Prudent Investor Advisors

Latest statistics and disclosures from Prudent Investor Advisors's latest quarterly 13F-HR filing:

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Positions held by Prudent Investor Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Prudent Investor Advisors

Prudent Investor Advisors holds 34 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 31.4 $40M 766k 52.36
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Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 12.4 $16M 340k 46.47
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Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.0 $13M 309k 41.43
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Dimensional Etf Trust Core Fixe In Etf (DFCF) 8.0 $10M 256k 40.12
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Dimensional Etf Trust Us Cor Equ 2 Etf 6.4 $8.2M 184k 44.45
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.2 $5.3M 136k 39.31
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Vanguard Bd Index Fds Vanguard Ultra (VUSB) 3.0 $3.8M 77k 49.55
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 2.9 $3.7M 31k 117.77
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 2.8 $3.6M 40k 90.44
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Vanguard Index Fds MRNGSTR TTL STK (VTI) 2.4 $3.1M 8.2k 374.22
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Dimensional Etf Trust World Ex Us Core (DFAX) 1.9 $2.4M 64k 37.02
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 1.6 $2.1M 25k 82.97
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.5 $1.9M 34k 57.56
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American Centy Etf Tr Intl Smcp Vlu (AVDV) 1.3 $1.7M 16k 109.38
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Dimensional Etf Trust Global Real Est (DFGR) 1.3 $1.7M 63k 27.05
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American Centy Etf Tr International Lr (AVIV) 1.3 $1.6M 21k 79.63
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $1.5M 26k 56.66
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Vanguard Scottsdale Fds Int-term Corp (VCIT) 1.2 $1.5M 19k 78.31
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Vanguard Bd Index Fds Intermed Term (BIV) 1.0 $1.3M 18k 72.86
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.5 $638k 13k 49.22
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American Centy Etf Tr Us Eqt Etf (AVUS) 0.4 $509k 4.0k 128.09
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Dimensional Etf Trust Us Mktwide Value (DFUV) 0.4 $484k 8.8k 55.00
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $398k 520.00 765.85
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Dimensional Etf Trust Internatnal Val (DFIV) 0.3 $371k 6.6k 55.86
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.3 $347k 3.5k 98.33
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Dimensional Etf Trust Us Small Cap Etf 0.3 $341k 4.4k 77.42
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Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $340k 9.0k 37.61
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.3 $331k 8.4k 39.39
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American Centy Etf Tr Avantis All Int (AVNV) 0.2 $303k 3.6k 84.56
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Vanguard Bd Index Fds Short Trm Bond (BSV) 0.2 $301k 3.9k 76.40
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American Centy Etf Tr Intl Eqt Etf (AVDE) 0.2 $268k 3.0k 90.11
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American Centy Etf Tr Avantis Shfxdinc (AVSF) 0.2 $229k 5.0k 45.62
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $207k 997.00 208.02
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Dimensional Etf Trust Us Targeted Vlu 0.2 $206k 3.1k 66.44
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Past Filings by Prudent Investor Advisors

SEC 13F filings are viewable for Prudent Investor Advisors going back to 2026