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CIK: 0001599579
Total reported value
$4.1B
$4.1B
319 檔
28.8%
In Q4 2024, Plancorp, LLC's U.S. equity holdings reached a combined market value of $4.1B, distributed across 319 disclosed stock positions.
Plancorp, LLC executed strategic sector rebalancing during Q4 2024, establishing 1 new positions while fully exiting 1 holdings and trimming 20 positions.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFUS, DFUV) accounted for 28.8% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 319 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 14.91% | -3.36% | -1.14% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 12.54% | -0.54% | -3.48% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 10.71% | -3.55% | -1.70% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 6.07% | +0.11% | +5.37% | |
| 5 | DFAX | Dimensional World Ex US Core | ETF-Other | 4.23% | -0.58% | -0.50% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 3.97% | -0.66% | +2.88% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.80% | -0.22% | -1.53% | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 3.76% | — | -0.32% | |
| 9 | DFAT | Dimensional US Target Value | ETF-Other | 3.68% | -1.27% | -1.55% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 3.33% | -0.12% | +0.38% | |
| 11 | AVDE | Avantis International Equity | ETF-Other | 2.28% | -0.32% | +0.34% | |
| 12 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 2.07% | -0.09% | -0.26% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 1.66% | -0.21% | -2.67% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.37% | +0.15% | +5.01% | |
| 15 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.32% | +0.04% | +26.94% | |
| 16 | BUSE | First Busey CORP | Stock-Other | 1.26% | — | — | |
| 17 | AAPL | Apple Inc | Stock-Tech | 1.19% | — | +2.79% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.15% | -0.19% | +3.46% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.67% | -0.05% | +6.49% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.64% | -0.05% | +8.29% | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 0.60% | -0.03% | +4.65% | |
| 22 | DFAI | Dimensional International Co | ETF-Other | 0.60% | +0.07% | +26.22% | |
| 23 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.49% | -0.05% | -2.45% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.47% | -0.02% | -7.38% | |
| 25 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.46% | -0.09% | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.45% | -0.02% | +0.10% | |
| 27 | PLD | Prologis Inc | Stock-Real Estate | 0.44% | +0.25% | +10.85% | |
| 28 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.03% | +1.04% | |
| 29 | IVLU | Ishares Msci International V | ETF-Other | 0.39% | -0.05% | -4.97% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.38% | -0.06% | -37.99% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.06% | +5.82% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.32% | +0.01% | +2.42% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.30% | -0.04% | +0.44% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.28% | -0.03% | +4.51% | |
| 35 | AVMU | Avantis Core Municipal Fixed | ETF-Other | 0.27% | -0.03% | — | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.27% | +0.02% | +6.26% | |
| 37 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.27% | +0.01% | +15.42% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | -0.02% | +4.31% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.25% | — | -5.23% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.24% | -0.04% | +2.36% | |
| 41 | AVIG | Avantis Core Fixed Income | ETF-Other | 0.24% | -0.03% | +0.78% | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.23% | — | +6.61% | |
| 43 | AEM | Agnico Eagle Mines LTD | Stock-Materials | 0.23% | -0.17% | -8.93% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.20% | -0.07% | -0.25% | |
| 45 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | — | +12.18% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | — | -0.02% | |
