Kaufman Rossin Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
KR Kaufman Rossin Wealth, LLC | Institutional Filer | ▼ 9.15% | $174.5M | 98 |
Current Portfolio Holdings
Showing all 98 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BSVO | EA SERIES TRUST | — | 1.3M | $32.4M | 18.57% |
| 2 | ITOT | ISHARES TR | — | 133K | $19.0M | 10.86% |
| 3 | AVDV | AMERICAN CENTY ETF TR | — | 164K | $16.4M | 9.41% |
| 4 | DFEM | DIMENSIONAL ETF TRUST | — | 343K | $11.8M | 6.79% |
| 5 | DUHP | DIMENSIONAL ETF TRUST | — | 248K | $9.1M | 5.22% |
| 6 | DIHP | DIMENSIONAL ETF TRUST | — | 239K | $7.7M | 4.42% |
| 7 | IDEV | ISHARES TR | — | 90K | $7.6M | 4.33% |
| 8 | VGIT | VANGUARD SCOTTSDALE FDS | — | 97K | $5.8M | 3.31% |
| 9 | DFAC | DIMENSIONAL ETF TRUST | — | 142K | $5.5M | 3.17% |
| 10 | VTI | VANGUARD INDEX FDS | — | 14K | $4.4M | 2.49% |
| 11 | DISV | DIMENSIONAL ETF TRUST | — | 101K | $4.0M | 2.28% |
| 12 | AAPL | Apple Inc. | Technology | 13K | $3.3M | 1.88% |
| 13 | DFSD | DIMENSIONAL ETF TRUST | — | 60K | $2.9M | 1.64% |
| 14 | NVDA | NVIDIA Corporation | Technology | 14K | $2.4M | 1.39% |
| 15 | DFIV | DIMENSIONAL ETF TRUST | — | 39K | $2.1M | 1.18% |
Showing 1 to 15 of 98 holdings