Team Hewins

FOSTER CITY, CAfiles as Team Hewins, LLC

$366m in 40 US stocks at the end of 30 June 2026. The top 10 are 93.6% of the money. It changed about 2.5% of the portfolio this quarter.

Value

$366m

Stocks

Top 10 share

93.6%

Turnover

2.5%

What changed this quarter

New

Bought for the first time this quarter.

None this quarter.

Added

Bought more of a stock they already held.

Vanguard Index FDSVB
0.2% of the fund
+2%
Ishares TRIWM
0.1% of the fund
+5%
Vanguard Index FDSVOO
0.1% of the fund
+44%
Vanguard Index FDSVBR
0.1% of the fund
+14%

Cut

Sold some of their stake.

American Centy ETF TRAVEM
4.1% of the fund
-5%
Ishares TRIWO
2.8% of the fund
-5%
Dimensional ETF TrustDFSV
1.1% of the fund
-5%
Vanguard Specialized FundsVIG
0.2% of the fund
-62%
Schwab Strategic TRSCHB
<0.1% of the fund
-39%
Ishares TRITOT
<0.1% of the fund
-49%

Sold out

Sold their entire stake.

Spdr Gold TRGLD
-100%

Holdings

Dimensional ETF TrustDFIV
Share
25.8%
Value
$94m
Shares
1,745,668
Held
Dimensional ETF TrustDFAT
Share
17.6%
Value
$64m
Shares
917,911
Held
Dimensional ETF TrustDFUV
Share
14.3%
Value
$52m
Shares
951,799
Held
American Centy ETF TRAVUV
Share
14.0%
Value
$51m
Shares
411,350
Held
Dimensional ETF TrustDFLV
Share
10.1%
Value
$37m
Shares
935,378
Held
American Centy ETF TRAVEM
Share
4.1%
Value
$15m
Shares
155,688
-5%
Dimensional ETF TrustDFUS
Share
3.0%
Value
$11m
Shares
134,100
Held
Ishares TRIWO
Share
2.8%
Value
$10m
Shares
25,574
-5%
Dimensional ETF TrustDFSV
Share
1.1%
Value
$4m
Shares
99,124
-5%
State STR Spdr S&P 500 ETF TSPY
Share
0.9%
Value
$3m
Shares
4,180
Held
Ishares TRIVV
Share
0.8%
Value
$3m
Shares
3,853
Held
American Centy ETF TRAVLV
Share
0.7%
Value
$3m
Shares
27,847
Held
Vanguard World FDVCEB
Share
0.6%
Value
$2m
Shares
36,850
Held
Vanguard Index FDSVUG
Share
0.4%
Value
$2m
Shares
18,708
Held
Vanguard Index FDSVTI
Share
0.3%
Value
$1m
Shares
3,309
Held
Pimco ETF TRMUNI
Share
0.3%
Value
$1m
Shares
19,922
Held
Vanguard Scottsdale FDSVGIT
Share
0.3%
Value
$1m
Shares
17,690
Held
American Centy ETF TRAVSD
Share
0.3%
Value
$980,325
Shares
12,272
Held
Vanguard Index FDSVTV
Share
0.2%
Value
$873,900
Shares
4,010
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$694,480
Shares
2,935
-62%
Wisdomtree TRDLN
Share
0.2%
Value
$686,569
Shares
7,128
Held
Vanguard Index FDSVB
Share
0.2%
Value
$623,518
Shares
2,057
+2%
American Centy ETF TRAVSE
Share
0.2%
Value
$552,829
Shares
6,755
Held
Vaneck ETF TrustISRA
Share
0.1%
Value
$533,190
Shares
8,220
Held
Ishares TRIJR
Share
0.1%
Value
$516,416
Shares
3,482
Held
Schwab Strategic TRSCHD
Share
0.1%
Value
$507,940
Shares
16,018
Held
Ishares TRIWM
Share
0.1%
Value
$501,752
Shares
1,670
+5%
American Centy ETF TRAVSU
Share
0.1%
Value
$428,450
Shares
4,840
Held
Vanguard Index FDSVOO
Share
0.1%
Value
$423,075
Shares
616
+44%
Ishares TRIWD
Share
0.1%
Value
$406,798
Shares
1,678
Held
Vanguard Index FDSVBR
Share
0.1%
Value
$384,411
Shares
1,582
+14%
GCT Semiconductor HoldingGCTS
Share
0.1%
Value
$373,151
Shares
125,640
Held
Schwab Strategic TRSCHB
Share
<0.1%
Value
$340,136
Shares
11,745
-39%
Vanguard Intl Equity Index FVWO
Share
<0.1%
Value
$302,450
Shares
5,067
Held
Spdr Series TrustSLYV
Share
<0.1%
Value
$288,487
Shares
2,644
Held
Vanguard Index FDSVO
Share
<0.1%
Value
$282,962
Shares
3,512
Held
Ishares TREFV
Share
<0.1%
Value
$280,556
Shares
3,665
Held
State STR Spdr S&P Midcap 40MDY
Share
<0.1%
Value
$262,981
Shares
373
Held
Ishares TRIJH
Share
<0.1%
Value
$228,400
Shares
2,962
Held
Ishares TRITOT
Share
<0.1%
Value
$214,866
Shares
1,308
-49%

