account_balance
Investment manager · 13F filer · SEC CIK 2049750
Kaufman Rossin Wealth, LLC
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Reported value$247Mas of Sep 30, 2026
Positions180 75 new, 7 sold out
Top 10 weight62.0%BSVO alone is 17%
FiledOct 1919 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
BSVOEa Series Trust
16.5%Added +4%
ITOTiShares Tr
11.2%Added +7%
AVDVAmerican Centy ETF Tr
8.2%Added +3%
DFEMDimensional ETF Trust
5.9%
DUHPDfa Invt Dimensions Group In
5.2%Added +6%
IDEViShares Tr
3.8%Added +2%
DIHPDimensional ETF Trust
3.8%Added +2%
VGITVanguard Scottsdale FDS
2.6%Trimmed −3%
DFACDimensional ETF Trust
2.5%
AAPLApple Inc.
2.2%
VTIVanguard Index FDS
2.0%
DISV1.8%
BSVOEa Series Trust
16.5%Added +4%
ITOTiShares Tr
11.2%+7%
AVDVAmerican Centy ETF Tr
8.2%+3%
DFEMDimensional ETF Trust
5.9%
DUHPDfa Invt Dimensions Group In
5.2%+6%
IDEViShares Tr
3.8%
DIHPDimensional ETF Trust
3.8%
VGIT2.6%
DFAC
AAPLVTI2.0%
DISV
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
BSVO Ea Series Trust 16.5% Added +4%
ITOT iShares Tr 11.2% Added +7%
AVDV American Centy ETF Tr 8.2% Added +3%
DFEM Dimensional ETF Trust 5.9% Held
DUHP Dfa Invt Dimensions Group In 5.2% Added +6%
IDEV iShares Tr 3.8% Added +2%
DIHP Dimensional ETF Trust 3.8% Added +2%
VGIT Vanguard Scottsdale FDS 2.6% Trimmed −3%
DFAC Dimensional ETF Trust 2.5% Held
AAPL Apple Inc. 2.2% Added +26%VTI Vanguard Index FDS 2.0% Held
DISV Dimensional ETF Trust 1.8% Held
What changed
Biggest moves since Jun 30, 2026
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