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 Under $50 Millions

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

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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