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CIK: 0001922200
Total reported value
$1.8B
$1.8B
99 檔
17.9%
During the Q1 2025 filing period, Greenspring Advisors, LLC (CIK: 0001922200) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.8B across 99 reported positions.
Greenspring Advisors, LLC executed strategic sector rebalancing during Q1 2025, establishing 7 new positions while fully exiting 6 holdings and trimming 18 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 52.37% | -0.59% | -9.35% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 10.98% | -0.57% | -10.88% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.32% | -0.27% | -0.29% | |
| 4 | DFIC | Dimensional International Co | ETF-Other | 4.75% | -0.39% | +15.78% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.23% | -0.01% | +3.76% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 2.19% | +0.25% | +5.11% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 1.82% | +0.11% | -4.26% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | +0.02% | -4.52% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.19% | -0.11% | +13.43% | |
| 10 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.94% | -0.24% | -44.44% | |
| 11 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.91% | -0.07% | +4.52% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.01% | +12.29% | |
| 13 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.59% | -0.14% | -44.44% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.02% | -4.73% | |
| 15 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 0.49% | +0.02% | +14.14% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.48% | +0.02% | -0.84% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.47% | -0.04% | +0.71% | |
| 18 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.02% | +9.52% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 0.44% | — | — | |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.42% | -0.06% | +2.24% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.38% | -0.01% | +13.58% | |
| 22 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.37% | +0.02% | +20.99% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.37% | -0.03% | — | |
| 24 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.34% | +0.02% | — | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.33% | -0.02% | +0.19% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | -0.03% | -16.70% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.31% | -0.07% | +30.60% | |
| 28 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.31% | -0.04% | — | |
| 29 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.31% | -0.01% | — | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | +0.01% | -2.82% | |
| 31 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.04% | +20.16% | |
| 32 | REET | Ishares Global Reit ETF | ETF-Other | 0.27% | -0.01% | +21.99% | |
| 33 | DFIV | Dimensional International Va | ETF-Other | 0.26% | -0.01% | +33.53% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.23% | +0.01% | -17.48% | |
| 35 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | +0.02% | -35.58% | |
| 36 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 0.21% | -0.01% | +3.15% | |
| 37 | DFAI | Dimensional International Co | ETF-Other | 0.20% | — | — | |
| 38 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.19% | -0.03% | +54.71% | |
| 39 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.19% | +0.01% | — | |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.19% | — | — | |
| 41 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.19% | +0.01% | — | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.01% | +42.19% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.17% | -0.01% | -5.15% | |
| 44 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.16% | +0.01% | — | |
| 45 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.16% | -0.03% | +25.32% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.15% | -0.01% | +1.69% | |
| 47 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.14% | -0.02% | +150.06% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.14% | +0.08% | -3.17% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | — | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.12% | +0.03% | -17.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DFIC | Dimensional International Co | +1.2% | +15.78% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.6% | -0.29% | Trim |
| 3 | DFEM | Dimensional Emrg Mrkt Core | +0.3% | +5.11% | Add |
| 4 | BND | Vanguard Total Bond Market | +0.2% | +13.43% | Add |
| 5 | DFAX | Dimensional World Ex US Core | +0.2% | -10.88% | Trim |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | NEW | New buy |
| 7 | AVUS | Avantis U.s. Equity ETF | +0.2% | +3.76% | Add |
| 8 | FXE | Invesco Currencyshares Euro | +0.1% | NEW | New buy |
| 9 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +4.52% | Add |
| 10 | DFIV | Dimensional International Va | +0.1% | +33.53% | Add |
| 11 | AMGN | Amgen Inc | +0.1% | — | Unchanged |
| 12 | HD | Home Depot Inc | +0.1% | NEW | New buy |
| 13 | VGIT | Vanguard Intermediate-term T | +0.1% | +150.06% | Add |
| 14 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | +30.60% | Add |
| 15 | IAGG | Ishares Intl Aggregate Bond | +0.1% | +20.99% | Add |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -4.73% | Trim |
| 17 | AVLV | Avantis US Large Cap Value | +0.1% | +14.14% | Add |
| 18 | AVDV | Avantis Intl S/c Value ETF | +0.1% | +54.71% | Add |
| 19 | ABBV | Abbvie Inc | +0.1% | +42.19% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | +20.16% | Add |
| 21 | REET | Ishares Global Reit ETF | +0.1% | +21.99% | Add |
| 22 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +9.52% | Add |
| 23 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 24 | DFSB | Dim Glb Sustain Fix Inc ETF | +0.1% | NEW | New buy |
| 25 | TIP | Ishares Tips Bond ETF | +0.1% | +77.96% | Add |
| 26 | ABT | Abbott Laboratories | +0.1% | NEW | New buy |
| 27 | T | At&t Inc | +0.1% | NEW | New buy |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | +25.32% | Add |
| 29 | IVV | Ishares Core S&p 500 ETF | — | -2.82% | Trim |
| 30 | VTI | Vanguard Total Stock Mkt ETF | 0% | -4.52% | Trim |
| 31 | IWF | Ishares Russell 1000 Growth | 0% | -0.84% | Trim |
| 32 | VIG | Vanguard Dividend Apprec ETF | 0% | -17.48% | Trim |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -10.01% | Trim |
| 34 | TROW | T Rowe Price Group Inc | 0% | — | Unchanged |
| 35 | MUB | Ishares National Muni Bond E | 0% | -16.70% | Trim |
| 36 | GLW | Corning Inc | 0% | EXIT | Sold out |
| 37 | IJS | Ishares S&p Small-cap 600 Va | -0.1% | -44.52% | Trim |
| 38 | JNJ | Johnson & Johnson | -0.1% | EXIT | Sold out |
| 39 | VBR | Vanguard Small-cap Value ETF | -0.1% | EXIT | Sold out |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | -0.1% | EXIT | Sold out |
| 41 | ORCL | Oracle CORP | -0.1% | -35.96% | Trim |
| 42 | TSLA | Tesla Inc | -0.1% | EXIT | Sold out |
| 43 | AVGO | Broadcom Inc | -0.1% | -17.58% | Trim |
| 44 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | EXIT | Sold out |
| 45 | NVDA | Nvidia CORP | -0.1% | -38.41% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.1% | -35.58% | Trim |
| 47 | AAPL | Apple Inc | -0.2% | -4.26% | Trim |
| 48 | DFSE | Dimensional Em Sus Core1 ETF | -0.4% | -44.44% | Trim |
| 49 | DFSI | Dimensional Int Sus Cor1 ETF | -0.5% | -44.44% | Trim |
| 50 | DFAC | Dimensional US Core Equity 2 | -3.4% | -9.35% | Trim |
According to official SEC Form 13F filings, Greenspring Advisors, LLC reported a total U.S. public equity portfolio value of $1.8B across 99 disclosed positions in Q1 2025.
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 17.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $798.4K
Top Position Liquidated / Trimmed
QQQ
前期市值: $343.0K
During Q1 2025, Greenspring Advisors, LLC's top holdings by market value included DFAC (52.4%)、DFAX (11.0%)、AGG (6.3%). The largest single position, DFAC, represented 52.4% of total portfolio value.
In Q1 2025, Greenspring Advisors, LLC made 48 total portfolio adjustments, initiating 7 new buys, adding to 17 positions, trimming 18 holdings, and fully liquidating 6 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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