Prudent Man Investment Management, Inc. Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$180.7B
Holdings
169
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (169 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DUSBDIMENSIONAL ETF TRUST | 1,139,200 | $57.6B | 31.89% | |
| 2 | DFACDIMENSIONAL ETF TRUST | 1,502,359 | $52.0B | 28.76% | |
| 3 | DFUVDIMENSIONAL ETF TRUST | 452,624 | $18.5B | 10.25% | |
| 4 | DFAUDIMENSIONAL ETF TRUST | 378,207 | $15.3B | 8.47% | |
| 5 | DFAIDIMENSIONAL ETF TRUST | 522,361 | $15.3B | 8.44% | |
| 6 | AAPLAPPLE INC | 14,190 | $3.6B | 1.97% | |
| 7 | DFAEDIMENSIONAL ETF TRUST | 125,616 | $3.2B | 1.76% | |
| 8 | DFAWDIMENSIONAL ETF TRUST | 30,627 | $1.9B | 1.06% | |
| 9 | VUSBVANGUARD BD INDEX FDS | 35,315 | $1.8B | 0.97% | |
| 10 | DFAXDIMENSIONAL ETF TRUST | 49,363 | $1.2B | 0.68% | |
| 11 | AVXCAMERICAN CENTY ETF TR | 21,750 | $1.1B | 0.60% | |
| 12 | VTIVANGUARD INDEX FDS | 3,443 | $997.8M | 0.55% | |
| 13 | DFATDIMENSIONAL ETF TRUST | 16,256 | $904.8M | 0.50% | |
| 14 | BSVVANGUARD BD INDEX FDS | 7,234 | $559.0M | 0.31% | |
| 15 | VTVVANGUARD INDEX FDS | 2,739 | $463.8M | 0.26% | |
| 16 | DFSVDIMENSIONAL ETF TRUST | 14,277 | $439.4M | 0.24% | |
| 17 | VXUSVANGUARD STAR FDS | 6,457 | $380.5M | 0.21% | |
| 18 | MGKVANGUARD WORLD FD | 1,060 | $364.0M | 0.20% | |
| 19 | VOOVANGUARD INDEX FDS | 582 | $313.6M | 0.17% | |
| 20 | DFASDIMENSIONAL ETF TRUST | 4,818 | $313.6M | 0.17% | |
| 21 | EMXCISHARES INC | 4,292 | $238.0M | 0.13% | |
| 22 | PNCPNC FINL SVCS GROUP INC | 1,221 | $235.5M | 0.13% | |
| 23 | MSFTMICROSOFT CORP | 520 | $219.1M | 0.12% | |
| 24 | DFUSDIMENSIONAL ETF TRUST | 3,336 | $212.7M | 0.12% | |
| 25 | NVDANVIDIA CORPORATION | 1,448 | $194.5M | 0.11% | |
| 26 | WMTWALMART INC | 2,115 | $191.1M | 0.11% | |
| 27 | VTVANGUARD INTL EQUITY INDEX F | 1,587 | $186.4M | 0.10% | |
| 28 | LMTLOCKHEED MARTIN CORP | 366 | $177.9M | 0.10% | |
| 29 | XOMEXXON MOBIL CORP | 1,642 | $176.6M | 0.10% | |
| 30 | ORCLORACLE CORP | 832 | $138.7M | 0.08% | |
| 31 | SPYSPDR S&P 500 ETF TR | 214 | $125.5M | 0.07% | |
| 32 | IVVISHARES TR | 191 | $112.4M | 0.06% | |
| 33 | CASYCASEYS GEN STORES INC | 260 | $103.0M | 0.06% | |
| 34 | PEGPUBLIC SVC ENTERPRISE GRP IN | 1,134 | $95.8M | 0.05% | |
| 35 | TMOTHERMO FISHER SCIENTIFIC INC | 179 | $93.1M | 0.05% | |
| 36 | DISDISNEY WALT CO | 804 | $89.5M | 0.05% | |
| 37 | DFSDDIMENSIONAL ETF TRUST | 1,839 | $86.2M | 0.05% | |
| 38 | ACNACCENTURE PLC IRELAND | 200 | $70.4M | 0.04% | |
| 39 | BACBANK AMERICA CORP | 1,580 | $69.4M | 0.04% | |
| 40 | SCHESCHWAB STRATEGIC TR | 2,371 | $63.1M | 0.03% | |
| 41 | JNJJOHNSON & JOHNSON | 415 | $60.0M | 0.03% | |
| 42 | GSGOLDMAN SACHS GROUP INC | 104 | $59.6M | 0.03% | |
| 43 | GOOGLALPHABET INC | 280 | $53.0M | 0.03% | |
| 44 | WMWASTE MGMT INC DEL | 248 | $50.0M | 0.03% | |
| 45 | LOWLOWES COS INC | 200 | $49.4M | 0.03% | |
| 46 | LLYELI LILLY & CO | 62 | $47.9M | 0.03% | |
| 47 | CMCSACOMCAST CORP NEW | 1,190 | $44.7M | 0.02% | |
