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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
WTW icon
376
Willis Towers Watson
WTW
$24.8B
$5.43K ﹤0.01%
27
-1
SMA
377
SmartStop Self Storage REIT
SMA
$1.78B
$5.42K ﹤0.01%
179
FICO icon
378
Fair Isaac
FICO
$27.3B
$5.34K ﹤0.01%
5
-1
EA icon
379
Electronic Arts
EA
$51B
$5.3K ﹤0.01%
26
RSG icon
380
Republic Services
RSG
$64.6B
$5.26K ﹤0.01%
24
MCO icon
381
Moody's
MCO
$78.2B
$5.24K ﹤0.01%
12
AON icon
382
Aon
AON
$71.6B
$5.17K ﹤0.01%
16
-2
SHW icon
383
Sherwin-Williams
SHW
$78.3B
$5.13K ﹤0.01%
16
FNDE icon
384
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.53B
$5.13K ﹤0.01%
134
CRS icon
385
Carpenter Technology
CRS
$27.9B
$5.12K ﹤0.01%
13
DHR icon
386
Danaher
DHR
$127B
$5.12K ﹤0.01%
27
-4
LPLA icon
387
LPL Financial
LPLA
$23.6B
$5.12K ﹤0.01%
17
KEYS icon
388
Keysight
KEYS
$59.9B
$5.08K ﹤0.01%
18
ICE icon
389
Intercontinental Exchange
ICE
$79.5B
$5.03K ﹤0.01%
32
PSKY
390
Paramount Skydance Corp
PSKY
$11.7B
$4.98K ﹤0.01%
552
-13
DKL icon
391
Delek Logistics
DKL
$2.82B
$4.98K ﹤0.01%
100
CRH icon
392
CRH
CRH
$71.1B
$4.94K ﹤0.01%
47
-1
NXPI icon
393
NXP Semiconductors
NXPI
$77B
$4.92K ﹤0.01%
25
-2
NUE icon
394
Nucor
NUE
$60.7B
$4.9K ﹤0.01%
29
+1
GRMN icon
395
Garmin
GRMN
$45.9B
$4.87K ﹤0.01%
21
RS icon
396
Reliance Steel & Aluminium
RS
$21.1B
$4.86K ﹤0.01%
16
MRSH
397
Marsh
MRSH
$81.3B
$4.86K ﹤0.01%
28
-1
FXG icon
398
First Trust Consumer Staples AlphaDEX Fund
FXG
$229M
$4.84K ﹤0.01%
76
ACGL icon
399
Arch Capital
ACGL
$32B
$4.8K ﹤0.01%
50
CRCL
400
Circle Internet Group
CRCL
$19.3B
$4.77K ﹤0.01%
50
14 15
16
17 18