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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
CVX icon
101
Chevron
CVX
$373B
$106K 0.01%
514
-10
JNJ icon
102
Johnson & Johnson
JNJ
$580B
$105K 0.01%
428
-200
BAC icon
103
Bank of America
BAC
$398B
$101K 0.01%
2,080
-103
V icon
104
Visa
V
$613B
$100K 0.01%
332
-1
IJR icon
105
iShares Core S&P Small-Cap ETF
IJR
$107B
$97K 0.01%
780
EXR icon
106
Extra Space Storage
EXR
$31.8B
$93.8K 0.01%
715
VTEI icon
107
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.46B
$87.7K 0.01%
878
+50
INTC icon
108
Intel
INTC
$626B
$87.3K 0.01%
1,978
+3
VGT icon
109
Vanguard Information Technology ETF
VGT
$142B
$87.2K 0.01%
1,000
ADP icon
110
Automatic Data Processing
ADP
$90.4B
$83.5K 0.01%
411
-10
VEA icon
111
Vanguard FTSE Developed Markets ETF
VEA
$230B
$82.9K 0.01%
1,293
DKS icon
112
Dick's Sporting Goods
DKS
$19.8B
$82.7K 0.01%
417
XRT icon
113
State Street SPDR S&P Retail ETF
XRT
$386M
$80.5K 0.01%
1,000
CMCSA icon
114
Comcast
CMCSA
$87.5B
$78.5K 0.01%
2,735
+97
VOE icon
115
Vanguard Mid-Cap Value ETF
VOE
$23.1B
$78.3K 0.01%
425
RPM icon
116
RPM International
RPM
$13.7B
$77.5K 0.01%
780
+2
PNC icon
117
PNC Financial Services
PNC
$95.4B
$75.7K 0.01%
364
-99
PHYS icon
118
Sprott Physical Gold
PHYS
$15.1B
$75.7K 0.01%
2,135
KMB icon
119
Kimberly-Clark
KMB
$34B
$73.3K 0.01%
760
+1
CMI icon
120
Cummins
CMI
$91B
$70.5K 0.01%
131
MS icon
121
Morgan Stanley
MS
$338B
$69.1K 0.01%
420
-16
XLK icon
122
State Street Technology Select Sector SPDR ETF
XLK
$121B
$69.1K 0.01%
520
VOT icon
123
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$64.1K 0.01%
249
VT icon
124
Vanguard Total World Stock ETF
VT
$75.2B
$58.8K 0.01%
425
VIG icon
125
Vanguard Dividend Appreciation ETF
VIG
$109B
$58.3K 0.01%
271
+171
3 4
5
6 7