Financially in Tune

STONEHAM, MAfiles as Financially in Tune, LLC

$116m in 77 US stocks at the end of 31 March 2026. The top 10 are 62.5% of the money. It changed about 5.1% of the portfolio this quarter.

Value

$116m

Stocks

Top 10 share

62.5%

Turnover

5.1%

What changed this quarter

New

Bought for the first time this quarter.

J P Morgan Exchange Traded FJMST
0.4% of the fund
Fidelity Greenwood Street TRFYEE
0.3% of the fund
NvidiaNVDA
0.2% of the fund
Johnson & JohnsonJNJ
0.2% of the fund
Vanguard BD Index FDSBSV
0.2% of the fund
Costco WholesaleCOST
0.2% of the fund
Pimco New York Municipal Income Fund IIPNI
<0.1% of the fund

Added

Bought more of a stock they already held.

Dimensional ETF TrustDFIV
20.3% of the fund
+7%
J P Morgan Exchange Traded FJCPB
9.4% of the fund
+17%
Vanguard Whitehall FDSVYM
7.5% of the fund
+5%
J P Morgan Exchange Traded FJEPI
6.9% of the fund
+15%
Dimensional ETF TrustDFEV
4.3% of the fund
+4%
Dimensional ETF TrustDISV
2.2% of the fund
+7%
Invesco Exch TRD SLF IDX FDBSCS
2.1% of the fund
+21%
Vanguard Intl Equity Index FVEU
2.0% of the fund
+2%
Vanguard Index FDSVBR
1.8% of the fund
+7%
Cohen & Steers ETF TrustCSRE
1.5% of the fund
+6%
Dimensional ETF TrustDFSV
1.4% of the fund
+10%
Vanguard Intl Equity Index FVWO
1.2% of the fund
+5%
Invesco Exch TRD SLF IDX FDBSCT
1.1% of the fund
+276%
Spdr Index SHS FDSCWI
1.0% of the fund
+29%
MicrosoftMSFT
0.8% of the fund
+6%
Invesco Exch TRD SLF IDX FDBSCR
0.7% of the fund
+50%
AlphabetGOOG
0.6% of the fund
+75%
Ishares TRESGD
0.5% of the fund
+2%
J P Morgan Exchange Traded FJEPQ
0.3% of the fund
+14%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
+3%
Vanguard Index FDSVUG
0.3% of the fund
+54%
JPMorgan ChaseJPM
0.3% of the fund
+18%
Ishares TRFLOT
0.3% of the fund
+9%
IsharesIEMG
0.2% of the fund
+4%
AlphabetGOOGL
0.2% of the fund
+8%

Cut

Sold some of their stake.

Vanguard Specialized FundsVIG
1.8% of the fund
-3%
AppleAAPL
1.3% of the fund
-5%
T Rowe Price Exchange-TradedTFLR
1.2% of the fund
-2%
J P Morgan Exchange Traded FJPIN
1.1% of the fund
-2%
Ishares TRIVV
1.0% of the fund
-3%
Ishares TRIWB
0.9% of the fund
-5%
John Hancock Exchange TradedJHML
0.8% of the fund
-5%
S&P GlobalSPGI
0.6% of the fund
-8%
Berkshire HathawayBRK-B
0.6% of the fund
-45%
Vanguard Whitehall FDSVYMI
0.4% of the fund
-3%
Amazon.comAMZN
0.4% of the fund
-5%
International Business MachinesIBM
0.3% of the fund
-8%
Ishares TRACWX
0.3% of the fund
-2%
John Hancock Exchange TradedJHMM
0.2% of the fund
-12%
Vanguard Intl Equity Index FVSS
0.2% of the fund
-10%
MerckMRK
0.2% of the fund
-13%
John Hancock Exchange TradedJHSC
0.2% of the fund
-30%

Sold out

Sold their entire stake.

