Fort Henry Capital, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Fort Henry Capital, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | IVV | ISHARES TR | 24.37% | 40.300 M $ | 61695 | 2020/12/31 | -1.944 M $ | -4.63 % |
| 2026/03/31 | AGG | ISHARES TR | 18.30% | 30.254 M $ | 304761 | 2020/12/31 | -180.315 K $ | -0.61 % |
| 2026/03/31 | IJR | ISHARES TR | 13.03% | 21.547 M $ | 173329 | 2020/12/31 | 709.711 K $ | 3.44 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 11.44% | 18.924 M $ | 241349 | 2020/12/31 | -92.455 K $ | -0.51 % |
| 2026/03/31 | VNQ | VANGUARD INDEX FDS | 8.89% | 14.696 M $ | 165683 | 2020/12/31 | 33.516 K $ | 0.24 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 6.78% | 11.206 M $ | 287617 | 2021/06/30 | 249.057 K $ | 2.23 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETF TRUST | 3.58% | 5.922 M $ | 174904 | 2021/06/30 | 231.957 K $ | 3.96 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 3.54% | 5.860 M $ | 18265 | 2021/09/30 | -251.517 K $ | -4.31 % |
| 2026/03/31 | AOA | ISHARES TR | 2.64% | 4.365 M $ | 49327 | 2020/12/31 | -51.398 K $ | -1.19 % |
| 2026/03/31 | AOR | ISHARES TR | 2.32% | 3.830 M $ | 59520 | 2020/12/31 | -39.279 K $ | -1.02 % |
| 2026/03/31 | VXUS | VANGUARD STAR FDS | 1.89% | 3.123 M $ | 40496 | 2022/03/31 | 66.088 K $ | 2.21 % |
| 2026/03/31 | BND | VANGUARD BD INDEX FDS | 1.33% | 2.197 M $ | 29839 | 2022/03/31 | -11.946 K $ | -0.58 % |
| 2026/03/31 | BNDX | VANGUARD CHARLOTTE FDS | 0.72% | 1.193 M $ | 24820 | 2020/12/31 | -6.125 K $ | -0.56 % |
| 2026/03/31 | AOM | ISHARES TR | 0.65% | 1.074 M $ | 22680 | 2020/12/31 | -8.120 K $ | -0.75 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.25% | 408.517 K $ | 468 | 2025/06/30 | 102.646 K $ | 33.56 % |
| 2026/03/31 | LLYVK | LIBERTY LIVE HOLDINGS INC | 0.15% | 254.003 K $ | 2699 | 2025/12/31 | 29.554 K $ | 13.17 % |
| 2026/03/31 | SIRI | SIRIUSXM HOLDINGS INC | 0.12% | 200.173 K $ | 8673 | 2025/09/30 | 0.000 $ | 0.00 % |