Seneschal Advisors

Seneschal Advisors as of March 31, 2025

Portfolio Holdings for Seneschal Advisors

Seneschal Advisors holds 33 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
Vanguard Bd Index Fds Intermed Term (BIV) 27.9 $33M 425k 76.57
Vanguard Index Fds Total Stk Mkt (VTI) 17.9 $21M 76k 274.84
Dimensional Etf Trust Us Equity Market (DFUS) 6.7 $7.8M 129k 60.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 5.7 $6.6M 160k 41.21
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 5.0 $5.8M 120k 48.82
Dimensional Etf Trust Us Targeted Vlu (DFAT) 5.0 $5.8M 112k 51.49
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.1 $4.8M 81k 59.75
Amazon (AMZN) 4.0 $4.7M 25k 190.26
Microsoft Corporation (MSFT) 3.1 $3.6M 9.7k 375.39
Texas Pacific Land Corp (TPL) 3.0 $3.5M 2.6k 1324.99
Dimensional Etf Trust Us Real Estate E (DFAR) 2.9 $3.3M 141k 23.77
Costco Wholesale Corporation (COST) 2.5 $3.0M 3.1k 945.64
Dimensional Etf Trust Us Core Equity 2 (DFAC) 2.2 $2.6M 79k 32.99
Apple (AAPL) 1.2 $1.4M 6.2k 222.14
Vanguard Index Fds Growth Etf (VUG) 0.9 $1.1M 2.9k 370.82
Alphabet Cap Stk Cl C (GOOG) 0.9 $996k 6.4k 156.23
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.8 $979k 5.7k 170.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $935k 2.0k 469.03
Starbucks Corporation (SBUX) 0.6 $753k 7.7k 98.09
Erie Indty Cl A (ERIE) 0.6 $721k 1.7k 419.05
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.5 $587k 19k 31.23
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $527k 20k 26.58
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $504k 9.9k 50.83
Alphabet Cap Stk Cl A (GOOGL) 0.4 $487k 3.1k 154.62
Dimensional Etf Trust Us Large Cap Val (DFLV) 0.4 $432k 14k 30.57
Schwab Strategic Tr Int-trm U.s Tres (SCHR) 0.3 $365k 15k 24.86
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.3 $349k 1.8k 193.02
Ishares Tr Core S&p500 Etf (IVV) 0.3 $298k 530.00 561.90
Vanguard Index Fds Real Estate Etf (VNQ) 0.2 $269k 3.0k 90.54
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $258k 5.7k 45.26
NVIDIA Corporation (NVDA) 0.2 $244k 2.3k 108.38
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.2 $239k 6.2k 38.44
Ishares Tr Rus 1000 Val Etf (IWD) 0.2 $202k 1.1k 188.16