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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
VPU
51
Vanguard Utilities ETF
VPU
$8.56B
$540K 0.06%
2,724
+18
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.06T
$519K 0.06%
1,084
BNY
53
Bank of New York Mellon
BNY
$98.8B
$499K 0.05%
4,209
+2
ORCL icon
54
Oracle
ORCL
$530B
$498K 0.05%
3,387
-5
IVV icon
55
iShares Core S&P 500 ETF
IVV
$838B
$494K 0.05%
756
HON icon
56
Honeywell
HON
$140B
$492K 0.05%
2,175
VTV icon
57
Vanguard Value ETF
VTV
$183B
$489K 0.05%
2,493
AMZN icon
58
Amazon
AMZN
$2.57T
$410K 0.04%
1,967
+4
XOM icon
59
Exxon Mobil
XOM
$609B
$404K 0.04%
2,381
-214
NEE icon
60
NextEra Energy
NEE
$179B
$385K 0.04%
4,140
-1
VCSH icon
61
Vanguard Short-Term Corporate Bond ETF
VCSH
$43.4B
$368K 0.04%
4,647
+683
TSLA icon
62
Tesla
TSLA
$1.53T
$362K 0.04%
974
IWM icon
63
iShares Russell 2000 ETF
IWM
$80.9B
$323K 0.03%
1,301
USB icon
64
US Bancorp
USB
$91.8B
$322K 0.03%
6,193
IWN icon
65
iShares Russell 2000 Value ETF
IWN
$14.3B
$316K 0.03%
1,665
GOOGL icon
66
Alphabet (Google) Class A
GOOGL
$4.39T
$313K 0.03%
1,090
-2
AMD icon
67
Advanced Micro Devices
AMD
$834B
$297K 0.03%
1,460
-1
SMH icon
68
VanEck Semiconductor ETF
SMH
$70.8B
$275K 0.03%
717
IJH icon
69
iShares Core S&P Mid-Cap ETF
IJH
$122B
$268K 0.03%
3,965
MA icon
70
Mastercard
MA
$433B
$259K 0.03%
519
T icon
71
AT&T
T
$164B
$259K 0.03%
8,938
FDX icon
72
FedEx
FDX
$80.7B
$256K 0.03%
718
NANR icon
73
State Street SPDR S&P North American Natural Resources ETF
NANR
$753M
$242K 0.03%
2,880
FNDF icon
74
Schwab Fundamental International Large Company Index ETF
FNDF
$24.4B
$227K 0.02%
4,646
IWR icon
75
iShares Russell Mid-Cap ETF
IWR
$55.6B
$226K 0.02%
2,325
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3
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