71 is the total number of securities DOPKINS WEALTH MANAGEMENT, LLC has owned. The longest DOPKINS WEALTH MANAGEMENT, LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DFAC | DIMENSIONAL ETF TRUST | 8 | 8 | 21.93% | 27.76% | 35.57% | Q4 2021 | Q3 2023 | 8 |
| DFAT | DIMENSIONAL ETF TRUST | 8 | 8 | 12.65% | 13.77% | 15.67% | Q4 2021 | Q3 2023 | 8 |
| DIMENSIONAL ETF TRUST | 8 | 8 | 9.08% | 10.29% | 12.23% | Q4 2021 | Q3 2023 | 8 | |
| DIMENSIONAL ETF TRUST | 8 | 8 | 3.90% | 4.84% | 6.11% | Q4 2021 | Q3 2023 | 8 | |
| DFUS | DIMENSIONAL ETF TRUST | 8 | 8 | 3.29% | 4.02% | 4.76% | Q4 2021 | Q3 2023 | 8 |
| DFAS | DIMENSIONAL ETF TRUST | 8 | 8 | 2.33% | 2.99% | 3.59% | Q4 2021 | Q3 2023 | 8 |
| VUG | VANGUARD INDEX FDS | 8 | 8 | 0.31% | 1.81% | 3.67% | Q4 2021 | Q3 2023 | 8 |
| VBK | VANGUARD INDEX FDS | 8 | 8 | 0.35% | 1.61% | 3.14% | Q4 2021 | Q3 2023 | 8 |
| AAPL | APPLE INC | 8 | 8 | 1.11% | 1.56% | 1.84% | Q4 2021 | Q3 2023 | 8 |
| SPY | SPDR S&P 500 ETF TR | 8 | 8 | 0.33% | 1.04% | 1.91% | Q4 2021 | Q3 2023 | 8 |
| GSIE | GOLDMAN SACHS ETF TR | 8 | 8 | 0.57% | 0.71% | 0.83% | Q4 2021 | Q3 2023 | 8 |
| DFAU | DIMENSIONAL ETF TRUST | 8 | 8 | 0.40% | 0.59% | 0.80% | Q4 2021 | Q3 2023 | 8 |
| QQQ | INVESCO QQQ TR | 8 | 8 | 0.32% | 0.55% | 1.29% | Q4 2021 | Q3 2023 | 8 |
| VOOG | VANGUARD ADMIRAL FDS INC | 8 | 8 | 0.31% | 0.47% | 0.63% | Q4 2021 | Q3 2023 | 8 |
| VBR | VANGUARD INDEX FDS | 8 | 8 | 0.36% | 0.47% | 0.58% | Q4 2021 | Q3 2023 | 8 |
| MSFT | MICROSOFT CORP | 8 | 8 | 0.24% | 0.35% | 0.60% | Q4 2021 | Q3 2023 | 8 |
| VXUS | VANGUARD STAR FDS | 8 | 8 | 0.18% | 0.33% | 0.53% | Q4 2021 | Q3 2023 | 8 |
| VTV | VANGUARD INDEX FDS | 8 | 8 | 0.27% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
| EFV | ISHARES TR | 8 | 8 | 0.26% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
| VTI | VANGUARD INDEX FDS | 8 | 8 | 0.24% | 0.28% | 0.30% | Q4 2021 | Q3 2023 | 8 |
| AMZN | AMAZON COM INC | 8 | 8 | 0.19% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
| IAU | ISHARES GOLD TR | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
| PNI | PIMCO NEW YORK MUN FD II | 8 | 8 | 0.08% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
| PYN | PIMCO NEW YORK MUN INC... | 8 | 8 | 0.07% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
| MTB | M & T BK CORP | 4 | 3 | 0.25% | 0.43% | 0.52% | Q4 2021 | Q3 2023 | 7 |
| MTUM | ISHARES TR | 4 | 3 | 0.32% | 0.40% | 0.47% | Q4 2021 | Q3 2023 | 7 |
| FNDC | SCHWAB STRATEGIC TR | 4 | 3 | 0.18% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 7 |
| DIMENSIONAL ETF TRUST | 6 | 6 | 10.92% | 11.95% | 13.05% | Q2 2022 | Q3 2023 | 6 | |
| SCHO | SCHWAB STRATEGIC TR | 6 | 6 | 0.66% | 1.76% | 2.77% | Q2 2022 | Q3 2023 | 6 |
| AVDV | AMERICAN CENTY ETF TR | 5 | 5 | 0.32% | 2.65% | 3.45% | Q3 2022 | Q3 2023 | 5 |
| AVEM | AMERICAN CENTY ETF TR | 5 | 5 | 0.66% | 2.54% | 3.27% | Q3 2022 | Q3 2023 | 5 |
| RYAN SPECIALTY HOLDING... | 5 | 5 | 1.13% | 1.29% | 1.52% | Q3 2022 | Q3 2023 | 5 | |
| VIG | VANGUARD SPECIALIZED F... | 5 | 5 | 0.82% | 0.98% | 1.14% | Q4 2021 | Q4 2022 | 5 |
| DGRW | WISDOMTREE TR | 5 | 5 | 0.77% | 0.93% | 1.04% | Q4 2021 | Q4 2022 | 5 |
| VYM | VANGUARD WHITEHALL FDS | 5 | 5 | 0.75% | 0.86% | 0.96% | Q4 2021 | Q4 2022 | 5 |
