HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAT) |
538,496 | -6,280 | $28,180 |
| DFAT | 538,496 | -6,280 | $28,180 |
| DIMENSIONAL ETF TRUST (DFAC) |
722,941 | -3,178 | $21,132 |
| DFAC | 722,941 | -3,178 | $21,132 |
| DIMENSIONAL ETF TRUST (DFUV) |
343,520 | -4,961 | $12,786 |
| DFUV | 343,520 | -4,961 | $12,786 |
| DIMENSIONAL ETF TRUST (DFIV) |
330,779 | +2,126 | $11,366 |
| DFIV | 330,779 | +2,126 | $11,366 |
| DIMENSIONAL ETF TRUST (DFUS) |
114,065 | +12,381 | $5,912 |
| DFUS | 114,065 | +12,381 | $5,912 |
| EA SERIES TRUST |
274,613 | +26,703 | $5,771 |
| BSVO | 274,613 | +26,703 | $5,771 |
| VANGUARD SCOTTSDALE FDS (VGIT) |
89,013 | -17,035 | $5,280 |
| VGIT | 89,013 | -17,035 | $5,280 |
| DIMENSIONAL ETF TRUST (DFAS) |
68,805 | +776 | $4,102 |
| DFAS | 68,805 | +776 | $4,102 |
| ISHARES TR (ITOT) |
34,313 | +979 | $3,611 |
| ITOT | 34,313 | +979 | $3,611 |
| DIMENSIONAL ETF TRUST (DFAX) |
114,306 | -1,169 | $2,791 |
| DFAX | 114,306 | -1,169 | $2,791 |
| ISHARES TR (IDEV) |
32,394 | +4,201 | $2,062 |
| IDEV | 32,394 | +4,201 | $2,062 |
| AMERICAN CENTY ETF TR (AVDV) |
32,225 | +5,361 | $2,014 |
| AVDV | 32,225 | +5,361 | $2,014 |
| VANGUARD INDEX FDS (VBR) |
10,721 | +457 | $1,929 |
| VBR | 10,721 | +457 | $1,929 |
| VANGUARD MUN BD FDS (VTEB) |
17,286 | +1,081 | $882 |
| VTEB | 17,286 | +1,081 | $882 |
| ISHARES TR (IJR) |
7,832 | -135 | $848 |
| IJR | 7,832 | -135 | $848 |
| SPDR S&P 500 ETF TR (SPY) |
1,664 | UNCH | $791 |
| SPY | 1,664 | UNCH | $791 |
| ISHARES INC (IEMG) |
14,933 | +891 | $755 |
| IEMG | 14,933 | +891 | $755 |
| VANGUARD MALVERN FDS (VTIP) |
15,828 | +1,110 | $752 |
| VTIP | 15,828 | +1,110 | $752 |
| ILLINOIS TOOL WKS INC |
2,709 | -4 | $710 |
| ITW | 2,709 | -4 | $710 |
| VANGUARD INTL EQUITY INDEX F (VWO) |
14,362 | +310 | $590 |
| VWO | 14,362 | +310 | $590 |
| EXXON MOBIL CORP |
5,777 | +2,421 | $578 |
| XOM | 5,777 | +2,421 | $578 |
| ISHARES TR (IVV) |
1,142 | +1,142 | $545 |
| IVV | 1,142 | +1,142 | $545 |
| DIMENSIONAL ETF TRUST (DFAU) |
16,147 | -256 | $537 |
| DFAU | 16,147 | -256 | $537 |
| VANGUARD BD INDEX FDS (BIV) |
6,861 | +18 | $524 |
| BIV | 6,861 | +18 | $524 |
| DIMENSIONAL ETF TRUST (DFSV) |
17,742 | +17,742 | $517 |
| DFSV | 17,742 | +17,742 | $517 |
| VANGUARD INTL EQUITY INDEX F (VNQI) |
11,107 | +410 | $473 |
| VNQI | 11,107 | +410 | $473 |
| ISHARES TR (QUAL) |
2,843 | +2,843 | $418 |
| QUAL | 2,843 | +2,843 | $418 |
| DIMENSIONAL ETF TRUST (DISV) |
12,488 | +12,488 | $322 |
| DISV | 12,488 | +12,488 | $322 |
| ISHARES TR (IUSV) |
3,644 | UNCH | $307 |
| IUSV | 3,644 | UNCH | $307 |
| VANGUARD SCOTTSDALE FDS (VGSH) |
5,239 | UNCH | $306 |
| VGSH | 5,239 | UNCH | $306 |
| META PLATFORMS INC |
746 | +8 | $264 |
| META | 746 | +8 | $264 |
| MICROSOFT CORP |
696 | +696 | $262 |
| MSFT | 696 | +696 | $262 |
| VANGUARD WHITEHALL FDS (VYM) |
2,338 | +2,338 | $261 |
| VYM | 2,338 | +2,338 | $261 |
| ISHARES TR (EFA) |
3,345 | +3,345 | $252 |
| EFA | 3,345 | +3,345 | $252 |
| UNITEDHEALTH GROUP INC |
458 | -3 | $241 |
| UNH | 458 | -3 | $241 |
| VANGUARD INDEX FDS (VNQ) |
2,678 | +2,678 | $237 |
| VNQ | 2,678 | +2,678 | $237 |
| APPLE INC |
1,205 | -132 | $232 |
| AAPL | 1,205 | -132 | $232 |
See Full List: All Stocks Held By Kraft Asset Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kraft Asset Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $118,759 At 09/30/2023: $106,325 Kraft Asset Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kraft Asset Management LLC 13F filings. Link to 13F filings: SEC filings |
