Kaufman Rossin Wealth, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Kaufman Rossin Wealth, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | BSVO | EA SERIES TRUST | 18.57% | 32.392 M $ | 1276766 | 2024/12/31 | 2.568 M $ | 8.88 % |
| 2026/03/31 | ITOT | ISHARES TR | 10.86% | 18.952 M $ | 133064 | 2024/12/31 | -782.756 K $ | -4.21 % |
| 2026/03/31 | AVDV | AMERICAN CENTY ETF TR | 9.41% | 16.409 M $ | 164325 | 2024/12/31 | 984.219 K $ | 6.27 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 6.79% | 11.843 M $ | 342787 | 2024/12/31 | 496.430 K $ | 4.44 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 5.22% | 9.115 M $ | 247948 | 2024/12/31 | -285.402 K $ | -3.34 % |
| 2026/03/31 | DIHP | DIMENSIONAL ETF TRUST | 4.42% | 7.703 M $ | 239088 | 2024/12/31 | 118.571 K $ | 1.74 % |
| 2026/03/31 | IDEV | ISHARES TR | 4.33% | 7.551 M $ | 90359 | 2024/12/31 | 94.037 K $ | 1.32 % |
| 2026/03/31 | VGIT | VANGUARD SCOTTSDALE FDS | 3.31% | 5.769 M $ | 96879 | 2024/12/31 | -28.967 K $ | -0.63 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 3.17% | 5.534 M $ | 142411 | 2024/12/31 | -123.362 K $ | -1.84 % |
| 2026/03/31 | VTI | VANGUARD INDEX FDS | 2.49% | 4.352 M $ | 13566 | 2024/12/31 | -138.295 K $ | -4.31 % |
| 2026/03/31 | DISV | DIMENSIONAL ETF TRUST | 2.28% | 3.980 M $ | 100903 | 2024/12/31 | 164.993 K $ | 3.79 % |
| 2026/03/31 | AAPL | APPLE INC | 1.88% | 3.287 M $ | 12951 | 2024/12/31 | -237.241 K $ | -6.65 % |
| 2026/03/31 | DFSD | DIMENSIONAL ETF TRUST | 1.64% | 2.867 M $ | 59881 | 2024/12/31 | -3.087 K $ | -0.15 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.39% | 2.418 M $ | 13862 | 2024/12/31 | -186.231 K $ | -6.49 % |
| 2026/03/31 | DFIV | DIMENSIONAL ETF TRUST | 1.18% | 2.053 M $ | 38890 | 2024/12/31 | 158.287 K $ | 5.77 % |
| 2026/03/31 | VTIP | VANGUARD MALVERN FDS | 1.12% | 1.957 M $ | 39174 | 2024/12/31 | 13.663 K $ | 0.99 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 0.85% | 1.481 M $ | 13402 | 2024/12/31 | 116.015 K $ | 8.33 % |
| 2026/03/31 | DFAU | DIMENSIONAL ETF TRUST | 0.83% | 1.445 M $ | 32034 | 2024/12/31 | -55.120 K $ | -3.59 % |
| 2026/03/31 | FIX | COMFORT SYS USA INC | 0.73% | 1.278 M $ | 927 | 2025/03/31 | 456.396 K $ | 47.76 % |
| 2026/03/31 | ADBE | ADOBE INC | 0.70% | 1.229 M $ | 5054 | 2024/12/31 | -587.256 K $ | -30.55 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.65% | 1.126 M $ | 3041 | 2024/12/31 | -289.864 K $ | -23.46 % |
| 2026/03/31 | GEV | GE VERNOVA INC | 0.63% | 1.104 M $ | 1264 | 2025/03/31 | 301.359 K $ | 33.55 % |
| 2026/03/31 | INCY | INCYTE CORP | 0.56% | 977.907 K $ | 10390 | 2025/03/31 | -52.921 K $ | -4.71 % |
| 2026/03/31 | ANET | ARISTA NETWORKS INC | 0.52% | 911.698 K $ | 7425 | 2025/03/31 | -70.174 K $ | -6.30 % |
