Team Hewins

Team Hewins as of March 31, 2025

Portfolio Holdings for Team Hewins

Team Hewins holds 36 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 Internatnal Val (DFIV) 28.3 $73M 1.9M 39.36
Dimensional Etf Trust Us Targeted Vlu (DFAT) 19.6 $50M 978k 51.49
Dimensional Etf Trust Us Mktwide Value (DFUV) 17.2 $44M 1.1M 41.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 11.9 $31M 351k 87.17
Dimensional Etf Trust Us Large Cap Val (DFLV) 9.8 $25M 826k 30.57
American Centy Etf Tr Avantis Emgmkt (AVEM) 2.6 $6.7M 112k 60.17
Ishares Tr Rus 2000 Grw Etf (IWO) 2.6 $6.6M 26k 255.53
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.4M 4.2k 561.04
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.9 $2.2M 78k 28.15
Vanguard World Esg Us Corp Bd (VCEB) 0.8 $2.2M 34k 62.92
Dimensional Etf Trust Us Equity Market (DFUS) 0.7 $1.9M 31k 60.48
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.4M 2.5k 561.91
Vanguard Index Fds Value Etf (VTV) 0.5 $1.3M 7.5k 172.74
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.4 $1.0M 20k 51.55
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.3 $823k 14k 59.40
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $798k 1.00 798442.00
American Centy Etf Tr Avantis Responsi (AVSD) 0.3 $762k 13k 59.98
Vanguard Index Fds Small Cp Etf (VB) 0.2 $610k 2.8k 221.75
Vanguard Index Fds Growth Etf (VUG) 0.2 $559k 1.5k 370.82
Wisdomtree Tr Us Largecap Divd (DLN) 0.2 $546k 6.9k 79.37
Ishares Tr Core Msci Eafe (IEFA) 0.2 $413k 5.5k 75.65
Vaneck Etf Trust Israel Etf (ISRA) 0.1 $347k 8.2k 42.18
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $315k 2.6k 122.01
Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $313k 1.7k 188.16
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $294k 1.6k 186.29
Vanguard Specialized Funds Div App Etf (VIG) 0.1 $272k 1.4k 193.99
American Centy Etf Tr Avantis Responsi (AVSE) 0.1 $264k 5.1k 51.38
Spdr Gold Tr Gold Shs (GLD) 0.1 $250k 867.00 288.14
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $247k 8.8k 27.96
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $232k 897.00 258.62
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $232k 11k 21.53
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $230k 447.00 513.91
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.1 $229k 5.1k 45.26
Ishares Tr Sp Smcp600vl Etf (IJS) 0.1 $222k 2.3k 97.48
Ishares Tr Eafe Value Etf (EFV) 0.1 $216k 3.7k 58.94
Spdr Ser Tr S&p 600 Smcp Val (SLYV) 0.1 $207k 2.6k 78.40