TEAM HEWINS, LLC
TEAM HEWINS, LLC runs TEAM HEWINS, LLC and currently holds 40 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $365.54M. Their top holdings are DFIV, DFAT, DFUV, AVUV, DFLV. The top five represent 81.8% of reported portfolio weight. TEAM HEWINS, LLC ranks #438 out of 1000 investors tracked by Alpha Score. They added to 11 existing positions. They trimmed 13 positions. Their current best-performing preview position is GCTS with returns of +160.53%.
40 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
DFIV DIMENSIONAL ETF TRUST | 25.80% | $30.89 | $58.30 | +88.72% | Trimmed -0.89% |
DFAT DIMENSIONAL ETF TRUST | 17.55% | $44.01 | $71.70 | +62.92% | Trimmed -0.26% |
DFUV DIMENSIONAL ETF TRUST | 14.32% | $33.51 | $57.42 | +71.35% | Trimmed -1.30% |
AVUV AMERICAN CENTY ETF TR | 14.04% | $80.17 | $126.43 | +57.70% | Trimmed -0.54% |
DFLV DIMENSIONAL ETF TRUST | 10.12% | $27.17 | $42.02 | +54.66% | Trimmed -0.95% |
AVEM AMERICAN CENTY ETF TR | 4.11% | $57.60 | $94.23 | +63.59% | Trimmed -5.10% |
DFUS DIMENSIONAL ETF TRUST | 3.01% | $68.28 | $83.66 | +22.52% | Trimmed -0.02% |
IWO ISHARES TR | 2.76% | $225.18 | $387.34 | +72.01% | Trimmed -4.66% |
DFSV DIMENSIONAL ETF TRUST | 1.05% | $28.75 | $40.29 | +40.12% | Trimmed -5.01% |
SPY STATE STR SPDR S&P 500 ETF T | 0.86% | $438.18 | $765.62 | +74.73% | Added +0.26% |
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