GEM Asset Management, LLC

data from 30/09/2025

Capitalization

$ 210.874 M 7.99 %

Average holding period

8 ans

Performance

$ 55.031 M 35.93 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in GEM Asset Management, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 SYY SYSCO CORP 15.90% 33.534 M $ 419441 2022/12/31 2.836 M $ 8.60 %
2025/09/30 SPY SPDR S&P 500 ETF TR 7.50% 15.807 M $ 23623 2022/12/31 1.188 M $ 7.79 %
2025/09/30 DFUS DIMENSIONAL ETF TRUST 7.06% 14.892 M $ 204728 2022/12/31 1.117 M $ 8.04 %
2025/09/30 DFAI DIMENSIONAL ETF TRUST 4.96% 10.458 M $ 285192 2022/12/31 477.664 K $ 5.19 %
2025/09/30 DFAS DIMENSIONAL ETF TRUST 3.88% 8.189 M $ 119901 2022/12/31 561.905 K $ 7.31 %
2025/09/30 DFAU DIMENSIONAL ETF TRUST 3.00% 6.330 M $ 137844 2022/12/31 464.616 K $ 7.97 %
2025/09/30 DFAE DIMENSIONAL ETF TRUST 2.94% 6.204 M $ 194352 2022/12/31 482.787 K $ 8.95 %
2025/09/30 VONG VANGUARD SCOTTSDALE FDS 2.78% 5.859 M $ 48431 2022/12/31 532.297 K $ 10.33 %
2025/09/30 MSFT MICROSOFT CORP 2.77% 5.832 M $ 11130 2022/12/31 237.750 K $ 4.13 %
2025/09/30 DFAC DIMENSIONAL ETF TRUST 2.66% 5.606 M $ 145043 2022/12/31 391.561 K $ 7.54 %
2025/09/30 DFUV DIMENSIONAL ETF TRUST 2.62% 5.520 M $ 123085 2022/12/31 296.044 K $ 5.65 %
2025/09/30 SMLF ISHARES TR 2.44% 5.151 M $ 69360 2022/12/31 441.260 K $ 9.26 %
2025/09/30 DFAX DIMENSIONAL ETF TRUST 2.24% 4.716 M $ 149510 2022/12/31 301.885 K $ 6.87 %
2025/09/30 DUHP DIMENSIONAL ETF TRUST 2.01% 4.248 M $ 112024 2022/12/31 226.555 K $ 6.15 %
2025/09/30 AAPL APPLE INC 1.93% 4.068 M $ 15860 2022/12/31 787.848 K $ 23.56 %
2025/09/30 DFLV DIMENSIONAL ETF TRUST 1.87% 3.938 M $ 119294 2023/06/30 219.572 K $ 5.99 %
2025/09/30 TAXF AMERICAN CENTY ETF TR 1.57% 3.318 M $ 66302 2022/12/31 84.618 K $ 2.66 %
2025/09/30 VO VANGUARD INDEX FDS 1.56% 3.282 M $ 11175 2022/12/31 156.056 K $ 4.93 %
2025/09/30 DFNM DIMENSIONAL ETF TRUST 1.53% 3.231 M $ 67259 2022/12/31 36.879 K $ 1.16 %
2025/09/30 RSP INVESCO EXCHANGE TRADED FD T 1.38% 2.913 M $ 15305 2024/03/31 138.018 K $ 4.33 %
2025/09/30 IJH ISHARES TR 1.28% 2.697 M $ 41394 2022/12/31 132.846 K $ 5.13 %
2025/09/30 IWM ISHARES TR 1.27% 2.678 M $ 10970 2022/12/31 263.113 K $ 11.91 %
2025/09/30 DFIC DIMENSIONAL ETF TRUST 1.17% 2.462 M $ 74723 2022/12/31 121.153 K $ 5.51 %
2025/09/30 EFA ISHARES TR 1.12% 2.359 M $ 24974 2022/12/31 99.396 K $ 4.49 %
2025/09/30 VOO VANGUARD INDEX FDS 1.01% 2.138 M $ 3475 2022/12/31 90.296 K $ 7.77 %
2025/09/30 IVV ISHARES TR 0.94% 1.979 M $ 2943 2022/12/31 142.441 K $ 7.76 %
2025/09/30 AMZN AMAZON COM INC 0.87% 1.827 M $ 8240 2022/12/31 1.529 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 0.78% 1.642 M $ 6683 2022/12/31 449.433 K $ 37.82 %
2025/09/30 AVUV AMERICAN CENTY ETF TR 0.78% 1.635 M $ 16462 2022/12/31 134.407 K $ 9.00 %
2025/09/30 MDY SPDR S&P MIDCAP 400 ETF TR 0.74% 1.560 M $ 2622 2022/12/31 77.480 K $ 5.12 %
2025/09/30 SCZ ISHARES TR 0.64% 1.359 M $ 17671 2022/12/31 71.390 K $ 5.60 %
