Team Hewins

Team Hewins as of June 30, 2024

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