Shearwater Capital LLC Long-Term Concentrated

CIK: 0001905665 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 8, 2025

Total Value ($000): $147,354 (100.0% shares, 0.0% debt)

Holdings (45)

DFAC DIMENSIONAL ETF TRUST 39.8%
Value ($000) $58,575 Shares 1,693,407 Est. Cost $28.72 Unrealized
DFAX DIMENSIONAL ETF TRUST 13.6%
Value ($000) $20,013 Shares 805,036 Est. Cost $25.35 Unrealized
DFIV DIMENSIONAL ETF TRUST 8.6%
Value ($000) $12,665 Shares 356,955 Est. Cost $32.82 Unrealized
DOCU DOCUSIGN INC 7.0%
Value ($000) $10,292 Shares 114,428 Est. Cost $227.99 Unrealized -65.0%
DFUV DIMENSIONAL ETF TRUST 4.0%
Value ($000) $5,919 Shares 144,655 Est. Cost $31.35 Unrealized
DFAT DIMENSIONAL ETF TRUST 3.2%
Value ($000) $4,697 Shares 84,385 Est. Cost $47.51 Unrealized
AMZN AMAZON COM INC 2.1%
Value ($000) $3,141 Shares 14,319 Est. Cost $127.43 Unrealized +60.5%
DFAI DIMENSIONAL ETF TRUST 1.6%
Value ($000) $2,423 Shares 82,971 Est. Cost $26.45 Unrealized
AI C3 AI INC 1.6%
Value ($000) $2,316 Shares 67,276 Est. Cost $40.49 Unrealized -23.3%
DFEM DIMENSIONAL ETF TRUST 1.4%
Value ($000) $2,135 Shares 81,505 Est. Cost $22.12 Unrealized
DFUS DIMENSIONAL ETF TRUST 1.4%
Value ($000) $2,038 Shares 31,964 Est. Cost $53.09 Unrealized
TSLA TESLA INC 1.2%
Value ($000) $1,826 Shares 4,521 Est. Cost $297.98 Unrealized +8.0%
DFNM DIMENSIONAL ETF TRUST 1.2%
Value ($000) $1,767 Shares 36,983 Est. Cost $48.11 Unrealized
DFIP DIMENSIONAL ETF TRUST 1.1%
Value ($000) $1,569 Shares 38,738 Est. Cost $45.46 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.1%
Value ($000) $1,559 Shares 23,958 Est. Cost $59.98 Unrealized
DFCF DIMENSIONAL ETF TRUST 1.0%
Value ($000) $1,419 Shares 34,377 Est. Cost $43.26 Unrealized
GLD SPDR GOLD TR 0.7%
Value ($000) $1,080 Shares 4,462 Est. Cost $168.20 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.6%
Value ($000) $949 Shares 41,789 Est. Cost $58.88 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.6%
Value ($000) $910 Shares 35,856 Est. Cost $27.68 Unrealized
ADBE ADOBE INC 0.6%
Value ($000) $854 Shares 1,920 Est. Cost $625.08 Unrealized -20.8%
IVV ISHARES TR 0.6%
Value ($000) $849 Shares 1,442 Est. Cost $477.04 Unrealized
STLD STEEL DYNAMICS INC 0.6%
Value ($000) $832 Shares 7,291 Est. Cost $58.59 Unrealized +122.7%
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $727 Shares 5,415 Est. Cost $93.11 Unrealized +48.0%
DISV DIMENSIONAL ETF TRUST 0.4%
Value ($000) $642 Shares 24,166 Est. Cost $24.39 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $617 Shares 2,465 Est. Cost $160.94 Unrealized +45.7%
GOOG ALPHABET INC 0.4%
Value ($000) $579 Shares 3,040 Est. Cost $112.46 Unrealized +56.2%
SCHP SCHWAB STRATEGIC TR 0.4%
Value ($000) $550 Shares 21,290 Est. Cost $64.78 Unrealized
DFSV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $508 Shares 16,502 Est. Cost $25.74 Unrealized
MCO MOODYS CORP 0.3%
Value ($000) $456 Shares 964 Est. Cost $372.33 Unrealized +27.1%
ORCL ORACLE CORP 0.3%
Value ($000) $431 Shares 2,585 Est. Cost $89.07 Unrealized +97.4%
AFRM AFFIRM HLDGS INC 0.3%
Value ($000) $426 Shares 7,000 Est. Cost $28.91 Unrealized +92.3%
DUHP DIMENSIONAL ETF TRUST 0.3%
Value ($000) $407 Shares 12,042 Est. Cost $33.79 Unrealized
HUM HUMANA INC 0.3%
Value ($000) $403 Shares 1,587 Est. Cost $424.84 Unrealized -38.0%
DFSD DIMENSIONAL ETF TRUST 0.3%
Value ($000) $402 Shares 8,570 Est. Cost $50.00 Unrealized
IVW ISHARES TR 0.3%
Value ($000) $402 Shares 3,955 Est. Cost $83.69 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $385 Shares 9,506 Est. Cost $35.91 Unrealized
DFGR DIMENSIONAL ETF TRUST 0.2%
Value ($000) $357 Shares 13,966 Est. Cost $25.83 Unrealized
STE STERIS PLC 0.2%
Value ($000) $348 Shares 1,694 Est. Cost $220.21 Unrealized -1.3%
MAR MARRIOTT INTL INC NEW 0.2%
Value ($000) $307 Shares 1,102 Est. Cost $202.78 Unrealized +33.9%
DFGP DIMENSIONAL ETF TRUST 0.2%
Value ($000) $307 Shares 5,803 Est. Cost $54.40 Unrealized
DE DEERE & CO 0.2%
Value ($000) $293 Shares 692 Est. Cost $328.58 Unrealized +26.0%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $260 Shares 9,992 Est. Cost $59.73 Unrealized
QQQ INVESCO QQQ TR 0.2%
Value ($000) $258 Shares 505 Est. Cost $409.52 Unrealized
SCHF SCHWAB STRATEGIC TR 0.2%
Value ($000) $247 Shares 13,328 Est. Cost $43.62 Unrealized
VTI VANGUARD INDEX FDS 0.1%
Value ($000) $216 Shares 747 Est. Cost $283.16 Unrealized