Savant Capital, LLC
Institutional investor · Portfolio as of Q4 2023
Top Holdings843 positions
AMERICAN CENTY ETF TR | 12.3M | $691.9M | 8.9% | $46.76 | +12.46% | 6 qtrssince 2022-Q3 | Increased 68 |
DIMENSIONAL ETF TRUST | 16.3M | $605.6M | 7.8% | $30.84 | +15.50% | 7 qtrssince 2022-Q2 | Increased 67 |
AMERICAN CENTY ETF TR | 6.8M | $423.7M | 5.5% | $52.28 | +8.63% | 11 qtrssince 2021-Q2 | Increased 68 |
DIMENSIONAL ETF TRUST | 5.4M | $284.3M | 3.7% | $42.14 | +19.30% | 11 qtrssince 2021-Q2 | Increased 60 |
VANGUARD INDEX FDS | 1.2M | $279.7M | 3.6% | $181.00 | +26.68% | 20 qtrssince 2019-Q1 | Increased 60 |
DIMENSIONAL ETF TRUST | 6.1M | $208M | 2.7% | $27.50 | +13.91% | 10 qtrssince 2021-Q3 | Increased 57 |
ISHARES TR | 1.1M | $174M | 2.2% | $131.00 | +17.24% | 16 qtrssince 2020-Q1 | Increased 57 |
DIMENSIONAL ETF TRUST | 5.9M | $173.2M | 2.2% | $25.30 | +12.30% | 11 qtrssince 2021-Q2 | Increased 53 |
VANGUARD CHARLOTTE FDS | 2.8M | $140M | 1.8% | $43.39 | +2.60% | 19 qtrssince 2019-Q2 | Increased 55 |
SCHWAB STRATEGIC TR | 3.7M | $128.6M | 1.7% | $24.91 | +30.25% | 20 qtrssince 2019-Q1 | Increased 48 |
VANGUARD BD INDEX FDS | 1.7M | $124.4M | 1.6% | $66.39 | +0.41% | 19 qtrssince 2019-Q2 | Increased 59 |
VANGUARD INDEX FDS | 283,917 | $124M | 1.6% | $378.46 | +11.57% | 20 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 613,112 | $118.1M | 1.5% | $114.25 | +66.48% | 20 qtrssince 2019-Q1 | Increased 48 |
J P MORGAN EXCHANGE TRADED F | 2M | $95.9M | 1.2% | $46.17 | +0.28% | 2 qtrssince 2023-Q3 | Increased 76 |
SCHWAB STRATEGIC TR | 1.3M | $93.3M | 1.2% | $18.64 | +18.87% | 20 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 234,998 | $88.4M | 1.1% | $226.27 | +62.72% | 20 qtrssince 2019-Q1 | Increased 48 |
DIMENSIONAL ETF TRUST | 1.4M | $81.4M | 1.0% | $53.50 | +8.38% | 11 qtrssince 2021-Q2 | Increased 56 |
DIMENSIONAL ETF TRUST | 1.5M | $78.7M | 1.0% | $45.42 | +11.02% | 11 qtrssince 2021-Q2 | Increased 51 |
VANGUARD INDEX FDS | 436,366 | $78.5M | 1.0% | $128.86 | +32.10% | 20 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 526,000 | $77.4M | 1.0% | $115.29 | +24.30% | 15 qtrssince 2020-Q2 | Decreased 0 |
Savant Capital, LLC manages $7.8B across 843 positions as of Q4 2023. Top holdings: AVEM (8.9%), DFUV (7.8%), AVDV (5.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3.5/5.0.
Active quarter - 83 new positions, 38 exits, 398 increased. Top move: JQUA (INCREASED, conviction 76). Portfolio: $7.8B across 843 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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