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Home > Institutional Investor > Plancorp, Llc > 13F Holdings

Instuitional Investor - Plancorp, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 1,194,717 $441,782,408 10.78%
2.
Dimensional Etf Trust
 DFAC 7,263,717 $365,714,350 8.92%
3.
Dimensional Etf Trust
 DFAC 4,426,858 $362,515,414 8.85%
4.
Dimensional Etf Trust
 DFAC 7,886,805 $349,937,547 8.54%
5.
Dimensional Etf Trust
 DFAC 3,765,351 $208,299,212 5.08%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.