Conrad Siegel Investment Advisors, Inc.: 13F holdings
CIK 19058752026Q2
| Positions | 74 |
|---|
| Reported value | $614.6m |
|---|
| Filed | 2026-07-17 |
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Change since last quarter
| Positions | 74 (+11 vs prior quarter) |
|---|
| Reported value | $614.6m (+10.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 3,066,960 | $136.1m | 22.1% |
| VOO VANGUARD INDEX FDS | 168,550 | $115.8m | 18.8% |
| VEA VANGUARD TAX-MANAGED FDS | 614,911 | $43.8m | 7.1% |
| VO VANGUARD INDEX FDS | 492,340 | $39.7m | 6.5% |
| LRGF ISHARES TR | 520,948 | $39.4m | 6.4% |
| VGK ISHARES TR | 367,270 | $32.7m | 5.3% |
| DIMENSIONAL ETF TRUST | 445,523 | $31.1m | 5.1% |
| DFAX DIMENSIONAL ETF TRUST | 720,654 | $26.5m | 4.3% |
| IEFA ISHARES TR | 182,159 | $17.6m | 2.9% |
| DFEM DIMENSIONAL ETF TRUST | 410,244 | $16.7m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1905875")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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