Team Hewins, LLC Top Holdings and 13F Report (2024) → Shocking $16T Elon Musk Crypto Leak (From Crypto 101 Media) (Ad) About Team Hewins, LLCInvestment ActivityTeam Hewins, LLC has $727.76 million in total holdings as of March 31, 2024.Team Hewins, LLC owns shares of 369 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 2.07% of the portfolio was purchased this quarter.About 1.39% of the portfolio was sold this quarter.This quarter, Team Hewins, LLC has purchased 350 new stocks and bought additional shares in 188 stocks.Team Hewins, LLC sold shares of 140 stocks and completely divested from 7 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $94,495,135Dimensional International Value ETF $66,378,957Dimensional U.S. Targeted Value ETF $54,738,795Dimensional US Marketwide Value ETF $47,196,155iShares MSCI EAFE ETF $40,645,687 Largest New Holdings this Quarter US Treasury 3 Month Bill ETF $451,338 HoldingInvesco Preferred ETF $370,728 HoldingApollo Global Management $346,684 HoldingMercadoLibre $319,024 HoldingAmérica Móvil $312,182 Holding Largest Purchases this Quarter Dimensional International Value ETF 47,989 shares (about $1.76M)Walmart 17,063 shares (about $1.03M)Synopsys 1,613 shares (about $921.83K)Copart 10,011 shares (about $579.84K)Dimensional US Large Cap Value ETF 18,812 shares (about $564.17K) Largest Sales this Quarter NVIDIA 1,708 shares (about $1.54M)American Tower 3,329 shares (about $657.78K)Taiwan Semiconductor Manufacturing 3,735 shares (about $510.49K)Dimensional US Marketwide Value ETF 11,173 shares (about $456.98K)ServiceNow 394 shares (about $300.39K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTeam Hewins, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$94,495,135$20,987 ▼0.0%180,10613.0%FinanceDFIVDimensional International Value ETF$66,378,957$1,763,596 ▲2.7%1,806,2309.1%ETFDFATDimensional U.S. Targeted Value ETF$54,738,795$108,914 ▼-0.2%1,005,6737.5%ETFDFUVDimensional US Marketwide Value ETF$47,196,155$456,976 ▼-1.0%1,153,9406.5%ETFEFAiShares MSCI EAFE ETF$40,645,6870.0%508,9625.6%FinanceAVUVAvantis U.S. Small Cap Value ETF$32,295,339$469,112 ▲1.5%344,6314.4%ETFNVDANVIDIA$23,297,447$1,543,284 ▼-6.2%25,7843.2%Computer and TechnologyMSFTMicrosoft$22,819,620$79,517 ▼-0.3%54,2393.1%Computer and TechnologyDFLVDimensional US Large Cap Value ETF$21,659,673$564,172 ▲2.7%722,2303.0%ETFAAPLApple$20,207,487$297,174 ▼-1.4%117,8422.8%Computer and TechnologyMETAMeta Platforms$13,133,968$107,313 ▲0.8%27,0481.8%Computer and TechnologyAMZNAmazon.com$8,487,421$83,336 ▲1.0%47,0531.2%Retail/WholesaleGOOGLAlphabet$7,337,613$36,676 ▲0.5%48,6161.0%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$6,629,325$22,758 ▼-0.3%161,3760.9%FinanceAVEMAvantis Emerging Markets Equity ETF$6,537,8820.0%112,8000.9%ETFLLYEli Lilly and Company$6,537,198$120,584 ▼-1.8%8,4030.9%MedicalIWOiShares Russell 2000 Growth ETF$6,367,545$11,915 ▼-0.2%23,5140.9%ETFGOOGAlphabet$5,953,711$35,477 ▼-0.6%39,1020.8%Computer and TechnologyVVisa$5,761,886$11,721 ▲0.2%20,6460.8%Business ServicesJPMJPMorgan Chase & Co.