Applied Capital LLC - Portfolio overview

Applied Capital LLC has 54 reported holdings in this dataset, with the latest filing dated 2026-04-22.

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, 19.78%
2. VOO - VANGUARD INDEX FDS, 12.72%
3. VEA - VANGUARD TAX-MANAGED FDS, 8.02%

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

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