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CIK: 0001922200
Total reported value
$1.8B
$1.8B
98 檔
19.7%
At the close of Q4 2024, Greenspring Advisors, LLC disclosed equity holdings valued at approximately $1.8B, spread across 98 reported holdings.
Greenspring Advisors, LLC executed strategic sector rebalancing during Q4 2024, establishing 6 new positions while fully exiting 5 holdings and trimming 20 positions.
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 Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 55.72% | -0.59% | +0.90% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 10.75% | -0.57% | -1.13% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.71% | -0.27% | +14.60% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 3.51% | -0.39% | +2.28% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.08% | -0.01% | -0.55% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.98% | +0.11% | -4.92% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 1.90% | +0.25% | -1.12% | |
| 8 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 1.47% | -0.24% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | +0.02% | -0.77% | |
| 10 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.96% | -0.14% | — | |
| 11 | BND | Vanguard Total Bond Market | ETF-Other | 0.95% | -0.11% | -13.51% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.80% | -0.07% | +16.47% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.01% | +18.40% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.50% | +0.02% | -0.18% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.42% | -0.04% | +16.57% | |
| 16 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.40% | +0.02% | -1.66% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.40% | -0.02% | — | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.02% | +2.38% | |
| 19 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.38% | +0.02% | — | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.38% | -0.06% | +35.56% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.37% | -0.03% | -13.85% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.35% | +0.02% | +15.16% | |
| 23 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.35% | -0.01% | +42.93% | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | — | -6.25% | |
| 25 | SUB | Ishares Short-term National | ETF-Other | 0.34% | -0.03% | +86.79% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | -5.53% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.29% | -0.02% | — | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.28% | -0.04% | — | |
| 29 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.28% | +0.02% | +19.45% | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.26% | -0.01% | -24.14% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.25% | +0.01% | -26.42% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.22% | -0.07% | +11.88% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.04% | -16.78% | |
| 34 | REET | Ishares Global Reit ETF | ETF-Other | 0.20% | -0.01% | -18.02% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.19% | +0.03% | -8.15% | |
| 36 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | — | |
| 37 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.19% | -0.01% | +6.71% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.17% | +0.03% | -5.72% | |
| 39 | DFAI | Dimensional International Co | ETF-Other | 0.17% | — | +5.40% | |
| 40 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.17% | +0.01% | +1.95% | |
| 41 | DFIV | Dimensional International Va | ETF-Other | 0.16% | -0.01% | — | |
| 42 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.16% | +0.01% | -5.18% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.16% | -0.01% | — | |
| 44 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.14% | +0.08% | — | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.13% | -0.01% | -23.56% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.13% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.13% | +0.08% | -6.63% | |
