Savant Capital, LLC
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,422 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
AVANTIS EMERGING MARKETS EQ | 16.6M | $974M | 7.7% | $50.22 | +13.96% | 10 qtrssince 2022-Q3 | Increased 67 |
DIMENSIONAL US MARKETWIDE VA | 18M | $734.8M | 5.8% | $32.00 | +25.36% | 11 qtrssince 2022-Q2 | Decreased 0 |
AVANTIS INTL S/C VALUE ETF | 9.9M | $643M | 5.1% | $56.45 | +10.94% | 15 qtrssince 2021-Q2 | Increased 68 |
VANGUARD TOTAL STOCK MARKET VIPERS | 2.1M | $605.1M | 4.8% | $238.06 | +20.69% | 24 qtrssince 2019-Q1 | Increased 68 |
DIMENSIONAL ETF TRUST | 15.5M | $390.6M | 3.1% | $25.80 | -4.36% | 3 qtrssince 2024-Q2 | Increased 88 |
JPMORGAN US QUALITY FACTOR | 6.2M | $356.5M | 2.8% | $52.33 | +8.20% | 6 qtrssince 2023-Q3 | Increased 64 |
VANGUARD TOTAL BOND MARKET | 4.6M | $329.2M | 2.6% | $67.16 | +0.63% | 23 qtrssince 2019-Q2 | Increased 61 |
DIMENSIONAL US CORE EQUITY 2 | 8.8M | $305.1M | 2.4% | $28.17 | +21.69% | 15 qtrssince 2021-Q2 | Decreased 0 |
DIMENSIONAL INTERNATIONAL VA | 8.3M | $293.8M | 2.3% | $29.94 | +14.42% | 14 qtrssince 2021-Q3 | Increased 57 |
DIMENSIONAL US TARGET VALUE | 5.1M | $285.7M | 2.2% | $43.12 | +26.59% | 15 qtrssince 2021-Q2 | Decreased 0 |
VANGUARD TOTAL INTL BOND ETF | 5.6M | $273.7M | 2.2% | $44.48 | +4.17% | 23 qtrssince 2019-Q2 | Increased 60 |
DIMENSIONAL ETF TRUST | 8.1M | $247.9M | 1.9% | $28.37 | +6.26% | 8 qtrssince 2023-Q1 | Increased 58 |
DIMENSIONAL ETF TRUST | 6.8M | $205.4M | 1.6% | $29.41 | -0.07% | 9 qtrssince 2022-Q4 | Increased 70 |
APPLE INC | 766,156 | $191.9M | 1.5% | $154.69 | +60.72% | 24 qtrssince 2019-Q1 | Increased 50 |
SPDR PORTFOLIO S&P 500 GROWT | 2M | $179.1M | 1.4% | $67.42 | +30.76% | 21 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD S&P 500 ETF | 325,626 | $175.5M | 1.4% | $402.37 | +32.82% | 24 qtrssince 2019-Q1 | Increased 50 |
ISHARES MSCI USA MOMENTUM FA | 637,420 | $131.9M | 1.0% | $134.66 | +52.89% | 20 qtrssince 2020-Q1 | Decreased 0 |
DIMENSIONAL ETF TRUST | 4.6M | $116.4M | 0.9% | $24.13 | +1.22% | 8 qtrssince 2023-Q1 | Increased 51 |
MICROSOFT CORP | 268,847 | $113.3M | 0.9% | $259.57 | +62.47% | 24 qtrssince 2019-Q1 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 191,370 | $112.2M | 0.9% | $484.09 | +20.10% | 24 qtrssince 2019-Q1 | Increased 57 |
Savant Capital, LLC manages $12.7B across 1422 positions as of Q4 2024. Top holdings: AVEM (7.7%), DFUV (5.8%), AVDV (5.1%). Fund DNA: Momentum Trader. HoldingsIntel Rating: 3/5.0.
Active quarter - 148 new positions, 107 exits, 710 increased. Top move: DIHP (INCREASED, conviction 88). Portfolio: $12.7B across 1422 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