Rachor Investment Advisory Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RI Rachor Investment Advisory Services, LLC | Institutional Filer | ▲ 0.96% | $190.3M | 464 |
Current Portfolio Holdings
Showing all 464 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | — | 1.5M | $69.6M | 36.55% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 946K | $36.8M | 19.31% |
| 3 | DFIC | DIMENSIONAL ETF TRUST | — | 800K | $28.4M | 14.94% |
| 4 | DUSB | DIMENSIONAL ETF TRUST | — | 384K | $19.5M | 10.23% |
| 5 | DFEM | DIMENSIONAL ETF TRUST | — | 365K | $12.6M | 6.62% |
| 6 | DFAR | DIMENSIONAL ETF TRUST | — | 176K | $4.2M | 2.19% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 6K | $3.1M | 1.61% |
| 8 | DFAW | DIMENSIONAL ETF TRUST | — | 32K | $2.3M | 1.23% |
| 9 | DFCF | DIMENSIONAL ETF TRUST | — | 55K | $2.3M | 1.23% |
| 10 | GOOG | Alphabet Inc. | Technology | 3K | $891K | 0.47% |
| 11 | BAC | Bank of America Corporation | Financial Services | 15K | $754K | 0.40% |
| 12 | HBAN | Huntington Bancshares Incorporated | Financial Services | 44K | $685K | 0.36% |
| 13 | ONEQ | FIDELITY COMWLTH TR | — | 6K | $486K | 0.26% |
| 14 | AAPL | Apple Inc. | Technology | 2K | $444K | 0.23% |
| 15 | AVGO | Broadcom Inc. | Technology | 1K | $421K | 0.22% |
Showing 1 to 15 of 464 holdings