Loading…
CIK 0002129058 • 3 13F filings • Jun 1, 2026 – Aug 10, 2026
Import this data to Google Sheets with:
=jivedata("dala-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 3 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBVIE INC | COM | $337K | 0.3%Prev: 0.2% | 1,338 SH | Increased-26 SH |
| ADVANCED MICRO DEVICES INC | COM | $390K | 0.3%Prev: 0.2% | 671 SH | Increased-462 SH |
| ALPHABET INC | CAP STK CL A | $417K | 0.3%Prev: 9.8% | 1,165 SH | Decreased-39,579 SH |
| ALPHABET INC | CAP STK CL C | $2.0M | 1.6%Prev: 1.4% | 5,521 SH | Increased-169 SH |
| AMAZON COM INC | COM | $1.9M | 1.6%Prev: 1.5% | 8,175 SH | Increased-244 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $355K | 0.3% | 2,847 SH | New |
| APPLE INC | COM | $1.9M | 1.5%Prev: 2.3% | 6,475 SH | Decreased-4,154 SH |
| AXON ENTERPRISE INC | COM | $1.9M | 1.6%Prev: 1.1% | 3,424 SH | Increased+349 SH |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $276K | 0.2% | 552 SH | New |
| BROADCOM INC | COM | $251K | 0.2%Prev: 0.2% | 665 SH | Increased-30 SH |
| CATERPILLAR INC | COM | $1.0M | 0.8%Prev: 0.6% | 967 SH | Increased-76 SH |
| CISCO SYS INC | COM | $516K | 0.4%Prev: 0.3% | 4,393 SH | Increased-835 SH |
| DBX ETF TR | XTRACK MSCI EAFE | $16.0M | 13.2%Prev: 10.2% | 292,393 SH | Increased+46,093 SH |
| DIGITAL RLTY TR INC | COM | $252K | 0.2% | 1,403 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $1.2M | 1.0%Prev: 0.9% | 30,388 SH | Increased-164 SH |
| EXXON MOBIL CORP | COM | $322K | 0.3%Prev: 0.3% | 2,355 SH | Decreased |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | $7.2M | 6.0%Prev: 4.0% | 80,587 SH | Increased+3,903 SH |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | $265K | 0.2% | 5,803 SH | New |
| HOME DEPOT INC | COM | $1.9M | 1.6%Prev: 1.6% | 5,371 SH | Increased-360 SH |
| INTEL CORP | COM | $323K | 0.3% | 2,312 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | $19.1M | 15.7%Prev: 12.6% | 112,019 SH | Increased+7,789 SH |
| ISHARES INC | MSCI EMRG CHN | $262K | 0.2% | 2,565 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $303K | 0.2% | 3,924 SH | New |
| ISHARES TR | CORE US AGGBD ET | $825K | 0.7%Prev: 0.7% | 8,335 SH | Decreased-187 SH |
| ISHARES TR | EAFE SML CP ETF | $740K | 0.6% | 8,990 SH | New |
| ISHARES TR | EAFE VALUE ETF | $328K | 0.3% | 4,280 SH | New |
| ISHARES TR | INTL EQTY FACTOR | $335K | 0.3% | 8,185 SH | New |
| ISHARES TR | ISHARES SEMICDTR | $8.3M | 6.8%Prev: 4.1% | 12,961 SH | Increased-1,816 SH |
| ISHARES TR | RUS 1000 GRW ETF | $504K | 0.4% | 4,059 SH | New |
| ISHARES TR | RUSSELL 2000 ETF | $428K | 0.4% | 1,424 SH | New |
| ISHARES TR | SELECT DIVID ETF | $277K | 0.2% | 1,773 SH | New |
| JOHNSON & JOHNSON | COM | $464K | 0.4%Prev: 0.4% | 1,829 SH | Decreased-137 SH |
| JPMORGAN CHASE & CO | COM | $2.5M | 2.1%Prev: 2.0% | 7,756 SH | Increased-478 SH |
