Holdings of von Borstel & Associates, Inc.
29 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 97.1 % of the equity sleeve
Sector breakdown
- Technology 1.2 %
- Financials 0.7 %
- Consumer discretionary 0.4 %
- Health care 0.3 %
- Industrials 0.3 %
- Consumer staples 0.3 %
- Energy 0.1 %
- Funds 0.1 %
- Communication 0.1 %
- Unattributed 96.4 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 29 | 256.2K $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 3,515,498 | 136.6K $ | |
| 2 | Dimensional International Core | 1,318,049 | 46.8K $ | |
| 3 | Dimensional ETF Trust | 753,339 | 27.7K $ | |
| 4 | Dimensional International Smal | 392,404 | 15.5K $ | |
| 5 | Dimensional Emerging Markets V | 231,755 | 8.3K $ | |
| 6 | DFA Dimensional Emerging Mkts High Proftblty ETF | 244,222 | 8.3K $ | |
| 7 | Greenbrier Cos Inc/The | 38,578 | 2K $ | |
| 8 | Apple Inc | 5,422 | 1.4K $ | |
| 9 | Chevron Corp | 5,463 | 1.1K $ | |
| 10 | JPMorgan Chase & Co | 3,706 | 1.1K $ | |
| 11 | Eli Lilly & Co | 962 | 884 $ | |
| 12 | PACCAR Inc | 5,353 | 618 $ | |
| 13 | International Business Machines Corp. | 2,514 | 609 $ | |
| 14 | Costco Wholesale Corp | 611 | 608 $ | |
| 15 | Tesla Inc | 1,525 | 566 $ | |
| 16 | Berkshire Hathaway Inc | 1,040 | 498 $ | |
| 17 | Broadcom Inc | 1,360 | 420 $ | |
| 18 | Invesco QQQ Trust Series 1 | 695 | 401 $ | |
| 19 | Arista Networks Inc | 2,922 | 358 $ | |
| 20 | Microsoft Corp | 868 | 321 $ | |
| 21 | Exxon Mobil Corp | 1,590 | 269 $ | |
| 22 | iShares Core S&P 500 ETF | 411 | 268 $ | |
| 23 | SPDR Series Trust | 2,630 | 257 $ | |
| 24 | Wells Fargo & Co | 2,973 | 236 $ | |
| 25 | Meta Platforms Inc | 409 | 234 $ | |
| 26 | Procter & Gamble Co/The | 1,615 | 233 $ | |
| 27 | General Electric Co | 800 | 227 $ | |
| 28 | Home Depot Inc/The | 643 | 211 $ | |
| 29 | NIKE Inc | 3,949 | 210 $ |