We are live on ! Find out more
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
ITW icon
326
Illinois Tool Works
ITW
$74.1B
$7.03K ﹤0.01%
27
FTI icon
327
TechnipFMC
FTI
$28.2B
$6.98K ﹤0.01%
101
-1
BSCU icon
328
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.56B
$6.96K ﹤0.01%
+416
TMO icon
329
Thermo Fisher Scientific
TMO
$174B
$6.88K ﹤0.01%
14
-39
UAL icon
330
United Airlines
UAL
$37.5B
$6.81K ﹤0.01%
74
CW icon
331
Curtiss-Wright
CW
$28B
$6.81K ﹤0.01%
10
SPGI icon
332
S&P Global
SPGI
$124B
$6.81K ﹤0.01%
16
-1
AZO icon
333
AutoZone
AZO
$51B
$6.76K ﹤0.01%
2
PSX icon
334
Phillips 66
PSX
$71.9B
$6.74K ﹤0.01%
37
EOG icon
335
EOG Resources
EOG
$72.8B
$6.65K ﹤0.01%
46
-3
EBAY icon
336
eBay
EBAY
$48.2B
$6.64K ﹤0.01%
73
CTAS icon
337
Cintas
CTAS
$70.5B
$6.6K ﹤0.01%
39
SCHE icon
338
Schwab Emerging Markets Equity ETF
SCHE
$12.6B
$6.59K ﹤0.01%
200
CASY icon
339
Casey's General Stores
CASY
$33.1B
$6.55K ﹤0.01%
9
MSI icon
340
Motorola Solutions
MSI
$68.4B
$6.51K ﹤0.01%
15
+2
ISRG icon
341
Intuitive Surgical
ISRG
$146B
$6.45K ﹤0.01%
14
ALL icon
342
Allstate
ALL
$57.1B
$6.43K ﹤0.01%
31
BSCT icon
343
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.82B
$6.4K ﹤0.01%
343
HUBB icon
344
Hubbell
HUBB
$25.2B
$6.38K ﹤0.01%
13
HIG icon
345
Hartford Financial Services
HIG
$35.5B
$6.36K ﹤0.01%
47
RITM icon
346
Rithm Capital
RITM
$5.2B
$6.35K ﹤0.01%
670
QQQJ icon
347
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$1.1B
$6.34K ﹤0.01%
175
FERG icon
348
Ferguson
FERG
$44.6B
$6.3K ﹤0.01%
27
+2
FXH icon
349
First Trust Health Care AlphaDEX Fund
FXH
$893M
$6.26K ﹤0.01%
57
WAB icon
350
Wabtec
WAB
$45B
$6.25K ﹤0.01%
25
12 13
14
15 16