$5,322,650$36,255 ▲0.7%26,5730.7%FinanceADBEAdobe$4,246,714$141,793 ▲3.5%8,4160.6%Computer and TechnologyNFLXNetflix$3,737,509$12,147 ▲0.3%6,1540.5%Consumer DiscretionaryTSLATesla$3,584,183$122,877 ▼-3.3%20,3890.5%Auto/Tires/TrucksMAMastercard$3,554,950$27,449 ▲0.8%7,3820.5%Business ServicesINTUIntuit$3,136,900$137,150 ▼-4.2%4,8260.4%Computer and TechnologyMRKMerck & Co., Inc.$3,136,112$71,137 ▲2.3%23,6300.4%MedicalHDHome Depot$2,931,088$767 ▼0.0%7,6410.4%Retail/WholesaleINTCIntel$2,550,633$2,783 ▲0.1%57,7460.4%Computer and TechnologyUNHUnitedHealth Group$2,392,370$9,399 ▲0.4%4,8360.3%MedicalORCLOracle$2,315,244$42,707 ▼-1.8%18,4320.3%Computer and TechnologyAVGOBroadcom$2,294,285$56,993 ▲2.5%1,7310.3%Computer and TechnologyMCDMcDonald's$2,290,562$1,692 ▼-0.1%8,1240.3%Retail/WholesalePGProcter & Gamble$2,250,732$6,166 ▲0.3%13,8720.3%Consumer StaplesNOWServiceNow$2,245,268$300,386 ▼-11.8%2,9450.3%Computer and TechnologyCOSTCostco Wholesale$2,135,635$9,524 ▲0.4%2,9150.3%Retail/WholesaleBACBank of America$2,121,806$28,819 ▼-1.3%55,9550.3%FinanceSPGIS&P Global$2,057,902$128,911 ▲6.7%4,8370.3%Business ServicesLOWLowe's Companies$2,049,558$3,821 ▲0.2%8,0460.3%Retail/WholesaleTXNTexas Instruments$2,026,585$21,254 ▲1.1%11,6330.3%Computer and TechnologyDHRDanaher$2,009,670$14,249 ▲0.7%8,0390.3%Multi-Sector ConglomeratesISRGIntuitive Surgical$1,943,569$286,547 ▼-12.8%4,8700.3%MedicalBXBlackstone$1,935,343$21,151 ▼-1.1%14,7320.3%FinanceCRMSalesforce$1,870,302$55,789 ▼-2.9%6,2020.3%Computer and TechnologyTMOThermo Fisher Scientific$1,844,249$12,214 ▲0.7%3,1710.3%MedicalASMLASML$1,787,606$970 ▼-0.1%1,8420.2%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$1,756,840$510,487 ▼-22.5%12,8540.2%Computer and TechnologyJNJJohnson & Johnson$1,752,113$75,931 ▲4.5%11,0760.2%MedicalAMATApplied Materials$1,724,702$21,860 ▲1.3%8,3630.2%Computer and TechnologyABBVAbbVie$1,699,904$44,615 ▲2.7%9,3350.2%MedicalCMGChipotle Mexican Grill$1,651,046$290,677 ▼-15.0%5680.2%Retail/WholesaleXOMExxon Mobil$1,649,376$186,570 ▼-10.2%14,1890.2%Oils/EnergyWMTWalmart$1,530,455$1,030,185 ▲205.9%25,3490.2%Retail/WholesaleVCEBVanguard ESG U.S. Corporate Bond ETF$1,496,100$21,398 ▼-1.4%23,8420.2%ETFABNBAirbnb$1,462,371$1,320 ▲0.1%8,8650.2%Computer and TechnologyCMCSAComcast$1,440,911$130,310 ▼-8.3%33,2390.2%Consumer DiscretionarySAPSAP$1,420,404$43,492 ▼-3.0%7,2830.2%Computer and TechnologyAXPAmerican Express$1,419,648$11,385 ▼-0.8%6,2350.2%FinanceACNAccenture$1,403,771$24,956 ▲1.8%4,0500.2%Business ServicesAMDAdvanced Micro Devices$1,395,188$5,054 ▲0.4%7,7300.2%Computer and TechnologyUBERUber Technologies$1,336,701$318,200 ▲31.2%17,3620.2%Computer and TechnologyQCOMQUALCOMM$1,313,882$28,272 ▲2.2%7,7610.2%Computer and TechnologyVTVVanguard Value ETF$1,292,132$36,481 ▼-2.7%7,9340.2%ETFUNPUnion Pacific$1,282,034$17,707 ▲1.4%5,2130.2%TransportationLINDE PLC$1,271,773$23,216 ▲1.9%2,7390.2%SHSDISWalt Disney$1,269,485$19,211 ▲1.5%10,3750.2%Consumer DiscretionaryCVXChevron$1,238,553$44,009 ▼-3.4%7,8520.2%Oils/EnergyABTAbbott Laboratories$1,191,953$13,980 ▲1.2%10,4870.2%MedicalMUNIPIMCO Intermediate Municipal Bond Exchange-Traded Fund$1,144,319$22,877 ▼-2.0%21,8090.2%ETFSNPSSynopsys$1,144,143$921,830 ▲414.7%2,0020.2%Computer and TechnologyIBMInternational Business Machines$1,138,695$41,820 ▲3.8%5,9630.2%Computer and TechnologyCSCOCisco Systems$1,134,505$6,688 ▲0.6%22,7310.2%Computer and TechnologyLMTLockheed Martin$1,126,259$35,480 ▼-3.1%2,4760.2%AerospaceAMGNAmgen$1,107,143$11,373 ▲1.0%3,8940.2%MedicalLULULululemon Athletica$1,083,664$118,367 ▲12.3%2,7740.1%Consumer DiscretionaryPEPPepsiCo$1,080,951$75,259 ▲7.5%6,1330.1%Consumer StaplesDOORDASH INC$1,069,809$45,723 ▼-4.1%7,7680.1%CL AKOCoca-Cola$1,032,216$19,546 ▲1.9%16,7410.1%Consumer StaplesADPAutomatic Data Processing$1,025,878$6,529 ▲0.6%4,0850.1%Business ServicesCATCaterpillar$995,224$34,811 ▲3.6%2,7160.1%Industrial ProductsMSMorgan Stanley$994,330$14,877 ▼-1.5%10,5600.1%FinanceGSThe Goldman Sachs Group$983,660$4,177 ▼-0.4%2,3550.1%FinanceHONHoneywell International$977,606$15,599 ▼-1.6%4,7630.1%Multi-Sector ConglomeratesELVElevance Health$974,337$7,260 ▲0.8%1,8790.1%MedicalELEstée Lauder Companies$972,533$35,609 ▼-3.5%6,3090.1%Consumer StaplesPLDPrologis$955,946$4,558 ▼-0.5%7,3410.1%FinanceIVViShares Core S&P 500 ETF$951,075$3,154 ▼-0.3%1,8090.1%ETFSCHBSchwab US Broad Market ETF$950,0610.0%15,5620.1%ETFCIThe Cigna Group$934,488$15,254 ▲1.7%2,5730.1%MedicalNKENIKE$924,503$15,663 ▼-1.7%9,7980.1%Consumer DiscretionaryCPRTCopart$918,901$579,837 ▲171.0%15,8650.1%Business ServicesITWIllinois Tool Works$900,090$8,362 ▲0.9%3,3370.1%Industrial ProductsPGRProgressive$894,083$24,405 ▲2.8%4,3230.1%FinancePFEPfizer$883,640$169,663 ▼-16.1%31,8430.1%MedicalNEENextEra Energy$862,466$35,278 ▼-3.9%13,4950.1%UtilitiesFSLRFirst Solar$845,182$33,929 ▼-3.9%5,0070.1%Oils/EnergyRTXRTX$844,805$51,008 ▼-5.7%8,6620.1%AerospaceTTTrane Technologies$815,344$12,909 ▲1.6%2,7160.1%Business ServicesTRVTravelers Companies$814,006$10,356 ▼-1.3%3,5370.1%FinanceFIFiserv$809,808$5,594 ▲0.7%5,0670.1%Business ServicesWFCWells Fargo & Company$803,955$223,491 ▼-21.8%13,8710.1%FinanceShowing largest 100 holdings. 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