Silicon Hills Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
DFSD
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$20.6M |
| 2 |
Avantis International Small Cap Value ETF
AVDV
|
+$9.12M |
| 3 |
Avantis Responsible US Equity ETF
AVSU
|
+$7.15M |
| 4 |
Dimensional International High Profitability ETF
DIHP
|
+$4.72M |
| 5 |
DFAI
Dimensional International Core Equity Market ETF
DFAI
|
+$4.51M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis International Equity ETF
AVDE
|
+$6.56M |
| 2 |
Dimensional Core Fixed Income ETF
DFCF
|
+$4.75M |
| 3 |
Alpha Architect International Quantitative Momentum ETF
IMOM
|
+$4M |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$3.65M |
| 5 |
Avantis Emerging Markets Equity ETF
AVEM
|
+$2.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.77% |
| 2 | Financials | 4.54% |
| 3 | Healthcare | 3.01% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Consumer Staples | 1.84% |
Similar funds
Silicon Hills Wealth Management's Q1 2023 Portfolio in Review
As of Q1 2023, Silicon Hills Wealth Management held 100 positions worth $167M, up 24% from $135M the previous quarter. Its ten largest holdings account for 60% of the portfolio.
Silicon Hills Wealth Management deployed $25.8M of net new capital in Q1 2023, opening 7 new positions and adding to 17 existing holdings. Its largest new stake was Avantis Responsible International Equity ETF: 67,571 shares worth $3.42M.
By sector, the portfolio is most concentrated in Technology at 5.8% of assets, up from 5.2% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Avantis International Equity ETF, an estimated $6.56M trimmed.
- Silicon Hills Wealth Management's largest Q1 2023 buy was Avantis Responsible International Equity ETF: 67,571 shares worth $3.42M.
- Silicon Hills Wealth Management added most to Dimensional Short-Duration Fixed Income ETF in Q1 2023, an estimated $20.6M increase.
- Silicon Hills Wealth Management's biggest Q1 2023 reduction was Avantis International Equity ETF, cutting an estimated $6.56M.
- Silicon Hills Wealth Management fully exited Dimensional Inflation-Protected Securities ETF in Q1 2023, selling an estimated $3.65M.
- Silicon Hills Wealth Management's ten largest holdings make up 60% of its $167M portfolio in Q1 2023.
- Silicon Hills Wealth Management opened 7 new positions and closed 16 in Q1 2023.
- Silicon Hills Wealth Management's portfolio value rose 24% quarter-over-quarter to $167M.
Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.