Prudent Man Investment Management, Inc. 13F Holdings
CIK 0002054263 · LOUISVILLE, CO
As of Sep 30, 2025, Prudent Man Investment Management, Inc. reported 168 positions worth
CIK 0002054263 · LOUISVILLE, CO
As of Sep 30, 2025, Prudent Man Investment Management, Inc. reported 168 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DUSB | — | 1,134,146 | $57.4M | 31.86% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,498,636 | $51.8M | 28.78% |
| DIMENSIONAL US MARKETWIDE VALUE ETF | DFUV | — | 451,218 | 8.5M | 10.25% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 376,342 | 5.2M | 8.46% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | DFAI | — | 520,158 | 5.2M | 8.43% |
| APPLE INC | AAPL | Technology | 14,185 | $3.6M | 1.97% |
| DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | DFAE | — | 124,980 | $3.2M | 1.76% |
| DIMENSIONAL WORLD EQUITY ETF | DFAW | — | 30,620 | .9M | 1.06% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 35,315 | .8M | 0.97% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 49,337 | .2M | 0.68% |
| AMERICAN CENTY ETF TR | AVXC | — | 21,750 | .1M | 0.60% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 3,443 | $997.8K | 0.55% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 16,145 | $898.6K | 0.50% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 7,234 | $559.0K | 0.31% |
| VANGUARD VALUE INDEX FUND | VTV | — | 2,739 | $463.8K | 0.26% |
| DIMENSIONAL US SMALL CAP VALUE ETF | DFSV | — | 14,236 | $438.2K | 0.24% |
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | VXUS | — | 6,457 | $380.5K | 0.21% |
| VANGUARD WORLD FUND | MGK | — | 1,057 | $363.0K | 0.20% |
| VANGUARD 500 INDEX FUND | VOO | — | 582 | $313.6K | 0.17% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 4,818 | $313.6K | 0.17% |
| ISHARES MSCI EMERGING MARKETS EX CHINA ETF | EMXC | — | 4,292 | $238.0K | 0.13% |
| PNC FINANCIAL SERVICES GROUP INC | PNC | Financial Services | 1,221 | $235.5K | 0.13% |
| MICROSOFT CORP | MSFT | Technology | 520 | $219.1K | 0.12% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 3,311 | $211.1K | 0.12% |
| NVIDIA CORP | NVDA | Technology | 1,438 | 93.1K | 0.11% |