Warburton Capital Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WC Warburton Capital Management, LLC | Institutional Filer | ▲ 15.80% | $205K | 68 |
Current Portfolio Holdings
Showing all 68 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | — | 2.0M | $83K | 40.24% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | — | 1.2M | $44K | 21.59% |
| 3 | DFUS | DIMENSIONAL ETF TRUST | — | 221K | $16K | 8.00% |
| 4 | DUHP | DIMENSIONAL ETF TRUST | — | 212K | $8K | 3.94% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | — | 118K | $4K | 2.14% |
| 6 | DFAR | DIMENSIONAL ETF TRUST | — | 160K | $4K | 1.93% |
| 7 | DFAW | DIMENSIONAL ETF TRUST | — | 38K | $3K | 1.44% |
| 8 | NVDA | NVIDIA Corporation | Technology | 15K | $3K | 1.36% |
| 9 | DFSV | DIMENSIONAL ETF TRUST | — | 68K | $2K | 1.20% |
| 10 | AAPL | Apple Inc. | Technology | 9K | $2K | 1.19% |
| 11 | DFNM | DIMENSIONAL ETF TRUST | — | 43K | $2K | 1.02% |
| 12 | DFEM | DIMENSIONAL ETF TRUST | — | 57K | $2K | 1.02% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 3K | $2K | 0.93% |
| 14 | DFAI | DIMENSIONAL ETF TRUST | — | 43K | $2K | 0.86% |
| 15 | MSFT | Microsoft Corporation | Technology | 4K | $2K | 0.81% |
Showing 1 to 15 of 68 holdings