SI

STUDIO INVESTMENT MANAGEMENT LLC

13F
STUDIO INVESTMENT MANAGEMENT LLC
Last update 2025-05-14 317 Stocks (32 new)
Value $484.00 Mil Turnover 9 %
Countries:
Top Holdings: VTIP(15.29%)VIG(5.79%)VTV(5.78%)VBR(3.84%)DFIC(3.39%)
Summary Stock Picks Current Portfolio
STUDIO INVESTMENT MANAGEMENT L... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
1,482,650
73,984.2
+43.35%
15.290
+4.62%
0.540
+1.28%
+4.50%
15,031.4
 
VIG
Vanguard Dividend Appreciation FTF
144,441
28,020.1
+1.58%
5.790
+0.09%
0.030
+12.58%
+6.21%
89,349.2
 
VTV
Vanguard Value ETF
161,887
27,964.4
-0.64%
5.780
-0.04%
0.020
+10.43%
+6.13%
132,881.1
 
VBR
Vanguard Small Cap Value ETF
99,747
18,581.9
-2.25%
3.840
-0.10%
0.070
+16.37%
+2.31%
28,479.3
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
590,521
16,398.8
+0.37%
3.390
+0.01%
0.200
+12.58%
+21.57%
9,637.7
 
BRK.B
Berkshire Hathaway Inc
29,700
15,817.6
-3.61%
3.270
-0.11%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
FNDF
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
404,504
14,618.8
+1.30%
3.020
+0.04%
0.100
+12.25%
+21.04%
16,399.8
 
VGSH
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
187,502
11,004.5
+1.71%
2.270
+0.04%
0.050
+0.75%
+2.72%
22,524.1
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
222,279
10,562.7
+31.95%
2.180
+0.53%
0.240
+1.91%
+3.85%
4,858.6
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
124,100
9,796.5
-4.72%
2.030
-0.10%
0.030
+1.88%
+3.77%
35,004.9
 

STUDIO INVESTMENT MANAGEMENT LLC's Historical Top Holdings Breakdowns

STUDIO INVESTMENT MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VTIP
Vanguard Short-Term Inflation-Protected Securities
Vanguard Short-Term Inflation-Protected Securities
2025-03-31
Add
Add
+4.62%
●
48.43 ($49.09) 49.9
$50.07
2.00%
Add 43.35%
1,482,650
448,355
IEI
iShares 3-7 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.88%
●
114.57 ($116.45) 118.14
$118.13
1.44%
Reduce -68.24%
16,690
-35,861
BILS
SPDR Bloomberg 3-12 Month T-Bill ETF
SPDR Bloomberg 3-12 Month T-Bill ETF
2025-03-31
Reduce
Reduce
-0.60%
●
99.16 ($99.33) 99.52
$99.31
-0.02%
Reduce -60.85%
18,110
-28,145
VONE
Vanguard Russell 1000 Index Fund
2025-03-31
Reduce
Reduce
-0.58%
●
250.16 ($267.62) 279.43
$285.48
6.67%
Reduce -65.11%
5,470
-10,206
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
Reduce
Reduce
-0.57%
●
49.25 ($50.03) 50.66
$48.51
-3.04%
Reduce -77.36%
15,760
-53,842
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.53%
●
46.74 ($47.22) 47.57
$48.01
1.67%
Add 31.95%
222,279
53,825
SHM
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
2025-03-31
Reduce
Reduce
-0.49%
●
47.33 ($47.63) 47.92
$47.87
0.50%
Reduce -65.7%
25,555
-48,947
RYU
Invesco S P 500 Equal Weight Utilities ETF
Invesco S P 500 Equal Weight Utilities ETF
2025-03-31
Add
Add
+0.47%
●
64.47 ($67.89) 69.92
$109.80
61.73%
Add 90.44%
68,329
32,450
DFAT
Dimensional U.S. Targeted Value ETF
2025-03-31
Add
Add
+0.44%
●
50.44 ($55.03) 58.1
$55.35
0.58%
Add 143.19%
69,256
40,778
BIV
Vanguard Intermediate-Term Bond ETF
2025-03-31
Reduce
Reduce
-0.43%
●
73.78 ($75.44) 76.59
$76.55
1.47%
Reduce -64.85%
14,554
-26,849

STUDIO INVESTMENT MANAGEMENT LLC Total Holding History ($B)

To

STUDIO INVESTMENT MANAGEMENT LLC's Asset Allocation

To

STUDIO INVESTMENT MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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STUDIO INVESTMENT MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

STUDIO INVESTMENT MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

STUDIO INVESTMENT MANAGEMENT LLC's Holdings Heat Map

Size field:

STUDIO INVESTMENT MANAGEMENT LLC's Holdings Bubble Chart

STUDIO INVESTMENT MANAGEMENT LLC News

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