Team-Hewins
AI_NATIVE detailed information: This accession holds the following tickers:[ "VCEB", "AVEM", null, null, null, null, null, null, "IVV", "SPY", "IEFA", "VWO", null, null, null, "VIG", "IWO", null, null, "VUG", "VBR", "VB", "VTV", "SCHD", null, null ]
Filing Details
13F-HR • 2024-12-31
Filing Details
13F-HR • 2024-12-31- Report Date
- 2024-12-31
- Filing Date
- 2025-01-21
- Total Holdings
- 26
- Total Value
- 230581257
- Accession Number
- 0001964760-25-000001
- Form Type
- 13F-HR
- CIK
- team-hewins
- Manager Name
- Team-Hewins
Data Enrichment
50% identified13 identified13 unidentified
Holdings
26 positions • $230.6M total value
Manager:
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464288877
Shares:5.1K
Value:$268.2K
% of Portfolio:0.1% ($268.2K/$230.6M)
025072315
Shares:5.1K
Value:$245.9K
% of Portfolio:0.1% ($245.9K/$230.6M)
464287879
Shares:2.3K
Value:$235.0K
% of Portfolio:0.1% ($235.0K/$230.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 3.7K | QoQ NEW(+3.7K) YoY 0.00% (+0) | All Managers (Combined) | $278.2K | 0.1% ($278.2K/$230.6M) | QoQ NEW(+$278.2K) YoY 0.00% (+$0) | |
(cusip464288877)✕ | 5.1K | QoQ NEW(+5.1K) YoY 0.00% (+0) | All Managers (Combined) | $268.2K | 0.1% ($268.2K/$230.6M) | QoQ NEW(+$268.2K) YoY 0.00% (+$0) |
| 1.5K | QoQ NEW(+1.5K) YoY 0.00% (+0) | All Managers (Combined) | $250.1K | 0.1% ($250.1K/$230.6M) | QoQ NEW(+$250.1K) YoY 0.00% (+$0) | |
(cusip025072315)✕ | 5.1K | QoQ NEW(+5.1K) YoY 0.00% (+0) | All Managers (Combined) | $245.9K | 0.1% ($245.9K/$230.6M) | QoQ NEW(+$245.9K) YoY 0.00% (+$0) |
(cusip464287879)✕ | 2.3K | QoQ NEW(+2.3K) YoY 0.00% (+0) | All Managers (Combined) | $235.0K | 0.1% ($235.0K/$230.6M) | QoQ NEW(+$235.0K) YoY 0.00% (+$0) |
| 5.3K | QoQ NEW(+5.3K) YoY 0.00% (+0) | All Managers (Combined) | $217.8K | 0.1% ($217.8K/$230.6M) | QoQ NEW(+$217.8K) YoY 0.00% (+$0) |