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Criterion Capital Advisors, Llc

Portfolio Manager
Criterion Capital Advisors, Llc
Performance
0% (N/A)
AUM (13F)
$158.85M
# of Holdings
348
Performance Rank
N/A
Allocation (Top 20)
N/A

Criterion Capital Advisors, Llc Holdings Map

Top 50 Criterion Capital Advisors, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFIC
DIMENSIONAL ETF TRUST
11.94%721.3K$19.0M
+0.00%(+0)
2023-Q4: 639.7K shares2024-Q1: 688.4K shares2024-Q2: 721.3K shares2024-Q3: 721.3K shares2024-Q4: 721.3K shares2024-12-31
GIGB
GOLDMAN SACHS ETF TR
10.4%365.0K$16.5M
+0.00%(+0)
2023-Q4: 313.4K shares2024-Q1: 343.6K shares2024-Q2: 365.0K shares2024-Q3: 365.0K shares2024-Q4: 365.0K shares2024-12-31
DFAC
DIMENSIONAL ETF TRUST
5.26%259.4K$8.4M
+0.00%(+0)
2023-Q4: 150.1K shares2024-Q1: 202.9K shares2024-Q2: 259.4K shares2024-Q3: 259.4K shares2024-Q4: 259.4K shares2024-12-31
AAPL
APPLE INC
4.54%34.2K$7.2M
+0.00%(+0)
2023-Q4: 34.2K shares2024-Q1: 34.2K shares2024-Q2: 34.2K shares2024-Q3: 34.2K shares2024-Q4: 34.2K shares2024-12-31
DFAS
DIMENSIONAL ETF TRUST
4.25%112.2K$6.7M
+0.00%(+0)
2023-Q4: 97.3K shares2024-Q1: 103.5K shares2024-Q2: 112.2K shares2024-Q3: 112.2K shares2024-Q4: 112.2K shares2024-12-31
BRKB
BERKSHIRE HATHAWAY INC DEL
3.18%12.4K$5.0M
+0.00%(+0)
2023-Q4: 12.1K shares2024-Q1: 12.4K shares2024-Q2: 12.4K shares2024-Q3: 12.4K shares2024-Q4: 12.4K shares2024-12-31
ORCL
ORACLE CORP
2.48%27.9K$3.9M
+0.00%(+0)
2023-Q4: 30.4K shares2024-Q1: 28.1K shares2024-Q2: 27.9K shares2024-Q3: 27.9K shares2024-Q4: 27.9K shares2024-12-31
JPM
JPMORGAN CHASE & CO.
2.39%18.8K$3.8M
+0.00%(+0)
2023-Q4: 18.2K shares2024-Q1: 18.8K shares2024-Q2: 18.8K shares2024-Q3: 18.8K shares2024-Q4: 18.8K shares2024-12-31
GOOG
ALPHABET INC
2.36%20.4K$3.7M
+0.00%(+0)
2023-Q4: 21.3K shares2024-Q1: 20.5K shares2024-Q2: 20.4K shares2024-Q3: 20.4K shares2024-Q4: 20.4K shares2024-12-31
MSFT
MICROSOFT CORP
2.28%8.1K$3.6M
+0.00%(+0)
2023-Q4: 8.5K shares2024-Q1: 8.1K shares2024-Q2: 8.1K shares2024-Q3: 8.1K shares2024-Q4: 8.1K shares2024-12-31

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