DY

DOWLING & YAHNKE LLC

13F
DOWLING & YAHNKE LLC
Last update 2022-11-03 373 Stocks (13 new)
Value $2.15 Bil Turnover 8 %
Countries:
Top Holdings: BSV(5.00%)VTEB(3.87%)AAPL(3.30%)RS(3.07%)BND(2.68%)
Portfolio Report
Summary Stock Picks Current Portfolio
DOWLING & YAHNKE LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSV 		Vanguard Short-Term Bond ETF
1,436,927
107511.000
+28.34%
5.000
+1.10%
0.290
+0.81%
+1.07%
33025.883
 
VTEB 		Vanguard Tax-Exempt Bond ETF
1,724,896
83036.000
-16.28%
3.870
-0.79%
0.400
-0.02%
-1.37%
33457.531
 
AAPL 		Apple Inc
512,794
70868.000
+3.55%
3.300
+0.11%
0.000
+7.09%
+21.30%
3539903.195
Hardware
RS 		Reliance Steel & Aluminum Co
377,998
65927.000
-0.63%
3.070
-0.02%
0.640
-6.49%
+3.76%
15507.257
Steel
BND 		Vanguard Total Bond Market ETF
807,262
57582.000
+5.37%
2.680
+0.14%
0.070
+0.89%
-0.34%
110744.681
 
VXUS 		Vanguard Total International Stock
1,201,171
54978.000
+61.21%
2.560
+0.97%
0.130
+3.70%
+7.97%
72965.195
 
DFAT 		Dimensional U.S. Targeted Value ETF
1,321,201
51487.000
+0.86%
2.400
+0.02%
0.810
-1.59%
+5.22%
10496.414
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
2,260,750
50279.000
+5.15%
2.340
+0.11%
0.360
+6.26%
+18.54%
31818.965
 
VOO 		Vanguard S&P 500 ETF
147,697
48489.000
+12.28%
2.260
+0.25%
0.020
+8.22%
+22.59%
486761.605
 
DFUS 		Dimensional U.S. Equity ETF
1,245,917
48366.000
+1.14%
2.250
+0.03%
0.960
+7.78%
+21.77%
11224.485
 

DOWLING & YAHNKE LLC's Historical Top Holdings Breakdowns

DOWLING & YAHNKE LLC Total Holding History ($B)

To

DOWLING & YAHNKE LLC's Asset Allocation

To

DOWLING & YAHNKE LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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DOWLING & YAHNKE LLC's Hypothetical Growth since 2022-09-30

DOWLING & YAHNKE LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DOWLING & YAHNKE LLC's Holdings Heat Map

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DOWLING & YAHNKE LLC's Holdings Bubble Chart

DOWLING & YAHNKE LLC News

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