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Sara A. Stanski

Dickmeyer Boyce Financial Management, Inc.

Assets Managed
$169.941M
Holdings
125
Last Quarter
2026 - Q1
Filed Date
1mo 19d ago
Growth Rate
0%(2Q avg: 0%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Dickmeyer Boyce Financial Management, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 125 positions.

Assets under management

The assets under management (AUM) of Dickmeyer Boyce Financial Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 169.941M in assets, with a quarterly growth rate of 0% and a 2-quarter average growth rate of 0%. The portfolio is managed by Sara A. Stanski, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
FBND
Fidelity Total Bond Etf
Recent Activity
New Position
6.49%
$11.012M
241,396 shares@ $45.63 avg price
AAPL
Apple Inc
Recent Activity
New Position
4.69%
$7.956M
31,350 shares@ $253.8 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
New Position
4.1%
$6.957M
226,769 shares@ $30.69 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
New Position
3.84%
$6.52M
67,057 shares@ $97.23 avg price
DON
Wisdomtree Us Midcap Dividen
Recent Activity
New Position
3.83%
$6.499M
123,701 shares@ $52.55 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
New Position
3.54%
$6.002M
40,530 shares@ $148.1 avg price
MSFT
Microsoft Corp
Recent Activity
New Position
3.25%
$5.516M
14,901 shares@ $370.18 avg price
JNJ
Johnson & Johnson
Recent Activity
New Position
3.17%
$5.382M
22,019 shares@ $244.44 avg price
VTEB
Vanguard Tax-exempt Bond Etf
Recent Activity
New Position
3.15%
$5.337M
106,969 shares@ $49.89 avg price
DGRW
Wisdomtree U.s. Quality Divi
Recent Activity
New Position
2.73%
$4.639M
52,813 shares@ $87.85 avg price

1-10 of 125