMWisdomTree Emerging Markets High Dividend Fund$1,090,168$31,560 ▼-2.8%25,9071.1%FinanceMETAMeta Platforms$1,040,998$59,370 ▲6.0%1,8061.1%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,021,159$130,647 ▼-11.3%9,3951.1%FinanceJUSTGoldman Sachs JUST U.S. Large Cap Equity ETF$1,012,001$3,101 ▲0.3%12,7261.1%ETFQQQInvesco QQQ$899,930$1,407 ▼-0.2%1,9190.9%FinanceIWFiShares Russell 1000 Growth ETF$866,916$1,083 ▼-0.1%2,4010.9%ETFIVViShares Core S&P 500 ETF$813,812$5,058 ▼-0.6%1,4480.9%ETFPFFiShares Preferred and Income Securities ETF$694,257$3,995 ▲0.6%22,5920.7%ETFIGFiShares Global Infrastructure ETF$638,334$12,028 ▼-1.8%11,6760.7%ManufacturingBRZEBraze$604,917$131,187 ▼-17.8%16,7660.6%Computer and TechnologyDFUSDimensional U.S. Equity ETF$590,612$1,996 ▲0.3%9,7650.6%ETFDFASDimensional U.S. Small Cap ETF$486,281$4,242 ▼-0.9%8,1390.5%ETFVTIVanguard Total Stock Market ETF$449,375$275 ▼-0.1%1,6350.5%ETFJMSTJPMorgan Ultra-Short Municipal ETF$430,779$712 ▲0.2%8,4720.5%ETFNVDANVIDIA$408,084$7,587 ▼-1.8%3,7650.4%Computer and TechnologyGIISPDR S&P Global Infrastructure ETF$399,030$399,030 ▲New Holding6,4360.4%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$395,914$4,977 ▲1.3%9,7850.4%ETFJEPIJPMorgan Equity Premium Income ETF$375,695$6,171 ▲1.7%6,5750.4%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$336,303$6,935 ▼-2.0%13,3350.4%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$328,503$122 ▲0.0%2,6920.3%ETFDTECALPS Disruptive Technologies ETF$314,6830.0%7,2390.3%ETFNACPImpact Shares NAACP Minority Empowerment ETF$308,675$916 ▼-0.3%7,7480.3%ETFIAUiShares Gold Trust$297,217$1,002 ▼-0.3%5,0410.3%FinanceDFAEDimensional Emerging Core Equity Market ETF$295,174$828 ▲0.3%11,4010.3%ETFMSFTMicrosoft$277,919$13,145 ▼-4.5%7400.3%Computer and TechnologyAMZNAmazon.com$275,306$15,601 ▼-5.4%1,4470.3%Retail/WholesaleVWOBVanguard Emerging Markets Government Bond ETF$258,723$6,741 ▲2.7%4,0300.3%ETFVSGXVanguard ESG International Stock ETF$245,148$649 ▼-0.3%4,1560.3%ETFVTWOVanguard Russell 2000 ETF$243,057$2,097 ▼-0.9%3,0140.3%ETFGOOGAlphabet$237,496$469 ▲0.2%1,5200.3%Computer and TechnologyBNLBroadstone Net Lease$226,895$4,073 ▲1.8%13,3150.2%FinanceVWOVanguard FTSE Emerging Markets ETF$213,165$59,424 ▼-21.8%4,7100.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$210,080$1,183 ▲0.6%2,6630.2%ETFVOOVanguard S&P 500 ETF$204,181$3,086 ▲1.5%3970.2%ETFJMUBJPMorgan Municipal ETF$203,865$203,865 ▲New Holding4,0770.2%ETFXLEEnergy Select Sector SPDR Fund$0$226,991 ▼-100.0%00.0%ETFGOOGLAlphabet$0$205,815 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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