DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $919M
1-Year Est. Return 13.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$919M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,410
New
Increased
Reduced
Closed

Top Buys

1
+$8.47M
2
+$5.97M
3
+$4.58M
4
DFGR icon
Dimensional Global Real Estate ETF
DFGR
+$3.37M
5
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$3.37M

Top Sells

1
+$3.42M
2
+$3.32M
3
+$2.64M
4
DFLV icon
Dimensional US Large Cap Value ETF
DFLV
+$1.06M
5
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$1.05M

Sector Composition

1 Technology 1.2%
2 Financials 0.66%
3 Consumer Discretionary 0.43%
4 Industrials 0.25%
5 Energy 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHG icon
126
Schwab US Large-Cap Growth ETF
SCHG
$52.8B
$62.9K 0.01%
1,927
VT icon
127
Vanguard Total World Stock ETF
VT
$62.7B
$60K 0.01%
425
COF icon
128
Capital One
COF
$139B
$53.1K 0.01%
219
ELV icon
129
Elevance Health
ELV
$77.8B
$52.9K 0.01%
151
+14
WBD icon
130
Warner Bros
WBD
$69.5B
$52.4K 0.01%
1,817
-239
GE icon
131
GE Aerospace
GE
$308B
$49K 0.01%
159
CSCO icon
132
Cisco
CSCO
$313B
$46.5K 0.01%
604
SLV icon
133
iShares Silver Trust
SLV
$62.7B
$46.4K 0.01%
720
ACWI icon
134
iShares MSCI ACWI ETF
ACWI
$26.9B
$46K 0.01%
325
-3
BDX icon
135
Becton Dickinson
BDX
$57.5B
$45.2K ﹤0.01%
233
+4
RCL icon
136
Royal Caribbean
RCL
$91.6B
$44.9K ﹤0.01%
161
-4
PLTR icon
137
Palantir
PLTR
$364B
$42.7K ﹤0.01%
240
PPG icon
138
PPG Industries
PPG
$25.8B
$41.6K ﹤0.01%
406
+1
KLAC icon
139
KLA
KLAC
$219B
$40.1K ﹤0.01%
33
KO icon
140
Coca-Cola
KO
$316B
$39.7K ﹤0.01%
568
-1
COP icon
141
ConocoPhillips
COP
$130B
$39.6K ﹤0.01%
423
-1
MRVL icon
142
Marvell Technology
MRVL
$69.6B
$38.1K ﹤0.01%
448
+2
TOL icon
143
Toll Brothers
TOL
$14B
$37.9K ﹤0.01%
280
TJX icon
144
TJX Companies
TJX
$164B
$35.8K ﹤0.01%
233
-872
OHI icon
145
Omega Healthcare
OHI
$12.7B
$35.5K ﹤0.01%
800
SNPS icon
146
Synopsys
SNPS
$95.5B
$35.2K ﹤0.01%
75
-2
KKR icon
147
KKR & Co
KKR
$106B
$35.1K ﹤0.01%
275
-1
VO icon
148
Vanguard Mid-Cap ETF
VO
$94.9B
$34.8K ﹤0.01%
120
YUM icon
149
Yum! Brands
YUM
$42.9B
$33.6K ﹤0.01%
222
AMAT icon
150
Applied Materials
AMAT
$271B
$32.6K ﹤0.01%
127
-2
4 5
6
7 8