Shearwater Capital LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Shearwater Capital LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 34.72% | 66.214 M $ | 1703919 | 2021/12/31 | -1.235 M $ | -1.84 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 16.10% | 30.697 M $ | 903646 | 2021/12/31 | 1.060 M $ | 3.79 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 9.48% | 18.076 M $ | 342478 | 2021/12/31 | 987.503 K $ | 5.77 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 3.38% | 6.448 M $ | 133062 | 2022/06/30 | 251.238 K $ | 4.01 % |
| 2026/03/31 | DOCU | DOCUSIGN INC | 2.82% | 5.378 M $ | 113428 | 2021/12/31 | -2.402 M $ | -30.69 % |
| 2026/03/31 | DFAT | DIMENSIONAL ETF TRUST | 2.69% | 5.128 M $ | 82111 | 2021/12/31 | 239.914 K $ | 4.89 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.63% | 5.016 M $ | 10467 | 2024/09/30 | -22.254 K $ | -4.67 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.59% | 3.031 M $ | 14551 | 2021/12/31 | -324.246 K $ | -9.77 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 1.52% | 2.901 M $ | 74463 | 2021/12/31 | 63.501 K $ | 2.23 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 1.52% | 2.899 M $ | 40887 | 2021/12/31 | -133.223 K $ | -4.40 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 1.51% | 2.888 M $ | 83580 | 2022/09/30 | 110.582 K $ | 4.44 % |
| 2026/03/31 | IVV | ISHARES TR | 1.26% | 2.404 M $ | 3680 | 2021/12/31 | -57.114 K $ | -4.63 % |
| 2026/03/31 | DFNM | DIMENSIONAL ETF TRUST | 1.11% | 2.114 M $ | 44116 | 2021/12/31 | -10.728 K $ | -0.50 % |
| 2026/03/31 | SCHX | SCHWAB STRATEGIC TR | 1.04% | 1.983 M $ | 77331 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GLD | SPDR GOLD TR | 0.97% | 1.841 M $ | 4278 | 2021/12/31 | 145.366 K $ | 8.57 % |
| 2026/03/31 | DFIP | DIMENSIONAL ETF TRUST | 0.93% | 1.775 M $ | 42539 | 2021/12/31 | 6.731 K $ | 0.39 % |
| 2026/03/31 | TSLA | TESLA INC | 0.88% | 1.684 M $ | 4531 | 2021/12/31 | -352.502 K $ | -17.34 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 0.88% | 1.670 M $ | 23472 | 2021/12/31 | 34.269 K $ | 2.10 % |
| 2026/03/31 | DFCF | DIMENSIONAL ETF TRUST | 0.76% | 1.441 M $ | 34134 | 2022/03/31 | -11.669 K $ | -0.80 % |
| 2026/03/31 | STLD | STEEL DYNAMICS INC | 0.69% | 1.312 M $ | 7291 | 2021/12/31 | 76.920 K $ | 6.23 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 0.64% | 1.224 M $ | 39910 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DISV | DIMENSIONAL ETF TRUST | 0.64% | 1.221 M $ | 30966 | 2022/12/31 | 38.982 K $ | 3.79 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 0.64% | 1.212 M $ | 6950 | 2023/03/31 | -78.226 K $ | -6.49 % |
| 2026/03/31 | SCHA | SCHWAB STRATEGIC TR | 0.61% | 1.155 M $ | 39703 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFAE | DIMENSIONAL ETF TRUST | 0.60% | 1.150 M $ | 33961 | 2021/12/31 | 43.803 K $ | 3.96 % |
| 2026/03/31 | SCHM | SCHWAB STRATEGIC TR | 0.59% | 1.123 M $ | 36275 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.56% | 1.067 M $ | 30461 | 2022/12/31 | 45.625 K $ | 6.54 % |
| 2026/03/31 | SCHZ | SCHWAB STRATEGIC TR | 0.51% | 970.331 K $ | 41789 | 2021/12/31 | -6.268 K $ | -0.64 % |
| 2026/03/31 | DFGP | DIMENSIONAL ETF TRUST | 0.49% | 927.154 K $ | 17173 | 2024/09/30 | -1.310 K $ | -0.15 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.46% | 876.390 K $ | 3055 | 2021/12/31 | -81.951 K $ | -8.58 % |
| 2026/03/31 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 0.38% | 718.140 K $ | 1 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AAPL | APPLE INC | 0.37% | 704.630 K $ | 2776 | 2021/12/31 | -37.206 K $ | -6.65 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 0.36% | 685.208 K $ | 1147 | 2025/12/31 | -10.175 K $ | -4.72 % |
| 2026/03/31 | DFGR | DIMENSIONAL ETF TRUST | 0.35% | 659.591 K $ | 24815 | 2023/12/31 | 3.766 K $ | 0.61 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 0.32% | 609.260 K $ | 16574 | 2024/12/31 | -21.048 K $ | -3.34 % |
