Shearwater Capital LLC

data from 31/03/2026

Capitalization

$ 190.687 M

9.46%

Performance

$ 29.742 M

20.99%

Average holding period

10 years

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 %