| 48 | VV | Vanguard Large-cap ETF | ETF-Other | 0.12% | +0.01% | -1.68% | |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.11% | -0.03% | +121.62% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.11% | -0.03% | -19.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | +1% | +0.90% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.5% | +14.60% | Add |
| 3 | SCHP | Schwab U.s. Tips ETF | +0.3% | NEW | New buy |
| 4 | SUB | Ishares Short-term National | +0.2% | +86.79% | Add |
| 5 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +16.47% | Add |
| 6 | AVUV | Avantis US Small Cap Value | +0.1% | +42.93% | Add |
| 7 | SHY | Ishares 1-3 Year Treasury Bo | +0.1% | +35.56% | Add |
| 8 | AMZN | Amazon.com Inc | +0.1% | +15.16% | Add |
| 9 | MSFT | Microsoft CORP | +0.1% | +18.40% | Add |
| 10 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +121.62% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | NEW | New buy |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +16.57% | Add |
| 13 | DISV | Dimensional International Sm | +0.1% | NEW | New buy |
| 14 | VNQI | Vanguard Glbl Ex-us Real Est | +0.1% | NEW | New buy |
| 15 | MLPA | Global X Mlp ETF | +0.1% | NEW | New buy |
| 16 | AAPL | Apple Inc | +0.1% | -4.92% | Trim |
| 17 | GLW | Corning Inc | 0% | NEW | New buy |
| 18 | IAGG | Ishares Intl Aggregate Bond | 0% | +19.45% | Add |
| 19 | AVGO | Broadcom Inc | 0% | -8.15% | Trim |
| 20 | IWF | Ishares Russell 1000 Growth | 0% | -0.18% | Trim |
| 21 | AVUS | Avantis U.s. Equity ETF | 0% | -0.55% | Trim |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | -0.77% | Trim |
| 23 | BNDX | Vanguard Total Intl Bond ETF | 0% | +11.88% | Add |
| 24 | VUSB | Vanguard Ultra Short Bond Et | 0% | +27.70% | Add |
| 25 | TROW | T Rowe Price Group Inc | 0% | — | Unchanged |
| 26 | DFGR | Dim Global Real Estate ETF | 0% | +1.95% | Add |
| 27 | KO | Coca-cola Co/the | 0% | — | Unchanged |
| 28 | DHR | Danaher CORP | 0% | -13.22% | Trim |
| 29 | UNH | Unitedhealth Group Inc | 0% | -11.07% | Trim |
| 30 | AVDV | Avantis Intl S/c Value ETF | 0% | -19.64% | Trim |
| 31 | VSGX | Vanguard Esg Intl Stock ETF | 0% | EXIT | Sold out |
| 32 | VNQ | Vanguard Real Estate ETF | -0.1% | EXIT | Sold out |
| 33 | AVEM | Avantis Emerging Markets Eq | -0.1% | -47.60% | Trim |
| 34 | VCIT | Vanguard Int-term Corporate | -0.1% | -23.56% | Trim |
| 35 | LOW | Lowe's Cos Inc | -0.1% | EXIT | Sold out |
| 36 | PSN | Parsons CORP | -0.1% | EXIT | Sold out |
| 37 | MUB | Ishares National Muni Bond E | -0.1% | -13.85% | Trim |
| 38 | REET | Ishares Global Reit ETF | -0.1% | -18.02% | Trim |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.1% | -52.86% | Trim |
| 40 | DFSE | Dimensional Em Sus Core1 ETF | -0.1% | — | Unchanged |
| 41 | LLY | Eli Lilly & Co | -0.1% | -16.78% | Trim |
| 42 | MRK | Merck & Co. Inc. | -0.1% | EXIT | Sold out |
| 43 | VIG | Vanguard Dividend Apprec ETF | -0.1% | -26.42% | Trim |
| 44 | AMGN | Amgen Inc | -0.1% | -6.25% | Trim |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | -0.1% | — | Unchanged |
| 46 | IDEV | Ishares Core Msci Dev Mkts | -0.1% | -24.14% | Trim |
| 47 | DFEM | Dimensional Emrg Mrkt Core | -0.2% | -1.12% | Trim |
| 48 | BND | Vanguard Total Bond Market | -0.2% | -13.51% | Trim |
| 49 | DFIC | Dimensional International Co | -0.2% | +2.28% | Add |
| 50 | DFAX | Dimensional World Ex US Core | -1.1% | -1.13% | Trim |
According to official SEC Form 13F filings, Greenspring Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 98 disclosed positions in Q4 2024.
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Top New Position Initiated
SCHP
市值: $1.3M
Top Position Liquidated / Trimmed
MRK
前期市值: $397.6K
During Q4 2024, Greenspring Advisors, LLC's top holdings by market value included DFAC (55.7%)、DFAX (10.8%)、AGG (5.7%). The largest single position, DFAC, represented 55.7% of total portfolio value.
In Q4 2024, Greenspring Advisors, LLC made 46 total portfolio adjustments, initiating 6 new buys, adding to 15 positions, trimming 20 holdings, and fully liquidating 5 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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