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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
TDG icon
301
TransDigm Group
TDG
$70.3B
$8.11K ﹤0.01%
7
FTC icon
302
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.36B
$8.04K ﹤0.01%
87
VRT icon
303
Vertiv
VRT
$116B
$8.02K ﹤0.01%
32
-11
IAT icon
304
iShares US Regional Banks ETF
IAT
$642M
$7.96K ﹤0.01%
148
HOOD icon
305
Robinhood
HOOD
$83.9B
$7.9K ﹤0.01%
114
-3
RSP icon
306
Invesco S&P 500 Equal Weight ETF
RSP
$90.5B
$7.87K ﹤0.01%
41
UBER icon
307
Uber
UBER
$140B
$7.84K ﹤0.01%
109
+2
WM icon
308
Waste Management
WM
$88.1B
$7.81K ﹤0.01%
34
SCHW
309
Charles Schwab
SCHW
$158B
$7.8K ﹤0.01%
83
JCI icon
310
Johnson Controls International
JCI
$88.4B
$7.73K ﹤0.01%
59
+7
HCA icon
311
HCA Healthcare
HCA
$85.9B
$7.57K ﹤0.01%
16
AFL icon
312
Aflac
AFL
$60B
$7.46K ﹤0.01%
68
ECL icon
313
Ecolab
ECL
$74.7B
$7.45K ﹤0.01%
28
STLD icon
314
Steel Dynamics
STLD
$40.8B
$7.38K ﹤0.01%
41
LNG icon
315
Cheniere Energy
LNG
$50.6B
$7.38K ﹤0.01%
26
+1
QQEW icon
316
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.78B
$7.37K ﹤0.01%
58
XLE icon
317
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$7.35K ﹤0.01%
120
+54
SPLV icon
318
Invesco S&P 500 Low Volatility ETF
SPLV
$7.09B
$7.31K ﹤0.01%
100
NRG icon
319
NRG Energy
NRG
$26.5B
$7.31K ﹤0.01%
50
-2
BSX icon
320
Boston Scientific
BSX
$69.7B
$7.28K ﹤0.01%
116
-8
PCAR icon
321
PACCAR
PCAR
$62.4B
$7.28K ﹤0.01%
63
TRGP icon
322
Targa Resources
TRGP
$58.5B
$7.27K ﹤0.01%
29
CAH icon
323
Cardinal Health
CAH
$52.4B
$7.18K ﹤0.01%
34
UTHR icon
324
United Therapeutics
UTHR
$23.2B
$7.12K ﹤0.01%
12
VHT icon
325
Vanguard Health Care ETF
VHT
$17B
$7.08K ﹤0.01%
26
11 12
13
14 15