Kaufman Rossin Wealth, LLC 13F Holdings
CIK 0002049750 · Miami, FL
As of Sep 30, 2025, Kaufman Rossin Wealth, LLC reported 155 positions worth
CIK 0002049750 · Miami, FL
As of Sep 30, 2025, Kaufman Rossin Wealth, LLC reported 155 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| EA SERIES TRUST | BSVO | — | 1,249,702 | $28.3M | 15.50% |
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 118,486 | 7.3M | 9.45% |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | AVDV | Equity | 166,041 | 4.8M | 8.09% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 333,617 | 0.7M | 5.86% |
| DIMENSIONAL US HIGH PROFITABILITY ETF | DUHP | — | 215,995 | $8.2M | 4.47% |
| ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | IDEV | — | 84,533 | $6.8M | 3.71% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 170,721 | $6.6M | 3.60% |
| DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF | DIHP | — | 210,421 | $6.4M | 3.50% |
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND | VGIT | — | 70,762 | $4.2M | 2.33% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 118,320 | $4.2M | 2.31% |
| APPLE INC | AAPL | Technology | 13,285 | $3.4M | 1.85% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 9,673 | $3.2M | 1.74% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 57,122 | $2.6M | 1.44% |
| NVIDIA CORP | NVDA | Technology | 13,249 | $2.5M | 1.35% |
| ADOBE INC | ADBE | Technology | 5,556 | $2.0M | 1.07% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 39,453 | .9M | 1.04% |
| ROBLOX CORP | RBLX | Communication Services | 13,091 | .8M | 0.99% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 33,459 | .5M | 0.84% |
| MICROSOFT CORP | MSFT | Technology | 2,739 | .4M | 0.78% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 13,717 | .4M | 0.75% |
| ARISTA NETWORKS INC | ANET | Technology | 8,434 | .2M | 0.67% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 24,227 | .2M | 0.67% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 25,704 | .1M | 0.63% |
| BROADCOM INC | AVGO | Technology | 3,116 | .0M | 0.56% |
| PNC FINANCIAL SERVICES GROUP INC | PNC | Financial Services | 4,954 | $995.4K | 0.54% |