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CIK: 0001922200
Total reported value
$1.8B
$1.8B
97 檔
19.7%
In Q3 2024, Greenspring Advisors, LLC's U.S. equity holdings reached a combined market value of $1.8B, distributed across 97 disclosed stock positions.
In Q3 2024, Greenspring Advisors, LLC displayed an active expansion posture, initiating 15 new positions and adding to 28 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 54.76% | -0.59% | -1.04% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 11.82% | -0.57% | -0.58% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.21% | -0.27% | +16.90% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 3.74% | -0.39% | +8.52% | |
| 5 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.06% | +0.25% | +7.47% | |
| 6 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.05% | -0.01% | -4.22% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.93% | +0.11% | +6.83% | |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.59% | -0.24% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.02% | +3.39% | |
| 10 | BND | Vanguard Total Bond Market | ETF-Other | 1.14% | -0.11% | +6.79% | |
| 11 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 1.03% | -0.14% | — | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.69% | -0.07% | +101.21% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.47% | -0.01% | +20.59% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.47% | +0.02% | — | |
| 15 | AMGN | Amgen Inc | Stock-Healthcare | 0.45% | — | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.43% | -0.03% | -3.90% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.02% | +72.15% | |
| 18 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.40% | +0.02% | — | |
| 19 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.38% | -0.01% | +8.11% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.37% | -0.02% | +19.17% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | -0.04% | +154.68% | |
| 22 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.37% | +0.02% | — | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | +0.01% | +30.08% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | -1.53% | |
| 25 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.04% | — | |
| 26 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.29% | -0.04% | — | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.28% | -0.06% | +130.26% | |
| 28 | REET | Ishares Global Reit ETF | ETF-Other | 0.27% | -0.01% | +21.99% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.26% | +0.02% | +31.96% | |
| 30 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.24% | +0.02% | — | |
| 31 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.24% | -0.01% | — | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.20% | -0.07% | +93.70% | |
| 33 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.20% | -0.01% | +51.76% | |
| 34 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.18% | +0.01% | +109.56% | |
| 35 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.18% | +0.01% | — | |
| 36 | SUB | Ishares Short-term National | ETF-Other | 0.18% | -0.03% | — | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.18% | -0.01% | +79.72% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.17% | — | — | |
| 39 | DFIV | Dimensional International Va | ETF-Other | 0.17% | -0.01% | +253.45% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.17% | +0.01% | +39.56% | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.03% | -2.17% | |
| 42 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | +0.03% | — | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.15% | -0.01% | +105.84% | |
| 44 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.14% | -0.03% | +179.55% | |
| 45 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.13% | +0.08% | +51.83% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | +56.14% | |
| 47 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.13% | — | — | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.12% | +0.08% | — | |
| 49 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | +0.01% | — | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.11% | — | -5.49% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.5% | +16.90% | Add |
| 2 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | +101.21% | Add |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.2% | +154.68% | Add |
| 4 | DFIC | Dimensional International Co | +0.2% | +8.52% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +72.15% | Add |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | +130.26% | Add |
| 7 | AVGO | Broadcom Inc | +0.2% | NEW | New buy |
| 8 | AAPL | Apple Inc | +0.1% | +6.83% | Add |
| 9 | DFIV | Dimensional International Va | +0.1% | +253.45% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | NEW | New buy |
| 11 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 12 | DFGR | Dim Global Real Estate ETF | +0.1% | +109.56% | Add |
| 13 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +93.70% | Add |
| 14 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +179.55% | Add |
| 15 | MRK | Merck & Co. Inc. | +0.1% | NEW | New buy |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +30.08% | Add |
| 17 | VCIT | Vanguard Int-term Corporate | +0.1% | +79.72% | Add |
| 18 | DHR | Danaher CORP | +0.1% | NEW | New buy |
| 19 | FISV | Fiserv Inc | +0.1% | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | +0.1% | NEW | New buy |
| 21 | COST | Costco Wholesale CORP | +0.1% | +105.84% | Add |
| 22 | AVES | Avantis Emerging Markets Val | +0.1% | +51.76% | Add |
| 23 | UNH | Unitedhealth Group Inc | +0.1% | NEW | New buy |
| 24 | REET | Ishares Global Reit ETF | +0.1% | +21.99% | Add |
| 25 | DFEM | Dimensional Emrg Mrkt Core | +0.1% | +7.47% | Add |
| 26 | ORCL | Oracle CORP | +0.1% | +56.14% | Add |
| 27 | DFAS | Dimensional US Small Cap ETF | +0.1% | +39.56% | Add |
| 28 | GEM | Goldman Sachs Activebeta Em | +0.1% | NEW | New buy |
| 29 | EWX | State Street Spdr S&p Emergi | +0.1% | NEW | New buy |
| 30 | VNQ | Vanguard Real Estate ETF | +0.1% | NEW | New buy |
| 31 | SPGI | S&p Global Inc | +0.1% | NEW | New buy |
| 32 | LOW | Lowe's Cos Inc | +0.1% | NEW | New buy |
| 33 | PSN | Parsons CORP | +0.1% | NEW | New buy |
| 34 | IJS | Ishares S&p Small-cap 600 Va | 0% | +80.23% | Add |
| 35 | DFUS | Dimensional US Eq Mkt ETF | 0% | +51.83% | Add |
| 36 | AVEM | Avantis Emerging Markets Eq | 0% | +90.86% | Add |
| 37 | VSGX | Vanguard Esg Intl Stock ETF | 0% | NEW | New buy |
| 38 | AMZN | Amazon.com Inc | 0% | +31.96% | Add |
| 39 | MSFT | Microsoft CORP | 0% | +20.59% | Add |
| 40 | SHV | Ishares 0-1 Year Treasury Bo | 0% | +19.17% | Add |
| 41 | IDEV | Ishares Core Msci Dev Mkts | 0% | +8.11% | Add |
| 42 | BND | Vanguard Total Bond Market | 0% | +6.79% | Add |
| 43 | VTI | Vanguard Total Stock Mkt ETF | 0% | +3.39% | Add |
| 44 | DFSI | Dimensional Int Sus Cor1 ETF | 0% | — | Unchanged |
| 45 | DFSE | Dimensional Em Sus Core1 ETF | 0% | — | Unchanged |
| 46 | IWB | Ishares Russell 1000 ETF | -0.1% | EXIT | Sold out |
| 47 | TROW | T Rowe Price Group Inc | -0.1% | — | Unchanged |
| 48 | VUSB | Vanguard Ultra Short Bond Et | -0.1% | -46.99% | Trim |
| 49 | DFAX | Dimensional World Ex US Core | -0.5% | -0.58% | Trim |
| 50 | DFAC | Dimensional US Core Equity 2 | -2.6% | -1.04% | Trim |
According to official SEC Form 13F filings, Greenspring Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 97 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, AGG) accounted for 19.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
AVGO
市值: $702.9K
Top Position Liquidated / Trimmed
IWB
前期市值: $254.1K
During Q3 2024, Greenspring Advisors, LLC's top holdings by market value included DFAC (54.8%)、DFAX (11.8%)、AGG (5.2%). The largest single position, DFAC, represented 54.8% of total portfolio value.
In Q3 2024, Greenspring Advisors, LLC made 47 total portfolio adjustments, initiating 15 new buys, adding to 28 positions, trimming 3 holdings, and fully liquidating 1 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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