STUDIO INVESTMENT MANAGEMENT LLC Portfolio Holdings - 13F Filings | 13F Fund Database
STUDIO INVESTMENT MANAGEMENT LLC 13F Holdings
CIK 0001893893 · CHICAGO, IL
As of Sep 30, 2025, STUDIO INVESTMENT MANAGEMENT LLC reported
174 positions worth $529.8M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 1,722,849 | $87.2M | 16.46% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 144,256 | $31.3M | 5.90% |
| VANGUARD VALUE INDEX FUND | VTV | — | 157,879 | $29.6M | 5.59% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 584,852 |
|
9.2M3.62% |
| VANGUARD SMALL-CAP VALUE INDEX FUND | VBR | — | 85,498 |
7.9M | 3.38% |
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | FNDF | — | 398,173 |
7.1M | 3.23% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 28,857 |
4.5M | 2.74% |
| VANGUARD SHORT-TERM TREASURY INDEX FUND | VGSH | — | 244,320 |
4.4M | 2.71% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 269,993 |
3.0M | 2.46% |
| ALPHABET INC | GOOGL | Equity | 51,736 |
2.6M | 2.37% |
| MICROSOFT CORP | MSFT | Technology | 21,018 |
0.9M | 2.05% |
| APPLE INC | AAPL | Technology | 36,002 | $9.2M | 1.73% |
| ISHARES 0-3 MONTH TREASURY BOND ETF | SGOV | — | 78,137 | $7.9M | 1.49% |
| GENERAL DYNAMICS CORP | GD | Industrials | 22,714 | $7.7M | 1.46% |
| INVESCO EXCHANGE TRADED FD T | RSPU | — | 91,967 | $7.1M | 1.33% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 219,458 | $7.0M | 1.33% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 21,539 | $6.8M | 1.28% |
| NEXTERA ENERGY INC | NEE | Utilities | 87,985 | $6.6M | 1.25% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 78,939 | $6.3M | 1.19% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 40,655 | $6.2M | 1.18% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 41,760 | $5.8M | 1.09% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 17,363 | $5.7M | 1.08% |
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND | VIGI | — | 63,191 | $5.7M | 1.07% |
| RTX CORP | RTX | Equity | 33,783 | $5.7M | 1.07% |
| JOHNSON & JOHNSON | JNJ | Healthcare | 29,670 | $5.5M | 1.04% |