$165 Million is the total value of DecisionPoint Financial, LLC's 200 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DFAC | New | DIMENSIONAL ETF TRUSTus core equity 2 | $31,138,129 | – | 1,282,460 | +100.0% | 18.93% | – |
| HOMB | New | HOME BANCSHARES INC | $30,157,506 | – | 1,323,278 | +100.0% | 18.33% | – |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $25,371,380 | – | 327,330 | +100.0% | 15.42% | – |
| New | DIMENSIONAL ETF TRUST | $14,411,634 | – | 347,101 | +100.0% | 8.76% | – | |
| DFAI | New | DIMENSIONAL ETF TRUSTintl core eqt mk | $14,229,707 | – | 568,279 | +100.0% | 8.65% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $9,324,586 | – | 113,053 | +100.0% | 5.67% | – |
| DFAS | New | DIMENSIONAL ETF TRUSTus small cap etf | $6,179,381 | – | 120,809 | +100.0% | 3.76% | – |
| SLQD | New | ISHARES TR0-5yr invt gr cp | $5,179,170 | – | 108,215 | +100.0% | 3.15% | – |
| DFAE | New | DIMENSIONAL ETF TRUSTemgr cre eqt mng | $3,811,289 | – | 173,635 | +100.0% | 2.32% | – |
| VCSH | New | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,481,980 | – | 46,309 | +100.0% | 2.12% | – |
| SCHI | New | SCHWAB STRATEGIC TR5 10yr corp bd | $3,365,205 | – | 78,079 | +100.0% | 2.05% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $2,653,335 | – | 13,878 | +100.0% | 1.61% | – |
| New | DIMENSIONAL ETF TRUSTus real estate e | $2,063,944 | – | 97,586 | +100.0% | 1.26% | – | |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,493,062 | – | 35,575 | +100.0% | 0.91% | – |
| MSFT | New | MICROSOFT CORP | $1,492,400 | – | 6,223 | +100.0% | 0.91% | – |
| AAPL | New | APPLE INC | $1,393,890 | – | 10,728 | +100.0% | 0.85% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $878,941 | – | 22,549 | +100.0% | 0.53% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $749,670 | – | 4,085 | +100.0% | 0.46% | – |
| LAND | New | GLADSTONE LD CORP | $710,145 | – | 38,700 | +100.0% | 0.43% | – |
| RSG | New | REPUBLIC SVCS INC | $535,954 | – | 4,155 | +100.0% | 0.33% | – |
| DFAU | New | DIMENSIONAL ETF TRUSTus core eqt mkt | $496,358 | – | 18,370 | +100.0% | 0.30% | – |
| New | DIMENSIONAL ETF TRUSTworld ex us core | $493,517 | – | 22,848 | +100.0% | 0.30% | – | |
| BNDW | New | VANGUARD SCOTTSDALE FDStotal wld bd etf | $355,298 | – | 5,299 | +100.0% | 0.22% | – |
| RF | New | REGIONS FINANCIAL CORP NEW | $230,865 | – | 10,708 | +100.0% | 0.14% | – |
| VT | New | VANGUARD INTL EQUITY INDEX Ftt wrld st etf | $220,733 | – | 2,561 | +100.0% | 0.13% | – |
| New | DIMENSIONAL ETF TRUSTshort duration f | $167,077 | – | 3,625 | +100.0% | 0.10% | – | |
| HD | New | HOME DEPOT INC | $149,718 | – | 474 | +100.0% | 0.09% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $149,486 | – | 1,004 | +100.0% | 0.09% | – |
| PFE | New | PFIZER INC | $141,987 | – | 2,771 | +100.0% | 0.09% | – |
| COP | New | CONOCOPHILLIPS | $118,000 | – | 1,000 | +100.0% | 0.07% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $112,749 | – | 365 | +100.0% | 0.07% | – |
| MRK | New | MERCK & CO INC | $110,950 | – | 1,000 | +100.0% | 0.07% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $108,285 | – | 1,505 | +100.0% | 0.07% | – |
| CVS | New | CVS HEALTH CORP | $93,190 | – | 1,000 | +100.0% | 0.06% | – |
| AMZN | New | AMAZON COM INC | $92,904 | – | 1,106 | +100.0% | 0.06% | – |
| TER | New | TERADYNE INC | $87,350 | – | 1,000 | +100.0% | 0.05% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $86,448 | – | 225 | +100.0% | 0.05% | – |