| 2026/03/31 | SCHP | SCHWAB STRATEGIC TR | 0.30% | 566.522 K $ | 21290 | 2021/12/31 | 2.554 K $ | 0.45 % |
| 2026/03/31 | AI | C3 AI INC | 0.30% | 566.464 K $ | 67276 | 2021/12/31 | -340.416 K $ | -37.54 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 0.26% | 497.268 K $ | 1550 | 2024/09/30 | -10.801 K $ | -4.31 % |
| 2026/03/31 | ADBE | ADOBE INC | 0.26% | 490.535 K $ | 2018 | 2021/12/31 | -205.267 K $ | -30.55 % |
| 2026/03/31 | IVW | ISHARES TR | 0.23% | 433.211 K $ | 3830 | 2021/12/31 | -38.874 K $ | -8.23 % |
| 2026/03/31 | MCO | MOODYS CORP | 0.22% | 420.631 K $ | 964 | 2021/12/31 | -71.914 K $ | -14.60 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.22% | 412.706 K $ | 1403 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DFSD | DIMENSIONAL ETF TRUST | 0.21% | 406.735 K $ | 8495 | 2021/12/31 | -594.000 $ | -0.15 % |
| 2026/03/31 | DE | DEERE & CO | 0.20% | 389.620 K $ | 692 | 2021/12/31 | 67.629 K $ | 21.00 % |
| 2026/03/31 | ORCL | ORACLE CORP | 0.20% | 380.857 K $ | 2589 | 2023/03/31 | -123.562 K $ | -24.52 % |
| 2026/03/31 | STE | STERIS PLC | 0.20% | 374.650 K $ | 1694 | 2021/12/31 | -54.868 K $ | -12.77 % |
| 2026/03/31 | MAR | MARRIOTT INTL INC NEW | 0.19% | 361.085 K $ | 1104 | 2023/12/31 | 18.546 K $ | 5.42 % |
| 2026/03/31 | BA | BOEING CO | 0.17% | 330.589 K $ | 1661 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHF | SCHWAB STRATEGIC TR | 0.17% | 329.857 K $ | 13328 | 2021/12/31 | 9.462 K $ | 2.95 % |
| 2026/03/31 | AFRM | AFFIRM HLDGS INC | 0.17% | 320.740 K $ | 7000 | 2023/12/31 | -200.270 K $ | -38.44 % |
| 2026/03/31 | XLI | SELECT SECTOR SPDR TR | 0.16% | 306.640 K $ | 1896 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHV | SCHWAB STRATEGIC TR | 0.16% | 304.756 K $ | 9992 | 2021/12/31 | 8.892 K $ | 3.01 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.16% | 298.979 K $ | 518 | 2023/12/31 | -19.678 K $ | -6.04 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.15% | 293.681 K $ | 1731 | 2025/12/31 | 85.372 K $ | 40.98 % |
| 2026/03/31 | DFAU | DIMENSIONAL ETF TRUST | 0.15% | 280.872 K $ | 6225 | 2021/12/31 | -10.457 K $ | -3.59 % |
| 2026/03/31 | HUM | HUMANA INC | 0.14% | 275.243 K $ | 1587 | 2021/12/31 | -131.308 K $ | -32.30 % |
| 2026/03/31 | BLK | BLACKROCK INC | 0.14% | 270.341 K $ | 281 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | CMI | CUMMINS INC | 0.14% | 269.010 K $ | 500 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.14% | 268.036 K $ | 866 | 2025/06/30 | -31.101 K $ | -10.57 % |
| 2026/03/31 | DFEV | DIMENSIONAL ETF TRUST | 0.13% | 249.279 K $ | 6967 | 2025/06/30 | 14.212 K $ | 6.05 % |
| 2026/03/31 | LMT | LOCKHEED MARTIN CORP | 0.13% | 247.196 K $ | 409 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DIHP | DIMENSIONAL ETF TRUST | 0.12% | 224.831 K $ | 6978 | 2025/06/30 | 3.837 K $ | 1.74 % |
| 2026/03/31 | VO | VANGUARD INDEX FDS | 0.12% | 222.300 K $ | 774 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | V | VISA INC | 0.11% | 218.563 K $ | 723 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MGK | VANGUARD WORLD FD | 0.11% | 217.601 K $ | 592 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | EFV | ISHARES TR | 0.11% | 215.466 K $ | 2898 | 2025/12/31 | 8.520 K $ | 4.12 % |
| 2026/03/31 | NET | CLOUDFLARE INC | 0.11% | 215.213 K $ | 1043 | 2025/06/30 | 9.557 K $ | 4.66 % |
| 2026/03/31 | DFCA | DIMENSIONAL ETF TRUST | 0.11% | 208.672 K $ | 4186 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.11% | 208.371 K $ | 477 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FANG | DIAMONDBACK ENERGY INC | 0.11% | 206.037 K $ | 1042 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.11% | 201.577 K $ | 545 | 2026/03/31 | 0.000 $ | 0.00 % |