Thayer Financial, L.L.C. - Portfolio overview

Thayer Financial, L.L.C. has 33 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 Utilities.

Largest reported holdings by portfolio allocation

1. VUG - VANGUARD INDEX FDS, 14.87%
2. VTV - VANGUARD INDEX FDS, 14.43%
3. DFAI - DIMENSIONAL ETF TRUST, 12.43%

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

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