Savant Capital, LLC
Institutional investor · Portfolio as of Q1 2024
Top Holdings1,106 positions
AMERICAN CENTY ETF TR | 13.2M | $764.4M | 8.8% | $47.27 | +14.35% | 7 qtrssince 2022-Q3 | Increased 66 |
DIMENSIONAL ETF TRUST | 16.6M | $678.3M | 7.8% | $30.99 | +26.74% | 8 qtrssince 2022-Q2 | Increased 62 |
AMERICAN CENTY ETF TR | 7.3M | $482.2M | 5.5% | $52.85 | +13.28% | 12 qtrssince 2021-Q2 | Increased 66 |
VANGUARD INDEX FDS | 1.2M | $323.9M | 3.7% | $184.84 | +36.39% | 21 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 4.8M | $262.2M | 3.0% | $42.14 | +24.35% | 12 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 6.3M | $231.6M | 2.7% | $27.74 | +21.06% | 11 qtrssince 2021-Q3 | Increased 55 |
ISHARES TR | 1.2M | $216.8M | 2.5% | $133.20 | +37.82% | 17 qtrssince 2020-Q1 | Increased 55 |
DIMENSIONAL ETF TRUST | 5.3M | $170.7M | 2.0% | $25.30 | +23.01% | 12 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD BD INDEX FDS | 2.1M | $154.9M | 1.8% | $66.35 | -0.23% | 20 qtrssince 2019-Q2 | Increased 59 |
VANGUARD CHARLOTTE FDS | 3.1M | $153.4M | 1.8% | $43.49 | +2.35% | 20 qtrssince 2019-Q2 | Increased 53 |
SCHWAB STRATEGIC TR | 3.6M | $130.2M | 1.5% | $24.90 | +33.40% | 21 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 266,691 | $128.2M | 1.5% | $378.46 | +23.17% | 21 qtrssince 2019-Q1 | Decreased 0 |
J P MORGAN EXCHANGE TRADED F | 2.3M | $119.4M | 1.4% | $46.74 | +9.67% | 3 qtrssince 2023-Q3 | Increased 53 |
APPLE INC | 599,946 | $102.9M | 1.2% | $114.25 | +48.47% | 21 qtrssince 2019-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 1.3M | $98.3M | 1.1% | $18.64 | +29.53% | 21 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 228,588 | $96.2M | 1.1% | $226.27 | +82.39% | 21 qtrssince 2019-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 2.8M | $85.1M | 1.0% | $26.22 | +10.47% | 5 qtrssince 2023-Q1 | Increased 52 |
ISHARES TR | 515,144 | $84.7M | 1.0% | $115.29 | +39.16% | 16 qtrssince 2020-Q2 | Decreased 0 |
SPDR SERIES TRUST | 1.2M | $84.5M | 1.0% | $53.93 | +33.67% | 18 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 428,430 | $82.2M | 0.9% | $128.86 | +41.55% | 21 qtrssince 2019-Q1 | Decreased 0 |
Savant Capital, LLC manages $8.7B across 1106 positions as of Q1 2024. Top holdings: AVEM (8.8%), DFUV (7.8%), AVDV (5.5%). Fund DNA: Steady Compounder. HoldingsIntel Score: 3/5.0.
Active quarter - 288 new positions, 25 exits, 457 increased. Top move: AVEM (INCREASED, conviction 66). Portfolio: $8.7B across 1106 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