Greenspring Advisors portfolio

What changed this quarter

269 positions with a change (46 new, 135 added to, 78 trimmed, 10 sold); also, 1 entered through an IPO. 2 are listed here: those of 0.5 points of the portfolio or more (up to 12).

• Dimensional ETF Trust−5.4%fewer sharesReduced
  31.6% → 31.1%
• Dimensional ETF Trust−12%fewer sharesReduced
  4.4% → 3.9%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Dimensional ETF TrustDFAC31.1%
• Dimensional ETF TrustDFIC9.3%
• iShares Core U.s. Aggregate ETFAGG5.4%
• Dimensional ETF TrustDFEM5.1%
• Dimensional ETF TrustDFAX3.9%
• Dimensional ETF Trust2.7%
• Dimensional ETF TrustDFUS2.3%
• Vanguard S/t Corp Bond ETFVCSH1.4%
• American Centy ETF TrAVUS1.3%
• iShares Russell 3000 ETFIWV1.3%
• Vanguard Total Bond Market ETFBND1.2%
• Vanguard Int-term Corporate ETFVCIT1.1%
• AppleAAPL1.1%
• American Centy ETF TrAVGE0.9%
• Vanguard Index FundsVTI0.9%
• Vanguard Total International Bond ETFBNDX0.8%
• Dimensional ETF TrustDFAW0.8%
• Global X MLP ETFMLPA0.7%
• AlphabetGOOGL · GOOG0.7%
• iShares Core Msci Eafe ETFIEFA0.6%
• Dimensional ETF TrustDFUV0.6%
• American Centy ETF TrAVUV0.5%
• Vanguard Russell 3000 ETFVTHR0.5%
• MicrosoftMSFT0.5%
• Life360LIF0.5%
• NVIDIANVDA0.5%
• J P Morgan Exchange Traded FundJTNY0.5%
• iShares Russell 1000 Growth ETFIWF0.5%
• American Centy ETF TrAVEM0.4%
• Amazon.comAMZN0.4%
• American Centy ETF TrAVDE0.4%
• Schwab U.s. Tips ETFSCHP0.4%
• IsharesIEMG0.4%
• Flexshares TrTILT0.4%
• Dimensional ETF TrustDFAT0.4%
• Vanguard Instl Index FundVBIL0.3%
• iShares International Aggregate Bond ETFIAGG0.3%
• State Str Spdr S&P 500 ETF TSPY0.3%
• Dimensional ETF TrustDFGR0.3%
• American Centy ETF TrAVDV0.3%
• iShares 0-3 Month Treasury B ETFSGOV0.3%
• Dimensional ETF TrustDFSI0.3%
• 2023 ETF Series TrustEAGL0.3%
• iShares 1-3 Year Treasury BO ETFSHY0.3%
• iShares National Muni Bond E ETFMUB0.3%
• American Centy ETF TrAVLV0.3%
• American Centy ETF TrAVES0.3%
• Vanguard Ultra Short Bond ET ETFVUSB0.3%
• Vanguard Dividend Apprec ETFVIG0.3%
• Vanguard Ftse Developed ETFVEA0.3%
• Vanguard Real Estate ETFVNQ0.3%
• Vanguard S&P 500 ETFVOO0.3%
• Dimensional ETF TrustDFCF0.3%
• Dimensional ETF TrustDFSE0.2%
• iShares Short-term National ETFSUB0.2%
• Vanguard Intermediate-term T ETFVGIT0.2%
• Dimensional ETF TrustDFAS0.2%
• iShares 0-5 Year Tips Bond E ETFSTIP0.2%
• iShares 0-1 Year Treasury BO ETFSHV0.2%
• Taiwan Semiconductor ManufacturingTSM0.2%
• Vanguard International Equity Index FVT0.2%
• Berkshire HathawayBRK/B0.2%
• JPMorgan ChaseJPM0.2%
• Eli LillyLLY0.2%
• American Centy ETF TrAVSU0.2%
• iShares Core Msci DEV Mkts ETFIDEV0.2%
• iShares Tips Bond ETFTIP0.2%
• Vanguard Mrngstar GR ETF-sui ETFVUG0.2%
• Vanguard Emerg Mkts GOV BND ETFVWOB0.2%
• iShares Semiconductor ETFSOXX0.2%
• iShares Global Reit ETFREET0.2%
• Meta PlatformsMETA0.2%
• Dimensional ETF TrustDFAI0.2%
• EA Series TrustGEW0.2%
• iShares Core S&P 500 ETFIVV0.2%
• Vanguard International Equity Index FVWO0.2%
• Vanguard Short-term Bond ETFBSV0.1%
• iShares Core S&P Midcap ETFIJH0.1%
• BroadcomAVGO0.1%
• Dimensional ETF TrustDFIV0.1%
• American Centy ETF TrAVSD0.1%
• Dimensional ETF TrustDFAU0.1%
• AmgenAMGN0.1%
• Vanguard Index FundsVV0.1%
• Dimensional ETF Trust0.1%
• Costco WholesaleCOST0.1%
• Vanguard Short-term Tips ETFVTIP0.1%
• Vanguard Mortgage-backed Sec ETFVMBS0.1%
• Vanguard Index FundsVBR0.1%
• Johnson & JohnsonJNJ0.1%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.1%
• TeslaTSLA0.1%
• GE AerospaceGE0.1%
• GE VernovaGEV0.1%
• Vanguard International Equity Index FVNQI0.1%
• iShares Russell 1000 ETFIWB0.1%
• iShares Ustechnology ETFIYW0.1%
• Goldman Sachs GroupGS0.1%
• VisaV0.1%