Kaufman Rossin Wealth, LLC
Q1 2025 13F Holdings
- Locationmiami, FL
- Num holdings
150
- Value ($000)
$139,881
- Date Filed05/14/2025
- Form type13F-HR
- CIK0002049750
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
---|---|---|---|---|---|---|---|
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $19.43M | 14 % | 999,705 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $12.47M | 9 % | 102,227 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $10.00M | 7 % | 143,373 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.90M | 6 % | 298,519 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $6.18M | 4 % | 187,378 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $6.06M | 4 % | 182,841 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $5.01M | 4 % | 72,661 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $4.58M | 3 % | 169,938 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $3.82M | 3 % | 131,251 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $3.14M | 2 % | 52,830 |
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