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DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $928M
1-Year Est. Return 13.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928M
AUM Growth
+$8.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,388
New
Increased
Reduced
Closed

Top Buys

1
+$3.34M
2
+$1.3M
3
+$647K
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$377K
5
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$292K

Top Sells

1
+$547K
2
+$485K
3
+$396K
4
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$323K
5
RKT icon
Rocket Companies
RKT
+$305K

Sector Composition

1 Technology 1.02%
2 Financials 0.55%
3 Consumer Discretionary 0.42%
4 Industrials 0.27%
5 Energy 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MCK icon
251
McKesson
MCK
$94.2B
$12.1K ﹤0.01%
14
VRTX icon
252
Vertex Pharmaceuticals
VRTX
$113B
$12.1K ﹤0.01%
27
+1
C icon
253
Citigroup
C
$238B
$12K ﹤0.01%
106
-1
GIS icon
254
General Mills
GIS
$18.4B
$11.7K ﹤0.01%
314
-14
APD icon
255
Air Products & Chemicals
APD
$62.7B
$11.6K ﹤0.01%
40
+2
AME icon
256
Ametek
AME
$52.1B
$11.6K ﹤0.01%
54
APP icon
257
Applovin
APP
$167B
$11.5K ﹤0.01%
29
TRV icon
258
Travelers Companies
TRV
$64.7B
$11.4K ﹤0.01%
39
CVS icon
259
CVS Health
CVS
$130B
$11.3K ﹤0.01%
157
-1
THO icon
260
Thor Industries
THO
$4.02B
$11.2K ﹤0.01%
141
+1
NEM icon
261
Newmont
NEM
$107B
$11K ﹤0.01%
102
+1
NOC icon
262
Northrop Grumman
NOC
$78.2B
$10.9K ﹤0.01%
16
BSCR icon
263
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.61B
$10.9K ﹤0.01%
555
WAT icon
264
Waters Corp
WAT
$34.9B
$10.7K ﹤0.01%
36
+27
CRWV
265
CoreWeave Inc
CRWV
$54.9B
$10.5K ﹤0.01%
135
UNP icon
266
Union Pacific
UNP
$162B
$10.4K ﹤0.01%
43
PWR icon
267
Quanta Services
PWR
$106B
$10.4K ﹤0.01%
19
GM icon
268
General Motors
GM
$73.5B
$10.4K ﹤0.01%
140
KR icon
269
Kroger
KR
$39.9B
$10.3K ﹤0.01%
143
FNDX icon
270
Schwab Fundamental US Large Company Index ETF
FNDX
$25.8B
$10.3K ﹤0.01%
369
NATL icon
271
NCR Atleos
NATL
$3.27B
$10.2K ﹤0.01%
235
URI icon
272
United Rentals
URI
$67.3B
$10.2K ﹤0.01%
14
CI icon
273
Cigna
CI
$78.8B
$10.1K ﹤0.01%
38
+1
NCLH icon
274
Norwegian Cruise Line
NCLH
$8.92B
$10.1K ﹤0.01%
541
+2
ACN icon
275
Accenture
ACN
$105B
$10.1K ﹤0.01%
51
-13
9 10
11
12 13