| 48 | CVXCHEVRON CORP NEW | 308 | $44.6M | 0.02% | |
| 49 | MCDMCDONALDS CORP | 150 | $43.5M | 0.02% | |
| 50 | BLKBLACKROCK INC | 42 | $43.1M | 0.02% | |
| 51 | JPMJPMORGAN CHASE & CO. | 178 | $42.7M | 0.02% | |
| 52 | IDIINTERDIGITAL INC | 200 | $38.7M | 0.02% | |
| 53 | PGPROCTER AND GAMBLE CO | 228 | $38.2M | 0.02% | |
| 54 | BRK/BBERKSHIRE HATHAWAY INC DEL | 84 | $38.1M | 0.02% | |
| 55 | AVGEAMERICAN CENTY ETF TR | 516 | $37.3M | 0.02% | |
| 56 | PPGPPG INDS INC | 300 | $35.8M | 0.02% | |
| 57 | BBSIBARRETT BUSINESS SVCS INC | 800 | $34.8M | 0.02% | |
| 58 | EXPEEXPEDIA GROUP INC | 185 | $34.5M | 0.02% | |
| 59 | DFIVDIMENSIONAL ETF TRUST | 970 | $34.4M | 0.02% | |
| 60 | ABBVABBVIE INC | 178 | $31.6M | 0.02% | |
| 61 | PEPPEPSICO INC | 200 | $30.4M | 0.02% | |
| 62 | SNPEDBX ETF TR | 559 | $29.8M | 0.02% | |
| 63 | VUGVANGUARD INDEX FDS | 72 | $29.6M | 0.02% | |
| 64 | WECWEC ENERGY GROUP INC | 300 | $28.2M | 0.02% | |
| 65 | AMZNAMAZON COM INC | 122 | $26.8M | 0.01% | |
| 66 | SRESEMPRA | 300 | $26.3M | 0.01% | |
| 67 | SCHXSCHWAB STRATEGIC TR | 1,127 | $26.1M | 0.01% | |
| 68 | ITWILLINOIS TOOL WKS INC | 100 | $25.4M | 0.01% | |
| 69 | 4I1PHILIP MORRIS INTL INC | 180 | $21.7M | 0.01% | |
| 70 | BACVERIZON COMMUNICATIONS INC | 520 | $20.8M | 0.01% | |
| 71 | INTCINTEL CORP | 1,020 | $20.5M | 0.01% | |
| 72 | BAXBAXTER INTL INC | 700 | $20.4M | 0.01% | |
| 73 | AXPAMERICAN EXPRESS CO | 64 | $19.0M | 0.01% | |
| 74 | IWMISHARES TR | 82 | $18.1M | 0.01% | |
| 75 | DISVDIMENSIONAL ETF TRUST | 643 | $17.1M | 0.01% | |
| 76 | DFISDIMENSIONAL ETF TRUST | 676 | $16.6M | 0.01% | |
| 77 | ASMLASML HOLDING N V | 20 | $13.9M | 0.01% | |
| 78 | XELXCEL ENERGY INC | 200 | $13.5M | 0.01% | |
| 79 | AQLTISHARES TR | 575 | $13.2M | 0.01% | |
| 80 | CAHCARDINAL HEALTH INC | 111 | $13.1M | 0.01% | |
| 81 | ARTYISHARES TR | 333 | $12.3M | 0.01% | |
| 82 | CORZZCORE SCIENTIFIC INC NEW | 880 | $12.3M | 0.01% | |
| 83 | GILDGILEAD SCIENCES INC | 132 | $12.2M | 0.01% | |
| 84 | FTNTFORTINET INC | 129 | $12.2M | 0.01% | |
| 85 | CATCATERPILLAR INC | 33 | $12.0M | 0.01% | |
| 86 | FEFIRSTENERGY CORP | 300 | $11.9M | 0.01% | |
| 87 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 60 | $11.8M | 0.01% | |
| 88 | VVISA INC | 34 | $10.7M | 0.01% | |
| 89 | COSTCOSTCO WHSL CORP NEW | 11 | $10.1M | 0.01% | |
| 90 | MOALTRIA GROUP INC | 180 | $9.4M | 0.01% | |
| 91 | SONSONOCO PRODS CO | 191 | $9.3M | 0.01% | |
| 92 | AEPAMERICAN ELEC PWR CO INC | 100 | $9.2M | 0.01% | |
| 93 | PFEPFIZER INC | 334 | $8.9M | 0.00% | |
| 94 | CORZWCORE SCIENTIFIC INC NEW | 1,056 | $8.7M | 0.00% | |
| 95 | SDYSPDR SER TR | 63 | $8.3M | 0.00% | |
| 96 | NVSNNOVARTIS AG | 84 | $8.2M | 0.00% | |
| 97 | SCHBSCHWAB STRATEGIC TR | 354 | $8.0M | 0.00% | |
| 98 | METMETLIFE INC | 98 | $8.0M | 0.00% | |
| 99 | VEAVANGUARD TAX-MANAGED FDS | 163 | $7.8M | 0.00% | |
| 100 | FCXFREEPORT-MCMORAN INC | 200 | $7.6M | 0.00% |
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