| XYL | New | XYLEM INC | $82,928 | – | 750 | +100.0% | 0.05% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $82,206 | – | 1,092 | +100.0% | 0.05% | – |
| JPM | New | JPMORGAN CHASE & CO | $81,801 | – | 610 | +100.0% | 0.05% | – |
| FB | New | META PLATFORMS INCcl a | $78,221 | – | 650 | +100.0% | 0.05% | – |
| PPH | New | VANECK ETF TRUSTpharmaceutcl etf | $77,741 | – | 1,000 | +100.0% | 0.05% | – |
| NKE | New | NIKE INCcl b | $78,046 | – | 667 | +100.0% | 0.05% | – |
| SQ | New | BLOCK INCcl a | $70,067 | – | 1,115 | +100.0% | 0.04% | – |
| GIS | New | GENERAL MLS INC | $70,099 | – | 836 | +100.0% | 0.04% | – |
| HACK | New | ETF MANAGERS TRprime cybr scrty | $66,075 | – | 1,500 | +100.0% | 0.04% | – |
| ON | New | ON SEMICONDUCTOR CORP | $62,370 | – | 1,000 | +100.0% | 0.04% | – |
| PEP | New | PEPSICO INC | $59,076 | – | 327 | +100.0% | 0.04% | – |
| SUM | New | SUMMIT MATLS INCcl a | $57,746 | – | 2,034 | +100.0% | 0.04% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $56,536 | – | 177 | +100.0% | 0.03% | – |
| JNJ | New | JOHNSON & JOHNSON | $54,762 | – | 310 | +100.0% | 0.03% | – |
| CVX | New | CHEVRON CORP NEW | $54,565 | – | 304 | +100.0% | 0.03% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $55,013 | – | 620 | +100.0% | 0.03% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $53,090 | – | 739 | +100.0% | 0.03% | – |
| PSX | New | PHILLIPS 66 | $52,040 | – | 500 | +100.0% | 0.03% | – |
| ORCL | New | ORACLE CORP | $51,088 | – | 625 | +100.0% | 0.03% | – |
| PAYX | New | PAYCHEX INC | $48,998 | – | 424 | +100.0% | 0.03% | – |
| ED | New | CONSOLIDATED EDISON INC | $47,655 | – | 500 | +100.0% | 0.03% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $46,386 | – | 900 | +100.0% | 0.03% | – |
| TSLA | New | TESLA INC | $46,809 | – | 380 | +100.0% | 0.03% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $44,227 | – | 217 | +100.0% | 0.03% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $44,292 | – | 502 | +100.0% | 0.03% | – |
| CSCO | New | CISCO SYS INC | $42,162 | – | 885 | +100.0% | 0.03% | – |
| AXP | New | AMERICAN EXPRESS CO | $40,632 | – | 275 | +100.0% | 0.02% | – |
| INTC | New | INTEL CORP | $40,438 | – | 1,530 | +100.0% | 0.02% | – |
| PH | New | PARKER-HANNIFIN CORP | $39,285 | – | 135 | +100.0% | 0.02% | – |
| INTU | New | INTUIT | $38,922 | – | 100 | +100.0% | 0.02% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $36,267 | – | 208 | +100.0% | 0.02% | – |
| PG | New | PROCTER AND GAMBLE CO | $34,101 | – | 225 | +100.0% | 0.02% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $34,992 | – | 66 | +100.0% | 0.02% | – |
| VGSH | New | VANGUARD SCOTTSDALE FDSshort term treas | $32,380 | – | 560 | +100.0% | 0.02% | – |
| PSA | New | PUBLIC STORAGE | $32,503 | – | 116 | +100.0% | 0.02% | – |
| SBUX | New | STARBUCKS CORP | $32,240 | – | 325 | +100.0% | 0.02% | – |
| TXN | New | TEXAS INSTRS INC | $32,549 | – | 197 | +100.0% | 0.02% | – |
| RHI | New | ROBERT HALF INTL INC | $29,606 | – | 401 | +100.0% | 0.02% | – |
| HASI | New | HANNON ARMSTRONG SUST INFR C | $28,980 | – | 1,000 | +100.0% | 0.02% | – |
| ITOT | New | ISHARES TRcore s&p ttl stk | $27,900 | – | 329 | +100.0% | 0.02% | – |
| NVDA | New | NVIDIA CORPORATION | $25,721 | – | 176 | +100.0% | 0.02% | – |
| SHOP | New | SHOPIFY INCcl a | $26,033 | – | 750 | +100.0% | 0.02% | – |
