Henrickson Nauta Wealth Advisors

Henrickson Nauta Wealth Advisors as of March 31, 2025

Portfolio Holdings for Henrickson Nauta Wealth Advisors

Henrickson Nauta Wealth Advisors holds 78 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 24.0 $59M 1.9M 30.64
Ufp Industries (UFPI) 10.1 $25M 234k 105.79
Dimensional Etf Trust Intl Core Equity (DFIC) 9.2 $23M 859k 26.30
American Centy Etf Tr Us Eqt Etf (AVUS) 6.6 $16M 189k 85.73
American Centy Etf Tr Intl Eqt Etf (AVDE) 6.0 $15M 236k 62.58
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.1 $13M 271k 46.31
American Centy Etf Tr Intl Smcp Vlu (AVDV) 4.1 $10M 153k 65.56
Dimensional Etf Trust Emerging Mkts Co (DFEM) 3.4 $8.3M 336k 24.64
Dimensional Etf Trust Intl Small Cap V (DISV) 3.4 $8.3M 300k 27.49
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.3 $8.1M 103k 77.91
American Centy Etf Tr Avantis Emgmkt (AVEM) 3.0 $7.3M 131k 55.83
Dimensional Etf Trust World Ex Us Core (DFAX) 2.5 $6.1M 247k 24.60
Illinois Tool Works (ITW) 1.7 $4.1M 18k 226.81
Dimensional Etf Trust Short Duration F (DFSD) 1.4 $3.5M 75k 47.19
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $3.1M 5.9k 524.58
Dimensional Etf Trust Global Real Est (DFGR) 1.0 $2.5M 102k 24.38
Dimensional Etf Trust Inflation Prote (DFIP) 0.9 $2.3M 56k 41.17
Dimensional Etf Trust International (DFSI) 0.6 $1.4M 43k 33.43
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.2M 2.3k 527.10
Microsoft Corporation (MSFT) 0.5 $1.1M 3.0k 381.36
Ishares Tr Msci Eafe Etf (EFA) 0.5 $1.1M 15k 77.04
Ishares Tr Msci Acwi Etf (ACWI) 0.5 $1.1M 10k 109.25
Dimensional Etf Trust Us Sustainabilty (DFSU) 0.4 $1.1M 32k 33.51
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $972k 5.5k 175.37
American Centy Etf Tr Avantis Responsi (AVSD) 0.4 $966k 17k 56.76
Ishares Tr S&p 500 Grwt Etf (IVW) 0.4 $963k 11k 88.73
Ishares Tr Rus 1000 Etf (IWB) 0.3 $847k 2.9k 287.75
JPMorgan Chase & Co. (JPM) 0.3 $796k 3.5k 227.14
Apple (AAPL) 0.3 $795k 4.2k 190.43
Spdr Gold Tr Gold Shs (GLD) 0.3 $786k 2.7k 292.35
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.3 $772k 9.3k 82.58
Meta Platforms Cl A (META) 0.3 $723k 1.3k 546.29
Gilead Sciences (GILD) 0.3 $715k 7.1k 101.40
Ishares Tr Msci Uk Etf New (EWU) 0.3 $702k 20k 34.67
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $685k 7.3k 94.22
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $683k 6.7k 102.35
Ishares Msci Cda Etf (EWC) 0.3 $667k 17k 38.74
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $665k 1.9k 343.86
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $591k 15k 40.26
Dimensional Etf Trust Emerging Markets (DFSE) 0.2 $547k 17k 31.36
Marathon Petroleum Corp (MPC) 0.2 $544k 4.5k 121.54
Alphabet Cap Stk Cl A (GOOGL) 0.2 $535k 3.5k 152.84
Stryker Corporation (SYK) 0.2 $531k 1.5k 348.35
Kla Corp Com New (KLAC) 0.2 $469k 713.00 657.14
NVIDIA Corporation (NVDA) 0.2 $423k 3.9k 107.58
Oracle Corporation (ORCL) 0.2 $411k 3.1k 133.34
Ishares Tr Core Msci Eafe (IEFA) 0.2 $410k 5.7k 71.55
Accenture Plc Ireland Shs Class A (ACN) 0.2 $395k 1.4k 285.14
Air Products & Chemicals (APD) 0.1 $358k 1.4k 262.04
Ishares Msci Switzerland (EWL) 0.1 $357k 7.2k 49.70
Travelers Companies (TRV) 0.1 $342k 1.4k 245.17
Ishares Tr Select Divid Etf (DVY) 0.1 $338k 2.8k 122.22
Oneok (OKE) 0.1 $331k 4.1k 81.25
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $312k 3.9k 79.91
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $288k 2.7k 105.08
Tractor Supply Company (TSCO) 0.1 $282k 5.5k 51.32
Ishares Msci Germany Etf (EWG) 0.1 $281k 7.9k 35.80
Alphabet Cap Stk Cl C (GOOG) 0.1 $280k 1.8k 155.37
Global X Fds Global X Uranium (URA) 0.1 $278k 13k 21.59
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $278k 4.4k 62.82
Pepsi (PEP) 0.1 $274k 1.9k 144.17
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $270k 1.0k 257.43
CMS Energy Corporation (CMS) 0.1 $252k 3.5k 71.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.1 $247k 554.00 446.55
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $246k 5.1k 48.09
Johnson & Johnson (JNJ) 0.1 $239k 1.6k 148.69
Vanguard Index Fds Growth Etf (VUG) 0.1 $235k 665.00 353.35
Procter & Gamble Company (PG) 0.1 $229k 1.4k 163.60
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $228k 950.00 239.60
Enterprise Products Partners (EPD) 0.1 $222k 7.7k 28.95
TJX Companies (TJX) 0.1 $217k 1.7k 127.49
Select Sector Spdr Tr Technology (XLK) 0.1 $215k 1.1k 194.35
Vanguard Index Fds Value Etf (VTV) 0.1 $209k 1.3k 159.59
Vanguard World Inf Tech Etf (VGT) 0.1 $206k 404.00 509.41
Ishares Tr Rus Mid Cap Etf (IWR) 0.1 $204k 2.6k 78.44
Fifth Third Ban (FITB) 0.1 $202k 6.0k 33.83
Huntington Bancshares Incorporated (HBAN) 0.1 $160k 12k 12.89
Oxbridge Re Hldgs SHS (OXBR) 0.0 $100k 69k 1.46