Greenspring Advisors, LLC has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $403 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $238M, Dimensional ETF Tr with a value of $51.3M, Ishares Core U.S. Aggregate Bo with a value of $19.6M, Dimensional ETF Tr Dimensional with a value of $14.8M, and American Centy ETF Tr Avantis with a value of $9.3M.

Examining the 13F form we can see an increase of $14.6M in the current position value, from $388M to 403M.

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

Portfolio value $403 Million
ETFs: $328 Million
Technology: $10.7 Million
Healthcare: $3.84 Million
Financial Services: $3.74 Million
Consumer Defensive: $1.26 Million
Consumer Cyclical: $939,000
Industrials: $375,000
Basic Materials: $199,000
Other: $0

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $403 Million
  • Prior Value $388 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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