Spectrum Investment Advisors, Inc. Top Holdings and 13F Report (2025) About Spectrum Investment Advisors, Inc.Investment ActivitySpectrum Investment Advisors, Inc. has $149.82 million in total holdings as of December 31, 2024.Spectrum Investment Advisors, Inc. owns shares of 27 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 7.19% of the portfolio was purchased this quarter.About 3.45% of the portfolio was sold this quarter.This quarter, Spectrum Investment Advisors, Inc. has purchased 27 new stocks and bought additional shares in 19 stocks.Spectrum Investment Advisors, Inc. sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $24,246,659FIDELITY COVINGTON TRUST $23,506,184Vanguard S&P 500 ETF $18,993,495Dimensional International Core Equity Market ETF $15,533,832iShares Core MSCI Total International Stock ETF $12,809,679 Largest New Holdings this Quarter Fidelity Total Bond ETF $4,144,014 HoldingALPS ETF TR $4,125,834 HoldingJPMorgan Chase & Co. $210,459 Holding Largest Purchases this Quarter Fidelity Total Bond ETF 92,356 shares (about $4.14M)ALPS ETF TR 161,671 shares (about $4.13M)Dimensional International Core Equity Market ETF 24,006 shares (about $700.97K)iShares Core MSCI Total International Stock ETF 7,442 shares (about $492.21K)Dimensional US Core Equity Market ETF 5,709 shares (about $231.16K) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 46,355 shares (about $4.49M)Vanguard S&P 500 ETF 31 shares (about $16.70K)iShares National Muni Bond ETF 92 shares (about $9.80K)Berkshire Hathaway 20 shares (about $9.07K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpectrum Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$24,246,659$231,157 ▲1.0%598,83116.2%ETFFIDELITY COVINGTON TRUST$23,506,184$36,067 ▲0.2%664,76815.7%ENHANCED LARGEVOOVanguard S&P 500 ETF$18,993,495$16,703 ▼-0.1%35,25112.7%ETFDFAIDimensional International Core Equity Market ETF$15,533,832$700,975 ▲4.7%531,98110.4%ETFIXUSiShares Core MSCI Total International Stock ETF$12,809,679$492,214 ▲4.0%193,6758.6%ManufacturingMBBiShares MBS ETF$11,886,924$137,245 ▲1.2%129,6577.9%ETFINVESCO EXCH TRADED FD TR II$10,804,028$61,574 ▲0.6%399,7057.2%EQUAL WEGT 0-30VBRVanguard Small-Cap Value ETF$7,983,990$131,194 ▲1.7%40,2875.3%ETFVOVanguard Mid-Cap ETF$4,930,707$126,252 ▲2.6%18,6683.3%ETFFBNDFidelity Total Bond ETF$4,144,014$4,144,014 ▲New Holding92,3562.8%ETFALPS ETF TR$4,125,834$4,125,834 ▲New Holding161,6712.8%SMITH CORE PLUSVONGVanguard Russell 1000 Growth ETF$2,868,189$81,296 ▲2.9%27,7661.9%ETFAAPLApple$1,106,690$751 ▲0.1%4,4190.7%Computer and TechnologyBRK.BBerkshire Hathaway$906,107$9,066 ▼-1.0%1,9990.6%FinanceMUBiShares National Muni Bond ETF$878,742$9,803 ▼-1.1%8,2470.6%ETFFVALFidelity Value Factor ETF$856,582$34,391 ▲4.2%13,9230.6%ETFIVOVVanguard S&P Mid-Cap 400 Value ETF$843,351$54,370 ▲6.9%8,8260.6%ETFMSFTMicrosoft$594,842$4,216 ▲0.7%1,4110.4%Computer and TechnologyNVDANVIDIA$546,892$74,808 ▲15.8%4,0720.4%Computer and TechnologyABBVAbbVie$498,033$13,859 ▲2.9%2,8030.3%MedicalSPYSPDR S&P 500 ETF Trust$312,898$73,244 ▲30.6%5340.2%FinanceABTAbbott Laboratories$287,518$2,036 ▲0.7%2,5420.2%MedicalCOSTCostco Wholesale$250,436$33,942 ▲15.7%2730.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$235,1920.0%1,2010.2%ETFVTIVanguard Total Stock Market ETF$234,286$6,959 ▲3.1%8080.2%ETFAGGiShares Core U.S. Aggregate Bond ETF$221,133$4,491,946 ▼-95.3%2,2820.1%FinanceJPMJPMorgan Chase & Co.$210,459$210,459 ▲New Holding8780.1%FinanceIJULInnovator MSCI EAFE Power Buffer ETF - July$0$228,340 ▼-100.0%00.0%ETFNEENextEra Energy$0$208,028 ▼-100.0%00.0%UtilitiesEFAiShares MSCI EAFE ETF$0$200,210 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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