| NEE | New | NEXTERA ENERGY INC | $23,910 | – | 286 | +100.0% | 0.02% | – |
| XLI | New | SELECT SECTOR SPDR TRsbi int-inds | $23,866 | – | 243 | +100.0% | 0.02% | – |
| KO | New | COCA COLA CO | $22,264 | – | 350 | +100.0% | 0.01% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $22,203 | – | 220 | +100.0% | 0.01% | – |
| VFH | New | VANGUARD WORLD FDSfinancials etf | $21,510 | – | 260 | +100.0% | 0.01% | – |
| New | DIMENSIONAL ETF TRUSTintl core equity | $21,546 | – | 964 | +100.0% | 0.01% | – | |
| D | New | DOMINION ENERGY INC | $21,769 | – | 355 | +100.0% | 0.01% | – |
| GD | New | GENERAL DYNAMICS CORP | $21,090 | – | 85 | +100.0% | 0.01% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $20,319 | – | 84 | +100.0% | 0.01% | – |
| PSTG | New | PURE STORAGE INCcl a | $20,070 | – | 750 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $18,858 | – | 146 | +100.0% | 0.01% | – |
| SNA | New | SNAP ON INC | $16,909 | – | 74 | +100.0% | 0.01% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $14,944 | – | 110 | +100.0% | 0.01% | – |
| HST | New | HOST HOTELS & RESORTS INC | $13,081 | – | 815 | +100.0% | 0.01% | – |
| FREL | New | FIDELITY COVINGTON TRUSTmsci rl est etf | $12,802 | – | 516 | +100.0% | 0.01% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $9,075 | – | 220 | +100.0% | 0.01% | – |
| NFLX | New | NETFLIX INC | $10,026 | – | 34 | +100.0% | 0.01% | – |
| DE | New | DEERE & CO | $9,862 | – | 23 | +100.0% | 0.01% | – |
| PLD | New | PROLOGIS INC. | $9,132 | – | 81 | +100.0% | 0.01% | – |
| LUV | New | SOUTHWEST AIRLS CO | $10,304 | – | 306 | +100.0% | 0.01% | – |
| LAZR | New | LUMINAR TECHNOLOGIES INC | $9,900 | – | 2,000 | +100.0% | 0.01% | – |
| New | FS CREDIT OPPORTUNITIES CORP | $7,612 | – | 1,616 | +100.0% | 0.01% | – | |
| IEMG | New | ISHARES INCcore msci emkt | $7,753 | – | 166 | +100.0% | 0.01% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $8,615 | – | 110 | +100.0% | 0.01% | – |
| LLY | New | LILLY ELI & CO | $6,220 | – | 17 | +100.0% | 0.00% | – |
| MNKD | New | MANNKIND CORP | $7,104 | – | 1,348 | +100.0% | 0.00% | – |
| APD | New | AIR PRODS & CHEMS INC | $5,857 | – | 19 | +100.0% | 0.00% | – |
| V | New | VISA INC | $7,272 | – | 35 | +100.0% | 0.00% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $7,068 | – | 21 | +100.0% | 0.00% | – |
| CAT | New | CATERPILLAR INC | $5,989 | – | 25 | +100.0% | 0.00% | – |
| ACN | New | ACCENTURE PLC IRELAND | $5,337 | – | 20 | +100.0% | 0.00% | – |
| PANW | New | PALO ALTO NETWORKS INC | $4,187 | – | 30 | +100.0% | 0.00% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $5,395 | – | 57 | +100.0% | 0.00% | – |
| ZTS | New | ZOETIS INCcl a | $4,837 | – | 33 | +100.0% | 0.00% | – |
| FIDU | New | FIDELITY COVINGTON TRUSTmsci indl indx | $5,477 | – | 108 | +100.0% | 0.00% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $4,607 | – | 68 | +100.0% | 0.00% | – |
| IT | New | GARTNER INC | $5,379 | – | 16 | +100.0% | 0.00% | – |
| AVGO | New | BROADCOM INC | $5,592 | – | 10 | +100.0% | 0.00% | – |
| ABBV | New | ABBVIE INC | $5,657 | – | 35 | +100.0% | 0.00% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $4,468 | – | 27 | +100.0% | 0.00% | – |
| VBR | New | VANGUARD INDEX FDSsm cp val etf | $4,923 | – | 31 | +100.0% | 0.00% | – |
| MCD | New | MCDONALDS CORP | $4,217 | – | 16 | +100.0% | 0.00% | – |
| WM | New | WASTE MGMT INC DEL | $3,138 | – | 20 | +100.0% | 0.00% | – |
