Foster Group, Inc.
CIK: 0001841544SEC EDGAR →
Portfolio Value
$3.3B
Holdings
300
As of
Q4 2025
New Positions
18
Closed Positions
15
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD INDEX FDS | 1,343,296 | $450.4M | 13.62% |
| 2 | VANGUARD TAX-MANAGED FDS | 2,799,343 | $174.9M | 5.29% |
| 3 | VANGUARD BD INDEX FDS | 2,312,615 | $171.3M | 5.18% |
| 4 | DIMENSIONAL ETF TRUST | 3,102,581 | $154.8M | 4.68% |
| 5 | VANGUARD SCOTTSDALE FDS | 2,470,628 | $148.1M | 4.48% |
| 6 | ISHARES TR | 719,725 | $143.0M | 4.32% |
| 7 | DIMENSIONAL ETF TRUST | 4,143,117 | $141.7M | 4.28% |
| 8 | DIMENSIONAL ETF TRUST | 3,931,073 | $128.0M | 3.87% |
| 9 | VANGUARD INDEX FDS | 612,092 | $116.9M | 3.53% |
| 10 | DIMENSIONAL ETF TRUST | 2,973,774 | $113.1M | 3.42% |
Quarterly Changes
Top Buys
New Positions (43)
$631K · 45K shares
$425K · 1K shares
$403K · 25K shares
$377K · 1K shares
$371K · 3K shares
$358K · 11K shares
$347K · 2K shares
$323K · 1K shares
$316K · 2K shares
$296K · 523 shares
$293K · 18K shares
$287K · 980 shares
$281K · 6K shares
$245K · 2K shares
$244K · 3K shares
$236K · 2K shares
$233K · 403 shares
$231K · 1K shares
$228K · 5K shares
$226K · 3K shares
$224K · 2K shares
$224K · 10K shares
$222K · 19K shares
$219K · 791 shares
$216K · 1K shares
$216K · 944 shares
$213K · 176 shares
$212K · 453 shares
$211K · 2K shares
$211K · 5K shares
$206K · 4K shares
$205K · 587 shares
$204K · 5K shares
$203K · 3K shares
$202K · 891 shares
$200K · 967 shares
$196K · 11K shares
$168K · 32K shares
$135K · 10K shares
$133K · 11K shares
$128K · 11K shares
$124K · 11K shares
$30K · 12K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 138 | $3.0B | 91.8% |
| Unknown | 16 | $94.0M | 2.8% |
| Technology | 38 | $82.0M | 2.5% |
| Consumer Cyclical | 14 | $19.0M | 0.6% |
| Industrials | 24 | $18.4M | 0.6% |
| Communication Services | 9 | $18.0M | 0.5% |
| Healthcare | 20 | $12.1M | 0.4% |
| Energy | 9 | $9.1M | 0.3% |
| Consumer Defensive | 12 | $8.2M | 0.2% |
| Basic Materials | 12 | $7.6M | 0.2% |
| Utilities | 7 | $1.5M | 0.0% |
| Real Estate | 1 | $354K | 0.0% |