Helen Stephens Group, LLC has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $327 Million distributed in 89 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 $52.4M, Ishares Msci Usa Quality Facto with a value of $35.2M, Dimensional ETF Tr Dimensional with a value of $27.9M, Ishares Core S&P U.S Growth Et with a value of $21M, and Vanguard Total International B with a value of $19.8M.
Examining the 13F form we can see an increase of $38.6M in the current position value, from $288M to 327M.
Below you can find more details about Helen Stephens Group, LLC portfolio as well as his latest detailed transactions.
