Conrad Siegel Investment Advisors, Inc. - Portfolio overview

Conrad Siegel Investment Advisors, Inc. has 69 reported holdings in this dataset, with the latest filing dated 2026-04-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Communication Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 21.53%
2. VOO - VANGUARD INDEX FDS, 18.09%
3. IEFA - ISHARES TR, 8.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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