Austin Asset Management Co Inc

data from 30/09/2025

Capitalization

$ 525.202 M 6.34 %

Average holding period

10 ans

Performance

$ 141.333 M 32.57 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Austin Asset Management Co Inc

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 DFAC DIMENSIONAL ETF TRUST 29.98% 157.469 M $ 4082692 2021/12/31 11.441 M $ 7.62 %
2025/09/30 DFUS DIMENSIONAL ETF TRUST 13.19% 69.279 M $ 956364 2021/12/31 5.343 M $ 8.09 %
2025/09/30 NVDA NVIDIA CORPORATION 8.30% 43.574 M $ 233543 2023/09/30 6.670 M $ 18.10 %
2025/09/30 DFAS DIMENSIONAL ETF TRUST 6.24% 32.746 M $ 478329 2021/12/31 2.277 M $ 7.46 %
2025/09/30 STIP ISHARES TR 5.66% 29.751 M $ 287836 2021/12/31 124.471 K $ 0.44 %
2025/09/30 VNQ VANGUARD INDEX FDS 3.76% 19.725 M $ 215761 2021/12/31 491.460 K $ 2.65 %
2025/09/30 DFUV DIMENSIONAL ETF TRUST 2.83% 14.866 M $ 332657 2022/06/30 815.519 K $ 5.70 %
2025/09/30 BSV VANGUARD BD INDEX FDS 2.75% 14.420 M $ 182735 2021/12/31 38.468 K $ 0.27 %
2025/09/30 DFIC DIMENSIONAL ETF TRUST 2.72% 14.268 M $ 435134 2024/12/31 733.079 K $ 5.47 %
2025/09/30 DFLV DIMENSIONAL ETF TRUST 2.68% 14.090 M $ 428265 2023/03/31 758.222 K $ 6.06 %
2025/09/30 DUHP DIMENSIONAL ETF TRUST 2.61% 13.695 M $ 362586 2024/06/30 719.790 K $ 6.21 %
2025/09/30 BIV VANGUARD BD INDEX FDS 2.37% 12.472 M $ 159711 2021/12/31 120.738 K $ 0.97 %
2025/09/30 DFIV DIMENSIONAL ETF TRUST 1.87% 9.833 M $ 213210 2021/12/31 717.312 K $ 7.68 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 1.84% 9.668 M $ 97135 2021/12/31 806.152 K $ 9.25 %
2025/09/30 DFAT DIMENSIONAL ETF TRUST 1.77% 9.298 M $ 159731 2021/12/31 687.271 K $ 7.88 %
2025/09/30 AAPL APPLE INC 1.14% 5.992 M $ 23532 2021/12/31 1.177 M $ 24.11 %
2025/09/30 VTIP VANGUARD MALVERN FDS 1.02% 5.374 M $ 106136 2021/12/31 38.126 K $ 0.72 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.88% 4.605 M $ 6912 2021/12/31 325.115 K $ 7.82 %
2025/09/30 AVDE AMERICAN CENTY ETF TR 0.67% 3.500 M $ 44360 2022/06/30 220.905 K $ 6.61 %
2025/09/30 LLY ELI LILLY & CO 0.53% 2.758 M $ 3615 2025/03/31 -60.913 K $ -2.12 %
2025/09/30 DIHP DIMENSIONAL ETF TRUST 0.48% 2.496 M $ 82123 2024/06/30 73.536 K $ 3.09 %
2025/09/30 DFEM DIMENSIONAL ETF TRUST 0.45% 2.389 M $ 74483 2024/06/30 163.177 K $ 8.05 %
2025/09/30 DFIS DIMENSIONAL ETF TRUST 0.45% 2.346 M $ 74160 2023/06/30 133.945 K $ 6.00 %
2025/09/30 IVV ISHARES TR 0.35% 1.847 M $ 2759 2021/12/31 133.535 K $ 7.80 %
2025/09/30 MSFT MICROSOFT CORP 0.29% 1.539 M $ 2970 2021/12/31 80.208 K $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 0.28% 1.475 M $ 6716 2021/12/31 1.186 K $ 0.08 %
2025/09/30 DFSV DIMENSIONAL ETF TRUST 0.28% 1.472 M $ 46223 2025/03/31 111.397 K $ 8.19 %
2025/09/30 PRF INVESCO EXCHANGE TRADED FD T 0.21% 1.097 M $ 24266 2021/12/31 71.342 K $ 6.96 %
2025/09/30 FFIN FIRST FINL BANKSHARES INC 0.21% 1.097 M $ 32598 2023/06/30 -75.953 K $ -6.48 %
2025/09/30 AESI ATLAS ENERGY SOLUTIONS INC 0.19% 1.023 M $ 90000 2023/12/31 -180.000 K $ -14.96 %
2025/09/30 GBX GREENBRIER COS INC 0.19% 978.943 K $ 21203 2022/09/30 2.544 K $ 0.26 %
2025/09/30 AVUS AMERICAN CENTY ETF TR 0.18% 969.009 K $ 8915 2021/12/31 70.250 K $ 7.82 %
2025/09/30 CP CANADIAN PACIFIC KANSAS CITY 0.18% 956.675 K $ 12843 2023/06/30 -61.389 K $ -6.03 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 0.16% 829.179 K $ 4371 2021/12/31 34.793 K $ 4.38 %
2025/09/30 GOOGL ALPHABET INC 0.16% 817.710 K $ 3364 2021/12/31 224.883 K $ 37.94 %
