Team Hewins, LLC

Q1 2025 13F-HR/A Holdings

Location
Redwood City, CA
Holdings as of
3/31/2025
Date filed
7/8/2025
Form type
13F-HR/A - RESTATEMENT
Num holdings
36
Total value ($000)
$257,359
Net value change ($000)
+1,682 (0.7%)
New positions
2
Sold out positions
4
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 8/12/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DFIV 7,750 11.9%
DFSV 1,693 340.6%
DFLV 1,177 4.9%
VGIT 823 NEW
BRK-B 798 NEW
VCEB 445 25.9%
AVEM 269 4.2%
AVSD 82 12.1%
IEFA 27 7.0%
VTV 13 1.0%
Top Reduces (Value $000, Stocks/ETFs)
DFAT -4,579 -8.3%
AVUV -3,935 -11.4%
VUG -358 -39.0%
VTI -321 -100.0%
GBIL -301 -100.0%
DFCF -298 -100.0%
VIG -278 -50.5%
IJH -201 -100.0%
DFUV -168 -0.4%
VOO -153 -39.9%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type