Warburton Capital Management, LLC
Q4 2024 13F Holdings
- Locationtulsa, OK
- Num holdings
40
- Value ($000)
$134
- Date Filed02/07/2025
- Form type13F-HR
- CIK0002054795
- 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 |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $78.27K | 59 % | 2,262,709 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $26.17K | 20 % | 1,052,845 | ||
DUSB DIMENSIONAL ETF TRUST | ULTRASHORT FIXED | 25434V591 | $5.01K | 4 % | 98,955 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $2.29K | 2 % | 67,654 | ||
PLTR PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | $2.10K | 2 % | 27,744 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $1.64K | 1 % | 2,798 | ||
DFAW DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | $1.38K | 1 % | 22,065 | ||
AAPL APPLE INC | COM | 037833100 | $1.29K | 1 % | 5,167 | ||
WMB WILLIAMS COS INC | COM | 969457100 | $1.26K | 1 % | 23,261 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $1.11K | 1 % | 2,633 |
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