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CIK: 0001482880
Total reported value
$34.1B
$34.1B
1103 檔
7.4%
At the close of Q1 2024, Savant Capital, LLC disclosed equity holdings valued at approximately $34.1B, spread across 1103 reported holdings.
During Q1 2024, Savant Capital, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AVEM, DFUV, AVDV) accounted for 7.4% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 1103 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.77% | -1.91% | +7.49% | |
| 2 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.78% | -1.15% | +1.92% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 5.53% | -2.02% | +8.00% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.72% | +1.43% | +5.71% | |
| 5 | DFAT | Dimensional US Target Value | ETF-Other | 3.01% | -0.34% | -11.34% | |
| 6 | DFIV | Dimensional International Va | ETF-Other | 2.66% | -0.54% | +4.13% | |
| 7 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 2.49% | -0.06% | +4.36% | |
| 8 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.96% | -0.56% | -9.86% | |
| 9 | BND | Vanguard Total Bond Market | ETF-Other | 1.78% | +1.71% | +26.06% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 1.76% | +1.27% | +9.97% | |
| 11 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 1.49% | +0.10% | -1.32% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | +0.36% | -6.07% | |
| 13 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 1.37% | -0.72% | +12.62% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 1.18% | +0.09% | -2.15% | |
| 15 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.13% | +0.15% | -2.76% | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.10% | +0.33% | -2.73% | |
| 17 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.98% | -0.33% | +25.18% | |
| 18 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.97% | -0.16% | -2.06% | |
| 19 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.97% | +0.24% | -0.97% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.94% | +0.26% | -1.82% | |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.83% | +0.11% | -1.50% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.73% | -0.08% | -1.38% | |
| 23 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.70% | -0.07% | -28.70% | |
| 24 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.69% | -0.02% | -30.95% | |
| 25 | REET | Ishares Global Reit ETF | ETF-Other | 0.68% | -0.09% | -3.30% | |
| 26 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.66% | +0.46% | +19.51% | |
| 27 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.66% | +0.06% | -2.35% | |
| 28 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.65% | +0.07% | -2.12% | |
| 29 | DFIS | Dimensional International Sm | ETF-Other | 0.63% | -0.11% | +35.42% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | +0.10% | -1.56% | |
| 31 | DFGR | Dim Global Real Estate ETF | ETF-Other | 0.58% | -0.33% | +25.64% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.57% | +0.10% | -3.42% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.56% | +0.18% | +0.75% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.09% | +0.05% | |
| 35 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.53% | +0.04% | -9.45% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.52% | -0.05% | -1.61% | |
| 37 | DFIC | Dimensional International Co | ETF-Other | 0.51% | -0.03% | -17.30% | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.50% | +0.33% | +11.39% | |
| 39 | DFSD | Dimensional Short Duration | ETF-Other | 0.49% | -0.39% | +42.68% | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.49% | +0.04% | -3.81% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.48% | -0.08% | -0.87% | |
| 42 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.48% | -0.30% | -8.28% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.47% | +0.07% | -2.53% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | +0.02% | -4.57% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.44% | -0.07% | -2.42% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.44% | -0.03% | +24.18% | |
| 47 | WM | Waste Management Inc | Stock-Industrials | 0.43% | +0.02% | -0.80% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.41% | +0.11% | -3.29% | |
| 49 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.06% | +3.02% | |
| 50 | AGGY | Wisdomtree Yield Enhanced US | ETF-Other | 0.41% | +0.03% | -5.81% |
According to official SEC Form 13F filings, Savant Capital, LLC reported a total U.S. public equity portfolio value of $34.1B across 1103 disclosed positions in Q1 2024.
During Q1 2024, Savant Capital, LLC's top holdings by market value included AVEM (8.8%)、DFUV (7.8%)、AVDV (5.5%). The largest single position, AVEM, represented 8.8% of total portfolio value.
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In Q1 2024, Savant Capital, 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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