$184 Million is the total value of Team Hewins, LLC's 25 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 28.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 24.9% |
| DIMENSIONAL ETF TRUST | 7 | Q2 2024 | 23.8% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 12.8% |
| SPDR S&P 500 ETF TR | 7 | Q2 2024 | 17.7% |
| ISHARES TR | 7 | Q2 2024 | 2.9% |
| AMERICAN CENTY ETF TR | 7 | Q2 2024 | 2.9% |
| VANGUARD WORLD FD | 6 | Q2 2024 | 0.8% |
| VANGUARD INDEX FDS | 6 | Q2 2024 | 0.6% |
| PIMCO ETF TR | 6 | Q2 2024 | 0.9% |
View Team Hewins, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-08-20 |
| 13F-HR/A | 2024-08-20 |
| N-PX | 2024-08-20 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-03 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-09 |
View Team Hewins, 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.