DRAVO BAY LLC

data from 30/09/2025

Capitalization

$ 226.418 M 9.52 %

Average holding period

11 ans

Performance

$ 32.615 M 16.43 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in DRAVO BAY LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SCHG SCHWAB STRATEGIC TR 16.68% 37.762 M $ 1183401 2021/12/31 3.054 M $ 9.06 %
2025/09/30 SCHV SCHWAB STRATEGIC TR 15.82% 35.816 M $ 1230352 2021/12/31 1.676 M $ 5.11 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 9.61% 21.761 M $ 363170 2021/12/31 1.052 M $ 5.07 %
2025/09/30 DFCF DIMENSIONAL ETF TRUST 5.43% 12.289 M $ 287393 2024/09/30 127.991 K $ 1.16 %
2025/09/30 DGCB DIMENSIONAL ETF TRUST 5.32% 12.044 M $ 217198 2024/09/30 237.541 K $ 2.21 %
2025/09/30 DFSD DIMENSIONAL ETF TRUST 5.22% 11.814 M $ 245148 2024/09/30 39.379 K $ 0.37 %
2025/09/30 VUG VANGUARD INDEX FDS 4.25% 9.621 M $ 20061 2021/12/31 835.986 K $ 9.40 %
2025/09/30 DISV DIMENSIONAL ETF TRUST 4.17% 9.446 M $ 264671 2024/09/30 691.280 K $ 8.23 %
2025/09/30 DFAS DIMENSIONAL ETF TRUST 4.01% 9.071 M $ 132494 2024/09/30 584.971 K $ 7.26 %
2025/09/30 VTV VANGUARD INDEX FDS 3.39% 7.669 M $ 41123 2021/12/31 385.154 K $ 5.54 %
2025/09/30 VTEB VANGUARD MUN BD FDS 3.17% 7.170 M $ 143207 2021/12/31 138.093 K $ 2.12 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 2.94% 6.659 M $ 122900 2021/12/31 569.335 K $ 9.48 %
2025/09/30 IDEV ISHARES TR 2.69% 6.089 M $ 75957 2022/12/31 263.209 K $ 5.07 %
2025/09/30 MUB ISHARES TR 2.07% 4.695 M $ 44088 2021/12/31 87.191 K $ 1.93 %
2025/09/30 IEMG ISHARES INC 1.96% 4.430 M $ 67198 2021/12/31 372.954 K $ 9.55 %
2025/09/30 DUSB DIMENSIONAL ETF TRUST 1.84% 4.174 M $ 82197 2024/06/30 2.564 K $ 0.06 %
2025/09/30 DFEV DIMENSIONAL ETF TRUST 1.47% 3.329 M $ 104403 2024/09/30 184.569 K $ 6.17 %
2025/09/30 IEFA ISHARES TR 1.25% 2.839 M $ 32519 2021/12/31 125.038 K $ 4.59 %
2025/09/30 HYMB SPDR SERIES TRUST 0.82% 1.851 M $ 74253 2021/12/31 10.195 K $ 0.61 %
2025/09/30 HYD VANECK ETF TRUST 0.70% 1.590 M $ 31233 2021/12/31 20.675 K $ 1.37 %
2025/09/30 SPDW SPDR INDEX SHS FDS 0.63% 1.418 M $ 33147 2023/12/31 74.975 K $ 5.68 %
2025/09/30 VBK VANGUARD INDEX FDS 0.62% 1.397 M $ 4693 2021/12/31 95.272 K $ 7.47 %
2025/09/30 VBR VANGUARD INDEX FDS 0.60% 1.365 M $ 6540 2021/12/31 98.420 K $ 7.22 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.52% 1.175 M $ 44601 2021/12/31 70.210 K $ 5.91 %
2025/09/30 USMV ISHARES TR 0.41% 917.377 K $ 9642 2021/12/31 11.360 K $ 1.35 %
2025/09/30 AAPL APPLE INC 0.40% 897.825 K $ 3526 2021/12/31 174.099 K $ 24.11 %
2025/09/30 SUB ISHARES TR 0.39% 887.584 K $ 8312 2021/12/31 3.277 K $ 0.41 %
2025/09/30 IWN ISHARES TR 0.36% 824.075 K $ 4661 2021/12/31 89.287 K $ 12.08 %
2025/09/30 BND VANGUARD BD INDEX FDS 0.36% 818.004 K $ 10999 2021/12/31 7.700 K $ 1.01 %
2025/09/30 IWO ISHARES TR 0.26% 599.356 K $ 1873 2021/12/31 69.282 K $ 11.96 %
2025/09/30 VWOB VANGUARD WHITEHALL FDS 0.24% 533.636 K $ 7977 2022/03/31 12.316 K $ 2.39 %
2025/09/30 SPEM SPDR INDEX SHS FDS 0.22% 488.041 K $ 10426 2023/12/31 41.786 K $ 9.52 %
2025/09/30 EBND SPDR SERIES TRUST 0.21% 480.228 K $ 22483 2022/03/31 -907.000 $ -0.19 %
2025/09/30 IVV ISHARES TR 0.20% 451.108 K $ 674 2024/12/31 32.621 K $ 7.80 %
2025/09/30 VYM VANGUARD WHITEHALL FDS 0.18% 403.681 K $ 2864 2021/12/31 22.293 K $ 5.73 %
2025/09/30 NVDA NVIDIA CORPORATION 0.15% 347.599 K $ 1863 2024/03/31 53.920 K $ 18.10 %
2025/09/30 IWF ISHARES TR 0.15% 330.697 K $ 706 2024/12/31 30.943 K $ 10.32 %
2025/09/30 BSV VANGUARD BD INDEX FDS 0.14% 327.240 K $ 4147 2022/12/31 888.000 $ 0.27 %
2025/09/30 SCHB SCHWAB STRATEGIC TR 0.14% 319.087 K $ 12411 2024/12/31 23.332 K $ 7.89 %
2025/09/30 MSFT MICROSOFT CORP 0.14% 319.057 K $ 616 2022/03/31 12.652 K $ 4.13 %
2025/09/30 EMB ISHARES TR 0.13% 297.069 K $ 3121 2023/12/31 8.136 K $ 2.79 %
2025/09/30 EFAV ISHARES TR 0.12% 264.872 K $ 3122 2025/06/30 2.098 K $ 0.92 %
2025/09/30 EMLC VANECK ETF TRUST 0.12% 264.672 K $ 10375 2021/12/31 1.574 K $ 0.63 %
2025/09/30 SPY SPDR S&P 500 ETF TR 0.11% 259.144 K $ 389 2023/12/31 18.800 K $ 7.82 %
2025/09/30 VB VANGUARD INDEX FDS 0.11% 242.075 K $ 952 2023/09/30 16.850 K $ 7.30 %
2025/09/30 SCHA SCHWAB STRATEGIC TR 0.10% 229.980 K $ 8243 2021/12/31 24.322 K $ 10.28 %
2025/09/30 AMZN AMAZON COM INC 0.10% 226.596 K $ 1032 2024/03/31 197.000 $ 0.08 %
2025/09/30 DE DEERE & CO 0.09% 214.912 K $ 470 2025/03/31 -24.078 K $ -10.07 %