Prudent Man Investment Management, Inc. Top Holdings and 13F Report (2025) About Prudent Man Investment Management, Inc.Investment ActivityPrudent Man Investment Management, Inc. has $180.71 million in total holdings as of December 31, 2024.Prudent Man Investment Management, Inc. owns shares of 169 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Largest Holdings DIMENSIONAL ETF TRUST $57,632,117Dimensional U.S. Core Equity 2 ETF $51,966,588Dimensional US Marketwide Value ETF $18,521,375Dimensional US Core Equity Market ETF $15,313,602Dimensional International Core Equity Market ETF $15,252,942 Sector AllocationMap of 500 Largest Holdings ofPrudent Man Investment Management, Inc. Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDIMENSIONAL ETF TRUST$57,632,1171,139,20031.9%ULTRASHORT FIXEDDFACDimensional U.S. Core Equity 2 ETF$51,966,5881,502,35928.8%ETFDFUVDimensional US Marketwide Value ETF$18,521,375452,62410.2%ETFDFAUDimensional US Core Equity Market ETF$15,313,602378,2078.5%ETFDFAIDimensional International Core Equity Market ETF$15,252,942522,3618.4%ETFAAPLApple$3,553,46014,1902.0%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$3,186,879125,6161.8%ETFDIMENSIONAL ETF TRUST$1,912,96330,6271.1%WORLD EQUITY ETFVUSBVanguard Ultra-Short Bond ETF$1,752,33135,3151.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,227,16549,3630.7%ETFAMERICAN CENTY ETF TR$1,077,60021,7500.6%AVANTIS EMERGINGVTIVanguard Total Stock Market ETF$997,8163,4430.6%ETFDFATDimensional U.S. Targeted Value ETF$904,80916,2560.5%ETFBSVVanguard Short-Term Bond ETF$558,9717,2340.3%ETFVTVVanguard Value ETF$463,7662,7390.3%ETFDFSVDimensional US Small Cap Value ETF$439,44714,2770.2%ETFVXUSVanguard Total International Stock ETF$380,5126,4570.2%ETFMGKVanguard Mega Cap Growth ETF$364,0151,0600.2%ETFVOOVanguard S&P 500 ETF$313,5885820.2%ETFDFASDimensional U.S. Small Cap ETF$313,5564,8180.2%ETFEMXCiShares MSCI Emerging Markets ex China ETF$237,9924,2920.1%ManufacturingPNCThe PNC Financial Services Group$235,4701,2210.1%FinanceMSFTMicrosoft$219,1075200.1%Computer and TechnologyDFUSDimensional U.S. Equity ETF$212,6703,3360.1%ETFNVDANVIDIA$194,4561,4480.1%Computer and TechnologyWMTWalmart$191,0742,1150.1%Retail/WholesaleVTVanguard Total World Stock ETF$186,4471,5870.1%ETFLMTLockheed Martin$177,8553660.1%AerospaceXOMExxon Mobil$176,6021,6420.1%Oils/EnergyORCLOracle$138,6528320.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$125,4732140.1%FinanceIVViShares Core S&P 500 ETF$112,4381910.1%ETFCASYCasey's General Stores$103,0202600.1%Retail/WholesalePEGPublic Service Enterprise Group$95,8081,1340.1%UtilitiesTMOThermo Fisher Scientific$93,1221790.1%MedicalDISWalt Disney$89,5268040.0%Consumer DiscretionaryDFSDDimensional Short-Duration Fixed Income ETF$86,2131,8390.0%ETFACNAccenture$70,3582000.0%Computer and TechnologyBACBank of America$69,4411,5800.0%FinanceSCHESchwab Emerging Markets Equity