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CIK: 0001922200
Total reported value
$1.8B
$1.8B
83 檔
18.5%
The Q2 2024 SEC filing reveals that Greenspring Advisors, LLC held a total portfolio value of $1.8B, covering 83 public equity positions.
During Q2 2024, Greenspring Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, AGG) accounted for 18.5% of total reported equity market value during Q2 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 57.38% | -0.59% | +2.38% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 12.34% | -0.57% | +0.04% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.71% | -0.27% | +39.12% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 3.55% | -0.39% | +5.50% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.24% | -0.01% | -4.33% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.01% | +0.25% | +9.82% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.81% | +0.11% | +3.25% | |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.62% | -0.24% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.36% | +0.02% | — | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.13% | -0.11% | -10.56% | |
| 11 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 1.07% | -0.14% | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | +0.02% | +11.40% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.03% | -5.07% | |
| 14 | AMGN | Amgen Inc | Stock-Healthcare | 0.48% | — | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.45% | -0.01% | -11.45% | |
| 16 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.43% | +0.02% | — | |
| 17 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.43% | +0.02% | -0.28% | |
| 18 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.38% | -0.07% | +39.65% | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.36% | -0.01% | -16.91% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.35% | -0.02% | -13.92% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.33% | +0.01% | -1.35% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.32% | +0.04% | +14.62% | |
| 23 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.30% | -0.04% | — | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.27% | +0.01% | — | |
| 25 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.26% | +0.02% | -26.86% | |
| 26 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.25% | -0.01% | +7.91% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.02% | — | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.02% | +25.43% | |
| 29 | REET | Ishares Global Reit ETF | ETF-Other | 0.21% | -0.01% | -12.43% | |
| 30 | SUB | Ishares Short-term National | ETF-Other | 0.20% | -0.03% | -44.15% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | — | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.19% | +0.03% | +776.88% | |
| 33 | DFAI | Dimensional International Co | ETF-Other | 0.18% | — | — | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.16% | -0.04% | +3.97% | |
| 35 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.14% | — | — | |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.13% | -0.06% | — | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.13% | -0.01% | +9.65% | |
| 38 | VUSB | Vanguard Ultra Short Bond Et | ETF-Other | 0.13% | — | — | |
| 39 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.12% | +0.01% | — | |
| 40 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 41 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 42 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.11% | -0.07% | +120.23% | |
| 43 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 0.11% | — | — | |
| 44 | DFAT | Dimensional US Target Value | ETF-Other | 0.11% | — | — | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.10% | -0.01% | — | |
| 46 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.10% | +0.01% | -5.31% | |
| 47 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.09% | +0.08% | — | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.09% | — | — | |
| 49 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.08% | +0.01% | — | |
| 50 | TT | Trane Technologies plc | Stock-Industrials | 0.08% | +0.01% | — |
According to official SEC Form 13F filings, Greenspring Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 83 disclosed positions in Q2 2024.
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During Q2 2024, Greenspring Advisors, LLC's top holdings by market value included DFAC (57.4%)、DFAX (12.3%)、AGG (4.7%). The largest single position, DFAC, represented 57.4% of total portfolio value.
In Q2 2024, Greenspring Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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