Savant Capital, LLC
Institutional investor · Portfolio as of Q4 2021
Top Holdings562 positions
iShares Core MSCI Emerging Markets ETF | 3.7M | $223.2M | 7.2% | $45.86 | +16.69% | 12 qtrssince 2019-Q1 | Increased 68 |
AMERICAN CENTY ETF TR | 3.1M | $198.4M | 6.4% | $54.28 | +1.14% | 3 qtrssince 2021-Q2 | Increased 65 |
DIMENSIONAL ETF TRUST | 5.1M | $147.9M | 4.8% | $25.33 | +8.12% | 3 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL ETF TRUST | 3.1M | $145.7M | 4.7% | $41.44 | +7.05% | 3 qtrssince 2021-Q2 | Decreased 0 |
iShares Edge MSCI USA Momentum Factor ETF | 673,542 | $122.5M | 4.0% | $122.12 | +40.99% | 8 qtrssince 2020-Q1 | Increased 59 |
SCHWAB STRATEGIC TR | 2.6M | $104.5M | 3.4% | $22.94 | +57.91% | 12 qtrssince 2019-Q1 | Increased 59 |
DIMENSIONAL ETF TRUST | 2.9M | $93.8M | 3.0% | $27.12 | +1.87% | 2 qtrssince 2021-Q3 | Increased 60 |
iShares Edge MSCI USE Quality Factor ETF | 634,221 | $92.3M | 3.0% | $112.32 | +22.62% | 7 qtrssince 2020-Q2 | Increased 58 |
WISDOMTREE TR | 1.2M | $90.9M | 2.9% | $39.28 | +52.47% | 9 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET ETF | 272,673 | $65.8M | 2.1% | $151.35 | +49.35% | 12 qtrssince 2019-Q1 | Increased 53 |
SCHWAB STRATEGIC TR | 875,968 | $64.1M | 2.1% | $17.83 | +23.54% | 12 qtrssince 2019-Q1 | Increased 55 |
SCHWAB STRATEGIC TR | 600,099 | $61.5M | 2.0% | $21.17 | +13.65% | 12 qtrssince 2019-Q1 | Increased 75 |
Vanguard Total International Bond ETF | 1.1M | $60.1M | 1.9% | $46.00 | +1.97% | 11 qtrssince 2019-Q2 | Decreased 0 |
Apple Inc | 311,137 | $55.2M | 1.8% | $59.96 | +189.29% | 12 qtrssince 2019-Q1 | Increased 47 |
Schwab US Large-Cap ETF | 477,716 | $54.4M | 1.8% | $17.77 | +0.45% | 8 qtrssince 2020-Q1 | Increased 75 |
iShares MSCI EAFE Value ETF | 1.1M | $53.5M | 1.7% | $32.27 | +27.72% | 12 qtrssince 2019-Q1 | Increased 49 |
iShares Global REIT ETF | 1.3M | $39.4M | 1.3% | $17.84 | +47.69% | 11 qtrssince 2019-Q2 | Increased 47 |
iShares JP Morgan USD Emerging Markets Bond ETF | 354,423 | $38.7M | 1.3% | $82.47 | +4.25% | 11 qtrssince 2019-Q2 | Decreased 0 |
WISDOMTREE TR | 586,187 | $38.6M | 1.2% | $34.72 | +75.43% | 8 qtrssince 2020-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 619,047 | $37.1M | 1.2% | $54.07 | +5.62% | 3 qtrssince 2021-Q2 | Decreased 0 |
Savant Capital, LLC manages $3.1B across 562 positions as of Q4 2021. Top holdings: IEMG (7.2%), AVDV (6.4%), DFAC (4.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 46 new positions, 6 exits, 341 increased. Top move: SCHA (INCREASED, conviction 75). Portfolio: $3.1B across 562 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
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