KAUFMAN ROSSIN WEALTH, LLC 13F Portfolio
KAUFMAN ROSSIN WEALTH, LLC runs KAUFMAN ROSSIN WEALTH, LLC and currently holds 112 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $211.07M. Their top holdings are ITOT, AVDV, DFEM, DUHP, DIHP. The top five represent 38.0% of reported portfolio weight. KAUFMAN ROSSIN WEALTH, LLC ranks #734 out of 1000 investors tracked by Alpha Score. In the most recent quarter, KAUFMAN ROSSIN WEALTH, LLC initiated 6 new positions. They added to 41 existing positions. They trimmed 37 positions. Their current best-performing preview position is MU with returns of +241.73%.
Portfolio Value
$211.07M
Alpha Score
34.1
#734 of 1000
Holdings
112
KAUFMAN ROSSIN WEALTH, LLC Current 13F Holdings
Reported holdings from KAUFMAN ROSSIN WEALTH, LLC's latest SEC 13F filing, ranked by portfolio weight.
112 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 ITOT ISHARES TR | 12.18% | $136.67 | $169.61 | +24.10% | Added +17.06% |
 AVDV AMERICAN CENTY ETF TR | 8.84% | $71.06 | $108.42 | +52.58% | Added +10.10% |
 DFEM DIMENSIONAL ETF TRUST | 6.82% | $27.60 | $40.01 | +44.96% | Added +5.74% |
 DUHP DIMENSIONAL ETF TRUST | 5.71% | $35.59 | $42.61 | +19.72% | Added +16.55% |
 DIHP DIMENSIONAL ETF TRUST | 4.41% | $27.82 | $33.96 | +22.05% | Added +14.40% |
 IDEV ISHARES TR | 4.36% | $70.19 | $89.20 | +27.08% | Added +14.09% |
 VGIT VANGUARD SCOTTSDALE FDS | 3.22% | $58.83 | $56.70 | -3.62% | Added +19.52% |
 DFAC DIMENSIONAL ETF TRUST | 3.00% | $34.61 | $45.31 | +30.90% | Added +0.18% |
 VTI VANGUARD INDEX FDS | 2.36% | $304.10 | $381.92 | +25.59% | Trimmed -1.17% |
 DISV DIMENSIONAL ETF TRUST | 1.99% | $27.16 | $42.66 | +57.07% | Added +2.47% |
Showing 1-10 of 112