2025/09/30 TIP ISHARES TR 0.15% 781.928 K $ 7030 2023/12/31 8.213 K $ 1.07 %
2025/09/30 META META PLATFORMS INC 0.15% 774.037 K $ 1054 2021/12/31 -3.910 K $ -0.50 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.14% 759.929 K $ 14026 2021/12/31 63.653 K $ 9.54 %
2025/09/30 DISV DIMENSIONAL ETF TRUST 0.13% 685.990 K $ 19221 2024/03/31 53.434 K $ 8.45 %
2025/09/30 BCI ABRDN ETFS 0.13% 677.077 K $ 31433 2023/06/30 22.821 K $ 3.71 %
2025/09/30 DFAW DIMENSIONAL ETF TRUST 0.13% 673.615 K $ 9374 2024/03/31 45.037 K $ 7.13 %
2025/09/30 EFA ISHARES TR 0.12% 649.113 K $ 6952 2021/12/31 27.668 K $ 4.45 %
2025/09/30 TSLA TESLA INC 0.12% 624.832 K $ 1405 2021/12/31 184.364 K $ 40.00 %
2025/09/30 VTV VANGUARD INDEX FDS 0.11% 597.887 K $ 3206 2021/12/31 33.452 K $ 5.52 %
2025/09/30 GOOG ALPHABET INC 0.11% 561.722 K $ 2306 2023/03/31 183.064 K $ 37.29 %
2025/09/30 DFAR DIMENSIONAL ETF TRUST 0.10% 539.010 K $ 22600 2023/09/30 8.814 K $ 1.66 %
2025/09/30 XOM EXXON MOBIL CORP 0.10% 528.328 K $ 4686 2021/12/31 20.408 K $ 4.59 %
2025/09/30 IWF ISHARES TR 0.10% 525.088 K $ 1121 2022/09/30 49.133 K $ 10.32 %
2025/09/30 IWD ISHARES TR 0.09% 488.820 K $ 2401 2022/09/30 22.473 K $ 4.82 %
2025/09/30 AVEM AMERICAN CENTY ETF TR 0.09% 469.159 K $ 6246 2023/06/30 43.927 K $ 9.59 %
2025/09/30 AVSU AMERICAN CENTY ETF TR 0.09% 461.269 K $ 6270 2025/03/31 32.230 K $ 7.24 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 0.08% 413.349 K $ 1480 2024/03/31 101.112 K $ 23.31 %
2025/09/30 DFSD DIMENSIONAL ETF TRUST 0.08% 409.133 K $ 8490 2021/12/31 1.528 K $ 0.37 %
2025/09/30 V VISA INC 0.08% 401.510 K $ 1176 2023/03/31 -15.747 K $ -3.85 %
2025/09/30 WMT WALMART INC 0.07% 389.323 K $ 3778 2021/12/31 45.070 K $ 5.40 %
2025/09/30 HD HOME DEPOT INC 0.07% 379.058 K $ 936 2021/12/31 36.082 K $ 10.52 %
2025/09/30 NFLX NETFLIX INC 0.07% 376.461 K $ 314 2024/03/31 -44.025 K $ -10.47 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 0.07% 342.169 K $ 11754 2023/03/31 17.897 K $ 5.20 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.06% 330.878 K $ 5522 2023/03/31 15.341 K $ 5.10 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.06% 324.262 K $ 1028 2024/12/31 24.116 K $ 8.80 %
2025/09/30 IEFA ISHARES TR 0.06% 311.891 K $ 3572 2025/03/31 13.680 K $ 4.59 %
2025/09/30 HXL HEXCEL CORP NEW 0.05% 288.420 K $ 4600 2021/12/31 28.566 K $ 10.99 %
2025/09/30 DFSU DIMENSIONAL ETF TRUST 0.05% 288.177 K $ 6785 2024/06/30 21.203 K $ 8.20 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.05% 286.675 K $ 1016 2025/03/31 -21.719 K $ -4.28 %
2025/09/30 SPOT SPOTIFY TECHNOLOGY S A 0.05% 266.636 K $ 382 2025/03/31 -26.834 K $ -9.04 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.05% 260.922 K $ 519 2024/03/31 8.552 K $ 3.49 %
2025/09/30 NUTX NUTEX HEALTH INC 0.05% 258.610 K $ 2503 2025/06/30 -53.517 K $ -17.01 %
2025/09/30 VT VANGUARD INTL EQUITY INDEX F 0.05% 253.001 K $ 1836 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVSD AMERICAN CENTY ETF TR 0.05% 248.994 K $ 3480 2025/03/31 13.920 K $ 5.92 %
2025/09/30 AFL AFLAC INC 0.04% 232.113 K $ 2078 2024/09/30 12.966 K $ 5.92 %
2025/09/30 LEN LENNAR CORP 0.04% 214.268 K $ 1700 2025/09/30 0.000 $ 0.00 %
2025/09/30 UPS UNITED PARCEL SERVICE INC 0.04% 209.258 K $ 2505 2021/12/31 -43.612 K $ -17.25 %
2025/09/30 HACK AMPLIFY ETF TR 0.04% 205.337 K $ 2366 2025/06/30 1.017 K $ 0.50 %
2025/09/30 TEAM ATLASSIAN CORPORATION 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 0.00% 0.000 $ 0 2024/09/30 0.000 $ 0.00 %