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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 : 26
  Closed Positions : 7
  Increased Positions : 188
  Unchanged Positions : 15
  Decreased Positions : 140

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Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged 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
   (EFA)1 Year Chart         EFA iShares TR MSCI EAFE Indx FD 5 - $80.34 $40,646,000 508,962 5.59% 2,296,000 0 0.071    Closed - End Fund - E...
   (AVEM)1 Year Chart         AVEM Avantis Emerging Markets Eq... 15 - $0.00 $6,538,000 112,800 0.9% 177,000 0 0.102    N/A
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 87 - $60.61 $950,000 15,562 0.13% 84,000 0 0.008    Closed - End Fund - Debt
   (VB)1 Year Chart         VB Vanguard Small Cap VIPERS 102 - $222.54 $798,000 3,491 0.11% 53,000 0 0.002    Closed - End Fund - E...
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 113 - $56.68 $730,000 12,820 0.1% 66,000 0 0.001    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 116 - $258.05 $703,000 2,706 0.1% 61,000 0 0    Closed - End Fund - E...
   (GMXAY)1 Year Chart         GMXAY GENMAB AS 248 - $28.84 $331,000 11,058 0.05% -21,000 0 0.019    N/A
   (ISRA)1 Year Chart         ISRA Market Vectors Israel 259 - $35.80 $308,000 8,220 0.04% 20,000 0 0.475    N/A
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) 271 - $73.82 $298,000 4,285 0.04% 6,000 0 0    Integrated Oil & Gas
   (VIG)1 Year Chart         VIG Vanguard Dividend Appreciat... 295 - $181.14 $268,000 1,468 0.04% 18,000 0 0    Closed - End Fund - Debt
   (BNTX)1 Year Chart         BNTX Biontech Se Adr 299 - $0.00 $264,000 2,860 0.04% -38,000 0 0    N/A
   (IJS)1 Year Chart         IJS iShares S&P SmCp 600/BRR Vl 330 - $100.52 $234,000 2,280 0.03% -1,000 0 0.004    Closed - End Fund - E...
   (RC)1 Year Chart         RC Ready Capital Corp 351 - $8.37 $211,000 23,063 0.03% -25,000 0 0.021    REIT - Diversified
   (XP)1 Year Chart         XP XP INC 353 - $21.58 $207,000 8,076 0.03% -4,000 0 0.002    N/A
   (DFLI)1 Year Chart         DFLI Dragonfly Energy Holdings O... 369 - $1.24 $12,000 22,000 0% 0 0 0.051    N/A
      15 Records Found
  1    
Page 1 of 1
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