The Analysis of Prudent Man Investment Management, Inc.'s Holdings
Currently, Prudent Man Investment Management, Inc. holds 169 types of securities in its portfolio with a total value $297.4M. In the most recent quarter, they have increased their positions in DFAC (+885.2K shares, valued at $35.0M), DUSB (+463.2K shares, valued at $23.5M), DFAI (+535.4K shares, valued at $20.4M); decreased their positions in AVXC (-11.7K shares, valued at $743.8K), BSV (-7.0K shares, valued at $554.1K), DFAU (-11.0K shares, valued at $513.3K); initiated new positions in DEXC (+1.5K shares, valued at $89.3K), WFC (+800 shares, valued at $74.6K), PLTR (+198 shares, valued at $35.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.4M shares59.07%2025-12-312026-02-12
DUSB DIMENSIONAL ETF TRUST1.6M shares40.84%2025-12-312026-02-12 DFAI DIMENSIONAL ETF TRUST1.1M shares102.93%2025-12-312026-02-12 DFUV DIMENSIONAL ETF TRUST480.0K shares6.39%2025-12-312026-02-12 DFAU DIMENSIONAL ETF TRUST365.4K shares-2.91%2025-12-312026-02-12 DFAE DIMENSIONAL ETF TRUST347.6K shares178.16%2025-12-312026-02-12 DFLV DIMENSIONAL ETF TRUST305.1K shares127037.08%2025-12-312026-02-12 AAPL APPLE INC14.3K shares0.71%2025-12-312026-02-12 DFAW DIMENSIONAL ETF TRUST39.8K shares29.95%2025-12-312026-02-12 DFAX DIMENSIONAL ETF TRUST42.6K shares-13.74%2025-12-312026-02-12 VUSB VANGUARD BD INDEX FDS27.8K shares-21.36%2025-12-312026-02-12 DFAT DIMENSIONAL ETF TRUST15.1K shares-6.29%2025-12-312026-02-12 VTI VANGUARD INDEX FDS2.1K shares-39.38%2025-12-312026-02-12 AVXC AMERICAN CENTY ETF TR10.1K shares-53.63%2025-12-312026-02-12 DFSV DIMENSIONAL ETF TRUST17.6K shares23.29%2025-12-312026-02-12 DFUS DIMENSIONAL ETF TRUST7.5K shares125.49%2025-12-312026-02-12 MGK VANGUARD WORLD FD1.2K shares13.34%2025-12-312026-02-12 PNC PNC FINL SVCS GROUP INC1.8K shares49.47%2025-12-312026-02-12 NVDA NVIDIA CORPORATION2.0K shares37.62%2025-12-312026-02-12 EMXC ISHARES INC4.7K shares10.18%2025-12-312026-02-12 VTV VANGUARD INDEX FDS1.8K shares-35.01%2025-12-312026-02-12 WMT WALMART INC3.0K shares40.38%2025-12-312026-02-12 VXUS VANGUARD STAR FDS4.3K shares-32.89%2025-12-312026-02-12 MSFT MICROSOFT CORP649 shares24.81%2025-12-312026-02-12 DFAS DIMENSIONAL ETF TRUST4.4K shares-7.76%2025-12-312026-02-12 LMT LOCKHEED MARTIN CORP510 shares39.34%2025-12-312026-02-12 XOM EXXON MOBIL CORP1.6K shares-1.46%2025-12-312026-02-12 AXP AMERICAN EXPRESS CO449 shares601.56%2025-12-312026-02-12 VT VANGUARD INTL EQUITY INDEX F1.2K shares-26.15%2025-12-312026-02-12 CASY CASEYS GEN STORES INC260 shares0.00%2025-12-312026-02-12 IVV ISHARES TR191 shares0.00%2025-12-312026-02-12 SPY SPDR S&P 500 ETF TR189 shares-11.68%2025-12-312026-02-12 ALPHABET INC ALPHABET INC389 shares38.93%2025-12-312026-02-12 BAC BANK AMERICA CORP1.7K shares6.65%2025-12-312026-02-12 DIS DISNEY WALT CO804 shares0.00%2025-12-312026-02-12 PEG PUBLIC SVC ENTERPRISE GRP IN1.1K shares0.00%2025-12-312026-02-12 DEXC DIMENSIONAL ETF TRUST1.5K sharesnew addition2025-12-312026-02-12 XEL XCEL ENERGY INC1.2K shares489.00%2025-12-312026-02-12 GS GOLDMAN SACHS GROUP INC94 shares-9.62%2025-12-312026-02-12 ORCL ORACLE CORP416 shares-50.00%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC138 shares-22.91%2025-12-312026-02-12 SCHE SCHWAB STRATEGIC TR2.4K shares0.00%2025-12-312026-02-12 LLY ELI LILLY & CO71 shares14.52%2025-12-312026-02-12 WFC WELLS FARGO CO NEW800 sharesnew addition2025-12-312026-02-12 JNJ JOHNSON & JOHNSON350 