KR

Kaufman Rossin Wealth, LLC

13F
Kaufman Rossin Wealth, LLC
Last update 2025-07-11 139 Stocks (44 new)
Value $158.00 Mil Turnover 16 %
Countries:
Top Holdings: BSVO(15.07%)ITOT(9.18%)AVDV(7.95%)DFEM(6.04%)DUHP(4.51%)
Summary Stock Picks Current Portfolio
Kaufman Rossin Wealth, LLC Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
1,168,433
23,812.7
+16.88%
15.070
+2.18%
1.630
+19.07%
-2.43%
1,528.6
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
107,354
14,497.1
+5.02%
9.180
+0.44%
0.020
+20.01%
+7.44%
72,171.6
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
158,410
12,558.7
+10.49%
7.950
+0.75%
0.130
+16.67%
+25.49%
9,787.5
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
321,614
9,545.5
+7.74%
6.040
+0.43%
0.170
+19.37%
+16.72%
5,736.5
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
200,363
7,124.9
+9.58%
4.510
+0.39%
0.080
+15.80%
+7.66%
8,829.1
 
DFAC
Dimensional U.S. Core Equity 2 ETF
181,175
6,493.3
-3.31%
4.110
-0.15%
0.020
+18.73%
+6.19%
35,543.3
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
80,329
6,108.2
+10.55%
3.870
+0.37%
0.030
+11.90%
+19.06%
20,205.4
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
190,974
5,631.8
+12.38%
3.570
+0.39%
0.140
+9.10%
+16.84%
4,156.3
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
136,966
4,507.6
+4.35%
2.850
+0.12%
0.140
+15.02%
+26.54%
3,256.1
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
61,202
3,660.5
+15.85%
2.320
+0.32%
0.010
+0.86%
+4.09%
31,611.5
 

Kaufman Rossin Wealth, LLC's Historical Top Holdings Breakdowns

Kaufman Rossin Wealth, 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
BSVO
EA Bridgeway Omni Small-Cap Value ETF
EA Bridgeway Omni Small-Cap Value ETF
2025-06-30
Add
Add
+2.18%
●
16.78 ($19.11) 20.47
$21.13
10.54%
Add 16.88%
1,168,433
168,728
VTI
Vanguard Total Stock Market ETF
2025-06-30
Add
Add
+1.14%
●
243.75 ($281.15) 303.93
$309.09
9.94%
Add 151.15%
9,865
5,937
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-06-30
Add
Add
+0.75%
●
61.76 ($73.9) 79.32
$80.16
8.47%
Add 10.49%
158,410
15,037
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-06-30
Add
Add
+0.44%
●
108.12 ($124.74) 135.04
$137.38
10.13%
Add 5.02%
107,354
5,127
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-06-30
Add
Add
+0.43%
●
23.4 ($27.48) 29.68
$30.24
10.04%
Add 7.74%
321,614
23,095
CNC
Centene Corp
2025-06-30
Sold Out
Sold Out
-0.43%
●
53.4 ($58.68) 64.29
$27.95
-52.37%
Sold Out
0
-9,987
NOC
Northrop Grumman Corp
2025-06-30
Sold Out
Sold Out
-0.43%
●
456.3 ($491.89) 540.39
$519.04
5.52%
Sold Out
0
-1,169
AAPL
Apple Inc
2025-06-30
Add
Add
+0.42%
●
172.42 ($202.27) 223.89
$211.18
4.41%
Add 39.53%
11,319
3,207
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
2025-06-30
Add
Add
+0.39%
●
24.32 ($28.12) 29.74
$29.07
3.40%
Add 12.38%
190,974
21,036
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-06-30
Add
Add
+0.39%
●
29.36 ($33.38) 35.56
$36.17
8.36%
Add 9.58%
200,363
17,522

Kaufman Rossin Wealth, LLC Total Holding History ($B)

To

Kaufman Rossin Wealth, LLC's Asset Allocation

To

Kaufman Rossin Wealth, LLC Past Portfolios

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

Top Ranked Articles

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Kaufman Rossin Wealth, LLC's Hypothetical Growth since 2025-06-30

Kaufman Rossin Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Kaufman Rossin Wealth, LLC's Holdings Heat Map

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Kaufman Rossin Wealth, LLC's Holdings Bubble Chart

Kaufman Rossin Wealth, LLC News

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