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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 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
BG icon
476
Bunge Global
BG
$24.7B
$3.44K ﹤0.01%
27
+3
NKE icon
477
Nike
NKE
$66.5B
$3.43K ﹤0.01%
65
+15
DUK icon
478
Duke Energy
DUK
$97.4B
$3.4K ﹤0.01%
26
THC icon
479
Tenet Healthcare
THC
$15B
$3.4K ﹤0.01%
18
MEDP icon
480
Medpace
MEDP
$13.3B
$3.36K ﹤0.01%
7
CFG icon
481
Citizens Financial Group
CFG
$28.6B
$3.36K ﹤0.01%
56
CHRW icon
482
C.H. Robinson
CHRW
$22.8B
$3.32K ﹤0.01%
20
+1
LUV icon
483
Southwest Airlines
LUV
$22.2B
$3.31K ﹤0.01%
88
+2
TSCO icon
484
Tractor Supply
TSCO
$16.4B
$3.31K ﹤0.01%
73
-1
AMKR icon
485
Amkor Technology
AMKR
$20.5B
$3.29K ﹤0.01%
73
+21
EW icon
486
Edwards Lifesciences
EW
$49B
$3.28K ﹤0.01%
41
CACI icon
487
CACI
CACI
$11.5B
$3.26K ﹤0.01%
6
RBC icon
488
RBC Bearings
RBC
$19.1B
$3.26K ﹤0.01%
6
LII icon
489
Lennox International
LII
$17.8B
$3.25K ﹤0.01%
7
+1
PFG icon
490
Principal Financial Group
PFG
$24B
$3.24K ﹤0.01%
36
MLI icon
491
Mueller Industries
MLI
$15.3B
$3.21K ﹤0.01%
29
VSS icon
492
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.6B
$3.21K ﹤0.01%
22
NVT icon
493
nVent Electric
NVT
$26.8B
$3.19K ﹤0.01%
27
+2
AEE icon
494
Ameren
AEE
$30.2B
$3.19K ﹤0.01%
29
+6
OXY icon
495
Occidental Petroleum
OXY
$56.2B
$3.19K ﹤0.01%
49
+3
JBHT icon
496
JB Hunt Transport Services
JBHT
$27.3B
$3.18K ﹤0.01%
15
NTAP icon
497
NetApp
NTAP
$31.7B
$3.17K ﹤0.01%
31
NI icon
498
NiSource
NI
$22.6B
$3.17K ﹤0.01%
68
ETHA
499
iShares Ethereum Trust ETF
ETHA
$4.74B
$3.17K ﹤0.01%
200
EXPD icon
500
Expeditors International
EXPD
$21.8B
$3.15K ﹤0.01%
22