DPW

DiNuzzo Private Wealth Portfolio holdings

AUM $882M
1-Year Est. Return 8.21%
This Quarter Est. Return
1 Year Est. Return
+8.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$842M
AUM Growth
+$48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,417
New
Increased
Reduced
Closed

Top Buys

1
+$2.85M
2
+$1.82M
3
+$1.66M
4
DFGP icon
Dimensional Global Core Plus Fixed Income ETF
DFGP
+$1.36M
5
CWAN icon
Clearwater Analytics
CWAN
+$1.25M

Top Sells

1
+$3.5M
2
+$2.56M
3
+$1.36M
4
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$494K
5
DFAW icon
Dimensional World Equity ETF
DFAW
+$473K

Sector Composition

1 Technology 1.42%
2 Consumer Discretionary 0.45%
3 Financials 0.43%
4 Industrials 0.26%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PHYS icon
126
Sprott Physical Gold
PHYS
$14.9B
$54.1K 0.01%
2,135
SCHG icon
127
Schwab US Large-Cap Growth ETF
SCHG
$51.8B
$54.1K 0.01%
1,852
CAT icon
128
Caterpillar
CAT
$250B
$52.4K 0.01%
135
-2
BX icon
129
Blackstone
BX
$128B
$50.4K 0.01%
337
+216
COF icon
130
Capital One
COF
$138B
$48.1K 0.01%
226
+190
PPG icon
131
PPG Industries
PPG
$22.5B
$45.6K 0.01%
401
+1
ACWI icon
132
iShares MSCI ACWI ETF
ACWI
$22.9B
$44.6K 0.01%
347
+5
CMI icon
133
Cummins
CMI
$58.3B
$42.9K 0.01%
131
CSCO icon
134
Cisco
CSCO
$275B
$41.9K 0.01%
604
GE icon
135
GE Aerospace
GE
$318B
$40.9K ﹤0.01%
159
KO icon
136
Coca-Cola
KO
$289B
$40.2K ﹤0.01%
569
-8
INTC icon
137
Intel
INTC
$177B
$40K ﹤0.01%
1,786
BDX icon
138
Becton Dickinson
BDX
$53.5B
$39.1K ﹤0.01%
227
+92
COP icon
139
ConocoPhillips
COP
$110B
$37.7K ﹤0.01%
420
+60
PGR icon
140
Progressive
PGR
$133B
$37K ﹤0.01%
139
+2
KKR icon
141
KKR & Co
KKR
$111B
$36.7K ﹤0.01%
276
+245
NFLX icon
142
Netflix
NFLX
$511B
$36.2K ﹤0.01%
27
+1
ETN icon
143
Eaton
ETN
$149B
$35.7K ﹤0.01%
100
+3
INTU icon
144
Intuit
INTU
$182B
$35.4K ﹤0.01%
45
+1
AJG icon
145
Arthur J. Gallagher & Co
AJG
$75.9B
$34.9K ﹤0.01%
109
-1
MRVL icon
146
Marvell Technology
MRVL
$76.6B
$34.3K ﹤0.01%
443
+393
VRT icon
147
Vertiv
VRT
$68.9B
$33.9K ﹤0.01%
264
+234
VO icon
148
Vanguard Mid-Cap ETF
VO
$88.5B
$33.6K ﹤0.01%
120
YUM icon
149
Yum! Brands
YUM
$40.1B
$32.9K ﹤0.01%
222
PLTR icon
150
Palantir
PLTR
$426B
$32.7K ﹤0.01%
240
+37
4 5
6
7 8