Company	Share of fund	Value	Shares	Change
Dimensional ETF TrustDFIV	25.8%	$94m	1,745,668	Held
Dimensional ETF TrustDFAT	17.6%	$64m	917,911	Held
Dimensional ETF TrustDFUV	14.3%	$52m	951,799	Held
American Centy ETF TRAVUV	14.0%	$51m	411,350	Held
Dimensional ETF TrustDFLV	10.1%	$37m	935,378	Held
American Centy ETF TRAVEM	4.1%	$15m	155,688	-5%
Dimensional ETF TrustDFUS	3.0%	$11m	134,100	Held
Ishares TRIWO	2.8%	$10m	25,574	-5%
Dimensional ETF TrustDFSV	1.1%	$4m	99,124	-5%
State STR Spdr S&P 500 ETF TSPY	0.9%	$3m	4,180	Held
Ishares TRIVV	0.8%	$3m	3,853	Held
American Centy ETF TRAVLV	0.7%	$3m	27,847	Held
Vanguard World FDVCEB	0.6%	$2m	36,850	Held
Vanguard Index FDSVUG	0.4%	$2m	18,708	Held
Vanguard Index FDSVTI	0.3%	$1m	3,309	Held
Pimco ETF TRMUNI	0.3%	$1m	19,922	Held
Vanguard Scottsdale FDSVGIT	0.3%	$1m	17,690	Held
American Centy ETF TRAVSD	0.3%	$980,325	12,272	Held
Vanguard Index FDSVTV	0.2%	$873,900	4,010	Held
Vanguard Specialized FundsVIG	0.2%	$694,480	2,935	-62%
Wisdomtree TRDLN	0.2%	$686,569	7,128	Held
Vanguard Index FDSVB	0.2%	$623,518	2,057	+2%
American Centy ETF TRAVSE	0.2%	$552,829	6,755	Held
Vaneck ETF TrustISRA	0.1%	$533,190	8,220	Held
Ishares TRIJR	0.1%	$516,416	3,482	Held
Schwab Strategic TRSCHD	0.1%	$507,940	16,018	Held
Ishares TRIWM	0.1%	$501,752	1,670	+5%
American Centy ETF TRAVSU	0.1%	$428,450	4,840	Held
Vanguard Index FDSVOO	0.1%	$423,075	616	+44%
Ishares TRIWD	0.1%	$406,798	1,678	Held
Vanguard Index FDSVBR	0.1%	$384,411	1,582	+14%
GCT Semiconductor HoldingGCTS	0.1%	$373,151	125,640	Held
Schwab Strategic TRSCHB	<0.1%	$340,136	11,745	-39%
Vanguard Intl Equity Index FVWO	<0.1%	$302,450	5,067	Held
Spdr Series TrustSLYV	<0.1%	$288,487	2,644	Held
Vanguard Index FDSVO	<0.1%	$282,962	3,512	Held
Ishares TREFV	<0.1%	$280,556	3,665	Held
State STR Spdr S&P Midcap 40MDY	<0.1%	$262,981	373	Held
Ishares TRIJH	<0.1%	$228,400	2,962	Held
Ishares TRITOT	<0.1%	$214,866	1,308	-49%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 31.8% since 30 June 2025.

Where the money is

Technology0.1%

Other99.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.