WG

Watchman Group, Inc.

13F
Watchman Group, Inc.
Last update 2024-08-14 79 Stocks (5 new)
Value $313.00 Mil Turnover 20 %
Countries:
Top Holdings: DFAC(9.06%)SHY(8.76%)MTBA(8.28%)DFAT(7.58%)DFEM(3.05%)
Portfolio Report
Summary Stock Picks Current Portfolio
Watchman Group, Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
879,979
28370.520
+1.44%
9.060
+0.13%
-
+11.24%
+18.17%
31821.321
 
SHY 		iShares 1-3 Year Treasury Bond ETF
335,896
27425.910
+1,882.16%
8.760
+8.32%
-
-0.68%
+0.06%
21942.053
 
MTBA 		Simplify MBS ETF
515,049
25937.870
+2,132.74%
8.280
+7.91%
-
-2.24%
-2.84%
1520.413
 
DFAT 		Dimensional U.S. Targeted Value ETF
457,985
23755.690
+0.87%
7.580
+0.07%
-
+8.35%
+6.90%
10683.355
 
DFEM 		Dimensional Emerging Markets Core Equity 2 ETF
357,839
9565.050
+1.74%
3.050
+0.05%
-
+9.52%
+10.62%
4414.840
 
FBND 		Fidelity Total Bond ETF
173,745
7806.360
+4.37%
2.490
+0.10%
-
-1.70%
-0.93%
12517.135
 
FRDM 		Alpha Architect Freedom 100 Emerging Markets ETF
199,361
7041.420
+2.19%
2.250
+0.05%
-
+10.92%
+7.78%
890.046
 
MSFT 		Microsoft Corp
15,689
7012.320
+1.30%
2.240
+0.03%
0.000
+4.32%
+10.02%
3059156.043
Software
BRK.B 		Berkshire Hathaway Inc
16,737
6808.610
+0.26%
2.170
+0.01%
0.000
+7.58%
+24.79%
960463.127
Insurance
SYK 		Stryker Corp
17,226
5861.150
+0.23%
1.870
0%
0.000
+17.38%
+24.42%
140996.459
Medical Devices & Instruments

Watchman Group, Inc.'s Historical Top Holdings Breakdowns

Watchman Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHY 		iShares 1-3 Year Treasury Bond ETF2024-06-30Add
+8.32%
●
81.05 ($81.36) 81.66
$82.09
0.90%
Add 1882.16%
335,896
318,950
MTBA 		Simplify MBS ETF2024-06-30Add
+7.91%
●
49.61 ($50.38) 50.87
$50.22
-0.32%
Add 2132.74%
515,049
491,981
CLTL 		CLTL2024-06-30Reduce
-7.89%
●
105.32 ($105.56) 105.82
$105.41
-0.15%
Reduce -96.02%
10,258
-247,639
BSV 		Vanguard Short-Term Bond ETF2024-06-30Reduce
-6.68%
●
75.81 ($76.3) 76.76
$77.44
1.49%
Reduce -81.33%
66,112
-288,044
DFIC 		Dimensional International Core Equity 2 ETF2024-06-30Sold Out
-3.31%
●
25.73 ($26.65) 27.44
$27.10
1.69%
Sold Out
0
-409,798
VSLU 		Applied Finance Valuation Large Cap ETF2024-06-30Sold Out
-1.93%
●
30.86 ($32.64) 34.47
$36.22
10.97%
Sold Out
0
-196,093
LKQ 		LKQ Corp2024-06-30Sold Out
-1.15%
●
40.29 ($44.73) 53.18
$37.66
-15.81%
Sold Out
0
-71,537
LOB 		Live Oak Bancshares Inc2024-06-30New Buy
+0.92%
●
31.66 ($35.41) 41.58
$42.26
19.34%
New holding
82,027
82,027
MRK 		Merck & Co Inc2024-06-30Reduce
-0.92%
●
123.8 ($128.81) 132.96
$101.65
-21.09%
Reduce -87.96%
3,180
-23,222
CFR 		Cullen/Frost Bankers Inc2024-06-30New Buy
+0.90%
●
95.03 ($104.75) 116.84
$127.58
21.79%
New holding
27,847
27,847

Watchman Group, Inc. Total Holding History ($B)

To

Watchman Group, Inc.'s Asset Allocation

To

Watchman Group, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Watchman Group, Inc.'s Hypothetical Growth since 2024-06-30

Watchman Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Watchman Group, Inc.'s Holdings Heat Map

Size field:

Watchman Group, Inc.'s Holdings Bubble Chart

Watchman Group, Inc. News

  • 1

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