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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
IHI icon
276
iShares US Medical Devices ETF
IHI
$3.03B
$10.1K ﹤0.01%
189
EXC icon
277
Exelon
EXC
$47.3B
$9.95K ﹤0.01%
203
-1
SRE icon
278
Sempra
SRE
$60.3B
$9.91K ﹤0.01%
102
DHI icon
279
D.R. Horton
DHI
$43.7B
$9.88K ﹤0.01%
72
ANET icon
280
Arista Networks
ANET
$206B
$9.82K ﹤0.01%
80
VMC icon
281
Vulcan Materials
VMC
$37.2B
$9.8K ﹤0.01%
36
YUMC icon
282
Yum China
YUMC
$15.5B
$9.76K ﹤0.01%
200
ROST icon
283
Ross Stores
ROST
$77B
$9.75K ﹤0.01%
45
TMUS icon
284
T-Mobile US
TMUS
$205B
$9.66K ﹤0.01%
46
EME icon
285
Emcor
EME
$36.6B
$9.6K ﹤0.01%
13
TXN icon
286
Texas Instruments
TXN
$274B
$9.32K ﹤0.01%
48
SCHF icon
287
Schwab International Equity ETF
SCHF
$66.2B
$9.26K ﹤0.01%
374
ALAB icon
288
Astera Labs
ALAB
$62.9B
$9.1K ﹤0.01%
+83
MSA icon
289
Mine Safety
MSA
$6.17B
$9.02K ﹤0.01%
55
COPX icon
290
Global X Copper Miners ETF NEW
COPX
$7.99B
$8.93K ﹤0.01%
117
CIEN icon
291
Ciena
CIEN
$63.1B
$8.93K ﹤0.01%
23
CDNS icon
292
Cadence Design Systems
CDNS
$106B
$8.89K ﹤0.01%
32
PRU icon
293
Prudential Financial
PRU
$37.7B
$8.89K ﹤0.01%
91
-2
BSCS icon
294
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.49B
$8.84K ﹤0.01%
433
GWW icon
295
W.W. Grainger
GWW
$62.1B
$8.73K ﹤0.01%
8
GPC icon
296
Genuine Parts
GPC
$14.3B
$8.57K ﹤0.01%
81
JBL icon
297
Jabil
JBL
$40.6B
$8.5K ﹤0.01%
32
ORLY icon
298
O'Reilly Automotive
ORLY
$75.4B
$8.49K ﹤0.01%
92
-1
BBY icon
299
Best Buy
BBY
$16.6B
$8.28K ﹤0.01%
129
CCL icon
300
Carnival Corporation Ltd
CCL
$40.4B
$8.13K ﹤0.01%
314
+15
10 11
12
13 14