Vanguard Scottsdale FDSVCIT
-100%

Holdings

Dimensional ETF TrustDFIV
Share
20.3%
Value
$24m
Shares
447,138
+7%
J P Morgan Exchange Traded FJCPB
Share
9.4%
Value
$11m
Shares
232,779
+17%
Vanguard Whitehall FDSVYM
Share
7.5%
Value
$9m
Shares
58,813
+5%
J P Morgan Exchange Traded FJEPI
Share
6.9%
Value
$8m
Shares
142,234
+15%
J P Morgan Exchange Traded FJPUS
Share
4.4%
Value
$5m
Shares
39,157
Held
Dimensional ETF TrustDFEV
Share
4.3%
Value
$5m
Shares
140,064
+4%
Wisdomtree TRUSFR
Share
2.7%
Value
$3m
Shares
63,162
Held
Ishares TRSUSA
Share
2.6%
Value
$3m
Shares
23,152
Held
Dimensional ETF TrustDISV
Share
2.2%
Value
$3m
Shares
65,929
+7%
Invesco Exch TRD SLF IDX FDBSCS
Share
2.1%
Value
$2m
Shares
118,781
+21%
Vanguard Intl Equity Index FVEU
Share
2.0%
Value
$2m
Shares
31,007
+2%
Vanguard Index FDSVBR
Share
1.8%
Value
$2m
Shares
9,768
+7%
Vanguard Specialized FundsVIG
Share
1.8%
Value
$2m
Shares
9,517
-3%
Ishares TRIJH
Share
1.7%
Value
$2m
Shares
28,704
Held
Cohen & Steers ETF TrustCSRE
Share
1.5%
Value
$2m
Shares
65,762
+6%
Dimensional ETF TrustDFSV
Share
1.4%
Value
$2m
Shares
47,917
+10%
Schwab Strategic TRSCHM
Share
1.3%
Value
$2m
Shares
48,747
Held
AppleAAPL
Share
1.3%
Value
$1m
Shares
5,856
-5%
T Rowe Price Exchange-TradedTFLR
Share
1.2%
Value
$1m
Shares
27,442
-2%
Vanguard Intl Equity Index FVWO
Share
1.2%
Value
$1m
Shares
24,874
+5%
J P Morgan Exchange Traded FJPIN
Share
1.1%
Value
$1m
Shares
18,018
-2%
Invesco Exch TRD SLF IDX FDBSCT
Share
1.1%
Value
$1m
Shares
68,117
+276%
Ishares TRIVV
Share
1.0%
Value
$1m
Shares
1,808
-3%
John Hancock Exchange TradedJHMD
Share
1.0%
Value
$1m
Shares
27,285
Held
Spdr Index SHS FDSCWI
Share
1.0%
Value
$1m
Shares
30,495
+29%
Ishares TRIWB
Share
0.9%
Value
$1m
Shares
2,946
-5%
John Hancock Exchange TradedJHML
Share
0.8%
Value
$974,227
Shares
12,447
-5%
Dimensional ETF TrustDFLV
Share
0.8%
Value
$940,132
Shares
26,327
Held
MicrosoftMSFT
Share
0.8%
Value
$909,397
Shares
2,457
+6%
Invesco Exch TRD SLF IDX FDBSCR
Share
0.7%
Value
$787,335
Shares
40,119
+50%
S&P GlobalSPGI
Share
0.6%
Value
$745,869
Shares
1,754
-8%
Berkshire HathawayBRK-B
Share
0.6%
Value
$720,238
Shares
1,503
-45%
AlphabetGOOG
Share
0.6%
Value
$644,288
Shares
2,246
+75%
Ishares TRESGD
Share
0.5%
Value
$574,198
Shares
6,005
+2%
Vanguard Whitehall FDSVYMI
Share
0.4%
Value
$521,618
Shares
5,535
-3%
Franklin LTD Duration Income TrustFTF
Share
0.4%
Value
$483,278
Shares
82,895
Held
Vanguard Index FDSVTI
Share
0.4%
Value
$468,062
Shares
1,459
Held
Home DepotHD
Share
0.4%
Value
$448,330
Shares
1,363
Held
Ishares TRDMXF
Share
0.4%
Value
$434,592
Shares
5,760
Held
Amazon.comAMZN
