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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
AMX icon
201
America Movil
AMX
$83.4B
$19.1K ﹤0.01%
748
SPG icon
202
Simon Property Group
SPG
$71B
$18.7K ﹤0.01%
100
KHC icon
203
Kraft Heinz
KHC
$28.9B
$18.6K ﹤0.01%
829
+1
VLO icon
204
Valero Energy
VLO
$76.8B
$18.5K ﹤0.01%
75
EEM icon
205
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$18.5K ﹤0.01%
326
QCOM icon
206
Qualcomm
QCOM
$223B
$18.4K ﹤0.01%
143
-6
CTVA icon
207
Corteva
CTVA
$50.9B
$18.3K ﹤0.01%
219
+1
INTU icon
208
Intuit
INTU
$75.7B
$18.2K ﹤0.01%
42
-3
FNDA icon
209
Schwab Fundamental US Small Company Index ETF
FNDA
$9.19B
$18.1K ﹤0.01%
558
QQQM icon
210
Invesco NASDAQ 100 ETF
QQQM
$95.2B
$17.8K ﹤0.01%
75
ADI icon
211
Analog Devices
ADI
$204B
$17.8K ﹤0.01%
56
ETV
212
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
ETV
$1.73B
$17.7K ﹤0.01%
1,297
VTIP icon
213
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$17.6K ﹤0.01%
353
+178
SILA
214
Sila Realty Trust
SILA
$1.67B
$17.4K ﹤0.01%
735
PLD icon
215
Prologis
PLD
$139B
$17.2K ﹤0.01%
130
OVV icon
216
Ovintiv
OVV
$16.1B
$17K ﹤0.01%
286
-1
CRM icon
217
Salesforce
CRM
$136B
$16.4K ﹤0.01%
88
-6
TD icon
218
Toronto Dominion Bank
TD
$194B
$16.3K ﹤0.01%
175
AMGN icon
219
Amgen
AMGN
$192B
$16.2K ﹤0.01%
46
+1
VWO icon
220
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$15.7K ﹤0.01%
290
WPC icon
221
W.P. Carey
WPC
$17.1B
$15.4K ﹤0.01%
227
XEL icon
222
Xcel Energy
XEL
$49.5B
$15.3K ﹤0.01%
192
LMT icon
223
Lockheed Martin
LMT
$125B
$15.1K ﹤0.01%
25
IJT icon
224
iShares S&P Small-Cap 600 Growth ETF
IJT
$7.8B
$15.1K ﹤0.01%
104
BX icon
225
Blackstone
BX
$150B
$14.8K ﹤0.01%
129
-1
7 8
9
10 11