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CIK: 0002054682
Total reported value
$236.8M
$236.8M
58 檔
41.3%
According to the latest 13F quarterly dataset, Grove Street Fiduciary, LLC managed an equity portfolio of $236.8M at the end of Q4 2024, spanning 58 distinct U.S. exchange-listed positions.
During Q4 2024, Grove Street Fiduciary, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EMQQ | Emg Mkt Internet Etf-usa Inc | ETF-Other | 16.77% | -1.05% | — | |
| 2 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 12.21% | +0.11% | — | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 8.00% | -0.23% | — | |
| 4 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 7.41% | -0.32% | — | |
| 5 | FMQQ | Fmqq THE Next Fron Int-usd I | ETF-Other | 7.02% | +0.01% | — | |
| 6 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 5.68% | -0.24% | — | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 4.79% | +0.01% | — | |
| 8 | SCHO | Schwab Short-term US Treas | ETF-Other | 4.06% | -0.16% | — | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.31% | +0.08% | — | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.21% | +0.16% | — | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-Other | 2.00% | -0.09% | — | |
| 12 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 1.90% | +0.01% | — | |
| 13 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.89% | -0.07% | — | |
| 14 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.86% | -0.02% | — | |
| 15 | BND | Vanguard Total Bond Market | ETF-Other | 1.77% | -0.13% | — | |
| 16 | DFAT | Dimensional US Target Value | ETF-Other | 1.29% | +0.04% | — | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.26% | -0.08% | — | |
| 18 | INQQ | Inqq THE India Internet ETF | ETF-Other | 1.22% | +0.04% | — | |
| 19 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.16% | -0.03% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.12% | +0.10% | — | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 1.04% | +0.06% | — | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.00% | +0.03% | — | |
| 23 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.91% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-Other | 0.71% | +0.07% | — | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.68% | -0.02% | — | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.62% | +0.06% | — | |
| 27 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.59% | +0.04% | — | |
| 28 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-Other | 0.49% | +0.03% | — | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.47% | +0.14% | — | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.46% | — | — | |
| 31 | NVDA | Nvidia CORP | Stock-Tech | 0.40% | +0.04% | — | |
| 32 | VTV | Vanguard Value ETF | ETF-Other | 0.38% | +0.02% | — | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.32% | +0.01% | — | |
| 34 | IBM | Intl Business Machines CORP | Stock-Tech | 0.28% | +0.03% | — | |
| 35 | VTHR | Vanguard Russell 3000 | ETF-Other | 0.27% | +0.03% | — | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | +0.02% | — | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.23% | — | — | |
| 38 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.19% | +0.02% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.19% | +0.01% | — | |
| 40 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.18% | +0.10% | NEW | |
| 41 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 42 | CW | Curtiss-wright CORP | Stock-Industrials | 0.17% | +0.02% | — | |
| 43 | GE | General Electric | Stock-Industrials | 0.16% | +0.08% | — | |
| 44 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.16% | +0.01% | — | |
| 45 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.15% | +0.01% | — | |
| 46 | AVGO | Broadcom Inc | Stock-Tech | 0.15% | — | — | |
| 47 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.01% | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.05% | — | |
| 49 | WFC | Wells Fargo & Co | Stock-Financials | 0.14% | — | — | |
| 50 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.13% | -0.11% | EXIT |
According to official SEC Form 13F filings, Grove Street Fiduciary, LLC reported a total U.S. public equity portfolio value of $236.8M across 58 disclosed positions in Q4 2024.
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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 EMQQ, VOE, BNDX) accounted for 41.3% of total reported equity market value during Q4 2024.
During Q4 2024, Grove Street Fiduciary, LLC's top holdings by market value included EMQQ (16.8%)、VOE (12.2%)、BNDX (8.0%). The largest single position, EMQQ, represented 16.8% of total portfolio value.
In Q4 2024, Grove Street Fiduciary, 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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