2025/09/30 SPSB SPDR SERIES TRUST 0.60% 1.262 M $ 41759 2024/03/31 2.861 K $ 0.33 %
2025/09/30 AVLV AMERICAN CENTY ETF TR 0.60% 1.255 M $ 17385 2022/12/31 57.777 K $ 5.86 %
2025/09/30 V VISA INC 0.57% 1.205 M $ 3420 2022/12/31 -46.751 K $ -3.83 %
2025/09/30 NVDA NVIDIA CORPORATION 0.54% 1.137 M $ 6143 2023/03/31 176.857 K $ 18.07 %
2025/09/30 ABBV ABBVIE INC 0.51% 1.085 M $ 4659 2022/12/31 213.757 K $ 24.47 %
2025/09/30 ORCL ORACLE CORP 0.50% 1.057 M $ 3719 2022/12/31 239.044 K $ 26.96 %
2025/09/30 IWF ISHARES TR 0.48% 1.019 M $ 2167 2022/12/31 94.979 K $ 10.31 %
2025/09/30 DFSV DIMENSIONAL ETF TRUST 0.47% 983.720 K $ 30799 2022/12/31 70.911 K $ 7.93 %
2025/09/30 AVDE AMERICAN CENTY ETF TR 0.44% 925.298 K $ 11652 2022/12/31 57.188 K $ 6.65 %
2025/09/30 VB VANGUARD INDEX FDS 0.37% 781.404 K $ 3056 2022/12/31 52.574 K $ 7.19 %
2025/09/30 PSN PARSONS CORP DEL 0.35% 746.045 K $ 8500 2022/12/31 94.775 K $ 15.00 %
2025/09/30 HACK AMPLIFY ETF TR 0.34% 726.838 K $ 8366 2025/03/31 3.597 K $ 0.50 %
2025/09/30 LLY ELI LILLY & CO 0.34% 715.572 K $ 848 2022/12/31 -14.116 K $ -2.14 %
2025/09/30 DFCF DIMENSIONAL ETF TRUST 0.33% 693.976 K $ 16184 2024/09/30 6.948 K $ 1.19 %
2025/09/30 DFEM DIMENSIONAL ETF TRUST 0.30% 630.822 K $ 19482 2022/12/31 46.308 K $ 8.09 %
2025/09/30 VTWO VANGUARD SCOTTSDALE FDS 0.29% 617.200 K $ 6253 2023/12/31 61.935 K $ 11.93 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.29% 608.285 K $ 1211 2024/09/30 20.448 K $ 3.55 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 0.28% 585.545 K $ 11567 2023/09/30 402.000 $ 0.10 %
2025/09/30 XLF SELECT SECTOR SPDR TR 0.27% 571.222 K $ 10623 2024/12/31 18.873 K $ 2.85 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.27% 559.022 K $ 2960 2022/12/31 96.605 K $ 21.04 %
2025/09/30 USMV ISHARES TR 0.26% 558.678 K $ 5866 2022/12/31 7.449 K $ 1.35 %
2025/09/30 FTNT FORTINET INC 0.26% 551.555 K $ 6495 2022/12/31 -140.551 K $ -20.29 %
2025/09/30 MUB ISHARES TR 0.26% 547.175 K $ 5136 2022/12/31 10.240 K $ 1.93 %
2025/09/30 DTE DTE ENERGY CO 0.26% 537.895 K $ 3777 2022/12/31 33.879 K $ 6.84 %
2025/09/30 TIDAL TRUST II 0.25% 525.750 K $ 75000 2025/09/30 0.000 $ 0.00 %
2025/09/30 AEE AMEREN CORP 0.25% 521.655 K $ 4987 2022/12/31 41.508 K $ 8.69 %
2025/09/30 VEA VANGUARD TAX-MANAGED FDS 0.25% 519.074 K $ 8559 2022/12/31 26.638 K $ 5.15 %
2025/09/30 HBAN HUNTINGTON BANCSHARES INC 0.24% 509.068 K $ 30374 2022/12/31 15.490 K $ 2.91 %
2025/09/30 CSCO CISCO SYS INC 0.24% 505.394 K $ 7326 2022/12/31 -7.018 K $ -1.39 %
2025/09/30 XLE SELECT SECTOR SPDR TR 0.24% 501.329 K $ 5602 2025/03/31 25.173 K $ 5.26 %
2025/09/30 ABT ABBOTT LABS 0.23% 492.174 K $ 3700 2022/12/31 -7.990 K $ -1.55 %
2025/09/30 AVGE AMERICAN CENTY ETF TR 0.23% 489.194 K $ 5854 2023/12/31 34.352 K $ 7.61 %
2025/09/30 SCHX SCHWAB STRATEGIC TR 0.23% 481.956 K $ 18201 2023/06/30 34.127 K $ 7.73 %
2025/09/30 VUG VANGUARD INDEX FDS 0.23% 479.022 K $ 994 2023/03/31 40.921 K $ 9.40 %
