Institutions / Dowling & Yahnke LLC
Dowling & Yahnke LLC
CIK 1133197 · Institution · as of Dec 31, 2021
Portfolio value
$2.08B
Positions
377
As of
Dec 31, 2021
Portfolio trend
Portfolio value
$2.08B+15.1%Positions
377+1.3%Top holdings
Dec 31, 2021View all 377 →
| Company | Value | % of portfolio |
|---|---|---|
| Apple Inc. | $84.93M | 4.1% |
| Reliance Steel & Aluminum Co | $64.83M | 3.1% |
| Dimensional ETF Trust | $56.91M | 2.7% |
| Dimensional ETF Trust | $56.85M | 2.7% |
| Microsoft Corp | $54.21M | 2.6% |
| Vanguard Whitehall Fds | $52.92M | 2.5% |
| Dimensional ETF Trust | $51.34M | 2.5% |
| Coca Cola Co | $47.63M | 2.3% |
| Vanguard Bd Index Fds | $41.91M | 2.0% |
| Amazon Com Inc | $39.31M | 1.9% |
| Vanguard Index Fds | $34.89M | 1.7% |
| Perkinelmer Inc | $28.26M | 1.4% |
| Dimensional ETF Trust | $27.94M | 1.3% |
| Alphabet Inc. | $27.68M | 1.3% |
| Dimensional ETF Trust | $26.77M | 1.3% |
| Qualcomm INC/DE | $26.49M | 1.3% |
| Home Depot, Inc. | $25.16M | 1.2% |
| Costco Wholesale Corp /New | $23.34M | 1.1% |
| Berkshire Hathaway Inc | $22.61M | 1.1% |
| iShares Tr | $22.59M | 1.1% |
| Vanguard Star Fds | $21.65M | 1.0% |
| Unitedhealth Group Inc | $21.30M | 1.0% |
| Vanguard World Fds | $20.20M | 1.0% |
| Vanguard Bd Index Fds | $19.79M | 1.0% |
| Vanguard World Fds | $17.33M | 0.8% |
Activity
Dec 31, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 5 quarters of holdings.