ETF$63,1402,3710.0%ETFJNJJohnson & Johnson$60,0184150.0%MedicalGSThe Goldman Sachs Group$59,5531040.0%FinanceGOOGLAlphabet$53,0042800.0%Computer and TechnologyWMWaste Management$50,0442480.0%Business ServicesLOWLowe's Companies$49,3602000.0%Retail/WholesaleLLYEli Lilly and Company$47,864620.0%MedicalCMCSAComcast$44,6611,1900.0%Consumer DiscretionaryCVXChevron$44,6113080.0%Oils/EnergyMCDMcDonald's$43,4841500.0%Retail/WholesaleBLACKROCK INC$43,055420.0%COMJPMJPMorgan Chase & Co.$42,6701780.0%FinanceIDCCInterDigital$38,7442000.0%Computer and TechnologyPGProcter & Gamble$38,2252280.0%Consumer StaplesBRK.BBerkshire Hathaway$38,076840.0%FinanceAVGEAvantis All Equity Markets ETF$37,3435160.0%ETFPPGPPG Industries$35,8353000.0%Basic MaterialsBBSIBarrett Business Services$34,7528000.0%Business ServicesEXPEExpedia Group$34,4721850.0%Retail/WholesaleDFIVDimensional International Value ETF$34,4169700.0%ETFABBVAbbVie$31,6311780.0%MedicalPEPPepsiCo$30,4122000.0%Consumer StaplesSNPEXtrackers S&P 500 ESG ETF$29,7555590.0%ETFVUGVanguard Growth ETF$29,552720.0%ETFWECWEC Energy Group$28,2123000.0%UtilitiesAMZNAmazon.com$26,7661220.0%Retail/WholesaleSRESempra$26,3163000.0%UtilitiesSCHXSchwab US Large-Cap ETF$26,1161,1270.0%ETFITWIllinois Tool Works$25,3561000.0%Industrial ProductsPMPhilip Morris International$21,6631800.0%Consumer StaplesVZVerizon Communications$20,7955200.0%Computer and TechnologyINTCIntel$20,4511,0200.0%Computer and TechnologyBAXBaxter International$20,4127000.0%MedicalAXPAmerican Express$18,995640.0%FinanceIWMiShares Russell 2000 ETF$18,118820.0%FinanceDISVDimensional International Small Cap Value ETF$17,0856430.0%ETFDFISDimensional International Small Cap ETF$16,6006760.0%ETFASMLASML$13,862200.0%Computer and TechnologyXELXcel Energy$13,5042000.0%UtilitiesGOVTiShares U.S. Treasury Bond ETF$13,2145750.0%ETFCAHCardinal Health$13,1281110.0%MedicalIRBOiShares Robotics and Artificial Intelligence Multisector ETF$12,3453330.0%ManufacturingCORE SCIENTIFIC INC NEW$12,3388800.0%*W EXP 01/23/202GILDGilead Sciences$12,1931320.0%MedicalFTNTFortinet$12,1881290.0%Computer and TechnologyCATCaterpillar$11,972330.0%Industrial ProductsFEFirstEnergy$11,9343000.0%UtilitiesTSMTaiwan Semiconductor Manufacturing$11,850600.0%Computer and TechnologyVVisa$10,746340.0%Business ServicesCOSTCostco Wholesale$10,080110.0%Retail/WholesaleMOAltria Group$9,4131800.0%Consumer StaplesSONSonoco Products$9,3311910.0%Industrial ProductsAEPAmerican Electric Power$9,2231000.0%UtilitiesPFEPfizer$8,8623340.0%MedicalCORE SCIENTIFIC INC NEW$8,6811,0560.0%*W EXP 01/23/202SDYSPDR S&P Dividend ETF$8,323630.0%ETFNVSNovartis$8,175840.0%MedicalSCHBSchwab US Broad Market ETF$8,0363540.0%ETFMETMetLife$8,025980.0%FinanceVEAVanguard FTSE Developed Markets ETF$7,7951630.0%ETFFCXFreeport-McMoRan$7,6162000.0%Basic MaterialsShowing 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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