THL
Team Hewins LLC Portfolio
Invests via Team Hewins LLC | Managed by John Bussel, Roger Hewins, Chris Anderson
Invests via Team Hewins LLC
Managed by John Bussel, Roger Hewins, Chris Anderson
Automatically Tracked
Company Profile
With a focus on delivering personalized financial solutions, Team Hewins LLC operates as an innovative wealth management firm catering to high-net-worth individuals and families. The organization emphasizes a holistic approach, integrating diverse investment options with tailored strategies that reflect clients' unique aspirations. Established by experienced professionals from various sectors of finance, the team brings a collaborative mindset to their practice, allowing for agile responses to market dynamics and client needs. By prioritizing client education and engagement, this firm positions itself as not just a service provider but also an integral partner in clients’ financial journeys.
With a focus on delivering personalized financial solutions, Team Hewins LLC operates as an innovative wealth management firm catering to high-net-worth individuals and families. The organization emphasizes a holistic approach, integrating diverse investment options with tailored strategies that reflect clients' unique aspirations. Established by experienced professionals from various sectors of finance, the team brings a collaborative mindset to their practice, allowing for agile responses to market dynamics and client needs. By prioritizing client education and engagement, this firm positions itself as not just a service provider but also an integral partner in clients’ financial journeys.
Investment Philosophy & Strategy
Operating at the intersection of investment insight and personal engagement, Team Hewins LLC thrives on delivering adaptive financial strategies. The firm’s methodology revolves around understanding unique client circumstances while leveraging their extensive expertise across various asset classes. With a strong commitment to fostering lasting relationships, the organization is uniquely positioned to respond nimbly to shifts in market landscapes, ensuring that investments align with evolving goals. Their collaborative framework fosters an environment where innovative ideas flourish, making them a trusted ally for high-net-worth clients navigating complex financial waters.
Operating at the intersection of investment insight and personal engagement, Team Hewins LLC thrives on delivering adaptive financial strategies. The firm’s methodology revolves around understanding unique client circumstances while leveraging their extensive expertise across various asset classes. With a strong commitment to fostering lasting relationships, the organization is uniquely positioned to respond nimbly to shifts in market landscapes, ensuring that investments align with evolving goals. Their collaborative framework fosters an environment where innovative ideas flourish, making them a trusted ally for high-net-worth clients navigating complex financial waters.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
96.06%
Gain +0.34%
Monthly
1.82%
Yearly
24.17%
Drawdown
19.9%
$374.02M
Equity
Holdings
$374.02M
Investment
$235.66M
$236.22M
Profit +$1.06M
Realized
$97.87M
Unrealized
$138.36M
Dividends
$24.8M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$1.06M
Win %
85%
This Week
Compared To Last Week
Gain
0.56%
Profit
$2.07M
Win %
85%
This Month
Compared to last month
Gain
0.56%
Profit
$2.07M
Win %
85%
This Year
Compared to last year
Gain
2.32%
Profit
$8.49M
Win %
88%
VUG Vanguard Growth ETF
+1.1%
+$17,398.44 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,837.52 
ISRA VanEck Israel ETF
+0.74%
+$3,863.38 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$22,321.32 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,993.78 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$75,096.13 
IVV iShares Core S&P 500 ETF
+0.69%
+$19,727.36 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,996.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,255.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$6,419.46 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,862.58 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$1,839.19 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$121,599.14 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,924.56 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$114,215.88 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$961.08 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$3,620.14 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$396.6 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$14,011.92 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$513.37 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$16,454 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$199.22 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
GCTS GCT Semiconductor, Inc.
