Team Hewins, LLC Portfolio Holdings by Sector
Team Hewins, LLC
- $241 Billion
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFIV DFAT DFUV AVUV AVEM IWO SPY MUNI 28 stocks |
$218 Million
99.34% of portfolio
|
  10  
|
  11  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$739,256
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$273,175
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$223,093
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$217,455
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|