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| Name: |
Team Hewins LLC |
| City: |
REDWOOD CITY |
| State: |
CA |
| Zip: |
94065 |
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data |
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| Holdings
Found :
15 |
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Menu
 |
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 |
iShares TR MSCI EAFE Indx FD |
|
- |
$80.34 |
$40,646,000 |
508,962 |
% |
2,296,000 |
0 |
0 |
N/A |
|
|
AVEM |
Avantis Emerging Markets Eq... |
|
- |
$0.00 |
$6,538,000 |
112,800 |
% |
177,000 |
0 |
0 |
N/A |
|
|
SCHB |
Schwab Strategic Trust |
|
- |
$60.61 |
$950,000 |
15,562 |
% |
84,000 |
0 |
0 |
N/A |
|
|
VB |
Vanguard Small Cap VIPERS |
|
- |
$222.54 |
$798,000 |
3,491 |
% |
53,000 |
0 |
0 |
N/A |
|
|
DFUS |
Dimensional U S Equity Etf |
|
- |
$56.68 |
$730,000 |
12,820 |
% |
66,000 |
0 |
0 |
N/A |
|
|
VTI |
Vanguard Total Stock Market... |
|
- |
$258.05 |
$703,000 |
2,706 |
% |
61,000 |
0 |
0 |
N/A |
|
|
GMXAY |
GENMAB AS |
|
- |
$28.84 |
$331,000 |
11,058 |
% |
-21,000 |
0 |
0 |
N/A |
|
|
ISRA |
Market Vectors Israel |
|
- |
$35.80 |
$308,000 |
8,220 |
% |
20,000 |
0 |
0 |
N/A |
|
|
TOT |
TOTAL S.A. (ADR) |
|
- |
$73.82 |
$298,000 |
4,285 |
% |
6,000 |
0 |
0 |
N/A |
|
|
VIG |
Vanguard Dividend Appreciat... |
|
- |
$181.14 |
$268,000 |
1,468 |
% |
18,000 |
0 |
0 |
N/A |
|
|
BNTX |
Biontech Se Adr |
|
- |
$0.00 |
$264,000 |
2,860 |
% |
-38,000 |
0 |
0 |
N/A |
|
|
IJS |
iShares S&P SmCp 600/BRR Vl |
|
- |
$100.52 |
$234,000 |
2,280 |
% |
-1,000 |
0 |
0 |
N/A |
|
|
RC |
Ready Capital Corp |
|
- |
$8.37 |
$211,000 |
23,063 |
% |
-25,000 |
0 |
0 |
N/A |
|
|
XP |
XP INC |
|
- |
$21.58 |
$207,000 |
8,076 |
% |
-4,000 |
0 |
0 |
N/A |
|
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DFLI |
Dragonfly Energy Holdings O... |
|
- |
$1.24 |
$12,000 |
22,000 |
% |
0 |
0 |
0 |
N/A |
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