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DOWLING & YAHNKE LLC13F | |
DOWLING & YAHNKE LLC | |
Last update 2022-11-03 | 373 Stocks (13 new) |
Value $2.15 Bil | Turnover 8 % |
Portfolio Report |
DOWLING & YAHNKE LLC Top Holdings of 2022-09-30
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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)
DOWLING & YAHNKE LLC's Asset Allocation
DOWLING & YAHNKE LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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DOWLING & YAHNKE LLC's Hypothetical Growth since 2022-09-30
DOWLING & YAHNKE LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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DOWLING & YAHNKE LLC's Holdings Heat Map
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DOWLING & YAHNKE LLC's Holdings Bubble Chart
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