StockDriftsStockDriftsTop 50 Dowling & Yahnke Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | 5% | 1.44M | $108K | — | — | — | 2022-09-30 |
| VTEB | VANGUARD MUN BD FDS | 3.87% | 1.72M | $83K | — | — | — | 2022-09-30 |
| AAPL | APPLE INC | 3.3% | 512.8K | $71K | — | — | — | 2022-09-30 |
| RS | RELIANCE STEEL & ALUMINUM CO | 3.07% | 378.0K | $66K | — | — | — | 2022-09-30 |
| BND | VANGUARD BD INDEX FDS | 2.68% | 807.3K | $58K | — | — | — | 2022-09-30 |
| VXUS | VANGUARD STAR FDS | 2.56% | 1.20M | $55K | — | — | — | 2022-09-30 |
| DFAT | DIMENSIONAL ETF TRUST | 2.4% | 1.32M | $51K | — | — | — | 2022-09-30 |
| DFAC | DIMENSIONAL ETF TRUST | 2.34% | 2.26M | $50K | — | — | — | 2022-09-30 |
| VOO | VANGUARD INDEX FDS | 2.26% | 147.7K | $48K | — | — | — | 2022-09-30 |
| DFUS | DIMENSIONAL ETF TRUST | 2.25% | 1.25M | $48K | — | — | — | 2022-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Dowling & Yahnke Llc reports $214.82K in US-listed equity holdings across 373 positions in its most recent 13F filing. Its largest disclosed positions are BSV (5.0%), VTEB (3.9%) and AAPL (3.3%). Figures reflect the Q3 2022 filing.
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Holdings on this page are parsed from Dowling & Yahnke Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1133197). View Dowling & Yahnke Llc’s 13F filings on SEC