Savant Capital, LLC
Institutional investor · Portfolio as of Q1 2022
Top Holdings568 positions
iShares Core MSCI Emerging Markets ETF | 4.1M | $228.7M | 7.5% | $46.27 | +8.64% | 13 qtrssince 2019-Q1 | Increased 66 |
AMERICAN CENTY ETF TR | 3.6M | $225.4M | 7.4% | $54.13 | -1.66% | 4 qtrssince 2021-Q2 | Increased 69 |
DIMENSIONAL ETF TRUST | 3M | $141M | 4.6% | $41.44 | +5.13% | 4 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 5M | $138.8M | 4.5% | $25.33 | +3.16% | 4 qtrssince 2021-Q2 | Decreased 0 |
iShares Edge MSCI USA Momentum Factor ETF | 735,535 | $123.8M | 4.1% | $125.28 | +27.47% | 9 qtrssince 2020-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 3.1M | $103.4M | 3.4% | $27.20 | +3.80% | 3 qtrssince 2021-Q3 | Increased 60 |
SCHWAB STRATEGIC TR | 2.6M | $100.6M | 3.3% | $23.34 | +45.97% | 13 qtrssince 2019-Q1 | Increased 57 |
iShares Edge MSCI USE Quality Factor ETF | 689,660 | $92.8M | 3.0% | $113.56 | +12.50% | 8 qtrssince 2020-Q2 | Increased 60 |
WISDOMTREE TR | 1.1M | $72.8M | 2.4% | $39.28 | +42.57% | 10 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET ETF | 309,319 | $70.4M | 2.3% | $158.75 | +34.69% | 13 qtrssince 2019-Q1 | Increased 58 |
SCHWAB STRATEGIC TR | 938,761 | $67M | 2.2% | $18.08 | +19.31% | 13 qtrssince 2019-Q1 | Increased 54 |
SCHWAB STRATEGIC TR | 1.2M | $58.5M | 1.9% | $21.21 | +5.12% | 13 qtrssince 2019-Q1 | Increased 75 |
Vanguard Total International Bond ETF | 1.1M | $58.3M | 1.9% | $45.97 | -2.85% | 12 qtrssince 2019-Q2 | Increased 47 |
Apple Inc | 311,807 | $54.4M | 1.8% | $60.20 | +183.70% | 13 qtrssince 2019-Q1 | Increased 46 |
iShares MSCI EAFE Value ETF | 1.1M | $53.1M | 1.7% | $32.27 | +27.39% | 13 qtrssince 2019-Q1 | Decreased 0 |
Schwab US Large-Cap ETF | 958,685 | $51.6M | 1.7% | $17.76 | -4.67% | 9 qtrssince 2020-Q1 | Increased 75 |
iShares Global REIT ETF | 1.5M | $43M | 1.4% | $18.76 | +34.66% | 12 qtrssince 2019-Q2 | Increased 52 |
WISDOMTREE TR | 607,713 | $38.7M | 1.3% | $35.59 | +66.10% | 9 qtrssince 2020-Q1 | Increased 47 |
VANGUARD INDEX FDS | 205,874 | $36.2M | 1.2% | $114.27 | +39.90% | 13 qtrssince 2019-Q1 | Increased 50 |
Vanguard Total Bond Market ETF | 436,950 | $34.8M | 1.1% | $71.62 | -4.53% | 12 qtrssince 2019-Q2 | Increased 52 |
Savant Capital, LLC manages $3.1B across 568 positions as of Q1 2022. Top holdings: IEMG (7.5%), AVDV (7.4%), DFAT (4.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 26 new positions, 22 exits, 288 increased. Top move: SCHA (INCREASED, conviction 75). Portfolio: $3.1B across 568 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR