Kaufman Rossin Wealth, LLC
Q2 2025 13F Holdings
- Locationmiami, FL
- Num holdings
139
- Value ($000)
$157,971
- Date Filed07/11/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $23.81M | 15 % | 1,168,433 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $14.50M | 9 % | 107,354 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $12.56M | 8 % | 158,410 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $9.55M | 6 % | 321,614 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $7.12M | 5 % | 200,363 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $6.49M | 4 % | 181,175 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $6.11M | 4 % | 80,329 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $5.63M | 4 % | 190,974 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $4.51M | 3 % | 136,966 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $3.66M | 2 % | 61,202 |
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