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  Name: Team Hewins LLC
  City: REDWOOD CITY
  State: CA
  Zip: 94065
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $727,762,000
  Total Value Change : $63,698,000
  Securities Held Change : 19
   
All Securities Held : 369
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CHTR)1 Year Chart         CHTR Charter Communications Inc Closed $275.55 $0 0 0% -213,000 -547 0    CATV Systems
   (BIIB)1 Year Chart         BIIB Biogen Idec Inc Closed $221.50 $0 0 0% -227,000 -879 0    Biotechnology
   (NEM)1 Year Chart         NEM Newmont Mining Corp Closed $42.49 $0 0 0% -208,000 -5,027 0    Gold
   (FMC)1 Year Chart         FMC FMC Corp Closed $67.53 $0 0 0% -201,000 -3,162 0    Diversified Chemicals
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf Closed $478.74 $0 0 0% -213,000 -489 0    Closed - End Fund - E...
   (VOOV)1 Year Chart         VOOV Vanguard S&P 500 Value Etf Closed $178.21 $0 0 0% -269,000 -1,600 0    N/A
   (ADM)1 Year Chart         ADM Archer Daniels Midland Co Closed $62.98 $0 0 0% -215,000 -2,976 0    Food - Major Diversified

      7 Records Found
  1    
Page 1 of 1
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