| 2026/03/31 | MRK | MERCK & CO INC | 0.52% | 902.868 K $ | 7506 | 2025/03/31 | 115.791 K $ | 14.28 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.48% | 841.644 K $ | 2719 | 2025/03/31 | -103.622 K $ | -10.57 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.48% | 832.476 K $ | 3997 | 2024/12/31 | -73.107 K $ | -9.77 % |
| 2026/03/31 | GE | GE AEROSPACE | 0.44% | 769.604 K $ | 2712 | 2025/03/31 | -73.726 K $ | -7.88 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 0.42% | 735.091 K $ | 18868 | 2024/12/31 | 16.804 K $ | 2.23 % |
| 2026/03/31 | DFUV | DIMENSIONAL ETF TRUST | 0.42% | 725.760 K $ | 14976 | 2024/12/31 | 48.526 K $ | 4.01 % |
| 2026/03/31 | IWN | ISHARES TR | 0.41% | 722.148 K $ | 3809 | 2025/12/31 | 31.919 K $ | 4.62 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 0.38% | 655.641 K $ | 19301 | 2024/12/31 | 24.280 K $ | 3.79 % |
| 2026/03/31 | APH | AMPHENOL CORP | 0.37% | 640.137 K $ | 5066 | 2025/03/31 | -44.371 K $ | -6.50 % |
| 2026/03/31 | INTC | INTEL CORP | 0.36% | 635.478 K $ | 14400 | 2025/06/30 | 149.328 K $ | 19.59 % |
| 2026/03/31 | GM | GENERAL MTRS CO | 0.35% | 612.316 K $ | 8219 | 2025/03/31 | -67.708 K $ | -8.39 % |
| 2026/03/31 | EIX | EDISON INTL | 0.35% | 602.637 K $ | 8235 | 2025/03/31 | 131.929 K $ | 21.93 % |
| 2026/03/31 | VRT | VERTIV HOLDINGS CO | 0.34% | 590.366 K $ | 2356 | 2025/06/30 | 280.589 K $ | 54.67 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.31% | 536.214 K $ | 1865 | 2024/12/31 | -40.068 K $ | -8.13 % |
| 2026/03/31 | ILMN | ILLUMINA INC | 0.30% | 529.380 K $ | 4295 | 2025/03/31 | -38.591 K $ | -6.02 % |
| 2026/03/31 | JCI | JOHNSON CONTROLS INTERNATION | 0.28% | 493.683 K $ | 3770 | 2025/03/31 | 50.747 K $ | 9.35 % |
| 2026/03/31 | TPR | TAPESTRY INC | 0.28% | 482.655 K $ | 3420 | 2025/03/31 | 50.985 K $ | 10.44 % |
| 2026/03/31 | VLUE | ISHARES TR | 0.27% | 479.038 K $ | 3369 | 2025/09/30 | 18.394 K $ | 3.99 % |
| 2026/03/31 | WDC | WESTERN DIGITAL CORP | 0.26% | 451.448 K $ | 1669 | 2025/09/30 | 238.772 K $ | 57.02 % |
| 2026/03/31 | DVN | DEVON ENERGY CORP NEW | 0.25% | 442.263 K $ | 8789 | 2025/06/30 | 143.649 K $ | 37.37 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.25% | 435.601 K $ | 2271 | 2025/06/30 | -15.465 K $ | -3.43 % |
| 2026/03/31 | TOL | TOLL BROTHERS INC | 0.25% | 433.429 K $ | 3176 | 2025/06/30 | 4.763 K $ | 0.92 % |
| 2026/03/31 | REGN | REGENERON PHARMACEUTICALS | 0.25% | 432.261 K $ | 559 | 2025/03/31 | 532.000 $ | 0.10 % |
| 2026/03/31 | FDX | FEDEX CORP | 0.25% | 429.571 K $ | 1206 | 2025/09/30 | 80.783 K $ | 23.30 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.25% | 429.003 K $ | 1496 | 2025/03/31 | -38.120 K $ | -8.59 % |
