Adero Partners, LLC - Portfolio overview

Adero Partners, LLC has 259 reported holdings in this dataset, with the latest filing dated 2025-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DUHP - DIMENSIONAL ETF TRUST, 15.28%
2. DIHP - DIMENSIONAL ETF TRUST, 11.38%
3. AVUS - AMERICAN CENTY ETF TR, 10.03%

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

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