| LINDE PLC | SHS | $224K | 0.2% | 432 SH | New |
| LOCKHEED MARTIN CORP | COM | $218K | 0.2%Prev: 0.2% | 428 SH | Decreased-2 SH |
| MARKEL GROUP INC | COM | $521K | 0.4%Prev: 0.7% | 267 SH | Decreased-163 SH |
| MASTERCARD INCORPORATED | CL A | $428K | 0.4% | 833 SH | New |
| MERCADOLIBRE INC | COM | $2.4M | 1.9% | 1,394 SH | New |
| META PLATFORMS INC | CL A | $301K | 0.2%Prev: 0.3% | 535 SH | Decreased-41 SH |
| MICROSOFT CORP | COM | $1.8M | 1.5%Prev: 1.5% | 4,762 SH | Decreased-71 SH |
| NEXTERA ENERGY INC | COM | $1.4M | 1.2%Prev: 1.3% | 16,415 SH | Decreased-13 SH |
| NVIDIA CORPORATION | COM | $1.5M | 1.3%Prev: 1.3% | 7,673 SH | Increased-954 SH |
| OWENS CORNING NEW | COM | $1.6M | 1.3%Prev: 1.0% | 10,171 SH | Increased-765 SH |
| PROSHARES TR | S&P 500 DV ARIST | $1.7M | 1.4% | 29,655 SH | New |
| RBB FD INC | MOTLEY FOL ETF | $654K | 0.5% | 8,588 SH | New |
| SCHWAB CHARLES CORP | COM | $334K | 0.3%Prev: 0.3% | 3,625 SH | Decreased-394 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $993K | 0.8% | 31,303 SH | New |
| SPOTIFY TECHNOLOGY S A | SHS | $230K | 0.2% | 500 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $3.4M | 2.8%Prev: 2.6% | 4,535 SH | Increased-162 SH |
| TESLA INC | COM | $286K | 0.2%Prev: 0.2% | 680 SH | Decreased-113 SH |
| TRANE TECHNOLOGIES PLC | SHS | $1.4M | 1.2%Prev: 0.9% | 2,865 SH | Increased+360 SH |
| UNITEDHEALTH GROUP INC | COM | $1.6M | 1.3%Prev: 0.9% | 3,920 SH | Increased-128 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $1.7M | 1.4%Prev: 1.6% | 21,052 SH | Decreased+14,347 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $5.1M | 4.2%Prev: 4.3% | 7,487 SH | Increased-1,062 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $382K | 0.3%Prev: 0.5% | 1,572 SH | Decreased-1,029 SH |
| VANGUARD INDEX FDS | SMALL CP ETF | $1.0M | 0.8% | 3,304 SH | New |
| VANGUARD INDEX FDS | SML CP GRW ETF | $727K | 0.6%Prev: 0.6% | 1,987 SH | Increased-338 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $270K | 0.2% | 730 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $360K | 0.3% | 2,297 SH | New |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $13.2M | 10.9%Prev: 9.9% | 55,891 SH | Increased+1,014 SH |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $389K | 0.3% | 5,463 SH | New |
| VISA INC | COM CL A | $427K | 0.4% | 1,245 SH | New |
| WALMART INC | COM | $220K | 0.2%Prev: 0.2% | 1,938 SH | Decreased-478 SH |
| WASTE MGMT INC DEL | COM | $379K | 0.3%Prev: 0.3% | 1,699 SH | Decreased-114 SH |
| WEC ENERGY GROUP INC | COM | $280K | 0.2%Prev: 0.2% | 2,398 SH | Increased |
| WISDOMTREE TR | JAPN HEDGE EQT | $1.9M | 1.6%Prev: 1.8% | 11,144 SH | Decreased-2,183 SH |
| WISDOMTREE TR | US SMALLCAP FUND | $424K | 0.3%Prev: 0.4% | 6,255 SH | Decreased-1,753 SH |
| WOODWARD INC | COM | $377K | 0.3%Prev: 0.3% | 885 SH | Increased |
| 13F-HR |
| 0001104659-26-068449 |
| $119.6M |
| View |