Kaufman Rossin Wealth, LLC

Q1 2025 13F Holdings

  • Location
    miami, FL
  • Num holdings

    150

  • Value ($000)

    $139,881

  • Date Filed
    05/14/2025
  • Form type
    13F-HR
  • CIK
    0002049750
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BSVO
BSVO

EA SERIES TRUST

EA BRIDGEWAY OMN
$19.43M
14 %

999,705

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
$12.47M
9 %

102,227

AVDV
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
$10.00M
7 %

143,373

DFEM
DFEM

DIMENSIONAL ETF TRUST

EMERGING MKTS CO
$7.90M
6 %

298,519

DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$6.18M
4 %

187,378

DUHP
DUHP

DIMENSIONAL ETF TRUST

US HIGH PROFITAB
$6.06M
4 %

182,841

IDEV
IDEV

ISHARES TR

CORE MSCI INTL
$5.01M
4 %

72,661

DIHP
DIHP

DIMENSIONAL ETF TRUST

INTL HIGH PROFIT
$4.58M
3 %

169,938

DISV
DISV

DIMENSIONAL ETF TRUST

INTL SMALL CAP V
$3.82M
3 %

131,251

---

VANGUARD SCOTTSDALE FDS

INTER TERM TREAS
$3.14M
2 %

52,830

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