CRITERION CAPITAL ADVISORS, LLC - Portfolio overview

CRITERION CAPITAL ADVISORS, LLC has 347 reported holdings in this dataset, with the latest filing dated 2025-02-10.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Healthcare.

Largest reported holdings by portfolio allocation

1. DFIC - DIMENSIONAL ETF TRUST, 11.94%
2. GIGB - GOLDMAN SACHS ETF TR, 10.40%
3. DFAC - DIMENSIONAL ETF TRUST, 5.26%

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

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