We are live on ! Find out more
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
SCHG icon
126
Schwab US Large-Cap Growth ETF
SCHG
$58.2B
$56.1K 0.01%
1,927
WBD icon
127
Warner Bros
WBD
$67.6B
$49.9K 0.01%
1,817
SLV icon
128
iShares Silver Trust
SLV
$32.7B
$49.1K 0.01%
720
KLAC icon
129
KLA
KLAC
$332B
$48.6K 0.01%
33
CSCO icon
130
Cisco
CSCO
$477B
$46.9K 0.01%
604
COP icon
131
ConocoPhillips
COP
$143B
$45.8K ﹤0.01%
347
-76
GE icon
132
GE Aerospace
GE
$350B
$45.1K ﹤0.01%
159
AMAT icon
133
Applied Materials
AMAT
$450B
$44.8K ﹤0.01%
131
+4
RCL icon
134
Royal Caribbean
RCL
$79B
$44.7K ﹤0.01%
162
+1
MRVL icon
135
Marvell Technology
MRVL
$245B
$44.3K ﹤0.01%
447
-1
PPG icon
136
PPG Industries
PPG
$26.6B
$43.5K ﹤0.01%
407
+1
ELV icon
137
Elevance Health
ELV
$87.7B
$43.3K ﹤0.01%
148
-3
KO icon
138
Coca-Cola
KO
$355B
$43.2K ﹤0.01%
568
SOLS
139
Solstice Advanced Materials
SOLS
$13.2B
$41.2K ﹤0.01%
541
+1
COF icon
140
Capital One
COF
$115B
$39.6K ﹤0.01%
217
-2
GEV icon
141
GE Vernova
GEV
$253B
$39.3K ﹤0.01%
45
CGDV icon
142
Capital Group Dividend Value ETF
CGDV
$35.2B
$38.7K ﹤0.01%
+909
TOL icon
143
Toll Brothers
TOL
$13.7B
$38.2K ﹤0.01%
280
STX icon
144
Seagate
STX
$211B
$38K ﹤0.01%
97
EPD icon
145
Enterprise Products Partners
EPD
$80.6B
$37.8K ﹤0.01%
1,000
SLB icon
146
SLB Ltd
SLB
$84B
$37.7K ﹤0.01%
733
+9
CGGO icon
147
Capital Group Global Growth Equity ETF
CGGO
$11.2B
$37.5K ﹤0.01%
+1,123
TJX icon
148
TJX Companies
TJX
$186B
$37.2K ﹤0.01%
233
BDX icon
149
Becton Dickinson
BDX
$40.3B
$36.8K ﹤0.01%
234
+1
IBIT icon
150
iShares Bitcoin Trust
IBIT
$49.2B
$36.3K ﹤0.01%
944
+752
4 5
6
7 8