STOLZ & ASSOCIATES, PS: 13F holdings
CIK 21089892026Q2
| Positions | 32 |
|---|
| Reported value | $160.2m |
|---|
| Filed | 2026-07-29 |
|---|
Change since last quarter
| Positions | 32 (+2 vs prior quarter) |
|---|
| Reported value | $160.2m (+11.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 763,427 | $31.9m | 19.9% |
| AVUV AMERICAN CENTY ETF TR | 167,343 | $20.9m | 13.0% |
| DFGP DIMENSIONAL ETF TRUST | 380,781 | $20.7m | 12.9% |
| DIHP DIMENSIONAL ETF TRUST | 459,924 | $15.7m | 9.8% |
| SHV ISHARES TR | 111,743 | $12.3m | 7.7% |
| DFAE DIMENSIONAL ETF TRUST | 300,733 | $12.1m | 7.5% |
| VCIT VANGUARD SCOTTSDALE FDS | 140,188 | $11.6m | 7.2% |
| GOVT ISHARES TR | 500,701 | $11.4m | 7.1% |
| AVDV AMERICAN CENTY ETF TR | 83,717 | $8.6m | 5.4% |
| DIMENSIONAL ETF TRUST | 53,661 | $2.4m | 1.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2108989")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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