Kaufman Rossin Wealth, LLC
Q4 2024 13F Holdings
- Locationmiami, FL
- Num holdings
37
- Value ($000)
$97,171
- Date Filed01/23/2025
- Form type13F-HR
- CIK0002049750
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $21.65M | 22 % | 1,000,224 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $12.74M | 13 % | 99,068 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $8.87M | 9 % | 136,336 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.45M | 8 % | 284,452 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $6.51M | 7 % | 188,090 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $5.94M | 6 % | 175,935 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $4.49M | 5 % | 69,622 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $4.07M | 4 % | 161,187 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $3.48M | 4 % | 130,819 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $3.17M | 3 % | 54,723 |
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