| 47 | BAC | Bank Of America CORP | Stock-Financials | 0.18% | +0.01% | +0.06% | |
| 48 | ABX | Barrick Gold CORP | Stock-Financials | 0.17% | — | -4.68% | |
| 49 | AVSF | Avantis Short-term Fixed Inc | ETF-Other | 0.16% | -0.01% | — | |
| 50 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.16% | +0.01% | +4.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | +5.37% | Add |
| 2 | DFAU | Dimensional US Core Equity M | +0.3% | +26.94% | Add |
| 3 | EMR | Emerson Electric Co | +0.2% | -2.67% | Trim |
| 4 | AAPL | Apple Inc | +0.1% | +2.79% | Add |
| 5 | LRGF | Ishares US Equity Factor ETF | +0.1% | -0.32% | Trim |
| 6 | VOO | Vanguard S&p 500 ETF | +0.1% | +5.01% | Add |
| 7 | DFAI | Dimensional International Co | +0.1% | +26.22% | Add |
| 8 | TSLA | Tesla Inc | +0.1% | +4.19% | Add |
| 9 | DFAE | Dimensional Emerging Core Eq | +0.1% | +97.98% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +4.51% | Add |
| 11 | RDDT | Reddit Inc-cl A | +0.1% | — | Unchanged |
| 12 | DFAC | Dimensional US Core Equity 2 | +0.1% | -1.14% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | +12.18% | Add |
| 14 | AVUS | Avantis U.s. Equity ETF | +0.1% | -0.26% | Trim |
| 15 | AVUV | Avantis US Small Cap Value | +0.1% | +0.38% | Add |
| 16 | NVDA | Nvidia CORP | 0% | +6.26% | Add |
| 17 | AVGO | Broadcom Inc | 0% | +21.14% | Add |
| 18 | GOOG | Alphabet Inc-cl C | 0% | +20.10% | Add |
| 19 | JPM | Jpmorgan Chase & Co | 0% | +16.09% | Add |
| 20 | VXF | Vanguard Extended Market ETF | 0% | +2.42% | Add |
| 21 | PLTR | Palantir Technologies Inc-a | 0% | NEW | New buy |
| 22 | WMT | Walmart Inc | 0% | -0.25% | Trim |
| 23 | CRM | Salesforce Inc | 0% | +10.55% | Add |
| 24 | DFAS | Dimensional US Small Cap ETF | 0% | -1.53% | Trim |
| 25 | ESGU | Ishares Esg Aware Msci USA | 0% | -7.38% | Trim |
| 26 | VEA | Vanguard Ftse Developed ETF | 0% | +6.49% | Add |
| 27 | EPC | Edgewell Personal Care Co | 0% | -26.69% | Trim |
| 28 | SHEL | Shell Plc-adr | 0% | EXIT | Sold out |
| 29 | GE | General Electric | 0% | -10.88% | Trim |
| 30 | DFAT | Dimensional US Target Value | 0% | -1.55% | Trim |
| 31 | HMY | Harmony Gold Mng-spon Adr | 0% | — | Unchanged |
| 32 | PLD | Prologis Inc | 0% | +10.85% | Add |
| 33 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.44% | Add |
| 34 | AEM | Agnico Eagle Mines LTD | 0% | -8.93% | Trim |
| 35 | VEU | Vanguard Ftse All-world Ex-u | 0% | -47.67% | Trim |
| 36 | VNQ | Vanguard Real Estate ETF | 0% | +0.10% | Add |
| 37 | AVDV | Avantis Intl S/c Value ETF | 0% | — | Unchanged |
| 38 | ABX | Barrick Gold CORP | -0.1% | -4.68% | Trim |
| 39 | IVLU | Ishares Msci International V | -0.1% | -4.97% | Trim |
| 40 | LLY | Eli Lilly & Co | -0.1% | +1.04% | Add |
| 41 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | -3.48% | Trim |
| 42 | AVEM | Avantis Emerging Markets Eq | -0.1% | -2.45% | Trim |
| 43 | CMCSA | Comcast Corp-class A | -0.1% | -50.26% | Trim |
| 44 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | +3.46% | Add |
| 45 | BUSE | First Busey CORP | -0.1% | — | Unchanged |
| 46 | DFIV | Dimensional International Va | -0.1% | +2.88% | Add |
| 47 | AVDE | Avantis International Equity | -0.2% | +0.34% | Add |
| 48 | ITOT | Ishares Core S&p Total U.s. | -0.2% | -37.99% | Trim |
| 49 | DFUV | Dimensional US Marketwide Va | -0.3% | -1.70% | Trim |
| 50 | DFAX | Dimensional World Ex US Core | -0.4% | -0.50% | Trim |
According to official SEC Form 13F filings, Plancorp, LLC reported a total U.S. public equity portfolio value of $4.1B across 319 disclosed positions in Q4 2024.
During Q4 2024, Plancorp, LLC's top holdings by market value included DFAC (14.9%)、DFUS (12.5%)、DFUV (10.7%). The largest single position, DFAC, represented 14.9% of total portfolio value.
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.
Top New Position Initiated
PLTR
市值: $556.4K
Top Position Liquidated / Trimmed
SHEL
前期市值: $493.5K
In Q4 2024, Plancorp, LLC made 46 total portfolio adjustments, initiating 1 new buys, adding to 24 positions, trimming 20 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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