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CIK: 0001964760
Total reported value
$365.5M
$365.5M
28 檔
60.8%
At the close of Q1 2024, Team Hewins, LLC disclosed equity holdings valued at approximately $365.5M, spread across 28 reported holdings.
During Q1 2024, Team Hewins, 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 DFIV, DFAT, DFUV) accounted for 60.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFIV | Dimensional International Va | ETF-Other | 26.72% | -1.82% | +2.76% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 22.03% | +0.47% | -0.20% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 19.00% | +0.43% | -0.96% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 13.00% | +0.46% | +1.47% | |
| 5 | DFLV | Dim US Large Cap Value ETF | ETF-Large Cap & Growth | 8.72% | +0.10% | +2.67% | |
| 6 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 2.63% | +0.18% | — | |
| 7 | IWO | Ishares Russell 2000 Growth | ETF-Small Cap | 2.56% | +0.26% | -0.19% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.84% | +0.05% | +1.53% | |
| 9 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 0.60% | -0.06% | -1.41% | |
| 10 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.01% | -2.75% | |
| 11 | MUNI | Pimco Intermediate Municipal | ETF-Other | 0.46% | -0.02% | -1.96% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.38% | +0.05% | -0.33% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.31% | -0.04% | -2.46% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.29% | +0.18% | — | |
| 15 | VB | Vanguard Small-cap ETF | ETF-Other | 0.26% | +0.01% | — | |
| 16 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.24% | — | +0.43% | |
| 17 | VUG | Vanguard Growth ETF | ETF-Other | 0.18% | +0.04% | -15.23% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.15% | +0.02% | -16.38% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.14% | — | +1.28% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.13% | — | +6.32% | |
| 21 | ISRA | Vaneck Israel ETF | ETF-Other | 0.12% | — | — | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.11% | -0.31% | — | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.11% | — | — | |
| 24 | AVSE | Avantis Resp Emerg Mkts Eq-e | ETF-Other | 0.10% | +0.02% | +0.53% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.10% | — | -10.72% | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 0.10% | — | — | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 0.09% | — | — | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.09% | — | +1.26% |
According to official SEC Form 13F filings, Team Hewins, LLC reported a total U.S. public equity portfolio value of $365.5M across 28 disclosed positions in Q1 2024.
During Q1 2024, Team Hewins, LLC's top holdings by market value included DFIV (26.7%)、DFAT (22.0%)、DFUV (19.0%). The largest single position, DFIV, represented 26.7% of total portfolio value.
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In Q1 2024, Team Hewins, 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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