NC
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North Capital, Inc.13F | |
| North Capital, Inc. | |
| Last update 2025-04-29 | 619 Stocks (0 new) |
| Value $106.00 Mil | Turnover 0 % |
North Capital, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 277,958 | 25,497.1 | 0% | 24.060 | 0% | 0.050 | +1.05% | +2.34% | 41,778.1 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 264,355 | 10,161.8 | 0% | 9.590 | 0% | 0.140 | +18.96% | +8.15% | 8,822.9 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 121,502 | 3,794.5 | 0% | 3.580 | 0% | 0.040 | +13.62% | +23.41% | 10,907.5 | ||
SPY | SPDR S&P 500 ETF Trust | 6,325 | 3,538.3 | 0% | 3.340 | 0% | 0.000 | +18.80% | +8.86% | 654,366.5 | ||
DFAE |
Dimensional Emerging Core Equity Market ETF
Dimensional Emerging Core Equity Market ETF
| 132,850 | 3,439.5 | 0% | 3.250 | 0% | 0.070 | +18.19% | +19.38% | 6,334.8 | ||
AAPL | Apple Inc | 15,385 | 3,417.4 | 0% | 3.220 | 0% | 0.000 | +4.87% | -14.22% | 3,200,643.0 | Hardware | |
VGSH |
Vanguard Short-Term Government Bond ETF
Vanguard Short-Term Government Bond ETF
| 55,105 | 3,234.1 | 0% | 3.050 | 0% | 0.010 | +0.87% | +2.75% | 22,508.7 | ||
QQQ | INVESCO QQQ Trust | 4,381 | 2,054.1 | 0% | 1.940 | 0% | 0.000 | +24.17% | +10.57% | 359,485.3 | ||
BRK.B | Berkshire Hathaway Inc | 3,377 | 1,798.5 | 0% | 1.700 | 0% | 0.000 | -8.39% | +6.48% | 1,039,832.6 | Insurance | |
AMUB |
UBS AG London Branch FR SP ETN REDEEM 18/07/2042 USD 25 - Ser B
UBS AG London Branch FR SP ETN REDEEM 18/07/2042 USD 25 - Ser B
| 87,058 | 1,781.2 | 0% | 1.680 | 0% | 3.350 | +2.55% | +6.19% | 41.9 |
North Capital, Inc.'s Historical Top Holdings Breakdowns
North Capital, Inc. Total Holding History ($B)
North Capital, Inc.'s Asset Allocation
North Capital, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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North Capital, Inc.'s Hypothetical Growth since 2025-03-31
North Capital, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
North Capital, Inc.'s Holdings Heat Map
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North Capital, Inc.'s Holdings Bubble Chart
North Capital, Inc. News
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