| ABB | New | ABB LTDsponsored adr | $2,925 | – | 96 | +100.0% | 0.00% | – |
| LIN | New | LINDE PLC | $2,936 | – | 9 | +100.0% | 0.00% | – |
| ABT | New | ABBOTT LABS | $3,294 | – | 30 | +100.0% | 0.00% | – |
| DIS | New | DISNEY WALT CO | $3,823 | – | 44 | +100.0% | 0.00% | – |
| VOO | New | VANGUARD INDEX FDS | $3,865 | – | 11 | +100.0% | 0.00% | – |
| DEO | New | DIAGEO PLCspon adr new | $2,495 | – | 14 | +100.0% | 0.00% | – |
| CCI | New | CROWN CASTLE INC | $3,527 | – | 26 | +100.0% | 0.00% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $2,930 | – | 11 | +100.0% | 0.00% | – |
| COLB | New | COLUMBIA BKG SYS INC | $3,797 | – | 126 | +100.0% | 0.00% | – |
| VHT | New | VANGUARD WORLD FDShealth car etf | $3,473 | – | 14 | +100.0% | 0.00% | – |
| RY | New | ROYAL BK CDA SUSTAINABL | $3,385 | – | 36 | +100.0% | 0.00% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $3,060 | – | 8 | +100.0% | 0.00% | – |
| LMT | New | LOCKHEED MARTIN CORP | $2,919 | – | 6 | +100.0% | 0.00% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $3,111 | – | 25 | +100.0% | 0.00% | – |
| BLK | New | BLACKROCK INC | $2,835 | – | 4 | +100.0% | 0.00% | – |
| DAL | New | DELTA AIR LINES INC DEL | $1,249 | – | 38 | +100.0% | 0.00% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $931 | – | 145 | +100.0% | 0.00% | – |
| AON | New | AON PLC | $1,501 | – | 5 | +100.0% | 0.00% | – |
| NKTR | New | NEKTAR THERAPEUTICS | $2,109 | – | 933 | +100.0% | 0.00% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $2,087 | – | 6 | +100.0% | 0.00% | – |
| BBC | New | ETFIS SER TR Ivirtus lifesc ct | $1,550 | – | 62 | +100.0% | 0.00% | – |
| WEC | New | WEC ENERGY GROUP INC | $2,344 | – | 25 | +100.0% | 0.00% | – |
| NOW | New | SERVICENOW INC | $1,942 | – | 5 | +100.0% | 0.00% | – |
| MSCI | New | MSCI INC | $1,396 | – | 3 | +100.0% | 0.00% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $1,060 | – | 8 | +100.0% | 0.00% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $2,441 | – | 32 | +100.0% | 0.00% | – |
| NVO | New | NOVO-NORDISK A Sadr | $2,437 | – | 18 | +100.0% | 0.00% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $2,121 | – | 31 | +100.0% | 0.00% | – |
| ASML | New | ASML HOLDING N V | $2,186 | – | 4 | +100.0% | 0.00% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $1,404 | – | 10 | +100.0% | 0.00% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,384 | – | 32 | +100.0% | 0.00% | – |
| LULU | New | LULULEMON ATHLETICA INC | $962 | – | 3 | +100.0% | 0.00% | – |
| GOEV | New | CANOO INC | $2,460 | – | 2,000 | +100.0% | 0.00% | – |
| CYBR | New | CYBERARK SOFTWARE LTD | $1,945 | – | 15 | +100.0% | 0.00% | – |
| X | New | UNITED STATES STL CORP NEW | $1,353 | – | 54 | +100.0% | 0.00% | – |
| TM | New | TOYOTA MOTOR CORPads | $1,776 | – | 13 | +100.0% | 0.00% | – |
| BA | New | BOEING CO | $953 | – | 5 | +100.0% | 0.00% | – |
| New | TRAEGER INC | $1,769 | – | 627 | +100.0% | 0.00% | – | |
| ITW | New | ILLINOIS TOOL WKS INC | $1,322 | – | 6 | +100.0% | 0.00% | – |
| VTRS | New | VIATRIS INC | $1,748 | – | 157 | +100.0% | 0.00% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $2,318 | – | 10 | +100.0% | 0.00% | – |
| AMC | New | AMC ENTMT HLDGS INC | $5 | – | 1 | +100.0% | 0.00% | – |
| GPRO | New | GOPRO INCcl a | $269 | – | 54 | +100.0% | 0.00% | – |
| MILN | New | GLOBAL X FDSmillennial consu | $27 | – | 1 | +100.0% | 0.00% | – |
