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Portfolio (Quarterly) Guide ↗

DRAVO BAY LLC

· CIK 0001910389
13F Portfolio $226M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 48 New
Page 1 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SCHG SCHWAB STRATEGIC TR 1,183,401.0 $37.8M 16.68% NEW $31.91 +7.5%
2 SCHV SCHWAB STRATEGIC TR 1,230,352.0 $35.8M 15.82% NEW $29.11 +13.4%
3 VEA VANGUARD TAX-MANAGED FDS 363,170.0 $21.8M 9.61% NEW $59.92 +18.0%
4 DFCF DIMENSIONAL ETF TRUST 287,393.0 $12.3M 5.43% NEW $42.76 -1.9%
5 DGCB DIMENSIONAL ETF TRUST 217,198.0 $12.0M 5.32% NEW $55.45 -2.0%
6 DFSD DIMENSIONAL ETF TRUST 245,148.0 $11.8M 5.22% NEW $48.19 -1.0%
7 VUG VANGUARD INDEX FDS 20,061.0 $9.6M 4.25% NEW $479.61 -81.8%
8 DISV DIMENSIONAL ETF TRUST 264,671.0 $9.4M 4.17% NEW $35.69 +18.3%
9 DFAS DIMENSIONAL ETF TRUST 132,494.0 $9.1M 4.01% NEW $68.46 +12.3%
10 VTV VANGUARD INDEX FDS 41,123.0 $7.7M 3.39% NEW $186.49 +12.1%
11 VTEB VANGUARD MUN BD FDS 143,207.0 $7.2M 3.17% NEW $50.07 -0.5%
12 VWO VANGUARD INTL EQUITY INDEX F 122,900.0 $6.7M 2.94% NEW $54.18 +8.3%
13 IDEV ISHARES TR 75,957.0 $6.1M 2.69% NEW $80.17 +12.0%
14 MUB ISHARES TR 44,088.0 $4.7M 2.07% NEW $106.49 -0.4%
15 IEMG ISHARES INC 67,198.0 $4.4M 1.96% NEW $65.92 +22.2%
16 DUSB DIMENSIONAL ETF TRUST 82,197.0 $4.2M 1.84% NEW $50.78 -0.1%
17 DFEV DIMENSIONAL ETF TRUST 104,403.0 $3.3M 1.47% NEW $31.89 +29.4%
18 IEFA ISHARES TR 32,519.0 $2.8M 1.25% NEW $87.31 +11.4%
19 HYMB SPDR SERIES TRUST 74,253.0 $1.9M 0.82% NEW $24.93 -0.0%
20 HYD VANECK ETF TRUST 31,233.0 $1.6M 0.70% NEW $50.90 -0.4%
Page 1 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 69.1%
Financial Services 11.4%
Consumer Cyclical 10.0%
Industrials 9.5%