KRAFT ASSET MANAGEMENT, LLC
CIK: 0001908611SEC EDGAR →
Portfolio Value
$107.5M
Holdings
41
As of
Q2 2025
New Positions
2
Closed Positions
7
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 389,227 | $21.0M | 19.54% |
| 2 | DIMENSIONAL ETF TRUST | 483,878 | $17.3M | 16.13% |
| 3 | DIMENSIONAL ETF TRUST | 281,152 | $11.9M | 11.06% |
| 4 | DIMENSIONAL ETF TRUST | 242,482 | $10.4M | 9.66% |
| 5 | DIMENSIONAL ETF TRUST | 108,842 | $7.3M | 6.79% |
| 6 | VANGUARD SCOTTSDALE FDS | 92,007 | $5.5M | 5.12% |
| 7 | DIMENSIONAL ETF TRUST | 61,640 | $3.9M | 3.65% |
| 8 | EA SERIES TRUST | 163,582 | $3.3M | 3.10% |
| 9 | ISHARES TR | 21,066 | $2.8M | 2.65% |
| 10 | AMERICAN CENTY ETF TR | 26,530 | $2.4M | 2.25% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 36 | $102.6M | 95.5% |
| Unknown | 1 | $3.3M | 3.1% |
| Technology | 3 | $889K | 0.8% |
| Industrials | 1 | $662K | 0.6% |