von Borstel & Associates, Inc. - Portfolio overview

von Borstel & Associates, Inc. has 172 reported holdings in this dataset, with the latest filing dated 2026-05-12.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL U.S. CORE EQUITY 2 ETF, 31.25%
2. DFGP - DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF, 18.84%
3. DFIC - DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF, 10.71%

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

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