Universe · entity
Powerhouse Assets LLC
Institutional manager (13F) · CIK 1564396
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $114M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $29M | 44,304 |
| 2 | VANGUARD INDEX FDS | $28M | 47,219 |
| 3 | ISHARES TR | $6M | 109,840 |
| 4 | VANGUARD INDEX FDS | $4M | 19,866 |
| 5 | ISHARES INC | $4M | 46,579 |
| 6 | ISHARES TR | $3M | 37,715 |
| 7 | DIMENSIONAL ETF TRUST | $3M | 68,248 |
| 8 | DIMENSIONAL ETF TRUST | $3M | 73,019 |
| 9 | SPDR SERIES TRUST | $3M | 84,672 |
| 10 | VANGUARD INDEX FDS | $2M | 10,798 |
| 11 | VANGUARD INDEX FDS | $2M | 5,402 |
| 12 | DIMENSIONAL ETF TRUST | $2M | 30,442 |
| 13 | VANGUARD BD INDEX FDS | $2M | 19,878 |
| 14 | ISHARES TR | $2M | 12,401 |
| 15 | ISHARES TR | $1M | 18,598 |
| 16 | AMERICAN CENTY ETF TR | $1M | 13,804 |
| 17 | SELECT SECTOR SPDR TR | $1M | 30,527 |
| 18 | DIMENSIONAL ETF TRUST | $1M | 23,751 |
| 19 | ISHARES TR | $1M | 8,532 |
| 20 | ISHARES TR | $998k | 18,984 |
| 21 | VANGUARD BD INDEX FDS | $946k | 18,996 |
| 22 | VANGUARD INDEX FDS | $935k | 10,539 |
| 23 | SPDR INDEX SHS FDS | $924k | 23,408 |
| 24 | DIMENSIONAL ETF TRUST | $904k | 18,654 |
| 25 | STATE STR SPDR S&P 500 ETF T | $869k | 1,336 |
| 26 | SPDR INDEX SHS FDS | $793k | 11,998 |
| 27 | ISHARES INC | $742k | 10,724 |
| 28 | DIMENSIONAL ETF TRUST | $697k | 19,877 |
| 29 | ISHARES TR | $655k | 9,700 |
| 30 | VANGUARD INDEX FDS | $611k | 2,335 |
| 31 | APPLE INC | $589k | 2,323 |
| 32 | ISHARES TR | $561k | 1,572 |
| 33 | ISHARES INC | $560k | 8,029 |
| 34 | VANGUARD INTL EQUITY INDEX F | $482k | 10,838 |
| 35 | ALPHABET INC | $455k | 1,581 |
| 36 | DIMENSIONAL ETF TRUST | $446k | 13,127 |
| 37 | ISHARES TR | $442k | 3,103 |
| 38 | MICROSOFT CORP | $411k | 1,112 |
| 39 | PIMCO ETF TR | $386k | 3,835 |
| 40 | ISHARES TR | $345k | 1,615 |
| 41 | AMERICAN CENTY ETF TR | $325k | 5,411 |
| 42 | DBX ETF TR | $316k | 6,400 |
| 43 | TJX COS INC NEW | $298k | 1,867 |
| 44 | STATE STR SPDR DOW JONES IND | $289k | 625 |
| 45 | VANGUARD INDEX FDS | $289k | 1,006 |
| 46 | VANGUARD INTL EQUITY INDEX F | $287k | 2,072 |
| 47 | MANAGER DIRECTED PORTFOLIOS | $285k | 27,607 |
| 48 | ISHARES TR | $263k | 3,180 |
| 49 | STATE STR SPDR S&P MIDCAP 40 | $258k | 418 |
| 50 | MCDONALDS CORP | $254k | 818 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.