Team Hewins

Team Hewins as of Dec. 31, 2024

Portfolio Holdings for Team Hewins

Team Hewins holds 38 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Internatnal Val (DFIV) 25.5 $65M 1.8M 35.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 21.5 $55M 987k 55.66
Dimensional Etf Trust Us Mktwide Value (DFUV) 17.4 $45M 1.1M 40.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 13.5 $35M 357k 96.53
Dimensional Etf Trust Us Large Cap Val (DFLV) 9.4 $24M 802k 30.03
Ishares Tr Rus 2000 Grw Etf (IWO) 2.6 $6.6M 23k 287.82
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.5 $6.5M 110k 58.79
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.5M 4.2k 587.98
Dimensional Etf Trust Us Equity Market (DFUS) 0.8 $2.0M 31k 63.75
Vanguard World Esg Us Corp Bd (VCEB) 0.7 $1.7M 28k 61.99
Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.5M 2.5k 588.69
Vanguard Index Fds Value Etf (VTV) 0.5 $1.3M 7.6k 169.30
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $1.0M 20k 51.87
Vanguard Index Fds Growth Etf (VUG) 0.4 $917k 2.2k 410.44
Vanguard Index Fds Small Cp Etf (VB) 0.3 $684k 2.8k 240.28
American Centy Etf Tr Avantis Responsi (AVSD) 0.3 $680k 12k 55.68
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $551k 2.8k 195.83
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $535k 6.9k 77.80
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $497k 16k 30.78
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $443k 2.2k 198.18
Ishares Tr Core Msci Eafe (IEFA) 0.2 $386k 5.5k 70.28
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $383k 710.00 538.96
Vaneck Etf Trust Israel Etf (ISRA) 0.1 $358k 8.2k 43.55
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $340k 1.8k 185.13
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $332k 2.6k 128.62
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $321k 1.1k 289.81
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.1 $301k 3.0k 100.32
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $298k 7.2k 41.27
Spdr Gold Tr Gold Shs (GLD) 0.1 $295k 1.2k 242.13
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $294k 11k 27.32
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $258k 5.1k 50.43
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $248k 2.3k 108.61
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $244k 11k 22.70
Ishares Tr Eafe Value Etf (EFV) 0.1 $241k 4.6k 52.47
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $237k 897.00 264.13
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $233k 5.3k 44.04
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $231k 2.6k 87.25
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $201k 3.2k 62.31