Karen Elaine DiPaolo

Dipaolo Financial Group, Inc.

Assets Managed

$153.068M

Holdings

Last Quarter

2026 - Q2

Filed Date

6d ago

Growth Rate

11.41%(2Q avg: 28.83%)

Sustained Growth

2 quarters

Portfolio positions

This chart displays the top 10 holdings in Dipaolo Financial Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 47 positions.

Assets under management

The assets under management (AUM) of Dipaolo Financial Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 153.068M in assets, with a quarterly growth rate of 11.41% and a 2-quarter average growth rate of 28.83%. The portfolio is managed by Karen Elaine DiPaolo, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VUG Vanguard Growth Etf Recent Activity Increased 530.47%	15.54%	$23.781M 276,073 shares@ $86.15 avg price	Increased 530.47%
VEA Vanguard Ftse Developed Etf Recent Activity Increased 0.45%	15.43%	$23.616M 331,457 shares@ $71.26 avg price	Increased 0.45%
VTV Vanguard Value Etf Recent Activity Increased 1.12%	12.9%	$19.746M 90,605 shares@ $217.94 avg price	Increased 1.12%
BNDX Vanguard Total Intl Bond Etf Recent Activity Increased 3.88%	8.81%	$13.478M 278,303 shares@ $48.44 avg price	Increased 3.88%
BSV Vanguard Short-term Bond Etf Recent Activity Increased 4.25%	8%	$12.238M 157,083 shares@ $77.91 avg price	Increased 4.25%
VWO Vanguard Ftse Emerging Marke Recent Activity Increased 2.67%	5.22%	$7.984M 133,754 shares@ $59.69 avg price	Increased 2.67%
VMBS Vanguard Mortgage-backed Sec Recent Activity Increased 4.43%	3.96%	$6.047M 129,184 shares@ $46.81 avg price	Increased 4.43%
DFCF Dimensional Core Fixed Inc Recent Activity Increased 4.96%	3.84%	$5.875M 139,188 shares@ $42.22 avg price	Increased 4.96%
BLV Vanguard Long-term Bond Etf Recent Activity Increased 5.37%	3.79%	$5.789M 83,990 shares@ $68.93 avg price	Increased 5.37%
DFAS Dimensional Us Small Cap Etf Recent Activity Increased 3.5%	3.5%	$5.348M 64,953 shares@ $82.34 avg price	Increased 3.5%

1-10 of 47