Prudent Man Investment Management, Inc. Q4 2024 Filing

Filed February 12, 2025

Portfolio Value

$180.7M

Holdings

169

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (169 positions)

StockValue
DUSBDIMENSIONAL ETF TRUST
$57.6M
DFACDIMENSIONAL ETF TRUST
$52.0M
DFUVDIMENSIONAL ETF TRUST
$18.5M
DFAUDIMENSIONAL ETF TRUST
$15.3M
DFAIDIMENSIONAL ETF TRUST
$15.3M
AAPLAPPLE INC
$3.6M
DFAEDIMENSIONAL ETF TRUST
$3.2M
DFAWDIMENSIONAL ETF TRUST
$1.9M
VUSBVANGUARD BD INDEX FDS
$1.8M
DFAXDIMENSIONAL ETF TRUST
$1.2M
AVXCAMERICAN CENTY ETF TR
$1.1M
VTIVANGUARD INDEX FDS
$998K
DFATDIMENSIONAL ETF TRUST
$905K
BSVVANGUARD BD INDEX FDS
$559K
INPXEURXTI AEROSPACE INC
$508K
VTVVANGUARD INDEX FDS
$464K
DFSVDIMENSIONAL ETF TRUST
$439K
VXUSVANGUARD STAR FDS
$381K
MGKVANGUARD WORLD FD
$364K
VOOVANGUARD INDEX FDS
$314K
DFASDIMENSIONAL ETF TRUST
$314K
EMXCISHARES INC
$238K
PNCPNC FINL SVCS GROUP INC
$235K
MSFTMICROSOFT CORP
$219K
DFUSDIMENSIONAL ETF TRUST
$213K
NVDANVIDIA CORPORATION
$194K
WMTWALMART INC
$191K
VTVANGUARD INTL EQUITY INDEX F
$186K
LMTLOCKHEED MARTIN CORP
$178K
XOMEXXON MOBIL CORP
$177K
ORCLORACLE CORP
$139K
SPYSPDR S&P 500 ETF TR
$125K
IVVISHARES TR
$112K
CASYCASEYS GEN STORES INC
$103K
PEGPUBLIC SVC ENTERPRISE GRP IN
$96K
TMOTHERMO FISHER SCIENTIFIC INC
$93K
DISDISNEY WALT CO
$90K
DFSDDIMENSIONAL ETF TRUST
$86K
ACNACCENTURE PLC IRELAND
$70K
BACBANK AMERICA CORP
$69K
SCHESCHWAB STRATEGIC TR
$63K
JNJJOHNSON & JOHNSON
$60K
GSGOLDMAN SACHS GROUP INC
$60K
GOOGLALPHABET INC
$53K
WMWASTE MGMT INC DEL
$50K
LOWLOWES COS INC
$49K
LLYELI LILLY & CO
$48K
CMCSACOMCAST CORP NEW
$45K
CVXCHEVRON CORP NEW
$45K
MCDMCDONALDS CORP
$43K
BLKBLACKROCK INC
$43K
JPMJPMORGAN CHASE & CO.
$43K
IDIINTERDIGITAL INC
$39K
PGPROCTER AND GAMBLE CO
$38K
BRK/BBERKSHIRE HATHAWAY INC DEL
$38K
AVGEAMERICAN CENTY ETF TR
$37K
PPGPPG INDS INC
$36K
BBSIBARRETT BUSINESS SVCS INC
$35K
EXPEEXPEDIA GROUP INC
$34K
DFIVDIMENSIONAL ETF TRUST
$34K
ABBVABBVIE INC
$32K
PEPPEPSICO INC
$30K
SNPEDBX ETF TR
$30K
VUGVANGUARD INDEX FDS
$30K
WECWEC ENERGY GROUP INC
$28K
AMZNAMAZON COM INC
$27K
SRESEMPRA
$26K
SCHXSCHWAB STRATEGIC TR
$26K
ITWILLINOIS TOOL WKS INC
$25K
4I1PHILIP MORRIS INTL INC
$22K
BACVERIZON COMMUNICATIONS INC
$21K
INTCINTEL CORP
$20K
BAXBAXTER INTL INC
$20K
AXPAMERICAN EXPRESS CO
$19K
IWMISHARES TR
$18K
DISVDIMENSIONAL ETF TRUST
$17K
DFISDIMENSIONAL ETF TRUST
$17K
ASMLASML HOLDING N V
$14K
XELXCEL ENERGY INC
$14K
AQLTISHARES TR
$13K
CAHCARDINAL HEALTH INC
$13K
ARTYISHARES TR
$12K
CORZZCORE SCIENTIFIC INC NEW
$12K
GILDGILEAD SCIENCES INC
$12K
FTNTFORTINET INC
$12K
CATCATERPILLAR INC
$12K
FEFIRSTENERGY CORP
$12K
TSMTAIWAN SEMICONDUCTOR MFG LTD
$12K
VVISA INC
$11K
COSTCOSTCO WHSL CORP NEW
$10K
MOALTRIA GROUP INC
$9K
SONSONOCO PRODS CO
$9K
AEPAMERICAN ELEC PWR CO INC
$9K
PFEPFIZER INC
$9K
CORZWCORE SCIENTIFIC INC NEW
$9K
SDYSPDR SER TR
$8K
NVSNNOVARTIS AG
$8K
SCHBSCHWAB STRATEGIC TR
$8K
METMETLIFE INC
$8K
VEAVANGUARD TAX-MANAGED FDS
$8K
Page 1 of 2Next