DY

DOWLING & YAHNKE LLC

13F
DOWLING & YAHNKE LLC
Last update 2022-11-03 373 Stocks (13 new)
Value $2.15 Bil Turnover 8 %
Countries:
Top Holdings: BSV(5.00%)VTEB(3.87%)AAPL(3.30%)RS(3.07%)BND(2.68%)
Summary Stock Picks Current Portfolio
DOWLING & YAHNKE LLC Top Holdings of 2022-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSV
Vanguard Short-Term Bond ETF
1,436,927
107,511.0
+28.34%
5.000
+1.10%
0.290
+1.25%
+3.21%
38,420.8
 
VTEB
Vanguard Tax-Exempt Bond ETF
1,724,896
83,036.0
-16.28%
3.870
-0.79%
0.400
+1.73%
-0.73%
35,631.8
 
AAPL
Apple Inc
512,794
70,868.0
+3.55%
3.300
+0.11%
0.000
+6.32%
-15.48%
3,153,550.3
Hardware
RS
Reliance Steel & Aluminum Co
377,998
65,927.0
-0.63%
3.070
-0.02%
0.640
+17.47%
+22.80%
17,244.7
Steel
BND
Vanguard Total Bond Market ETF
807,262
57,582.0
+5.37%
2.680
+0.14%
0.070
+1.55%
+3.61%
127,478.2
 
VXUS
Vanguard Total International Stock
1,201,171
54,978.0
+61.21%
2.560
+0.97%
0.130
+17.45%
+18.94%
91,772.2
 
DFAT
Dimensional U.S. Targeted Value ETF
1,321,201
51,487.0
+0.86%
2.400
+0.02%
0.810
+16.18%
+1.80%
11,121.1
 
DFAC
Dimensional U.S. Core Equity 2 ETF
2,260,750
50,279.0
+5.15%
2.340
+0.11%
0.360
+14.94%
+5.96%
35,352.5
 
VOO
Vanguard S&P 500 ETF
147,697
48,489.0
+12.28%
2.260
+0.25%
0.020
+15.28%
+7.16%
655,100.6
 
DFUS
Dimensional U.S. Equity ETF
1,245,917
48,366.0
+1.14%
2.250
+0.03%
0.960
+15.83%
+6.85%
15,711.7
 

DOWLING & YAHNKE LLC's Historical Top Holdings Breakdowns

DOWLING & YAHNKE LLC Total Holding History ($B)

To

DOWLING & YAHNKE LLC's Asset Allocation

To

DOWLING & YAHNKE LLC Past Portfolios

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

Top Ranked Articles

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DOWLING & YAHNKE LLC's Hypothetical Growth since 2022-09-30

DOWLING & YAHNKE LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DOWLING & YAHNKE LLC's Holdings Heat Map

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DOWLING & YAHNKE LLC's Holdings Bubble Chart

DOWLING & YAHNKE LLC News

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