shares-15.66%2025-12-312026-02-12 SNPE DBX ETF TR1.1K shares91.06%2025-12-312026-02-12 PEP PEPSICO INC460 shares130.00%2025-12-312026-02-12 ASML ASML HOLDING N V60 shares200.00%2025-12-312026-02-12 IDCC INTERDIGITAL INC200 shares0.00%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.194 shares8.99%2025-12-312026-02-12 CVX CHEVRON CORP NEW373 shares21.10%2025-12-312026-02-12 WM WASTE MGMT INC DEL248 shares0.00%2025-12-312026-02-12 AMZN AMAZON COM INC229 shares87.70%2025-12-312026-02-12 EXPE EXPEDIA GROUP INC185 shares0.00%2025-12-312026-02-12 ABBV ABBVIE INC215 shares20.79%2025-12-312026-02-12 DFIV DIMENSIONAL ETF TRUST970 shares0.00%2025-12-312026-02-12 LOW LOWES COS INC200 shares0.00%2025-12-312026-02-12 MCD MCDONALDS CORP127 shares-15.33%2025-12-312026-02-12 CMCSA COMCAST CORP NEW1.2K shares0.00%2025-12-312026-02-12 PLTR PALANTIR TECHNOLOGIES INC198 sharesnew addition2025-12-312026-02-12 ABT ABBOTT LABS261 sharesnew addition2025-12-312026-02-12 DISV DIMENSIONAL ETF TRUST838 shares30.33%2025-12-312026-02-12 PPG PPG INDS INC300 shares0.00%2025-12-312026-02-12 SCHX SCHWAB STRATEGIC TR1.1K shares0.00%2025-12-312026-02-12 DFIS DIMENSIONAL ETF TRUST893 shares32.10%2025-12-312026-02-12 PM PHILIP MORRIS INTL INC180 shares0.00%2025-12-312026-02-12 ITW ILLINOIS TOOL WKS INC108 shares8.00%2025-12-312026-02-12 SRE SEMPRA300 shares0.00%2025-12-312026-02-12 VUG VANGUARD INDEX FDS52 shares-27.78%2025-12-312026-02-12 TSLA TESLA INC54 shares500.00%2025-12-312026-02-12 CAH CARDINAL HEALTH INC111 shares0.00%2025-12-312026-02-12 USB US BANCORP DEL417 shares561.90%2025-12-312026-02-12 V VISA INC63 shares85.29%2025-12-312026-02-12 BBSI BARRETT BUSINESS SVCS INC601 shares-24.88%2025-12-312026-02-12 VZ VERIZON COMMUNICATIONS INC520 shares0.00%2025-12-312026-02-12 IWM ISHARES TR83 shares1.22%2025-12-312026-02-12 TSM TAIWAN SEMICONDUCTOR MFG LTD65 shares8.33%2025-12-312026-02-12 INTC INTEL CORP520 shares-49.02%2025-12-312026-02-12 BROADCOM INC BROADCOM INC49 shares1125.00%2025-12-312026-02-12 TRV TRAVELERS COMPANIES INC58 sharesnew addition2025-12-312026-02-12 PG PROCTER AND GAMBLE CO117 shares-48.68%2025-12-312026-02-12 NKE NIKE INC263 shares3657.14%2025-12-312026-02-12 GILD GILEAD SCIENCES INC132 shares0.00%2025-12-312026-02-12 BSV VANGUARD BD INDEX FDS204 shares-97.18%2025-12-312026-02-12 META META PLATFORMS INC24 sharesnew addition2025-12-312026-02-12 AVGE AMERICAN CENTY ETF TR169 shares-67.25%2025-12-312026-02-12 KEY KEYCORP693 sharesnew addition2025-12-312026-02-12 FE FIRSTENERGY CORP300 shares0.00%2025-12-312026-02-12 BAX BAXTER INTL INC700 shares0.00%2025-12-312026-02-12 GOVT ISHARES TR575 shares0.00%2025-12-312026-02-12 BA BOEING CO60 sharesnew addition2025-12-312026-02-12 NVS NOVARTIS AG84 shares0.00%2025-12-312026-02-12 AEP AMERICAN ELEC PWR CO INC100 shares0.00%2025-12-312026-02-12 MERCK & CO INC MERCK & CO INC100 sharesnew addition2025-12-312026-02-12 MO ALTRIA GROUP INC180 shares0.00%2025-12-312026-02-12 TMUS T-MOBILE US INC51 sharesnew addition2025-12-312026-02-12 COST COSTCO WHSL CORP NEW11 shares0.00%2025-12-312026-02-12 SCHB SCHWAB STRATEGIC TR356 shares0.56%2025-12-312026-02-12 IEFA ISHARES TR99 shares0.00%2025-12-312026-02-12 SDY SPDR SERIES TRUST63 shares0.00%2025-12-312026-02-12 BBY BEST BUY INC130 sharesnew addition2025-12-312026-02-12 URA GLOBAL X FDS200 shares0.00%2025-12-312026-02-12 ARTY ISHARES TR173 shares-48.05%2025-12-312026-02-12 MET METLIFE INC98 