Citrine Capital LLC Top Holdings and 13F Report (2025) About Citrine Capital LLCInvestment ActivityCitrine Capital LLC has $159.80 million in total holdings as of March 31, 2025.Citrine Capital LLC owns shares of 37 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 19.76% of the portfolio was purchased this quarter.About 0.16% of the portfolio was sold this quarter.This quarter, Citrine Capital LLC has purchased 36 new stocks and bought additional shares in 9 stocks.Citrine Capital LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional US Sustainability Core 1 ETF $35,589,552Dimensional California Municipal Bond ETF $31,847,370NVIDIA $19,248,456Dimensional International Sustainability Core 1 ETF $10,992,375Dimensional Emerging Markets Sustainability Core 1 ETF $10,188,627 Largest New Holdings this Quarter 30303M102 - Meta Platforms $565,986 Holding Largest Purchases this Quarter Dimensional California Municipal Bond ETF 438,265 shares (about $21.74M)Dimensional US Sustainability Core 1 ETF 131,475 shares (about $4.71M)Dimensional National Municipal Bond ETF 55,092 shares (about $2.62M)FIDELITY WISE ORIGIN BITCOIN 9,288 shares (about $668.46K)Dimensional International Sustainability Core 1 ETF 17,857 shares (about $623.03K) Largest Sales this Quarter Dimensional Global Sustainability Fixed Income ETF 1,176 shares (about $60.56K)GRAYSCALE BITCOIN TRUST ETF 651 shares (about $42.43K)Dimensional Core Fixed Income ETF 974 shares (about $40.97K)Vanguard S&P 500 ETF 61 shares (about $31.35K)Dimensional U.S. Equity ETF 399 shares (about $24.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofCitrine Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFSUDimensional US Sustainability Core 1 ETF$35,589,552$4,708,120 ▲15.2%993,84422.3%ETFDFCADimensional California Municipal Bond ETF$31,847,370$21,737,946 ▲215.0%642,08419.9%ETFNVDANVIDIA$19,248,4560.0%177,60212.0%Computer and TechnologyDFSIDimensional International Sustainability Core 1 ETF$10,992,375$623,031 ▲6.0%315,0586.9%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$10,188,627$598,325 ▲6.2%302,5136.4%ETFDFSBDimensional Global Sustainability Fixed Income ETF$6,961,142$60,564 ▼-0.9%135,1684.4%ETFGRAYSCALE BITCOIN TRUST ETF$6,755,392$42,426 ▼-0.6%103,6584.2%SHS REP COM UTFIDELITY WISE ORIGIN BITCOIN$5,792,505$668,457 ▲13.0%80,4853.6%SHSDFCFDimensional Core Fixed Income ETF$5,644,077$40,966 ▼-0.7%134,1913.5%ETFDFNMDimensional National Municipal Bond ETF$5,078,700$2,620,718 ▲106.6%106,7633.2%ETFDFARDimensional US Real Estate ETF$3,861,415$48,776 ▲1.3%162,4492.4%ETFJNJJohnson & Johnson$1,638,7700.0%9,8821.0%MedicalSPGIS&P Global$1,601,0230.0%3,1511.0%Business ServicesDFUSDimensional U.S. Equity ETF$1,480,308$24,132 ▼-1.6%24,4760.9%ETFAONAON$1,237,1790.0%3,1000.8%FinanceVTIVanguard Total Stock Market ETF$1,068,769$11,542 ▲1.1%3,8890.7%ETFSCHFSchwab International Equity ETF$1,041,6940.0%52,6640.7%ETFMSTRStrategy$905,1680.0%3,1400.6%Computer and TechnologySUSAiShares MSCI USA ESG Select ETF$832,8080.0%7,2500.5%ETFDFACDimensional U.S. Core Equity 2 ETF$780,939$363 ▲0.0%23,6720.5%ETFAAPLApple$710,3720.0%3,1980.4%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$707,724$20,361 ▼-2.8%19,3950.4%SHS NEWRYRoyal Bank of Canada$610,0410.0%5,4120.4%FinanceMETAMeta Platforms$565,986$565,986 ▲New Holding9820.4%Computer and TechnologyGOOGAlphabet$497,2800.0%3,1830.3%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$454,139$21,906 ▼-4.6%10,0340.3%ETFBRK.BBerkshire Hathaway$432,988$2,663 ▼-0.6%8130.3%FinanceVOOVanguard S&P 500 ETF$432,712$31,348 ▼-6.8%8420.3%ETFVEAVanguard FTSE Developed Markets ETF$410,961$14,131 ▼-3.3%8,0850.3%ETFADSKAutodesk$410,7640.0%1,5690.3%Computer and TechnologySCHDSchwab US Dividend Equity ETF$365,9680.0%13,0890.2%ETFVXUSVanguard Total International Stock ETF$320,7710.0%5,1650.2%ETFBACBank of America$302,691$2,378 ▼-0.8%7,2540.2%FinanceISHARES BITCOIN TRUST ETF$286,4300.0%6,1190.2%SHS BEN INTIVViShares Core S&P 500 ETF$263,5450.0%4690.2%ETFDFICDimensional International Core Equity 2 ETF$247,2090.0%8,9020.2%ETFAMZNAmazon.com$230,4050.0%1,2110.1%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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