Share
0.4%
Value
$431,744
Shares
2,073
-5%
J P Morgan Exchange Traded FJMST
Share
0.4%
Value
$425,938
Shares
8,355
New
International Business MachinesIBM
Share
0.3%
Value
$402,136
Shares
1,659
-8%
J P Morgan Exchange Traded FJEPQ
Share
0.3%
Value
$393,914
Shares
7,095
+14%
Vanguard Index FDSVOO
Share
0.3%
Value
$360,323
Shares
603
Held
Vanguard Index FDSVO
Share
0.3%
Value
$349,211
Shares
1,216
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$341,429
Shares
525
+3%
Vanguard Index FDSVUG
Share
0.3%
Value
$340,665
Shares
780
+54%
Ishares TRESML
Share
0.3%
Value
$332,431
Shares
7,070
Held
JPMorgan ChaseJPM
Share
0.3%
Value
$332,401
Shares
1,130
+18%
Ishares TRUSXF
Share
0.3%
Value
$322,920
Shares
5,850
Held
Ishares TRFLOT
Share
0.3%
Value
$311,661
Shares
6,117
+9%
Fidelity Greenwood Street TRFYEE
Share
0.3%
Value
$298,524
Shares
11,003
New
Ishares TRACWX
Share
0.3%
Value
$291,545
Shares
4,258
-2%
John Hancock Exchange TradedJHEM
Share
0.2%
Value
$289,823
Shares
8,460
Held
IsharesIEMG
Share
0.2%
Value
$283,913
Shares
4,070
+4%
AlphabetGOOGL
Share
0.2%
Value
$269,444
Shares
937
+8%
First TR Exchange-Traded FDFDL
Share
0.2%
Value
$269,291
Shares
5,301
Held
NvidiaNVDA
Share
0.2%
Value
$262,821
Shares
1,507
New
Pimco Calif MUN Income FDXPCQX
Share
0.2%
Value
$257,228
Shares
29,980
Held
RTXRTX
Share
0.2%
Value
$255,785
Shares
1,326
Held
John Hancock Exchange TradedJHMM
Share
0.2%
Value
$248,210
Shares
3,698
-12%
OracleORCL
Share
0.2%
Value
$243,026
Shares
1,652
Held
Vanguard Intl Equity Index FVSS
Share
0.2%
Value
$241,574
Shares
1,657
-10%
MerckMRK
Share
0.2%
Value
$237,092
Shares
1,971
-13%
J P Morgan Exchange Traded FHOLA
Share
0.2%
Value
$235,227
Shares
4,472
Held
Alliancebernstein National Municipal Income FundAFB
Share
0.2%
Value
$230,904
Shares
21,600
Held
Johnson & JohnsonJNJ
Share
0.2%
Value
$230,262
Shares
942
New
Vanguard BD Index FDSBSV
Share
0.2%
Value
$222,016
Shares
2,831
New
Ishares TRESGU
Share
0.2%
Value
$219,201
Shares
1,550
Held
Ishares TREMXF
Share
0.2%
Value
$219,114
Shares
4,580
Held
RiverNorth Flexible Municipal Income Fund IIRFMZ
Share
0.2%
Value
$217,707
Shares
17,210
Held
Costco WholesaleCOST
Share
0.2%
Value
$215,229
Shares
216
New
First TR Exchange-Traded FDFVD
Share
0.2%
Value
$214,316
Shares
4,557
Held
John Hancock Exchange TradedJHSC
Share
0.2%
Value
$212,692
Shares
4,959
-30%
NYLI MacKay DefinedTerm Muni Opportunities FundMMD
Share
0.1%
Value
$154,663
Shares
10,415
Held
FS Credit OpportunitiesFSCO
Share
<0.1%
Value
$88,154
Shares
17,285
Held
Pimco New York Municipal Income Fund IIPNI
Share
<0.1%
Value
$72,137
Shares
10,531
New