2025/09/30 GLD SPDR GOLD TR 0.22% 455.994 K $ 1245 2024/09/30 63.046 K $ 16.48 %
2025/09/30 MCD MCDONALDS CORP 0.21% 449.095 K $ 1516 2022/12/31 18.482 K $ 3.99 %
2025/09/30 PEP PEPSICO INC 0.20% 428.407 K $ 3043 2022/12/31 25.536 K $ 6.25 %
2025/09/30 SO SOUTHERN CO 0.20% 413.642 K $ 4290 2022/12/31 12.612 K $ 3.21 %
2025/09/30 VLUE ISHARES TR 0.19% 401.979 K $ 3185 2022/12/31 37.710 K $ 10.35 %
2025/09/30 MMC MARSH & MCLENNAN COS INC 0.19% 395.042 K $ 1938 2025/09/30 0.000 $ 0.00 %
2025/09/30 XOM EXXON MOBIL CORP 0.18% 370.750 K $ 3245 2024/09/30 16.057 K $ 4.46 %
2025/09/30 DFAW DIMENSIONAL ETF TRUST 0.17% 361.178 K $ 5017 2025/03/31 22.905 K $ 7.09 %
2025/09/30 VTI VANGUARD INDEX FDS 0.16% 342.719 K $ 1040 2022/12/31 25.088 K $ 7.93 %
2025/09/30 DIHP DIMENSIONAL ETF TRUST 0.16% 339.502 K $ 11041 2022/12/31 10.162 K $ 3.11 %
2025/09/30 CAT CATERPILLAR INC 0.16% 329.957 K $ 678 2024/03/31 76.310 K $ 22.72 %
2025/09/30 AVSC AMERICAN CENTY ETF TR 0.15% 323.896 K $ 5670 2022/12/31 32.143 K $ 10.66 %
2025/09/30 TSLA TESLA INC 0.15% 323.690 K $ 747 2025/06/30 94.913 K $ 43.20 %
2025/09/30 GGG GRACO INC 0.15% 318.640 K $ 3818 2022/12/31 -4.025 K $ -1.15 %
2025/09/30 DCOR DIMENSIONAL ETF TRUST 0.15% 311.812 K $ 4329 2025/06/30 22.711 K $ 7.54 %
2025/09/30 QQQ INVESCO QQQ TR 0.15% 307.950 K $ 509 2023/03/31 23.780 K $ 8.82 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.14% 298.459 K $ 970 2024/06/30 24.754 K $ 8.74 %
2025/09/30 RSHO TEMA ETF TRUST 0.14% 292.853 K $ 6800 2024/12/31 25.363 K $ 9.34 %
2025/09/30 AMGN AMGEN INC 0.14% 289.635 K $ 980 2024/06/30 3.142 K $ 1.02 %
2025/09/30 SPAB SPDR SERIES TRUST 0.13% 267.272 K $ 10347 2023/06/30 2.561 K $ 0.99 %
2025/09/30 IWB ISHARES TR 0.12% 263.021 K $ 716 2025/03/31 18.551 K $ 7.59 %
2025/09/30 IGM ISHARES TR 0.12% 256.980 K $ 2016 2024/06/30 27.437 K $ 12.09 %
2025/09/30 IGEB ISHARES TR 0.12% 256.243 K $ 5574 2025/09/30 0.000 $ 0.00 %
2025/09/30 XLK SELECT SECTOR SPDR TR 0.12% 249.399 K $ 873 2025/06/30 24.993 K $ 11.23 %
2025/09/30 VCIT VANGUARD SCOTTSDALE FDS 0.12% 248.640 K $ 2960 2025/09/30 0.000 $ 0.00 %
2025/09/30 AVGO BROADCOM INC 0.12% 246.925 K $ 734 2025/06/30 49.593 K $ 19.79 %
2025/09/30 NDSN NORDSON CORP 0.11% 239.034 K $ 1035 2022/12/31 12.995 K $ 5.75 %
2025/09/30 META META PLATFORMS INC 0.11% 234.998 K $ 330 2025/06/30 -1.354 K $ -0.52 %
2025/09/30 RKLB ROCKET LAB CORP 0.11% 221.436 K $ 3600 2025/06/30 66.769 K $ 31.22 %
2025/09/30 AVUS AMERICAN CENTY ETF TR 0.10% 220.358 K $ 2024 2023/06/30 15.933 K $ 7.75 %
2025/09/30 BKNG BOOKING HOLDINGS INC 0.10% 220.164 K $ 42 2024/12/31 -16.378 K $ -6.71 %
2025/09/30 DFIV DIMENSIONAL ETF TRUST 0.10% 219.995 K $ 4755 2025/09/30 0.000 $ 0.00 %
2025/09/30 HON HONEYWELL INTL INC 0.10% 214.859 K $ 1028 2025/09/30 0.000 $ 0.00 %
2025/09/30 AOS SMITH A O CORP 0.10% 210.844 K $ 2953 2022/12/31 23.935 K $ 11.52 %
2025/09/30 IEMG ISHARES INC 0.10% 208.264 K $ 3121 2025/09/30 0.000 $ 0.00 %