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von Borstel & Associates

Latest statistics and disclosures from von Borstel & Associates's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002041065

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Positions held by von Borstel & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for von Borstel & Associates

von Borstel & Associates holds 36 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional U.s. Core Eqty 2 Stock (DFAC)	30.8	$54M	1.6M	34.29	View chart
Dimensional Glbl Core Plus Fixed Stock (DFGP)	17.9	$32M	572k	55.10	View chart
Dimensional Intl Core Eqty 2 Stock (DFIC)	10.4	$18M	655k	28.14	View chart
Dimensional Us High Profit Stock (DUHP)	6.2	$11M	322k	34.07	View chart
Dimensional Us Small Cap Value Stock (DFSV)	6.2	$11M	353k	30.80	View chart
Dimensional World Ex U.s. Core Eqty 2 Stock (DFAX)	4.0	$7.1M	263k	27.01	View chart
Dimensional Emer Mkts Core Eqty 2 Stock (DFEM)	3.9	$6.9M	245k	28.15	View chart
Dimensional Intl Small Cap Value Stock (DISV)	3.5	$6.2M	213k	29.06	View chart
Dimensional Intl High Profit Stock (DIHP)	3.5	$6.1M	221k	27.70	View chart
Dimensional Short-durtn Fixed Stock (DFSD)	2.2	$3.8M	81k	47.73	View chart
Dimensional Emer Mkts High Profit Stock (DEHP)	1.9	$3.4M	127k	26.86	View chart
Dimensional Emer Mkts Value Stock (DFEV)	1.9	$3.4M	119k	28.46	View chart
Dimensional Global Real Estate Stock (DFGR)	1.1	$1.9M	66k	28.86	View chart
Greenbrier Cos Stock (GBX)	1.0	$1.8M	36k	50.87	View chart
Apple Stock (AAPL)	0.6	$997k	4.3k	232.84	View chart
Chevron Corp Stock (CVX)	0.5	$924k	6.3k	147.23	View chart
Eli Lilly And Stock (LLY)	0.5	$840k	949.00	885.14	View chart
JPMORGAN CHASE and Stock (JPM)	0.4	$766k	3.6k	210.84	View chart
Paccar Stock (PCAR)	0.4	$618k	6.3k	98.63	View chart
Dimensional Us Sus Core 1 Stock (DFSU)	0.3	$559k	15k	37.14	View chart
Ishares Core S And P 500 Stock (IVV)	0.2	$441k	765.00	576.47	View chart
Intl Business Machs Stock (IBM)	0.2	$418k	1.9k	220.70	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	0.2	$393k	856.00	459.11	View chart
Tesla Stock (TSLA)	0.2	$387k	1.5k	261.49	View chart
Nike Inc Cl B Stock (NKE)	0.2	$365k	4.1k	88.76	View chart
Invesco Qqq Trust Series I Stock (QQQ)	0.2	$321k	658.00	487.84	View chart
Microsoft Corp Stock (MSFT)	0.2	$283k	658.00	430.09	View chart
Arista Networks Stock (ANET)	0.2	$282k	736.00	383.15	View chart
Mastercard Incorporated Cl A Stock (MA)	0.2	$282k	571.00	493.87	View chart
Dimensional Intl Sustainability Core 1 Stock (DFSI)	0.2	$275k	7.7k	35.62	View chart
Procter And Gamble Stock (PG)	0.2	$272k	1.6k	172.70	View chart
Home Depot Stock (HD)	0.2	$267k	659.00	405.16	View chart
Dimensional Global Sust Fixed Stock (DFSB)	0.1	$262k	4.9k	53.17	View chart
Spdr Portfolio S And P 500 Growth Stock (SPYG)	0.1	$243k	2.9k	82.65	View chart
Broadcom Stock (AVGO)	0.1	$215k	1.3k	172.00	View chart
Eaton Corp Stock (ETN)	0.1	$215k	651.00	330.26	View chart

Past Filings by von Borstel & Associates

SEC 13F filings are viewable for von Borstel & Associates going back to 2024

von Borstel & Associates 2024 Q3 filed Oct. 15, 2024

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