| PEJ | New | INVESCO EXCHANGE TRADED FD Tdynmc leisure | $37 | – | 1 | +100.0% | 0.00% | – |
| AOA | New | ISHARES TRaggres alloc etf | $299 | – | 5 | +100.0% | 0.00% | – |
| INDA | New | ISHARES TRmsci india etf | $42 | – | 1 | +100.0% | 0.00% | – |
| IEFA | New | ISHARES TRcore msci eafe | $309 | – | 5 | +100.0% | 0.00% | – |
| JBLU | New | JETBLUE AWYS CORP | $13 | – | 2 | +100.0% | 0.00% | – |
| MJ | New | ETF MANAGERS TRetfmg altr hrvst | $35 | – | 8 | +100.0% | 0.00% | – |
| MRO | New | MARATHON OIL CORP | $136 | – | 5 | +100.0% | 0.00% | – |
| New | DRAFTKINGS INC NEW | $627 | – | 55 | +100.0% | 0.00% | – | |
| MVIS | New | MICROVISION INC DEL | $5 | – | 2 | +100.0% | 0.00% | – |
| MS | New | MORGAN STANLEY | $426 | – | 5 | +100.0% | 0.00% | – |
| OXY | New | OCCIDENTAL PETE CORP | $126 | – | 2 | +100.0% | 0.00% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $274 | – | 2 | +100.0% | 0.00% | – |
| PTON | New | PELOTON INTERACTIVE INC | $231 | – | 29 | +100.0% | 0.00% | – |
| COST | New | COSTCO WHSL CORP NEW | $457 | – | 1 | +100.0% | 0.00% | – |
| XHB | New | SPDR SER TRs&p homebuild | $302 | – | 5 | +100.0% | 0.00% | – |
| CLOV | New | CLOVER HEALTH INVESTMENTS CO | $3 | – | 3 | +100.0% | 0.00% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $76 | – | 1 | +100.0% | 0.00% | – |
| XLB | New | SELECT SECTOR SPDR TRsbi materials | $389 | – | 5 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORP | $17 | – | 2 | +100.0% | 0.00% | – |
| RCL | New | ROYAL CARIBBEAN GROUP | $50 | – | 1 | +100.0% | 0.00% | – |
| New | TREVENA INC | $801 | – | 560 | +100.0% | 0.00% | – | |
| UBER | New | UBER TECHNOLOGIES INC | $25 | – | 1 | +100.0% | 0.00% | – |
| UA | New | UNDER ARMOUR INCcl c | $9 | – | 1 | +100.0% | 0.00% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $76 | – | 2 | +100.0% | 0.00% | – |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $441 | – | 9 | +100.0% | 0.00% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $478 | – | 2 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC | $1 | – | 1 | +100.0% | 0.00% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $13 | – | 1 | +100.0% | 0.00% | – |
| ALTUW | New | ALTITUDE ACQUISITION CORPw exp 11/30/202 | $1 | – | 10 | +100.0% | 0.00% | – |
| AIR | New | AAR CORP | $45 | – | 1 | +100.0% | 0.00% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $130 | – | 2 | +100.0% | 0.00% | – |
| GLTR | New | ABRDN PRECIOUS METALS BASKETphyscl precs met | $179 | – | 2 | +100.0% | 0.00% | – |
| WAB | New | WABTEC | $100 | – | 1 | +100.0% | 0.00% | – |
| NCLH | New | NORWEGIAN CRUISE LINE HLDG L | $74 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-09-26
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 26.3% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 15.7% |
| HOME BANCSHARES INC | 4 | Q3 2023 | 18.3% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.4% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 9.0% |
| VANGUARD INDEX FDS | 4 | Q3 2023 | 6.0% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.0% |
| ISHARES TR | 4 | Q3 2023 | 3.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 2.5% |
| VANGUARD SCOTTSDALE FDS | 4 | Q3 2023 | 2.2% |
View DecisionPoint Financial, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-09-26 |
| 13F-HR | 2023-09-26 |
| 13F-HR | 2023-09-26 |
View DecisionPoint Financial, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.