Team Hewins, LLC Portfolio Holdings

Team Hewins, LLC

  • $728 Billion
  • Q1 2024

Team Hewins, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $728 Billion distributed in 369 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $94.5B, Dimensional ETF Tr with a value of $66.4B, Dimensional ETF Tr U S Target with a value of $54.7B, Dimensional ETF Tr Us Marketwi with a value of $47.2B, and Ishares Tr Msci Eafe ETF with a value of $40.6B.

Examining the 13F form we can see an increase of $63.7B in the current position value, from $664B to 728B.

Team Hewins, LLC is based out at Redwood City, CA

Below you can find more details about Team Hewins, LLC portfolio as well as his latest detailed transactions.

Portfolio value $728 Billion
ETFs: $369 Billion
Technology: $113 Billion
Financial Services: $44.7 Billion
Healthcare: $42.3 Billion
Communication Services: $37.1 Billion
Consumer Cyclical: $34.7 Billion
Industrials: $25.7 Billion
Consumer Defensive: $16.2 Billion
Other: $20.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$94.5 Billion 12.98% of portfolio
180,106
Q1 2024 Reduced 0.02%
$0
$66.4 Billion 9.12% of portfolio
1,806,230
Q1 2024 Added 2.73%
$0
$54.7 Billion 7.52% of portfolio
1,005,673
Q1 2024 Reduced 0.2%
$0
$47.2 Billion 6.49% of portfolio
1,153,940
Q1 2024 Reduced 0.96%
$0
$40.6 Billion 5.59% of portfolio
508,962
Q3 2023 New
$0
$32.3 Billion 4.44% of portfolio
344,631
Q1 2024 Added 1.47%
$314B
$23.3 Billion 3.2% of portfolio
25,784
Q1 2024 Reduced 6.21%
$3.49T
$22.8 Billion 3.14% of portfolio
54,239
Q1 2024 Reduced 0.35%
Dimensional ETF Trust
-
$21.7 Billion 2.98% of portfolio
-
Q1 2024 Added 2.67%
$3.64T
$20.2 Billion 2.78% of portfolio
117,842
Q1 2024 Reduced 1.45%
$1.21T
$13.1 Billion 1.8% of portfolio
27,048
Q1 2024 Added 0.82%
$2.04T
$8.49 Billion 1.17% of portfolio
47,053
Q1 2024 Added 0.99%
$1.14T
$7.34 Billion 1.01% of portfolio
48,616
Q1 2024 Added 0.5%
$0
$6.63 Billion 0.91% of portfolio
161,376
Q1 2024 Reduced 0.34%
$0
$6.54 Billion 0.9% of portfolio
112,800
Q4 2023 Added 23.24%
$869B
$6.54 Billion 0.9% of portfolio
8,403
Q1 2024 Reduced 1.81%
$1.17T
$5.95 Billion 0.82% of portfolio
39,102
Q1 2024 Reduced 0.59%
$442B
$5.76 Billion 0.79% of portfolio
20,646
Q1 2024 Added 0.2%
$601B
$5.32 Billion 0.73% of portfolio
26,573
Q1 2024 Added 0.69%
$269B
$4.25 Billion 0.58% of portfolio
8,416
Q1 2024 Added 3.45%
$307B
$3.74 Billion 0.51% of portfolio
6,154
Q1 2024 Added 0.33%
$794B
$3.58 Billion 0.49% of portfolio
20,389
Q1 2024 Reduced 3.31%
$429B
$3.55 Billion 0.49% of portfolio
7,382
Q1 2024 Added 0.78%
$320B
$3.14 Billion 0.43% of portfolio
23,630
Q1 2024 Added 2.32%
$189B
$3.14 Billion 0.43% of portfolio
4,826
Q1 2024 Reduced 4.19%
$343B
$2.93 Billion 0.4% of portfolio
7,641
Q1 2024 Reduced 0.03%
$131B
$2.55 Billion 0.35% of portfolio
57,746
Q1 2024 Added 0.11%
$456B
$2.39 Billion 0.33% of portfolio
4,836
Q1 2024 Added 0.39%
$390B
$2.32 Billion 0.32% of portfolio
18,432
Q1 2024 Reduced 1.81%
$690B
$2.29 Billion 0.32% of portfolio
1,731
Q1 2024 Added 2.55%
$163B
$2.25 Billion 0.31% of portfolio
2,945
Q1 2024 Reduced 11.8%
$391B
$2.25 Billion 0.31% of portfolio
13,872
Q1 2024 Added 0.27%
$185B
$2.29 Billion 0.31% of portfolio
8,124
Q1 2024 Reduced 0.07%
$392B
$2.14 Billion 0.29% of portfolio
2,915
Q1 2024 Added 0.45%
$324B
$2.12 Billion 0.29% of portfolio
55,955
Q1 2024 Reduced 1.34%
$174B
$2.01 Billion 0.28% of portfolio
8,039
Q1 2024 Added 0.71%
$177B
$2.03 Billion 0.28% of portfolio
11,633
Q1 2024 Added 1.06%
$133B
$2.05 Billion 0.28% of portfolio
8,046
Q1 2024 Added 0.19%
$148B
$2.06 Billion 0.28% of portfolio
4,837
Q1 2024 Added 6.68%
$157B
$1.94 Billion 0.27% of portfolio
4,870
Q1 2024 Reduced 12.85%
$87B
$1.94 Billion 0.27% of portfolio
14,732
Q1 2024 Reduced 1.08%
$263B
$1.87 Billion 0.26% of portfolio
6,202
Q1 2024 Reduced 2.9%
$427B
$1.79 Billion 0.25% of portfolio
1,842
Q1 2024 Reduced 0.05%
$212B
$1.84 Billion 0.25% of portfolio
3,171
Q1 2024 Added 0.67%
$954B
$1.76 Billion 0.24% of portfolio
12,854
Q1 2024 Reduced 22.51%
$383B
$1.75 Billion 0.24% of portfolio
11,076
Q1 2024 Added 4.53%
$209B
$1.72 Billion 0.24% of portfolio
8,363
Q1 2024 Added 1.28%
$472B
$1.65 Billion 0.23% of portfolio
14,189
Q1 2024 Reduced 10.16%
$1.74B
$1.65 Billion 0.23% of portfolio
568
Q1 2024 Reduced 14.97%

Summary

  • Portfolio
  • No. of Stocks 369
  • Current Value $728 Billion
  • Prior Value $664 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 26 stocks
  • Additional Purchases 188 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 140 stocks
Track This Portfolio

Track Team Hewins, LLC Portfolio

Follow Team Hewins, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Team Hewins, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Hewins, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email