DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.82M
3
+$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DHI icon
276
D.R. Horton
DHI
$46.9B
$9.41K ﹤0.01%
73
+1
VMC icon
277
Vulcan Materials
VMC
$38.8B
$9.39K ﹤0.01%
36
MU icon
278
Micron Technology
MU
$254B
$9.24K ﹤0.01%
75
-8
MSA icon
279
Mine Safety
MSA
$6.39B
$9.21K ﹤0.01%
55
+3
CRCL
280
Circle Internet Group
CRCL
$20.6B
$9.06K ﹤0.01%
+50
C icon
281
Citigroup
C
$193B
$9.02K ﹤0.01%
106
-3
SPGI icon
282
S&P Global
SPGI
$150B
$8.96K ﹤0.01%
17
EXC icon
283
Exelon
EXC
$44.3B
$8.95K ﹤0.01%
206
-3
YUMC icon
284
Yum China
YUMC
$16.7B
$8.94K ﹤0.01%
200
BSCS icon
285
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.04B
$8.87K ﹤0.01%
433
CTAS icon
286
Cintas
CTAS
$73.9B
$8.69K ﹤0.01%
39
-1
ORLY icon
287
O'Reilly Automotive
ORLY
$83.9B
$8.56K ﹤0.01%
95
-10
BMY icon
288
Bristol-Myers Squibb
BMY
$106B
$8.52K ﹤0.01%
184
-18
NRG icon
289
NRG Energy
NRG
$32.5B
$8.51K ﹤0.01%
53
IT icon
290
Gartner
IT
$16.7B
$8.49K ﹤0.01%
21
-2
BBY icon
291
Best Buy
BBY
$15.6B
$8.37K ﹤0.01%
125
+2
GWW icon
292
W.W. Grainger
GWW
$46.1B
$8.32K ﹤0.01%
8
ANET icon
293
Arista Networks
ANET
$162B
$8.19K ﹤0.01%
80
-2
QQEW icon
294
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.9B
$7.92K ﹤0.01%
58
SRE icon
295
Sempra
SRE
$58.8B
$7.8K ﹤0.01%
103
+2
DUK icon
296
Duke Energy
DUK
$91.7B
$7.79K ﹤0.01%
66
WM icon
297
Waste Management
WM
$86.3B
$7.78K ﹤0.01%
34
VST icon
298
Vistra
VST
$59.7B
$7.75K ﹤0.01%
40
-4
ISRG icon
299
Intuitive Surgical
ISRG
$202B
$7.61K ﹤0.01%
14
AFL icon
300
Aflac
AFL
$57.3B
$7.59K ﹤0.01%
72
+2
10 11
12
13 14