13F filer

Crusonia Wealth Advisors

As of Sep 30, 2026 Filed Oct 26, 2026 CIK 2112003 SEC filings ↗

13F Value

$666.5M

Positions

248

Top Position

DFUS8.8%

Top 5

26.3%

Latest filing changes

vs Jun 30, 2026

1 VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares +218.8%+$13.0M

2 MUB iShares National Muni Bond ETF +378.6%+$10.3M

3 DFUS Dimensional U.S. Equity Market ETF +7.1%+$3.9M

4 DFAI Dimensional International Core Equity Market ETF +9.7%+$3.8M

5 VCRB Vanguard Core Bond ETF — ETF Shares +13.4%+$2.8M

Holdings248

#							Trend (4Q)
1	DFUS Dimensional U.S. Equity Market ETF	8.8%	$58.7M	+7.1%	707.6K	8.9%		ETF
2	DFAI Dimensional International Core Equity Market ETF	6.5%	$43.2M	+9.7%	1.04M	6.4%		ETF
3	JCPB JPMorgan Core Plus Bond ETF	4.5%	$29.9M	-6.1%	667.5K	5.5%		ETF
4	VCRB Vanguard Core Bond ETF — ETF Shares	3.5%	$23.4M	+13.4%	318.0K	3.6%		ETF
5	AAPL Apple	3.0%	$20.1M	+5.2%	60.5K	2.7%		Common Stock
6	VTEB Vanguard Tax-Exempt Bond Index Fund — ETF Shares	2.9%	$19.0M	+218.8%	401.1K	1.0%		ETF
7	SPHQ Invesco S&P 500 Quality ETF	2.8%	$18.4M	+4.9%	218.4K	3.1%		ETF
8	VTV Vanguard Morningstar Value Index Fund — ETF Shares	2.7%	$18.3M	+8.6%	84.8K	2.8%		ETF
9	QLTY GMO U.S. Quality ETF	2.7%	$17.8M	+7.5%	416.3K	2.6%		ETF
10	FEX First Trust Large Cap Core AlphaDEX Fund	2.6%	$17.4M	-0.4%	131.5K	3.0%		ETF
11	DFAE Dimensional Emerging Core Equity Market ETF	2.3%	$15.5M	+10.6%	393.9K	2.3%		ETF
12	ALLW State Street(R) Bridgewater(R) All Weather(R) ETF — SPDR Bridgewater All Weather ETF	2.1%	$13.7M	+14.9%	480.3K	2.0%		ETF
13	MUB iShares National Muni Bond ETF	2.0%	$13.1M	+378.6%	129.2K	0.5%		ETF
14	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.9%	$12.8M	+7.2%	45.1K	2.1%		ETF
15	FTSM First Trust Enhanced Short Maturity ETF	1.9%	$12.5M	-8.4%	210.2K	2.3%		ETF
16	UITB VictoryShares Core Intermediate Bond ETF formerly VictoryShares USAA Core Intermediate-Term Bond ETF — VictoryShares Core Intermediate Bond ETF	1.9%	$12.4M	-14.0%	277.0K	2.5%		ETF
17	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.7%	$11.6M	+9.5%	128.8K	1.7%	—	ETF
18	FYX First Trust Small Cap Core AlphaDEX Fund	1.5%	$10.0M	+0.7%	73.9K	1.7%		ETF
19	VONE Vanguard Russell 1000 Index Fund — ETF Shares	1.4%	$9.3M	-2.1%	27.0K	1.5%		ETF
20	EMLP First Trust North American Energy Infrastructure Fund	1.2%	$8.0M	-0.6%	196.0K	1.4%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing12

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.