| SCHG | SCHWAB STRATEGIC TR | 4 | 4 | 2.36% | 2.81% | 3.24% | Q4 2021 | Q3 2022 | 4 |
| SCHC | SCHWAB STRATEGIC TR | 4 | 4 | 0.90% | 1.05% | 1.15% | Q4 2022 | Q3 2023 | 4 |
| GEM | GOLDMAN SACHS ETF TR | 4 | 4 | 0.26% | 0.85% | 1.26% | Q4 2021 | Q3 2022 | 4 |
| IGV | ISHARES TR | 4 | 4 | 0.61% | 0.69% | 0.77% | Q4 2021 | Q3 2022 | 4 |
| IMTM | ISHARES TR | 4 | 4 | 0.42% | 0.54% | 0.71% | Q4 2022 | Q3 2023 | 4 |
| VLUE | ISHARES TR | 4 | 4 | 0.49% | 0.53% | 0.63% | Q4 2021 | Q3 2022 | 4 |
| VGSH | VANGUARD SCOTTSDALE FDS | 4 | 4 | 0.43% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
| VNQI | VANGUARD INTL EQUITY I... | 4 | 4 | 0.48% | 0.52% | 0.59% | Q4 2022 | Q3 2023 | 4 |
| AVUV | AMERICAN CENTY ETF TR | 4 | 4 | 0.18% | 0.40% | 0.52% | Q4 2022 | Q3 2023 | 4 |
| EA SERIES TRUST | 3 | 3 | 4.35% | 4.42% | 4.47% | Q1 2023 | Q3 2023 | 3 | |
| CMCO | COLUMBUS MCKINNON CORP... | 3 | 3 | 0.26% | 0.34% | 0.39% | Q4 2021 | Q2 2022 | 3 |
| AMERICAN CENTY ETF TR | 3 | 3 | 0.20% | 0.31% | 0.38% | Q1 2023 | Q3 2023 | 3 | |
| TSLA | TESLA INC | 2 | 2 | 0.23% | 3.24% | 6.25% | Q4 2021 | Q1 2022 | 2 |
| AVDE | AMERICAN CENTY ETF TR | 2 | 2 | 1.11% | 1.11% | 1.12% | Q3 2022 | Q4 2022 | 2 |
| DIMENSIONAL ETF TRUST | 2 | 2 | 0.57% | 0.58% | 0.59% | Q3 2022 | Q4 2022 | 2 | |
| TQQQ | PROSHARES TR | 2 | 2 | 0.33% | 0.35% | 0.38% | Q4 2021 | Q1 2022 | 2 |
| DIMENSIONAL ETF TRUST | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 | |
| ATNX | ATHENEX INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
| VTEB | VANGUARD MUN BD FDS | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2022 | Q4 2022 | 1 |
| XOM | EXXON MOBIL CORP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
| ITOT | ISHARES TR | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
| VGIT | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
| UNP | UNION PAC CORP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
| PG | PROCTER AND GAMBLE CO | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
| CVX | CHEVRON CORP NEW | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
| IBM | INTERNATIONAL BUSINESS... | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
| WM | WASTE MGMT INC DEL | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
| IDEV | ISHARES TR | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
| ADBE | ADOBE INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
| VEA | VANGUARD TAX-MANAGED FDS | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
| IJR | ISHARES TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
| COP | CONOCOPHILLIPS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
| VTIP | VANGUARD MALVERN FDS | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
| BSV | VANGUARD BD INDEX FDS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
| GENERAL ELECTRIC CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 | |
| VOT | VANGUARD INDEX FDS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of DOPKINS WEALTH MANAGEMENT, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by DOPKINS WEALTH MANAGEMENT, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that DOPKINS WEALTH MANAGEMENT, LLC owns currently or has owned in the past.