Team Hewins, LLC Portfolio Holdings

Team Hewins, LLC

$488 Billion
Q3 2024

Team Hewins, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $488 Billion distributed in 34 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 $86B, Dimensional ETF Tr with a value of $60.4B, Dimensional ETF Tr U S Target with a value of $52.7B, Dimensional ETF Tr Us Marketwi with a value of $43.4B, and Ishares Tr Msci Eafe ETF with a value of $38.4B.

Examining the 13F form we can see an increase of $247B in the current position value, from $241B to 488B.

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 $488 Billion

ETFs: $330 Billion

Technology: $70.4 Billion

Communication Services: $24.8 Billion

Consumer Cyclical: $17.4 Billion

Financial Services: $13 Billion

Healthcare: $10.6 Billion

Consumer Defensive: $2.53 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
INTU Intuit Inc Technology	$181B	$3.15 Billion 0.65% of portfolio	5,037	Q3 2024 New
INTC Intel Corp Technology	$80.1B	$2.9 Billion 0.59% of portfolio	57,683	Q3 2024 New
ABEV Ambev S.A. Consumer Defensive	$32.4B	$505 Million 0.1% of portfolio	171,225	Q3 2024 New

Summary

Portfolio
No. of Stocks 34
Current Value $488 Billion
Prior Value $241 Billion
Filing
Period Q3 2024
Filing Date November 12, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 22 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 5 stocks

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