Institutions / von Borstel & Associates, Inc.
von Borstel & Associates, Inc.
CIK 2041065 · Institution · as of Dec 31, 2025
Portfolio value
$426.6K
Positions
40
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 40 →
| Company | Value | % of portfolio |
|---|---|---|
| Dimensional U.S. Core Equity 2 ETF | $135.6K | 31.8% |
| Dimensional Global Core Plus Fixed Income ETF | $75.1K | 17.6% |
| Dimensional International Core Equity 2 ETF | $47.8K | 11.2% |
| Dimensional US Small Cap Value ETF | $27.5K | 6.5% |
| Dimensional US High Profitability ETF | $27.3K | 6.4% |
| Dimensional World Ex U.S. Core Equity 2 ETF | $17.6K | 4.1% |
| Dimensional Emerging Markets Core Equity 2 ETF | $17.0K | 4.0% |
| Dimensional International Small Cap Value ETF | $16.3K | 3.8% |
| Dimensional International High Profitability ETF | $15.6K | 3.7% |
| Dimensional Short-Duration Fixed Income ETF | $9.5K | 2.2% |
| Dimensional Emerging Markets High Profitability ETF | $8.5K | 2.0% |
| Dimensional Emerging Markets Value ETF | $8.5K | 2.0% |
| Dimensional Global Real Estate ETF | $4.5K | 1.1% |
| Greenbrier Companies Inc | $1.8K | 0.4% |
| Apple Inc. | $1.4K | 0.3% |
| JPMorgan Chase & Co | $1.2K | 0.3% |
| Dimensional US Sustainability Core 1 ETF | $1.1K | 0.2% |
| ELI LILLY & Co | $1.0K | 0.2% |
| Chevron Corp | $824 | 0.2% |
| International Business Machines Corp | $735 | 0.2% |
| Tesla Inc | $683 | 0.2% |
| Paccar Inc | $642 | 0.2% |
| Dimensional International Sustainability Core 1 ETF | $561 | 0.1% |
| iShares Core S&P 500 ETF | $526 | 0.1% |
| Costco Wholesale Corp /New | $523 | 0.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.