SHP Wealth Management Q4 2025 13F: $1.29T, VOO at 26.9%%, top-5 all ETFs including fixed income.
The ETF Model Portfolio in a 13F
| Position | ETF | Category |
|---|---|---|
| #1 | VOO | S&P 500 equity |
| #2 | DGRO | Dividend growth equity |
| #3 | IUSG | U.S. large-cap growth equity |
| #4 | VCIT | Investment-grade corp bonds |
| #5 | ISTB | Short-term bonds |
Top-5: 50.5%%. Top-10: 66.4%%. WhaleScore: 78.50.
Originally published at 13finsight.com
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