| 2026/03/31 | AVEM | AMERICAN CENTY ETF TR | 0.24% | 419.983 K $ | 5212 | 2025/06/30 | 15.240 K $ | 4.62 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.24% | 419.914 K $ | 728 | 2025/06/30 | -26.993 K $ | -6.04 % |
| 2026/03/31 | OSK | OSHKOSH CORP | 0.23% | 400.411 K $ | 2720 | 2025/03/31 | 59.193 K $ | 17.18 % |
| 2026/03/31 | DAL | DELTA AIR LINES INC | 0.23% | 395.166 K $ | 5944 | 2025/06/30 | -25.091 K $ | -4.21 % |
| 2026/03/31 | FTI | TECHNIPFMC PLC | 0.22% | 388.787 K $ | 5624 | 2025/03/31 | 177.665 K $ | 55.14 % |
| 2026/03/31 | IVLU | ISHARES TR | 0.22% | 383.944 K $ | 9676 | 2024/12/31 | 18.476 K $ | 4.28 % |
| 2026/03/31 | EXPE | EXPEDIA GROUP INC | 0.21% | 371.271 K $ | 1608 | 2025/03/31 | -121.614 K $ | -18.50 % |
| 2026/03/31 | USFD | US FOODS HLDG CORP | 0.20% | 354.094 K $ | 3840 | 2025/03/31 | 66.698 K $ | 22.42 % |
| 2026/03/31 | DINO | HF SINCLAIR CORP | 0.20% | 351.755 K $ | 5638 | 2025/03/31 | 133.366 K $ | 35.40 % |
| 2026/03/31 | IWF | ISHARES TR | 0.19% | 338.988 K $ | 795 | 2024/12/31 | -37.285 K $ | -9.91 % |
| 2026/03/31 | DFNM | DIMENSIONAL ETF TRUST | 0.19% | 338.625 K $ | 7065 | 2025/12/31 | -1.907 K $ | -0.50 % |
| 2026/03/31 | JBHT | HUNT J B TRANS SVCS INC | 0.19% | 333.954 K $ | 1576 | 2025/12/31 | 28.974 K $ | 9.04 % |
| 2026/03/31 | PEP | PEPSICO INC | 0.19% | 332.852 K $ | 2143 | 2025/06/30 | 37.322 K $ | 8.20 % |
| 2026/03/31 | IXUS | ISHARES TR | 0.19% | 332.438 K $ | 3837 | 2024/12/31 | 7.674 K $ | 2.36 % |
| 2026/03/31 | IVV | ISHARES TR | 0.19% | 329.218 K $ | 504 | 2024/12/31 | -15.991 K $ | -4.63 % |
| 2026/03/31 | GLW | CORNING INC | 0.19% | 324.832 K $ | 2389 | 2025/12/31 | 114.731 K $ | 55.29 % |
| 2026/03/31 | TSLA | TESLA INC | 0.18% | 320.151 K $ | 861 | 2025/06/30 | -61.206 K $ | -17.33 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.18% | 307.929 K $ | 643 | 2025/03/31 | -14.750 K $ | -4.67 % |
| 2026/03/31 | HAS | HASBRO INC | 0.17% | 303.826 K $ | 3246 | 2025/06/30 | 42.780 K $ | 14.15 % |
| 2026/03/31 | FCX | FREEPORT MCMORAN INC | 0.17% | 302.893 K $ | 5153 | 2025/06/30 | 51.032 K $ | 15.73 % |
| 2026/03/31 | DFIC | DIMENSIONAL ETF TRUST | 0.17% | 301.685 K $ | 8491 | 2025/03/31 | 16.703 K $ | 3.11 % |
| 2026/03/31 | MU | MICRON TECHNOLOGY INC | 0.17% | 300.597 K $ | 890 | 2025/12/31 | 45.928 K $ | 18.38 % |
| 2026/03/31 | ULTA | ULTA BEAUTY INC | 0.17% | 298.656 K $ | 571 | 2025/03/31 | -63.782 K $ | -13.60 % |
| 2026/03/31 | WMT | WALMART INC | 0.17% | 288.777 K $ | 2324 | 2025/09/30 | 36.885 K $ | 11.55 % |
| 2026/03/31 | PNC | PNC FINL SVCS GROUP INC | 0.16% | 280.116 K $ | 1346 | 2025/03/31 | -3.171 K $ | -0.31 % |
