WG

Watchman Group, Inc.

13F
Watchman Group, Inc.
Last update 2025-05-13 80 Stocks (5 new)
Value $357.00 Mil Turnover 11 %
Countries:
Top Holdings: MTBA(9.92%)DFAC(8.15%)TMSL(6.56%)DFAT(6.19%)VSLU(5.75%)
Summary Stock Picks Current Portfolio
Watchman Group, Inc. 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
MTBA
Simplify MBS ETF
705,768
35,387.2
+21.49%
9.920
+1.75%
2.250
+1.52%
+3.43%
1,463.5
 
DFAC
Dimensional U.S. Core Equity 2 ETF
881,758
29,089.2
-2.38%
8.150
-0.19%
0.090
+18.73%
+6.19%
35,543.3
 
TMSL
T. Rowe Price Small-Mid Cap ETF
767,550
23,394.9
+0.37%
6.560
+0.02%
5.420
+18.31%
+3.60%
788.1
 
DFAT
Dimensional U.S. Targeted Value ETF
429,147
22,096.8
-4.87%
6.190
-0.32%
0.220
+17.36%
+0.20%
10,960.9
 
VSLU
Applied Finance Valuation Large Cap ETF
Applied Finance Valuation Large Cap ETF
585,953
20,521.1
+0.77%
5.750
+0.04%
9.080
+20.52%
+8.20%
257.3
 
IEI
iShares 3-7 Year Treasury Bond ETF
143,492
16,951.4
New Holding
4.750
+4.75%
0.100
+0.87%
+3.99%
15,676.4
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
429,692
11,932.5
-4.17%
3.340
-0.13%
0.140
+12.58%
+21.57%
9,637.7
 
FBND
Fidelity Total Bond ETF
255,783
11,676.5
+39.46%
3.270
+0.93%
0.060
+1.98%
+3.60%
19,309.9
 
SHY
iShares 1-3 Year Treasury Bond ETF
130,195
10,771.0
-68.93%
3.020
-6.22%
0.040
+0.70%
+2.64%
23,709.9
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
350,030
9,261.8
-2.51%
2.600
-0.06%
0.190
+19.37%
+16.72%
5,736.5
 

Watchman Group, Inc.'s Historical Top Holdings Breakdowns

Watchman Group, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SHY
iShares 1-3 Year Treasury Bond ETF
2025-03-31
Reduce
Reduce
-6.22%
●
81.83 ($82.24) 82.73
$82.53
0.35%
Reduce -68.93%
130,195
-288,881
IEI
iShares 3-7 Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+4.75%
●
114.57 ($116.45) 118.14
$118.13
1.44%
New holding
143,492
143,492
MTBA
Simplify MBS ETF
2025-03-31
Add
Add
+1.75%
●
49.15 ($49.93) 50.4
$49.87
-0.12%
Add 21.49%
705,768
124,842
ITT
ITT Inc
2025-03-31
Sold Out
Sold Out
-0.97%
●
128.71 ($142.43) 153.88
$159.17
11.75%
Sold Out
0
-25,793
FBND
Fidelity Total Bond ETF
2025-03-31
Add
Add
+0.93%
●
44.41 ($45.29) 45.98
$45.44
0.33%
Add 39.46%
255,783
72,369
UBER
Uber Technologies Inc
2025-03-31
New Buy
New Buy
+0.93%
●
63.17 ($72.04) 81.49
$90.59
25.75%
New holding
45,509
45,509
LOB
Live Oak Bancshares Inc
2025-03-31
Sold Out
Sold Out
-0.86%
●
26.57 ($33.24) 41.33
$31.74
-4.51%
Sold Out
0
-82,526
META
Meta Platforms Inc
2025-03-31
New Buy
New Buy
+0.82%
●
576.36 ($645.17) 736.67
$704.28
9.16%
New holding
5,104
5,104
RMD
ResMed Inc
2025-03-31
New Buy
New Buy
+0.82%
●
219.7 ($233.45) 257.65
$257.92
10.48%
New holding
13,011
13,011
SFBS
Servisfirst Bancshares Inc
2025-03-31
New Buy
New Buy
+0.71%
●
80.8 ($86.86) 93.58
$83.00
-4.44%
New holding
30,526
30,526

Watchman Group, Inc. Total Holding History ($B)

To

Watchman Group, Inc.'s Asset Allocation

To

Watchman Group, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

Watchman Group, Inc.'s Hypothetical Growth since 2025-03-31

Watchman Group, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Watchman Group, Inc.'s Holdings Heat Map

Size field:

Watchman Group, Inc.'s Holdings Bubble Chart

Watchman Group, Inc. News

  • 1

Discussions on Watchman Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.