Style
ETFTurnover
Orientation
Concentrated long-term| # | Security | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust(DFUV) | 504,434 | $27.7M | 20.55% |
| 2 | Vanguard Malvern FDS(VTIP) | 436,245 | $21.9M | 16.23% |
| 3 | Ishares TR(IEF) | 213,887 | $20.2M | 14.98% |
| 4 | Vanguard Index FDS(VTI) | 52,257 | $19.3M | 14.32% |
| 5 | EA Series Trust(BSVO) | 512,763 | $15.0M | 11.09% |
| 6 |
Latest filing, equity positions only
Quarter-over-quarter weight changes
| Sector | Prev % | Curr % | Change |
|---|---|---|---|
| Technology | 10.09% | 7.56% | -2.53% |
| Unclassified | 89.68% | 92.13% | +2.45% |
| Palantir Technologies Inc(PLTR) |
| 87,440 |
| $10.2M |
| 7.56% |
| 7 | American Centy ETF TR(AVUV) | 60,498 | $7.5M | 5.59% |
| 8 | Dimensional ETF Trust(DFIV) | 91,102 | $4.9M | 3.65% |
| 9 | Vanguard Index FDS(VTV) | 11,083 | $2.4M | 1.79% |
| 10 | Vanguard Scottsdale FDS(VGIT) | 35,843 | $2.1M | 1.57% |
| Industrials | 0.22% | 0.32% | +0.1% |
Quarter-over-quarter weight changes by market cap
| Cap Size | Prev % | Curr % | Change |
|---|---|---|---|
| Unclassified | 89.68% | 92.13% | +2.45% |
| Mega Cap | 10.32% | 7.87% | -2.45% |
Quarter-over-quarter position changes