Watchman Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WG Watchman Group, Inc. | Institutional Filer | ▼ 1.35% | $413.2M | 73 |
Current Portfolio Holdings
Showing all 73 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | — | 878K | $43.4M | 10.51% |
| 2 | DFAC | DIMENSIONAL ETF TRUST | — | 906K | $35.2M | 8.52% |
| 3 | VSLU | ETF OPPORTUNITIES TRUST | — | 719K | $30.1M | 7.28% |
| 4 | TMSL | T ROWE PRICE ETF INC | — | 811K | $29.7M | 7.20% |
| 5 | TLH | ISHARES TR | — | 271K | $27.3M | 6.61% |
| 6 | DFAT | DIMENSIONAL ETF TRUST | — | 431K | $26.9M | 6.51% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | — | 442K | $20.2M | 4.88% |
| 8 | DFIC | DIMENSIONAL ETF TRUST | — | 433K | $15.4M | 3.72% |
| 9 | DFEM | DIMENSIONAL ETF TRUST | — | 330K | $11.4M | 2.76% |
| 10 | FRDM | EA SERIES TRUST | — | 171K | $9.4M | 2.26% |
| 11 | AVDE | AMERICAN CENTY ETF TR | — | 107K | $9.1M | 2.20% |
| 12 | GOOG | Alphabet Inc. | Technology | 26K | $7.4M | 1.79% |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 15K | $7.2M | 1.73% |
| 14 | SGOV | ISHARES TR | — | 67K | $6.7M | 1.63% |
| 15 | TSLA | Tesla, Inc. | Consumer Cyclical | 16K | $6.0M | 1.45% |
Showing 1 to 15 of 73 holdings