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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
WWD icon
401
Woodward
WWD
$23B
$4.65K ﹤0.01%
13
+1
SHEL icon
402
Shell
SHEL
$237B
$4.65K ﹤0.01%
50
BKR icon
403
Baker Hughes
BKR
$62.6B
$4.64K ﹤0.01%
76
REGN icon
404
Regeneron Pharmaceuticals
REGN
$64.2B
$4.64K ﹤0.01%
6
PHK
405
PIMCO High Income Fund
PHK
$845M
$4.63K ﹤0.01%
1,000
APO icon
406
Apollo Global Management
APO
$77.2B
$4.57K ﹤0.01%
41
-52
CF icon
407
CF Industries
CF
$16.8B
$4.54K ﹤0.01%
35
-1
OKE icon
408
Oneok
OKE
$57.1B
$4.52K ﹤0.01%
50
+3
IDXX icon
409
Idexx Laboratories
IDXX
$44.2B
$4.5K ﹤0.01%
8
SYF icon
410
Synchrony
SYF
$24.7B
$4.49K ﹤0.01%
66
USFD icon
411
US Foods
USFD
$20.6B
$4.43K ﹤0.01%
48
FTNT icon
412
Fortinet
FTNT
$107B
$4.41K ﹤0.01%
54
-4
FCX icon
413
Freeport-McMoran
FCX
$98.3B
$4.41K ﹤0.01%
75
+4
RJF icon
414
Raymond James Financial
RJF
$30.1B
$4.34K ﹤0.01%
30
-1
CBRE icon
415
CBRE Group
CBRE
$39.1B
$4.33K ﹤0.01%
32
ADSK icon
416
Autodesk
ADSK
$41.9B
$4.31K ﹤0.01%
18
-2
PKG icon
417
Packaging Corp of America
PKG
$20.3B
$4.25K ﹤0.01%
20
TDY icon
418
Teledyne Technologies
TDY
$29B
$4.24K ﹤0.01%
7
STT icon
419
State Street
STT
$46.4B
$4.18K ﹤0.01%
33
MTCH icon
420
Match Group
MTCH
$8.14B
$4.15K ﹤0.01%
135
+2
ARCC icon
421
Ares Capital
ARCC
$13.8B
$4.14K ﹤0.01%
230
AMT icon
422
American Tower
AMT
$87.2B
$4.14K ﹤0.01%
24
LHX icon
423
L3Harris
LHX
$57.3B
$4.14K ﹤0.01%
12
ODFL icon
424
Old Dominion Freight Line
ODFL
$51.1B
$4.1K ﹤0.01%
21
+4
CVNA icon
425
Carvana
CVNA
$45.9B
$4.09K ﹤0.01%
65
15 16
17
18 19