SA
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Seneschal Advisors, LLC13F | |
| Seneschal Advisors, LLC | |
| Last update 2025-05-07 | 33 Stocks (1 new) |
| Value $116.00 Mil | Turnover 1 % |
Seneschal Advisors, LLC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIV | Vanguard Intermediate-Term Bond ETF | 424,754 | 32,523.4 | -0.85% | 27.920 | -0.23% | 0.140 | +2.67% | +5.03% | 23,199.8 | ||
VTI | Vanguard Total Stock Market ETF | 75,667 | 20,796.3 | +1.95% | 17.850 | +0.34% | 0.000 | +19.96% | +7.60% | 474,434.4 | ||
DFUS | Dimensional U.S. Equity Market ETF | 128,700 | 7,783.8 | -0.72% | 6.680 | -0.05% | 0.060 | +20.09% | +7.58% | 15,832.0 | ||
DFUV | Dimensional US Marketwide Value ETF | 160,211 | 6,602.3 | -0.29% | 5.670 | -0.02% | 0.060 | +12.89% | +5.98% | 11,765.5 | ||
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 119,671 | 5,842.4 | +0.28% | 5.020 | +0.01% | 0.010 | +0.78% | +1.97% | 66,401.3 | ||
DFAT | Dimensional U.S. Targeted Value ETF | 112,385 | 5,786.7 | +0.21% | 4.970 | +0.01% | 0.060 | +18.37% | +1.69% | 11,117.7 | ||
DFAS | Dimensional U.S. Small Cap ETF | 80,700 | 4,821.8 | +1.23% | 4.140 | +0.05% | 0.050 | +18.06% | +1.54% | 10,648.9 | ||
AMZN | Amazon.com Inc | 24,754 | 4,709.7 | -1.90% | 4.040 | -0.09% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 9,652 | 3,623.3 | +2.71% | 3.110 | +0.08% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
TPL | Texas Pacific Land Corp | 2,643 | 3,501.9 | -2.22% | 3.010 | -0.06% | 0.010 | -28.37% | -15.03% | 21,547.6 | Oil & Gas |
Seneschal Advisors, LLC's Historical Top Holdings Breakdowns
Seneschal Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DFAR | Dimensional US Real Estate ETF | 2025-03-31 | Add Add | +0.36% | 22.35 ($23.59) 24.51 | $24.08 | 2.08% | Add 14.45% | 140,614 | 17,752 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Add Add | +0.34% | 271.18 ($290.53) 303.12 | $309.80 | 6.63% | Add 1.95% | 75,667 | 1,444 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Reduce Reduce | -0.23% | 73.78 ($75.44) 76.59 | $76.94 | 1.99% | Reduce -0.85% | 424,754 | -3,623 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-03-31 | Sold Out Sold Out | -0.23% | 24.1 ($24.21) 24.34 | $24.31 | 0.41% | Sold Out | 0 | -11,200 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | New Buy New Buy | +0.21% | 37.84 ($40.57) 42.31 | $43.21 | 6.51% | New holding | 6,226 | 6,226 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Sold Out Sold Out | -0.20% | 165.25 ($194.34) 224.62 | $234.60 | 20.72% | Sold Out | 0 | -1,205 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.17% | 57.21 ($62.1) 65.8 | $63.88 | 2.87% | Sold Out | 0 | -3,245 | |
IWB | iShares Russell 1000 ETF | 2025-03-31 | Sold Out Sold Out | -0.17% | 302.31 ($323.34) 337.54 | $345.66 | 6.90% | Sold Out | 0 | -643 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +0.13% | 28.88 ($30.87) 32.4 | $34.71 | 12.44% | Add 33.85% | 18,792 | 4,752 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Reduce Reduce | -0.12% | 554.06 ($590.51) 615.85 | $631.74 | 6.98% | Reduce -30.54% | 530 | -233 |
Seneschal Advisors, LLC Total Holding History ($B)
Seneschal Advisors, LLC's Asset Allocation
Seneschal Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Seneschal Advisors, LLC's Hypothetical Growth since 2025-03-31
Seneschal Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Seneschal Advisors, LLC's Holdings Heat Map
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Seneschal Advisors, LLC's Holdings Bubble Chart
Seneschal Advisors, LLC News
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