Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Silicon Hills Wealth Management, LLC (CIK 1799054) reported $177.2M across 84 reported positions in its SEC 13F filing for 2023-06-30. Largest positions: DFSD ($24.1M, 13.59%), AVUS ($23.7M, 13.37%), AVDV ($10.5M, 5.94%), AVSU ($8.1M, 4.56%), AVUV ($8.1M, 4.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | $24.1M | 13.59% | 519,477 | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $23.7M | 13.37% | 315,199 | Added |
| 3 | AVDV | AMERICAN CENTY ETF TR | $10.5M | 5.94% | 182,967 | Trimmed |
| 4 | AVSU | AMERICAN CENTY ETF TR | $8.1M | 4.56% | 156,466 | Added |
| 5 | AVUV | AMERICAN CENTY ETF TR | $8.1M | 4.55% | 103,847 | Added |
| 6 | QMOM | EA SERIES TRUST | $7.9M | 4.48% | 170,830 | Trimmed |
| 7 | AAPL | APPLE INC | $7.1M | 3.98% | 36,393 | Added |
| 8 | QVAL | EA SERIES TRUST | $7.0M | 3.94% | 201,788 | Added |
| 9 | DIHP | DIMENSIONAL ETF TRUST | $6.6M | 3.73% | 270,002 | Trimmed |
| 10 | QQQ | INVESCO QQQ TR | $5.2M | 2.93% | 14,046 | Trimmed |
| 11 | DFAI | DIMENSIONAL ETF TRUST | $4.7M | 2.65% | 171,831 | Trimmed |
| 12 | DFNM | DIMENSIONAL ETF TRUST | $3.8M | 2.13% | 79,316 | Trimmed |
| 13 | RSP | INVESCO EXCHANGE TRADED FD T | $3.5M | 1.98% | 23,396 | Trimmed |
| 14 | AVSD | AMERICAN CENTY ETF TR | $3.4M | 1.93% | 66,858 | Trimmed |
| 15 | AMZN | AMAZON COM INC | $2.4M | 1.33% | 18,063 | Trimmed |
| 16 | V | VISA INC | $2.2M | 1.23% | 9,151 | Hold |
| 17 | DFUS | DIMENSIONAL ETF TRUST | $2.2M | 1.23% | 45,280 | Trimmed |
| 18 | SPLV | INVESCO EXCH TRADED FD TR II | $1.9M | 1.07% | 30,168 | Trimmed |
| 19 | AXP | AMERICAN EXPRESS CO | $1.8M | 1.03% | 10,480 | Hold |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.97% | 5,050 | Added |
| 21 | ITOT | ISHARES TR | $1.6M | 0.90% | 16,317 | Hold |
| 22 | MSFT | MICROSOFT CORP | $1.6M | 0.88% | 4,575 | Added |
| 23 | DFAU | DIMENSIONAL ETF TRUST | $1.5M | 0.84% | 48,313 | Trimmed |
| 24 | AVMU | AMERICAN CENTY ETF TR | $1.5M | 0.83% | 31,950 | Hold |
| 25 | AVDE | AMERICAN CENTY ETF TR | $1.5M | 0.82% | 25,464 | Trimmed |
Source: SEC Form 13F filings · as of 2023-06-30