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Prudent Man Investment Management, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Prudent Man Investment Management, Inc.

报告期 2026-03-31 · CIK 0002054263

持仓数

169

前50大市值合计

$295.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

DFAC DIMENSIONAL ETF TRUST

US CORE EQUITY 2

$94.3M

2,382,749

31.9%

DUSB DIMENSIONAL ETF TRUST

ULTRASHORT FIXED

$80.9M

1,597,198

27.4%

DFAI DIMENSIONAL ETF TRUST

INTL CORE EQT MK

$40.2M

1,055,534

13.6%

DFUV DIMENSIONAL ETF TRUST

US MKTWIDE VALUE

$22.3M

479,619

7.6%

DFAU DIMENSIONAL ETF TRUST

US CORE EQT MKT

$17.1M

365,373

5.8%

DFAE DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG

$11.3M

347,647

3.8%

DFLV DIMENSIONAL ETF TRUST

US LARGE CAP VAL

$10.4M

304,881

3.5%

AAPL APPLE INC

COM

$3.9M

14,286

1.3%

DFAW DIMENSIONAL ETF TRUST

WORLD EQUITY ETF

$2.9M

39,475

1.0%

DFAX DIMENSIONAL ETF TRUST

WORLD EX US CORE

$1.4M

42,556

0.5%

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$1.4M

27,772

0.5%

DFAT DIMENSIONAL ETF TRUST

US TARGETED VLU

$900.8K

15,130

0.3%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$699.7K

2,087

0.2%

AVXC AMERICAN CENTY ETF TR

AVANTIS EMERGING

$643.2K

10,086

0.2%

DFSV DIMENSIONAL ETF TRUST

US SMALL CAP VAL

$577.3K

17,551

0.2%

DFUS DIMENSIONAL ETF TRUST

US EQUITY MARKET

$553.8K

7,466

0.2%

MGK VANGUARD WORLD FD

MEGA GRWTH IND

$494.5K

1,198

0.2%

PNC PNC FINL SVCS GROUP INC

COM

$380.9K

1,825

0.1%

NVDA NVIDIA CORPORATION

COM

$363.7K

1,950

0.1%

EMXC ISHARES INC

MSCI EMRG CHN

$343.7K

4,729

0.1%

VTV VANGUARD INDEX FDS

VALUE ETF

$340.0K

1,780

0.1%

WMT WALMART INC

COM

$330.8K

2,969

0.1%

VXUS VANGUARD STAR FDS

VG TL INTL STK F

$326.9K

4,333

0.1%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$309.6K

4,444

0.1%

MSFT MICROSOFT CORP

COM

$308.8K

639

0.1%

LMT LOCKHEED MARTIN CORP

COM

$246.7K

510

0.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$242.1K

386

0.1%

— EXXON MOBIL CORP

COM

$194.7K

1,618

0.1%

AXP AMERICAN EXPRESS CO

COM

$166.1K

449

0.1%

VT VANGUARD INTL EQUITY INDEX F

TT WRLD ST ETF

$165.3K

1,172

0.1%

CASY CASEYS GEN STORES INC

COM

$143.7K

260

0.0%

IVV ISHARES TR

CORE S&P500 ETF

$130.8K

191

0.0%

SPY SPDR S&P 500 ETF TR

TR UNIT

$128.8K

189

0.0%

GOOGL ALPHABET INC

CAP STK CL A

$121.8K

389

0.0%

BAC BANK AMERICA CORP

COM

$92.7K

1,685

0.0%

DIS DISNEY WALT CO

COM

$91.5K

804

0.0%

PEG PUBLIC SVC ENTERPRISE GRP IN

COM

$91.1K

1,134

0.0%

DEXC DIMENSIONAL ETF TRUST

EMERGING MRKTETS

$89.3K

1,475

0.0%

XEL XCEL ENERGY INC

COM

$87.0K

1,178

0.0%

GS GOLDMAN SACHS GROUP INC

COM

$82.6K

94

0.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$81.4K

162

0.0%

ORCL ORACLE CORP

COM

$81.1K

416

0.0%

TMO THERMO FISHER SCIENTIFIC INC

COM

$80.0K

138

0.0%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$77.7K

2,371

0.0%

LLY ELI LILLY & CO

COM

$76.3K

71

0.0%

WFC WELLS FARGO CO NEW

COM

$74.6K

800

0.0%

JNJ JOHNSON & JOHNSON

COM

$72.4K

350

0.0%

SNPE DBX ETF TR

XTRACKRS S&P 500

$66.7K

1,068

0.0%

PEP PEPSICO INC

COM

$66.0K

460

0.0%

— ASML HOLDING N V

N Y REGISTRY SHS

$64.2K

60

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

90%前 6 大占比

DFAC31.9%DUSB27.4%DFAI13.6%DFUV7.6%DFAU5.8%DFAE3.8%