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Manager Directed Portfolios shares owned by Caprock

Quarter-by-quarter ownership of Manager Directed Portfolios (VGSR) shares owned by Caprock from 13F filings

Historical chart of Caprock investment in Manager Directed Portfolios

Tip: Access up to 7 years of quarterly data

All positions including Manager Directed Portfolios held by Caprock consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Manager Directed Portfolios by Caprock

Quarter filed Position value Share count Share price at filing
2024-09-30 $119k 11k 11.11
2024-06-30 $102k 11k 9.67

More positions owned by Caprock

Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Eli Lilly & Co. (LLY)
Equity Lifestyle Properties (ELS)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Meta Platforms Cl A (META)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Accenture Plc Ireland Shs Class A (ACN)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for Caprock

Top funds holding Manager Directed Portfolios

Abacus Wealth Partners
Brighton Jones
Merriman Wealth Management
First Pacific Financial
Vista Wealth Management Group
WCG Wealth Advisors
Mission Wealth Management
PFG Investments
HighTower Advisors
Colorado Capital Management
Balanced Rock Investment Advisors
SOA Wealth Advisors
Koss-Olinger Consulting
Colony
Red Lighthouse Investment Management

View all funds holding Manager Directed Portfolios