Team Hewins, LLC Portfolio Holdings
Q3 2025•39 long positions•$296.1M portfolio value
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Holding39 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $82.4M 27.84% | -$2.1M Sold | — 1.8M shares | 1.8M → 1.8M −$2.1M | -2.47% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $54.2M 18.31% | -$2.6M Sold | — 931.6K shares | 976.0K → 931.6K −$2.6M | -4.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $44.1M 14.88% | -$3.1M Sold | — 986.1K shares | 1.1M → 986.1K −$3.1M | -6.61% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $37.3M 12.59% | +$355.2K Bought | — 374.7K shares | 371.1K → 374.7K +$355.2K | +0.96% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $28.7M 9.69% | +$1.1M Bought | — 871.8K shares | 839.2K → 871.8K +$1.1M | +3.88% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $12.6M 4.27% | -$165.2K Sold | — 168.3K shares | 170.5K → 168.3K −$165.2K | -1.29% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $8.7M 2.95% | -$206.7K Sold | — 27.3K shares | 27.9K → 27.3K −$206.7K | -2.31% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.3M 1.1% | -$132.3K Sold | — 102.6K shares | 106.8K → 102.6K −$132.3K | -3.89% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.8M 0.942% | -$7.3K Sold | — 4.2K shares | 4.2K → 4.2K −$7.3K | -0.26% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.6M 0.867% | +$1.7M Bought | — 3.8K shares | 1.2K → 3.8K +$1.7M | +208.2% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 0.771% | +$53.7K Bought | — 35.6K shares | 34.7K → 35.6K +$53.7K | +2.41% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.708% | -$5.9K Sold | — 28.9K shares | 29.0K → 28.9K −$5.9K | -0.28% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.1M 0.698% | -$11.3K Sold | — 28.6K shares | 28.8K → 28.6K −$11.3K | -0.54% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.6M 0.53% | +$838.8K Bought | — 3.3K shares | 1.5K → 3.3K +$838.8K | +114.56% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.1M 0.365% | +$1.1M Bought | — 3.3K shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.0M 0.353% | +$8.2K Bought | — 17.4K shares | 17.3K → 17.4K +$8.2K | +0.79% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.0M 0.352% | +$16.2K Bought | — 19.9K shares | 19.6K → 19.9K +$16.2K | +1.58% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $892.8K 0.302% | -$15.8K Sold | — 12.5K shares | 12.7K → 12.5K −$15.8K | -1.74% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $751.6K 0.254% | -$1.7K Sold | — 4.0K shares | 4.0K → 4.0K −$1.7K | -0.22% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $622.9K 0.21% | +$24.1K Bought | — 7.2K shares | 6.9K → 7.2K +$24.1K | +4.03% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $514.9K 0.174% | — | — 2.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $455.9K 0.154% | +$80.1K Bought | — 3.1K shares | 2.6K → 3.1K +$80.1K | +21.32% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $448.8K 0.152% | — | — 8.2K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $445.5K 0.15% | — | — 7.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $416.7K 0.141% | +$416.7K New | — 3.5K shares | 0 → 3.5K +$416.7K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $352.1K 0.119% | — | — 4.8K shares | — | — | — — | Q2 2025 Held for 5 months | |
ETF ETF | $341.6K 0.115% | — | — 1.7K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $331.2K 0.112% | — | — 1.6K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $276.7K 0.093% | — | — 10.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $274.5K 0.093% | — | — 5.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $266.2K 0.09% | -$26.7K Sold | — 749.0 shares | 824.0 → 749.0 −$26.7K | -9.1% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $265.3K 0.09% | -$9.2K Sold | — 432.0 shares | 447.0 → 432.0 −$9.2K | -3.36% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $264.1K 0.089% | — | — 897.0 shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $248.6K 0.084% | — | — 3.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $241.2K 0.081% | — | — 8.8K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $234.4K 0.079% | — | — 2.6K shares | — | — | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $211.2K 0.071% | +$211.2K Bought | — 873.0 shares | — | — | — — | Q3 2025 Held for 2 months | |
ETF ETF | $201.3K 0.068% | +$201.3K Bought | — 3.1K shares | — | — | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $191.0K 0.064% | +$191.0K New | 0.225% 125.6K shares | 0 → 125.6K +$191.0K | New | $84.9M Micro Cap | Q3 2025 Held for 2 months |
