Team Hewins, LLC

Q4 2024 13F-HR/A Holdings

Location
Redwood City, CA
Holdings as of
12/31/2024
Date filed
7/8/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
38
Total value ($000)
$255,677
Net value change ($000)
-5,734 (-2.2%)
New positions
3
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 7/8/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVUV 1,825 5.6%
DFLV 874 3.8%
VOO 383 NEW
VTI 321 NEW
VIG 271 97.1%
VUG 263 40.2%
SCHB 244 NEW
SPY 91 3.8%
AVSD 90 15.3%
MUNI 67 7.0%
Top Reduces (Value $000, Stocks/ETFs)
DFIV -3,916 -5.7%
GBIL -1,474 -83.0%
DFUV -1,455 -3.2%
DFAT -825 -1.5%
AVEM -666 -9.4%
DFCF -502 -62.7%
DFUS -367 -15.5%
DFAI -339 -100.0%
DFGR -259 -100.0%
IWM -204 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type