Sponsored

The Analysis of Citrine Capital LLC's Holdings & P&L

Currently, Citrine Capital LLC holds 58 types of securities in its portfolio with a total value $230.7M. In the most recent quarter, they have increased their positions in DFCA (+202.7K shares, valued at $10.1M), DFSU (+89.4K shares, valued at $3.7M), DFSI (+32.7K shares, valued at $1.4M); decreased their positions in META (-124 shares, valued at $70.9K), SPGI (-77 shares, valued at $32.8K), VTI (-83 shares, valued at $26.6K); initiated new positions in N/A (+2.1K shares, valued at $637.6K), N/A (+1.9K shares, valued at $532.1K), GLD (+850 shares, valued at $365.7K).

1M P&L

+6.1M+2.59%

3M P&L

+9.0M+3.91%

HY P&L

+15.9M+7.08%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A181.0M

80.6%

2Semiconductors32.5M

14.5%

3Drug Manufacturers - General3.0M

1.3%

Top Industries by Stock Count

1N/A30 stocks

62.5%

2Drug Manufacturers - General3 stocks

6.3%

3Software - Application2 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFSU DIMENSIONAL ETF TRUST1.4M shares6.93%2026-03-312026-04-22

DFCA DIMENSIONAL ETF TRUST787.3K shares34.67%2026-03-312026-04-22

NVDA NVIDIA CORPORATION186.6K shares0.01%2026-03-312026-04-22

DFSI DIMENSIONAL ETF TRUST390.0K shares9.14%2026-03-312026-04-22

DFSE DIMENSIONAL ETF TRUST328.7K shares3.22%2026-03-312026-04-22

DFNM DIMENSIONAL ETF TRUST192.9K shares15.82%2026-03-312026-04-22

DFSB DIMENSIONAL ETF TRUST165.2K shares3.54%2026-03-312026-04-22

FBTC FIDELITY WISE ORIGIN BITCOIN138.2K shares15.08%2026-03-312026-04-22

Sponsored

DFCF DIMENSIONAL ETF TRUST164.0K shares3.29%2026-03-312026-04-22

GBTC GRAYSCALE BITCOIN TRUST ETF101.8K shares0.00%2026-03-312026-04-22

DFAR DIMENSIONAL ETF TRUST186.8K shares4.01%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON10.5K shares5.59%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST24.5K shares0.00%2026-03-312026-04-22

AAPL APPLE INC5.6K shares52.32%2026-03-312026-04-22

SPGI S&P GLOBAL INC3.0K shares-2.48%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR50.8K shares0.00%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.1K shares81.33%2026-03-312026-04-22

META META PLATFORMS INC2.1K shares-5.69%2026-03-312026-04-22

VTI VANGUARD INDEX FDS3.6K shares-2.22%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST29.4K shares19.83%2026-03-312026-04-22

AON PLC AON PLC3.1K shares-0.97%2026-03-312026-04-22

SUSA ISHARES TR7.3K shares0.21%2026-03-312026-04-22

RY ROYAL BK CDA5.4K shares0.00%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares73.61%2026-03-312026-04-22

Sponsored

MSFT MICROSOFT CORP1.8K shares221.16%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS10.2K shares24.44%2026-03-312026-04-22

BROADCOM INC BROADCOM INC2.1K sharesnew addition2026-03-312026-04-22

DEXC DIMENSIONAL ETF TRUST9.4K shares-0.40%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F10.8K shares27.17%2026-03-312026-04-22

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET19.3K shares0.00%2026-03-312026-04-22

AMZN AMAZON COM INC2.7K shares30.53%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.9K shares4.34%2026-03-312026-04-22

Sponsored

SCHD SCHWAB STRATEGIC TR17.4K shares33.16%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.9K sharesnew addition2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T749 shares100.27%2026-03-312026-04-22

VXUS VANGUARD STAR FDS5.3K shares1.99%2026-03-312026-04-22

GLD SPDR GOLD TR850 sharesnew addition2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF9.1K sharesnew addition2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS1.4K sharesnew addition2026-03-312026-04-22

WMT WALMART INC2.6K sharesnew addition2026-03-312026-04-22

Sponsored

BAC BANK AMERICA CORP6.5K shares0.00%2026-03-312026-04-22

DFIC DIMENSIONAL ETF TRUST8.7K shares0.00%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR530 sharesnew addition2026-03-312026-04-22

IVV ISHARES TR442 shares0.00%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC2.4K sharesnew addition2026-03-312026-04-22

XLG INVESCO EXCHANGE TRADED FD T5.0K sharesnew addition2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION262 sharesnew addition2026-03-312026-04-22

RVMD REVOLUTION MEDICINES INC2.5K sharesnew addition2026-03-312026-04-22

Sponsored

DFIV DIMENSIONAL ETF TRUST4.5K shares0.00%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST6.9K shares0.00%2026-03-312026-04-22

ABBV ABBVIE INC1.1K sharesnew addition2026-03-312026-04-22

TSLA TESLA INC603 shares24.84%2026-03-312026-04-22

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY2.8K shares0.00%2026-03-312026-04-22

ADSK AUTODESK INC885 shares-2.43%2026-03-312026-04-22

GILD GILEAD SCIENCES INC1.5K sharesnew addition2026-03-312026-04-22

IUSB ISHARES TR4.5K sharesnew addition2026-03-312026-04-22

Sponsored

MSTR STRATEGY INC1.7K shares5.00%2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST4.2K sharesnew addition2026-03-312026-04-22

DFSU

DIMENSIONAL ETF TRUST

6.93%

Shares1.4M

Event2026-03-31

Filed2026-04-22

DFCA

DIMENSIONAL ETF TRUST

34.67%

Shares787.3K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.01%

Shares186.6K

Event2026-03-31

Filed2026-04-22

DFSI

DIMENSIONAL ETF TRUST

9.14%

Shares390.0K

Event2026-03-31

Filed2026-04-22

DFSE

DIMENSIONAL ETF TRUST

3.22%

Shares328.7K

Event2026-03-31

Filed2026-04-22

DFNM

DIMENSIONAL ETF TRUST

15.82%

Shares192.9K

Event2026-03-31

Filed2026-04-22

DFSB

DIMENSIONAL ETF TRUST

3.54%

Shares165.2K

Event2026-03-31

Filed2026-04-22

FBTC

FIDELITY WISE ORIGIN BITCOIN

15.08%

Shares138.2K

Event2026-03-31

Filed2026-04-22

DFCF

DIMENSIONAL ETF TRUST

3.29%

Shares164.0K

Event2026-03-31

Filed2026-04-22

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares101.8K

Event2026-03-31

Filed2026-04-22

DFAR

DIMENSIONAL ETF TRUST

4.01%

Shares186.8K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

5.59%

Shares10.5K

Event2026-03-31

Filed2026-04-22

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares24.5K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

52.32%

Shares5.6K

Event2026-03-31

Filed2026-04-22

SPGI

S&P GLOBAL INC

-2.48%

Shares3.0K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares50.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

81.33%

Shares2.1K

Event2026-03-31

Filed2026-04-22