Style
ETFTurnover
Orientation
Concentrated trader| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust(DFUS) | 273,353 | $22.7M | 14.08% |
| 2 | Dimensional ETF Trust(DFAI) | 365,999 | $15.2M | 9.40% |
| 3 | Dimensional ETF Trust(DFAS) | 173,058 | $13.4M | 8.31% |
| 4 | American Centy ETF TR(AVLC) | 135,835 | $12.3M | 7.60% |
| 5 | Ishares TR(IGIB) | 236,711 | $11.9M | 7.39% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.36% | 98.65% | +0.29% |
| Financial Services | 1.33% | 1.12% | -0.21% |
| Ishares TR(IVV) |
| 13,109 |
| $10.0M |
| 6.23% |
| 7 | Vanguard Scottsdale FDS(VMBS) | 220,376 | $9.8M | 6.07% |
| 8 | Vanguard Malvern FDS(VCRB) | 127,367 | $9.4M | 5.82% |
| 9 | Ishares TR(IGSB) | 147,531 | $7.6M | 4.69% |
| 10 | American Centy ETF TR(AVMC) | 82,318 | $6.3M | 3.89% |
| Technology | 0.31% | 0.23% | -0.08% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 98.36% | 98.65% | +0.29% |
| Mega Cap | 1.12% | 1.03% | -0.09% |
| Large Cap | 0.52% | 0.25% | -0.27% |
| Mid Cap | 0% | 0.07% | +0.07% |
Quarter-over-quarter position changes