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Team Hewins

Latest statistics and disclosures from Team Hewins's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFIV, DFAT, DFUV, AVUV, DFLV, and represent 87.91% of Team Hewins's stock portfolio.
Added to shares of these 10 stocks: MUNI, MSFT, ITOT, AAPL, IWM, JPM, DFLV, VO, UNH, VCEB.
Started 7 new stock positions in UNH, IWM, VO, JPM, ITOT, MSFT, AAPL.
Reduced shares in these 10 stocks: DFUV, DFAT, RSP, NFLX, DFSV, DFIV, SCHD, SPY, AVSD, AVUV.
Sold out of its positions in RSP, NFLX.
Team Hewins was a net buyer of stock by $177k.
Team Hewins has $241M in assets under management (AUM), dropping by -3.10%.
Central Index Key (CIK): 0001964760

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Positions held by Team Hewins consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Team Hewins

Team Hewins holds 33 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Internatnal Val (DFIV)	26.9	$65M		1.8M	35.94	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	21.5	$52M		997k	51.87	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	17.9	$43M	-4%	1.1M	39.27	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	12.8	$31M		345k	89.72	View chart
Dimensional Etf Trust Us Large Cap Val (DFLV)	8.8	$21M		730k	28.91	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	2.9	$7.0M		114k	61.09	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	2.6	$6.3M		24k	262.53	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$2.2M		4.0k	546.03	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.9	$2.1M	+82%	40k	52.06	View chart
Vanguard World Esg Us Corp Bd (VCEB)	0.7	$1.6M	+7%	26k	62.06	View chart
Vanguard Index Fds Value Etf (VTV)	0.5	$1.3M		7.9k	161.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.0M	+3%	1.9k	547.25	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.3	$755k		13k	58.85	View chart
Microsoft Corporation (MSFT)	0.3	$739k	NEW	1.7k	446.95	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.3	$617k		2.8k	218.73	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	0.2	$569k	-3%	10k	55.53	View chart
Dimensional Etf Trust Us Small Cap Val (DFSV)	0.2	$531k	-28%	18k	28.78	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$488k		1.3k	374.47	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$399k	+21%	5.5k	72.64	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$349k		1.9k	183.54	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$307k	NEW	2.6k	118.78	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$302k	+11%	1.6k	183.45	View chart
Vaneck Etf Trust Israel Etf (ISRA)	0.1	$295k		8.2k	35.91	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$281k	-7%	3.6k	78.34	View chart
Apple (AAPL)	0.1	$273k	NEW	1.3k	210.62	View chart
American Centy Etf Tr Avantis Responsi (AVSE)	0.1	$267k		5.2k	51.75	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$244k		4.6k	53.04	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$232k		5.3k	43.76	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$228k	NEW	1.1k	202.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$223k	NEW	1.1k	202.26	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$222k		2.3k	97.27	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$218k	NEW	897.00	242.70	View chart
UnitedHealth (UNH)	0.1	$218k	NEW	427.00	509.26	View chart

Past Filings by Team Hewins

SEC 13F filings are viewable for Team Hewins going back to 2022

Team Hewins 2023 Q4 restated filed Aug. 20, 2024
Team Hewins 2024 Q1 restated filed Aug. 20, 2024
Team Hewins 2024 Q2 filed Aug. 7, 2024
Team Hewins 2024 Q1 filed May 3, 2024
Team Hewins 2023 Q4 filed Feb. 9, 2024
Team Hewins 2023 Q3 filed Nov. 9, 2023
Team Hewins 2023 Q2 filed Aug. 8, 2023
Team Hewins 2023 Q1 filed May 9, 2023
Team Hewins 2022 Q4 filed Feb. 8, 2023

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