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

Tracking: 0 Updated: Yesterday at 12:03 AM

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.

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.

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:

19.2%

Gain -41.05%

Monthly

0.5%

Yearly

6.14%

Drawdown

41.05%

$369.4M

Equity

Holdings

$369.4M

Investment

$236.87M

$225.51M

Profit +$1.72M

Realized

$92.98M

Unrealized

$132.53M

Dividends

$25.09M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-41.05%

Profit

$1.72M

Win %

86%

This Week

Compared To Last Week

Gain

0.46%

Profit

$1.7M

Win %

86%

This Month

Compared to last month

Gain

0.92%

Profit

$3.38M

Win %

86%

This Year

Compared to last year

Gain

10.54%

Profit

$35.22M

Win %

88%

Gainers
Losers

GLD SPDR Gold Shares

+2.03%

+$4,540.58

EFV iShares MSCI EAFE Value ETF

+1.9%

+$5,314.25

SCHD Schwab U.S. Dividend Equity ETF

+1.7%

+$8,568.18

DFIV Dimensional International Value ETF

+1.63%

+$1.55M

IWD iShares Russell 1000 Value ETF

+1.2%

+$4,916.54

AVSD Avantis Responsible International Equity ETF

+1.07%

+$10,490

DLN WisdomTree U.S. LargeCap Dividend Fund

+0.76%

+$5,203.44

VDE Vanguard Energy ETF

+0.74%

+$4,451.1

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.64%

+$2,280.15

VIG Vanguard Dividend Appreciation ETF

+0.48%

+$8,887.44

DFLV Dimensional US Large Cap Value ETF

+0.46%

+$169,986.96

VCEB Vanguard ESG U.S. Corporate Bond Fund

+0.21%

+$4,832.88

VGIT Vanguard Intermediate-Term Treasury Fund

+0.17%

+$1,756.6

VO Vanguard Mid-Cap ETF

+0.14%

+$386.32

DFUV Dimensional US Marketwide Value ETF

+0.13%

+$67,505.62

AGG iShares Core U.S. Aggregate Bond ETF

+0.11%

+$420.09

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

+0.08%

+$796.88

AVLV Avantis U.S. Large Cap Value ETF

AVSE

GCTS GCT Semiconductor, Inc.

-5.07%

-$17,589.6

AVEM Avantis Emerging Markets Equity ETF

-1.18%

-$180,457.2

IWO iShares Russell 2000 Growth ETF

-1.1%

-$115,884.27

VIOV Vanguard S&P Small-Cap 600 Value ETF

-0.82%

-$1,334.4

VUG Vanguard Growth ETF

-0.78%

-$12,534.36

SLYV SPDR S&P 600 Small Cap Value ETF

-0.73%

-$2,115.21

IJR iShares Core S&P Small-Cap ETF

-0.72%

-$3,690.89

AVUV Avantis U.S. Small Cap Value ETF

-0.68%

-$347,413.92

IWM iShares Russell 2000 ETF

-0.58%

-$2,763.15

AVSU Avantis Responsible U.S. Equity ETF

-0.48%

-$2,056.57

MDY SPDR S&P MidCap 400 ETF Trust

-0.48%

-$1,257.01

IJH iShares Core S&P Mid-Cap ETF

-0.46%

-$1,036.71

VB Vanguard Small-Cap ETF

-0.39%

-$2,348.21

ISRA VanEck Israel ETF

-0.32%

-$1,726.2

DFSV Dimensional US Small Cap Value ETF

-0.23%

-$9,391.77

DFAT Dimensional US Targeted Value ETF

-0.2%

-$128,840.74

DFUS Dimensional U.S. Equity Market ETF

-0.17%

-$18,777.78

ITOT iShares Core S&P Total U.S. Stock Market ETF

-0.16%

-$671.62

SCHB Schwab U.S. Broad Market ETF

-0.14%

-$771.2

VTI VANGUARD TOTAL STOCK MKT ETF

-0.14%

-$1,674.26

SPY SPDR S&P 500 ETF Trust

-0.13%

-$4,085.54

VOO Vanguard S&P 500 ETF

-0.09%

-$264.74

Events

Dividends

Dividend Analysis

No Data

Trades 995	Longs Won 573/995 57%	Profit Factor 43.98
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.84M
Average Win $402,722.44	Best Trade (Jul 06) $38.65M	Sharpe Ratio -14.44
Average Loss -$12,434.28	Worst Trade (Jun 29) -$1.52M	Z-Score -13.87 (100%)
Commissions $0	Avg. Trade Length 7m 5d	Expectancy $226,645.92

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%	0.56%
Consecutive Losing Trades	29,412	26,471	23,529	20,588	17,647	14,706	11,765	8,824	5,882	2,941