shares0.00%2025-12-312026-02-12 IJH ISHARES TR115 shares0.00%2025-12-312026-02-12 SON SONOCO PRODS CO171 shares-10.47%2025-12-312026-02-12 CSX CSX CORP200 shares0.00%2025-12-312026-02-12 NWN NORTHWEST NAT HLDG CO150 shares0.00%2025-12-312026-02-12 MDLZ MONDELEZ INTL INC124 shares0.00%2025-12-312026-02-12 WMB WILLIAMS COS INC110 sharesnew addition2025-12-312026-02-12 IUSG ISHARES TR39 shares0.00%2025-12-312026-02-12 PSX PHILLIPS 6650 shares0.00%2025-12-312026-02-12 GSK PLC GSK PLC120 shares200.00%2025-12-312026-02-12 ETR ENTERGY CORP NEW60 shares0.00%2025-12-312026-02-12 VV VANGUARD INDEX FDS17 shares-39.29%2025-12-312026-02-12 TXRH TEXAS ROADHOUSE INC31 shares0.00%2025-12-312026-02-12 CVE CENOVUS ENERGY INC292 shares0.00%2025-12-312026-02-12 QS QUANTUMSCAPE CORP470 sharesnew addition2025-12-312026-02-12 VIG VANGUARD SPECIALIZED FUNDS22 shares0.00%2025-12-312026-02-12 DIA SPDR DOW JONES INDL AVERAGE10 sharesnew addition2025-12-312026-02-12 QUAL ISHARES TR24 shares0.00%2025-12-312026-02-12 NFLX NETFLIX INC50 sharesnew addition2025-12-312026-02-12 CAG CONAGRA BRANDS INC269 sharesnew addition2025-12-312026-02-12 EXC EXELON CORP100 shares0.00%2025-12-312026-02-12 VBK VANGUARD INDEX FDS14 shares0.00%2025-12-312026-02-12 HOG HARLEY DAVIDSON INC200 shares0.00%2025-12-312026-02-12 FAN FIRST TR EXCHANGE-TRADED FD200 shares-51.81%2025-12-312026-02-12 NEE NEXTERA ENERGY INC48 sharesnew addition2025-12-312026-02-12 MMC MARSH & MCLENNAN COS INC19 sharesnew addition2025-12-312026-02-12 PPL PPL CORP100 shares0.00%2025-12-312026-02-12 VEA VANGUARD TAX-MANAGED FDS56 shares-65.64%2025-12-312026-02-12 HD HOME DEPOT INC10 sharesnew addition2025-12-312026-02-12 TXN TEXAS INSTRS INC19 sharesnew addition2025-12-312026-02-12 IEMG ISHARES INC49 shares0.00%2025-12-312026-02-12 EATON CORP PLC EATON CORP PLC10 sharesnew addition2025-12-312026-02-12 IUSV ISHARES TR31 shares0.00%2025-12-312026-02-12 HON HONEYWELL INTL INC16 sharesnew addition2025-12-312026-02-12 GNLX GENELUX CORPORATION660 shares0.00%2025-12-312026-02-12 PFE PFIZER INC100 shares-70.06%2025-12-312026-02-12 CPNG COUPANG INC100 shares-50.00%2025-12-312026-02-12 OVV OVINTIV INC58 shares0.00%2025-12-312026-02-12 IJR ISHARES TR18 shares0.00%2025-12-312026-02-12 VWO VANGUARD INTL EQUITY INDEX F38 shares0.00%2025-12-312026-02-12 SBUX STARBUCKS CORP24 shares0.00%2025-12-312026-02-12 DFIC DIMENSIONAL ETF TRUST54 sharesnew addition2025-12-312026-02-12 DHR DANAHER CORPORATION8 sharesnew addition2025-12-312026-02-12 YOLO ADVISORSHARES TR527 shares0.00%2025-12-312026-02-12 SCHF SCHWAB STRATEGIC TR72 shares0.00%2025-12-312026-02-12 GE AEROSPACE GE AEROSPACE5 sharesnew addition2025-12-312026-02-12 VBR VANGUARD INDEX FDS7 shares0.00%2025-12-312026-02-12 TIP ISHARES TR13 shares0.00%2025-12-312026-02-12 F FORD MTR CO100 shares0.00%2025-12-312026-02-12 DUHP DIMENSIONAL ETF TRUST30 sharesnew addition2025-12-312026-02-12 VIGI VANGUARD WHITEHALL FDS11 shares0.00%2025-12-312026-02-12 KHC KRAFT HEINZ CO41 shares0.00%2025-12-312026-02-12 VYGR VOYAGER THERAPEUTICS INC175 shares0.00%2025-12-312026-02-12 SLV ISHARES SILVER TR10 shares0.00%2025-12-312026-02-12 VSS VANGUARD INTL EQUITY INDEX F4 shares0.00%2025-12-312026-02-12 VNQ VANGUARD INDEX FDS6 shares0.00%2025-12-312026-02-12 HLN HALEON PLC50 shares0.00%2025-12-312026-02-12 GLD SPDR GOLD TR1 shares0.00%2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC1 shares0.00%2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available