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Kaufman Rossin Wealth, LLC

All holdings · as of Dec 31, 2025

157 positions

CompanyClassValueShares% of portfolio
EA SERIES TRUST$28.91M1,240,72415.1%
iShares MSCI UAE ETF$18.59M125,0419.7%
AMERICAN CENTY ETF TR$15.70M167,1008.2%
DIMENSIONAL ETF TRUST$11.17M337,7085.8%
DIMENSIONAL ETF TRUST$8.55M224,7264.5%
iShares MSCI UAE ETF$7.12M86,2733.7%
DIMENSIONAL ETF TRUST$6.83M215,5843.6%
DIMENSIONAL ETF TRUST$6.69M168,9903.5%
VANGUARD SCOTTSDALE FDS$4.57M76,2292.4%
DIMENSIONAL ETF TRUST$4.35M114,5792.3%
Apple Inc.$3.57M13,1291.9%
VANGUARD INDEX FDS$3.21M9,5641.7%
NVIDIA Corp$2.87M15,3911.5%
DIMENSIONAL ETF TRUST$2.74M54,9611.4%
DIMENSIONAL ETF TRUST$2.12M44,1131.1%
ADOBE INC.$1.92M5,4931.0%
DIMENSIONAL ETF TRUST$1.54M32,8100.8%
AMERICAN CENTY ETF TR$1.39M13,6650.7%
VANGUARD MALVERN FDS$1.38M27,8850.7%
MICROSOFT CORP$1.24M2,5550.6%
DIMENSIONAL ETF TRUST$1.21M25,9500.6%
INCYTE CORP$1.12M11,3810.6%
Arista Networks, Inc.ANETCommon Stock$1.11M8,5060.6%
ROBLOX Corp$1.06M13,1230.6%
The PNC Financial Services Group, Inc.$1.03M4,9550.5%
Broadcom Inc.$980.3K2,8320.5%
Comfort Systems USA Inc$955.7K1,0240.5%
GENERAL ELECTRIC CO$936.1K3,0390.5%
Snowflake Inc.$904.3K4,1220.5%
GE Vernova Inc.$898.3K1,3740.5%
Centene Corp$840.2K20,4190.4%
Merck & Co., Inc.$810.9K7,7040.4%
General Motors Co$807.3K9,9280.4%
Atlassian Corporation$783.3K4,8310.4%
INTEL CORP$762.1K20,6540.4%
DIMENSIONAL ETF TRUST$753.4K19,7700.4%
Amazon.com Inc$748.3K3,2420.4%
ISHARES TR$690.2K3,8090.4%
AMPHENOL CORP /DE$682.2K5,0480.4%
PG&E Corp$680.4K42,3420.4%
Expedia Group Inc$657.3K2,3200.3%
DIMENSIONAL ETF TRUST$640.9K19,5810.3%
Illumina Inc$640.7K4,8850.3%
DIMENSIONAL ETF TRUST$640.6K10,7600.3%
Lyft, Inc.$637.9K32,9300.3%
BRISTOL MYERS SQUIBB CO$628.6K11,6530.3%
EDISON INTERNATIONAL$601.7K10,0250.3%
DELTA AIR LINES, INC.$596.4K8,5930.3%
Booking Holdings Inc$593.0K1110.3%
Johnson Controls International plc$542.6K4,5310.3%
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