| 2026/03/31 | MEDP | MEDPACE HLDGS INC | 0.16% | 278.990 K $ | 581 | 2025/09/30 | -64.760 K $ | -14.50 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 0.16% | 275.614 K $ | 631 | 2025/09/30 | -31.101 K $ | -10.47 % |
| 2026/03/31 | PLTR | PALANTIR TECHNOLOGIES INC | 0.16% | 273.253 K $ | 1868 | 2025/06/30 | -65.048 K $ | -17.70 % |
| 2026/03/31 | LECO | LINCOLN ELEC HLDGS INC | 0.16% | 272.992 K $ | 1096 | 2025/06/30 | 10.346 K $ | 3.94 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.16% | 272.515 K $ | 419 | 2025/09/30 | -13.232 K $ | -4.63 % |
| 2026/03/31 | NYT | NEW YORK TIMES CO MTN BE | 0.15% | 268.438 K $ | 3206 | 2025/09/30 | 53.090 K $ | 20.61 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.15% | 264.727 K $ | 463 | 2025/03/31 | -31.137 K $ | -13.34 % |
| 2026/03/31 | BMY | BRISTOL-MYERS SQUIBB CO | 0.15% | 261.462 K $ | 4311 | 2025/12/31 | 78.191 K $ | 12.44 % |
| 2026/03/31 | EME | EMCOR GROUP INC | 0.15% | 261.362 K $ | 354 | 2025/06/30 | 59.211 K $ | 20.68 % |
| 2026/03/31 | PCG | PG&E CORP | 0.15% | 255.556 K $ | 14545 | 2025/03/31 | 63.513 K $ | 9.33 % |
| 2026/03/31 | EFAV | ISHARES TR | 0.14% | 252.863 K $ | 2767 | 2025/06/30 | 14.167 K $ | 5.94 % |
| 2026/03/31 | DFSV | DIMENSIONAL ETF TRUST | 0.14% | 251.412 K $ | 7175 | 2025/06/30 | 15.426 K $ | 6.54 % |
| 2026/03/31 | SPTM | SPDR SERIES TRUST | 0.14% | 251.174 K $ | 3177 | 2025/06/30 | -10.928 K $ | -4.17 % |
| 2026/03/31 | HAL | HALLIBURTON CO | 0.14% | 247.791 K $ | 6355 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.13% | 235.405 K $ | 1082 | 2024/12/31 | -14.960 K $ | -4.81 % |
| 2026/03/31 | NEM | NEWMONT CORP | 0.13% | 234.053 K $ | 2162 | 2025/12/31 | 23.604 K $ | 8.41 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.13% | 218.608 K $ | 743 | 2025/03/31 | -18.968 K $ | -8.71 % |
| 2026/03/31 | LRCX | LAM RESEARCH CORP | 0.12% | 214.410 K $ | 1004 | 2025/12/31 | 51.740 K $ | 24.83 % |
| 2026/03/31 | LLY | ELI LILLY & CO | 0.12% | 213.920 K $ | 233 | 2025/12/31 | -29.742 K $ | -14.45 % |
| 2026/03/31 | BWA | BORGWARNER INC | 0.12% | 209.552 K $ | 3862 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | DELL | DELL TECHNOLOGIES INC | 0.12% | 204.014 K $ | 1243 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | BYND | BEYOND MEAT INC | 0.06% | 99.508 K $ | 141830 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FFAI | FARADAY FUTURE INTLGT ELEC I | 0.02% | 42.977 K $ | 156392 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMC | AMC ENTMT HLDGS INC | 0.01% | 11.457 K $ | 11691 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ORI | OLD REP INTL CORP | 0.00% | 0.000 $ | 0 | 2025/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | PEGA | PEGASYSTEMS INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |