Cravens & Co Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CC Cravens & Co Advisors, LLC | Institutional Filer | ▲ 0.80% | $153.9M | 64 |
Current Portfolio Holdings
Showing all 64 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 418K | $16.2M | 10.55% |
| 2 | DFEM | DIMENSIONAL ETF TRUST | — | 388K | $13.4M | 8.70% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | — | 329K | $11.7M | 7.61% |
| 4 | VMBS | VANGUARD SCOTTSDALE FDS | — | 215K | $10.1M | 6.54% |
| 5 | VGIT | VANGUARD SCOTTSDALE FDS | — | 167K | $9.9M | 6.46% |
| 6 | DBND | DOUBLELINE ETF TRUST | — | 217K | $9.9M | 6.45% |
| 7 | VGSH | VANGUARD SCOTTSDALE FDS | — | 163K | $9.6M | 6.21% |
| 8 | SMBK | SmartFinancial, Inc. | Financial Services | 220K | $8.6M | 5.60% |
| 9 | JPST | J P MORGAN EXCHANGE TRADED F | — | 104K | $5.2M | 3.41% |
| 10 | DFSV | DIMENSIONAL ETF TRUST | — | 136K | $4.8M | 3.10% |
| 11 | PULS | PGIM ETF TR | — | 69K | $3.4M | 2.23% |
| 12 | CBK | Commercial Bancgroup, Inc. Common Stock | — | 125K | $3.2M | 2.11% |
| 13 | AVGO | Broadcom Inc. | Technology | 8K | $2.5M | 1.66% |
| 14 | META | Meta Platforms, Inc. | Technology | 4K | $2.2M | 1.40% |
| 15 | TFLO | ISHARES TR | — | 37K | $1.9M | 1.22% |
Showing 1 to 15 of 64 holdings