-1.59%
-$3,769.2 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$71,862.94 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$6,172.82 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,575.95 
IWM iShares Russell 2000 ETF
-0.47%
-$2,321.28 
DFIV Dimensional International Value ETF
-0.47%
-$471,330.36 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,612.14 
VTV Vanguard Value ETF
-0.27%
-$2,365.86 
VB Vanguard Small-Cap ETF
-0.22%
-$1,357.58 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$759.36 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,769 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$100,970.21 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$324.51 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$236.96 
VO Vanguard Mid-Cap ETF
-0.05%
-$140.48 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.03%
-$737 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$139.25 Events
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Dividends
Dividend Analysis
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| Trades 1020 | Longs Won 638/1020 62% | Profit Factor 20.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.91M |
| Average Win $389,659.73 | Best Trade (Aug 02) $41.39M | Sharpe Ratio -9.95 |
| Average Loss -$32,409.27 | Worst Trade (Dec 30) -$4.08M | Z-Score -7.78 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2w 1d | Expectancy $231,590.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.68% |
| Consecutive Losing Trades | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVEM Avantis Emerging Markets Equity ETF | 155,688 | $9.05M | $13.94M | - | $4.89M | 53.99% | +0.101% |
| AVLV Avantis U.S. Large Cap Value ETF | 27,847 | $1.9M | $2.57M | - | $666,934.8 | 35.11% | +0.141% |
| AVSD Avantis Responsible International Equity ETF | 12,272 | $697,812.94 | $996,265.5 | - | $298,452.56 | 42.77% | -0.616% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 6,755 | $344,066.8 | $507,016.78 | - | $162,949.98 | 47.36% | +0.101% |
| AVSU Avantis Responsible U.S. Equity ETF | 4,840 | $332,326.23 | $422,967.6 | - | $90,641.37 | 27.27% | +0.437% |
| AVUV Avantis U.S. Small Cap Value ETF | 411,350 | $32.99M | $51.53M | - | $18.55M | 56.23% | +0.032% |
| DFAT Dimensional US Targeted Value ETF | 917,911 | $40.47M | $64.92M | - | $24.45M | 60.43% | -0.155% |
| DFIV Dimensional International Value ETF | 1.75M | $54.71M | $99.97M | - | $45.27M | 82.75% | -0.469% |
| DFLV Dimensional US Large Cap Value ETF | 935,378 | $25.75M | $38.05M | - | $12.3M | 47.79% | +0.321% |
| DFSV Dimensional US Small Cap Value ETF | 99,124 | $2.94M | $3.93M | - | $987,002.73 | 33.52% | 0.0 |
| DFUS Dimensional U.S. Equity Market ETF | 134,100 | $9.36M | $10.94M | - | $1.59M | 16.95% | +0.691% |
| DFUV Dimensional US Marketwide Value ETF | 951,799 | $32.41M | $52.91M | - | $20.5M | 63.24% | +0.216% |
| DLN WisdomTree U.S. LargeCap Dividend Fund | 7,128 | $586,849.26 | $702,606.96 | - | $115,757.7 | 19.73% | +0.275% |
| EFV iShares MSCI EAFE Value ETF | 3,665 | $190,946.71 | $296,425.2 | - | $105,478.49 | 55.24% | -0.529% |
| GCTS GCT Semiconductor, Inc. | 125,640 | $190,973 | $233,690.4 | - | $42,717.4 | 22.37% | -1.587% |
| IJH iShares Core S&P Mid-Cap ETF | 2,962 | $193,300.27 | $222,949.74 | - | $29,649.47 | 15.34% | -0.106% |
| IJR iShares Core S&P Small-Cap ETF | 3,482 | $413,766.25 | $506,491.75 | - | $92,725.5 | 22.41% | -0.027% |
| ISRA VanEck Israel ETF | 8,220 | $357,981 | $526,573.18 | - | $168,592.18 | 47.1% | +0.739% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1,308 | $182,468.14 | $214,001.88 | - | $31,533.74 | 17.28% | +0.59% |
| IVV iShares Core S&P 500 ETF | 3,853 | $2.48M | $2.89M | - | $408,520.12 | 16.46% | +0.687% |
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FAQ
Which stocks have generated the highest profits for Team Hewins LLC?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $24.89M, NVIDIA Corporation - $13.29M, Dimensional International Value ETF - $10.43M, Microsoft Corp - $7.23M, and Dimensional US Marketwide Value ETF - $5.66M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Adobe Inc - $638,997.51, lululemon athletica inc - $298,101.05, Grove, Inc - $247,958.42, Boeing Company - $212,145.75, and Grifols, S.A. American Depositary Receipt - $178,090.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Team Hewins LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $24.8M earned over time. The largest contributors to dividend income include Dimensional International Value ETF - $8.32M, Dimensional US Targeted Value ETF - $2.76M, Dimensional US Marketwide Value ETF - $2.73M, Avantis U.S. Small Cap Value ETF - $1.87M, and iShares MSCI EAFE ETF - $1.72M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Team Hewins LLC's monthly returns?
Team Hewins LLC's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Team Hewins LLC's strategy be considered aggressive or moderate?
Team Hewins LLC's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Team Hewins LLC's strategy?
Team Hewins LLC's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
