UI

Unconventional Investor, LLC

13F
Unconventional Investor, LLC
Last update 2025-05-15 33 Stocks (0 new)
Value $164.00 Mil Turnover 2 %
Countries:
Top Holdings: VTI(35.03%)BRK.B(18.26%)VOO(14.52%)VPU(8.70%)VEA(7.26%)
Summary Stock Picks Current Portfolio
Unconventional Investor, LLC 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
VTI 		Vanguard Total Stock Market ETF
208,417
57,295.5
-1.06%
35.030
-0.40%
0.010
+1.98%
+1.24%
446,726.7
 
BRK.B 		Berkshire Hathaway Inc
56,069
29,861.2
+0.16%
18.260
+0.03%
0.000
-2.76%
+9.43%
1,070,341.0
Insurance
VOO 		Vanguard S&P 500 ETF
46,216
23,750.8
+5.92%
14.520
+0.81%
0.000
+2.12%
+1.76%
612,501.5
 
VPU 		Vanguard Utilities ETF
83,273
14,223.8
-0.59%
8.700
-0.05%
0.210
+3.61%
+8.87%
6,686.9
 
VEA 		Vanguard FTSE Developed Markets ETF
233,687
11,878.3
+7.10%
7.260
+0.48%
0.010
+8.86%
+17.12%
151,227.3
 
VNQ 		Vanguard Real Estate Index Fund ETF
53,848
4,875.4
+5.54%
2.980
+0.16%
0.010
-4.84%
+0.78%
33,034.0
 
VXUS 		Vanguard Total International Stock
59,808
3,714.1
+2.68%
2.270
+0.06%
0.000
+8.34%
+14.46%
86,845.6
 
VGSH 		Vanguard Short-Term Government Bond ETF
41,844
2,455.8
+4.56%
1.500
+0.07%
0.010
+0.88%
+2.09%
23,048.0
 
VEU 		Vanguard FTSE All-World ex-US ETF
33,068
2,005.9
-5.53%
1.230
-0.07%
0.010
+8.09%
+14.49%
42,212.1
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
48,888
1,280.9
0%
0.780
0%
0.020
+10.13%
+15.49%
8,356.6
 

Unconventional Investor, LLC's Historical Top Holdings Breakdowns

Unconventional Investor, 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
VOO 		Vanguard S&P 500 ETF2025-03-31Add
+0.81%
●
507.05 ($540.58) 563.67
$546.58
1.11%
Add 5.92%
46,216
2,585
VEA 		Vanguard FTSE Developed Markets ETF2025-03-31Add
+0.48%
●
47.4 ($50.6) 52.99
$55.75
10.18%
Add 7.1%
233,687
15,497
VTI 		Vanguard Total Stock Market ETF2025-03-31Reduce
-0.40%
●
271.18 ($290.53) 303.12
$292.60
0.71%
Reduce -1.06%
208,417
-2,234
VNQ 		Vanguard Real Estate Index Fund ETF2025-03-31Add
+0.16%
●
85.55 ($90.76) 94.34
$88.98
-1.96%
Add 5.54%
53,848
2,827
VGT 		Vanguard Information Technology ETF2025-03-31Sold Out
-0.13%
●
542.38 ($602.71) 646.34
$619.69
2.82%
Sold Out
0
-324
VGSH 		Vanguard Short-Term Government Bond ETF2025-03-31Add
+0.07%
●
58.07 ($58.36) 58.69
$58.38
0.04%
Add 4.56%
41,844
1,824
VEU 		Vanguard FTSE All-World ex-US ETF2025-03-31Reduce
-0.07%
●
56.51 ($60.25) 62.98
$65.53
8.76%
Reduce -5.53%
33,068
-1,934
VXUS 		Vanguard Total International Stock2025-03-31Add
+0.06%
●
58.01 ($61.77) 64.46
$67.25
8.87%
Add 2.68%
59,808
1,560
VPU 		Vanguard Utilities ETF2025-03-31Reduce
-0.05%
●
161.24 ($168.92) 173.33
$176.79
4.66%
Reduce -0.59%
83,273
-496
VNQI 		Vanguard Global ex-U.S. Real Estate ETF2025-03-31Reduce
-0.05%
●
38.22 ($40.21) 41.19
$44.36
10.31%
Reduce -15.48%
10,818
-1,981

Unconventional Investor, LLC Total Holding History ($B)

To

Unconventional Investor, LLC's Asset Allocation

To

Unconventional Investor, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Unconventional Investor, LLC's Hypothetical Growth since 2025-03-31

Unconventional Investor, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Unconventional Investor, LLC's Holdings Heat Map

Size field:

Unconventional Investor, LLC's Holdings Bubble Chart

Unconventional Investor, LLC News

  • 1

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