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Home > Institutional Investor > Team Hewins, Llc > Profile

Instuitional Investor - Team Hewins, Llc

Fund Profile
Filing Period:
Fund Name: Team Hewins, Llc
Portfolio Value $664,071,650
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 180,146 $85,968,308 12.94%
2.
Dimensional Etf Trust
 1,758,241 $60,413,157 9.09%
3.
Dimensional Etf Trust
 1,007,674 $52,731,578 7.94%
4.
Dimensional Etf Trust
 1,165,113 $43,365,513 6.53%
5.
Ishares Trust
 IEF 508,962 $38,350,270 5.77%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)