Q1 2025 Holdings
Filed 2025-04-16 | 55 holdings | $157.9M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↑ | Shares | % Portfolio |
|---|---|---|---|---|---|
| Amazon COM Inc(AMZN) | COM | 023135106 | $8.6M | 45,003 | 5.4% |
| Dimensional ETF Trust(DUHP) | US HIGH PROFITAB | 25434V831 | $11.1M | 335,104 | 7.0% |
| Dimensional ETF Trust(DFSV) | US SMALL CAP VAL | 25434V815 | $12.1M | 429,342 | 7.7% |
| Dimensional ETF Trust(DFIC) | INTL CORE EQUITY | 25434V799 | $12.8M | 462,375 | 8.1% |
| Dimensional ETF Trust(DFAC) | US CORE EQUITY 2 | 25434V708 | $39.7M | 1,204,370 | 25.2% |