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Studio Investment Management Llc

Portfolio Manager
Studio Investment Management Llc
Performance
+0.11% (2026 Q1)
AUM (13F)
$254.55M
# of Holdings
180
Performance Rank
Allocation (Top 20)
62.67%

Studio Investment Management Llc Holdings Map

Top 50 Studio Investment Management Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VTIP
Vanguard Short-Term Inflation-Protected ETF
16.46%1.82M$90.1M
+0.00%(+0)
2025-Q1: 1.48M shares2025-Q2: 1.56M shares2025-Q3: 1.72M shares2025-Q4: 1.82M shares2026-Q1: 1.82M shares
$49.26(+2.44%)
2026-03-31
VIG
Vanguard Dividend Appreciation ETF
5.79%144.1K$31.7M
+0.00%(+0)
2025-Q1: 144.4K shares2025-Q2: 145.3K shares2025-Q3: 144.3K shares2025-Q4: 144.1K shares2026-Q1: 144.1K shares
$156.16(+46.44%)
2026-03-31
VTV
Vanguard Value ETF
5.46%156.6K$29.9M
+0.00%(+0)
2025-Q1: 161.9K shares2025-Q2: 160.1K shares2025-Q3: 157.9K shares2025-Q4: 156.6K shares2026-Q1: 156.6K shares
$140.50(+48.31%)
2026-03-31
DFIC
DFA International Core Equity 2 ETF
3.68%584.6K$20.1M
+0.00%(+0)
2025-Q1: 590.5K shares2025-Q2: 580.3K shares2025-Q3: 584.9K shares2025-Q4: 584.6K shares2026-Q1: 584.6K shares
$25.23(+50.97%)
2026-03-31
FNDF
Schwab Fundamental Intl Lg Co ETF
3.26%394.8K$17.9M
+0.00%(+0)
2025-Q1: 404.5K shares2025-Q2: 403.6K shares2025-Q3: 398.2K shares2025-Q4: 394.8K shares2026-Q1: 394.8K shares
$32.70(+63.80%)
2026-03-31
VBR
Vanguard Small-Cap Value ETF
3.11%80.5K$17.0M
+0.00%(+0)
2025-Q1: 99.7K shares2025-Q2: 93.4K shares2025-Q3: 85.5K shares2025-Q4: 80.5K shares2026-Q1: 80.5K shares
$170.97(+34.54%)
2026-03-31
GOOGL
Alphabet Inc Class A
2.88%50.4K$15.8M
+0.00%(+0)
2025-Q1: 53.2K shares2025-Q2: 52.1K shares2025-Q3: 51.7K shares2025-Q4: 50.4K shares2026-Q1: 50.4K shares
$129.43(+211.07%)
2026-03-31
VGSH
Vanguard Short-Term Treasury ETF
2.76%257.3K$15.1M
+0.00%(+0)
2025-Q1: 187.5K shares2025-Q2: 202.1K shares2025-Q3: 244.3K shares2025-Q4: 257.3K shares2026-Q1: 257.3K shares
$58.78(-0.87%)
2026-03-31
DFSD
Dimensional Short-Duration Fixed Income ETF
2.68%305.6K$14.7M
+0.00%(+0)
2025-Q1: 222.3K shares2025-Q2: 236.5K shares2025-Q3: 270.0K shares2025-Q4: 305.6K shares2026-Q1: 305.6K shares
$47.49(+0.85%)
2026-03-31
BRK.B
Berkshire Hathaway Inc Class B
2.65%28.8K$14.5M
+0.00%(+0)
2025-Q1: 29.7K shares2025-Q2: 29.4K shares2025-Q3: 28.9K shares2025-Q4: 28.8K shares2026-Q1: 28.8K shares
$280.00(+73.40%)
2026-03-31

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