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFIV	20.3%	$24m	447,138	+7%
J P Morgan Exchange Traded FJCPB	9.4%	$11m	232,779	+17%
Vanguard Whitehall FDSVYM	7.5%	$9m	58,813	+5%
J P Morgan Exchange Traded FJEPI	6.9%	$8m	142,234	+15%
J P Morgan Exchange Traded FJPUS	4.4%	$5m	39,157	Held
Dimensional ETF TrustDFEV	4.3%	$5m	140,064	+4%
Wisdomtree TRUSFR	2.7%	$3m	63,162	Held
Ishares TRSUSA	2.6%	$3m	23,152	Held
Dimensional ETF TrustDISV	2.2%	$3m	65,929	+7%
Invesco Exch TRD SLF IDX FDBSCS	2.1%	$2m	118,781	+21%
Vanguard Intl Equity Index FVEU	2.0%	$2m	31,007	+2%
Vanguard Index FDSVBR	1.8%	$2m	9,768	+7%
Vanguard Specialized FundsVIG	1.8%	$2m	9,517	-3%
Ishares TRIJH	1.7%	$2m	28,704	Held
Cohen & Steers ETF TrustCSRE	1.5%	$2m	65,762	+6%
Dimensional ETF TrustDFSV	1.4%	$2m	47,917	+10%
Schwab Strategic TRSCHM	1.3%	$2m	48,747	Held
AppleAAPL	1.3%	$1m	5,856	-5%
T Rowe Price Exchange-TradedTFLR	1.2%	$1m	27,442	-2%
Vanguard Intl Equity Index FVWO	1.2%	$1m	24,874	+5%
J P Morgan Exchange Traded FJPIN	1.1%	$1m	18,018	-2%
Invesco Exch TRD SLF IDX FDBSCT	1.1%	$1m	68,117	+276%
Ishares TRIVV	1.0%	$1m	1,808	-3%
John Hancock Exchange TradedJHMD	1.0%	$1m	27,285	Held
Spdr Index SHS FDSCWI	1.0%	$1m	30,495	+29%
Ishares TRIWB	0.9%	$1m	2,946	-5%
John Hancock Exchange TradedJHML	0.8%	$974,227	12,447	-5%
Dimensional ETF TrustDFLV	0.8%	$940,132	26,327	Held
MicrosoftMSFT	0.8%	$909,397	2,457	+6%
Invesco Exch TRD SLF IDX FDBSCR	0.7%	$787,335	40,119	+50%
S&P GlobalSPGI	0.6%	$745,869	1,754	-8%
Berkshire HathawayBRK-B	0.6%	$720,238	1,503	-45%
AlphabetGOOG	0.6%	$644,288	2,246	+75%
Ishares TRESGD	0.5%	$574,198	6,005	+2%
Vanguard Whitehall FDSVYMI	0.4%	$521,618	5,535	-3%
Franklin LTD Duration Income TrustFTF	0.4%	$483,278	82,895	Held
Vanguard Index FDSVTI	0.4%	$468,062	1,459	Held
Home DepotHD	0.4%	$448,330	1,363	Held
Ishares TRDMXF	0.4%	$434,592	5,760	Held
Amazon.comAMZN	0.4%	$431,744	2,073	-5%
J P Morgan Exchange Traded FJMST	0.4%	$425,938	8,355	New
International Business MachinesIBM	0.3%	$402,136	1,659	-8%
J P Morgan Exchange Traded FJEPQ	0.3%	$393,914	7,095	+14%
Vanguard Index FDSVOO	0.3%	$360,323	603	Held
Vanguard Index FDSVO	0.3%	$349,211	1,216	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$341,429	525	+3%
Vanguard Index FDSVUG	0.3%	$340,665	780	+54%
Ishares TRESML	0.3%	$332,431	7,070	Held
JPMorgan ChaseJPM	0.3%	$332,401	1,130	+18%
Ishares TRUSXF	0.3%	$322,920	5,850	Held
Ishares TRFLOT	0.3%	$311,661	6,117	+9%
Fidelity Greenwood Street TRFYEE	0.3%	$298,524	11,003	New
Ishares TRACWX	0.3%	$291,545	4,258	-2%
John Hancock Exchange TradedJHEM	0.2%	$289,823	8,460	Held
IsharesIEMG	0.2%	$283,913	4,070	+4%
AlphabetGOOGL	0.2%	$269,444	937	+8%
First TR Exchange-Traded FDFDL	0.2%	$269,291	5,301	Held
NvidiaNVDA	0.2%	$262,821	1,507	New
Pimco Calif MUN Income FDXPCQX	0.2%	$257,228	29,980	Held
RTXRTX	0.2%	$255,785	1,326	Held
John Hancock Exchange TradedJHMM	0.2%	$248,210	3,698	-12%
OracleORCL	0.2%	$243,026	1,652	Held
Vanguard Intl Equity Index FVSS	0.2%	$241,574	1,657	-10%
MerckMRK	0.2%	$237,092	1,971	-13%
J P Morgan Exchange Traded FHOLA	0.2%	$235,227	4,472	Held
Alliancebernstein National Municipal Income FundAFB	0.2%	$230,904	21,600	Held
Johnson & JohnsonJNJ	0.2%	$230,262	942	New
Vanguard BD Index FDSBSV	0.2%	$222,016	2,831	New
Ishares TRESGU	0.2%	$219,201	1,550	Held
Ishares TREMXF	0.2%	$219,114	4,580	Held
RiverNorth Flexible Municipal Income Fund IIRFMZ	0.2%	$217,707	17,210	Held
Costco WholesaleCOST	0.2%	$215,229	216	New
First TR Exchange-Traded FDFVD	0.2%	$214,316	4,557	Held
John Hancock Exchange TradedJHSC	0.2%	$212,692	4,959	-30%
NYLI MacKay DefinedTerm Muni Opportunities FundMMD	0.1%	$154,663	10,415	Held
FS Credit OpportunitiesFSCO	<0.1%	$88,154	17,285	Held
Pimco New York Municipal Income Fund IIPNI	<0.1%	$72,137	10,531	New

Over time and by industry

Value over time

Mar '26

Value is up 8.6% since 31 December 2025.

Where the money is

Technology2.8%

Financial services1.5%

Media & telecom0.8%

Retail & consumer0.8%

Health care0.4%

Industrials0.2%

Everyday goods0.2%

Other93.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.