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The Analysis of marrick wealth, LLC's Holdings & P&L

Currently, marrick wealth, LLC holds 52 types of securities in its portfolio with a total value $118.9M. In the most recent quarter, they have increased their positions in DFUS (+5.7K shares, valued at $404.0K), AMD (+1.2K shares, valued at $236.0K), AVGE (+2.6K shares, valued at $227.1K); decreased their positions in IVV (-1.8K shares, valued at $1.2M), DFAC (-6.3K shares, valued at $245.4K), AVIG (-5.8K shares, valued at $241.0K); initiated new positions in AMD (+1.2K shares, valued at $236.0K), CLOV (+15.0K shares, valued at $26.4K), ABTC (+10.0K shares, valued at $9.2K).

1M P&L

+3.0M+2.39%

3M P&L

+6.2M+5.09%

HY P&L

+8.3M+6.98%

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/A109.3M

94.1%

2Consumer Electronics1.7M

1.4%

3Semiconductors1.2M

1.0%

Top Industries by Stock Count

1N/A32 stocks

69.6%

2Semiconductors2 stocks

4.3%

3Banks - Regional2 stocks

4.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAC DIMENSIONAL ETF TRUST783.8K shares-0.80%2026-03-312026-04-15

DFAX DIMENSIONAL ETF TRUST653.0K shares0.16%2026-03-312026-04-15

AVUS AMERICAN CENTY ETF TR96.6K shares0.75%2026-03-312026-04-15

DFCF DIMENSIONAL ETF TRUST184.8K shares-0.34%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR76.2K shares-0.57%2026-03-312026-04-15

DFGP DIMENSIONAL ETF TRUST88.8K shares1.39%2026-03-312026-04-15

DFIC DIMENSIONAL ETF TRUST82.4K shares-1.29%2026-03-312026-04-15

AVIG AMERICAN CENTY ETF TR58.1K shares-9.08%2026-03-312026-04-15

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AVRE AMERICAN CENTY ETF TR52.7K shares4.05%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST34.5K shares-1.51%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR22.2K shares-3.37%2026-03-312026-04-15

AAPL APPLE INC6.6K shares-0.69%2026-03-312026-04-15

DCOR DIMENSIONAL ETF TRUST22.7K shares11.82%2026-03-312026-04-15

IVV ISHARES TR2.4K shares-43.35%2026-03-312026-04-15

DFGR DIMENSIONAL ETF TRUST51.9K shares1.91%2026-03-312026-04-15

DFCA DIMENSIONAL ETF TRUST23.8K shares-5.51%2026-03-312026-04-15

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DFAS DIMENSIONAL ETF TRUST14.7K shares-1.14%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares-12.14%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR9.0K shares0.29%2026-03-312026-04-15

NVDA NVIDIA CORPORATION5.6K shares-9.76%2026-03-312026-04-15

MSFT MICROSOFT CORP2.6K shares0.43%2026-03-312026-04-15

DFAR DIMENSIONAL ETF TRUST37.5K shares0.33%2026-03-312026-04-15

DFEM DIMENSIONAL ETF TRUST25.6K shares0.00%2026-03-312026-04-15

DFUS DIMENSIONAL ETF TRUST11.3K shares101.01%2026-03-312026-04-15

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TCBK TRICO BANCSHARES16.4K shares0.00%2026-03-312026-04-15

TAXF AMERICAN CENTY ETF TR13.2K shares7.37%2026-03-312026-04-15

AVGE AMERICAN CENTY ETF TR7.1K shares57.26%2026-03-312026-04-15

DFAW DIMENSIONAL ETF TRUST7.6K shares4.57%2026-03-312026-04-15

AVES AMERICAN CENTY ETF TR9.1K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.8K shares1.67%2026-03-312026-04-15

AMZN AMAZON COM INC2.2K shares-5.74%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL859 shares-2.05%2026-03-312026-04-15

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IJH ISHARES TR5.5K shares-34.73%2026-03-312026-04-15

DFAI DIMENSIONAL ETF TRUST8.9K shares0.00%2026-03-312026-04-15

ALPHABET INC ALPHABET INC1.2K shares-1.27%2026-03-312026-04-15

AVSF AMERICAN CENTY ETF TR7.0K shares-0.69%2026-03-312026-04-15

TSLA TESLA INC837 shares-2.11%2026-03-312026-04-15

META META PLATFORMS INC539 shares2.28%2026-03-312026-04-15

DFSD DIMENSIONAL ETF TRUST6.3K shares-26.97%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 40488 shares0.00%2026-03-312026-04-15

Sponsored

DFSU DIMENSIONAL ETF TRUST7.3K shares-1.63%2026-03-312026-04-15

BCML BAYCOM CORP10.0K shares0.00%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION298 shares-6.29%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS1.4K shares-34.72%2026-03-312026-04-15

VO VANGUARD INDEX FDS970 shares-41.46%2026-03-312026-04-15

BROADCOM INC BROADCOM INC869 shares-24.43%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares1.25%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2026-03-312026-04-15

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JPM JPMORGAN CHASE & CO791 shares-3.30%2026-03-312026-04-15

ABBV ABBVIE INC1.0K shares-2.55%2026-03-312026-04-15

CLOV CLOVER HEALTH INVESTMENTS CO15.0K sharesnew addition2026-03-312026-04-15

ABTC AMERICAN BITCOIN CORP.10.0K sharesnew addition2026-03-312026-04-15

DFAC

DIMENSIONAL ETF TRUST

-0.80%

Shares783.8K

Event2026-03-31

Filed2026-04-15

DFAX

DIMENSIONAL ETF TRUST

0.16%

Shares653.0K

Event2026-03-31

Filed2026-04-15

AVUS

AMERICAN CENTY ETF TR

0.75%

Shares96.6K

Event2026-03-31

Filed2026-04-15

DFCF

DIMENSIONAL ETF TRUST

-0.34%

Shares184.8K

Event2026-03-31

Filed2026-04-15

AVDE

AMERICAN CENTY ETF TR

-0.57%

Shares76.2K

Event2026-03-31

Filed2026-04-15

DFGP

DIMENSIONAL ETF TRUST

1.39%

Shares88.8K

Event2026-03-31

Filed2026-04-15

DFIC

DIMENSIONAL ETF TRUST

-1.29%

Shares82.4K

Event2026-03-31

Filed2026-04-15

AVIG

AMERICAN CENTY ETF TR

-9.08%

Shares58.1K

Event2026-03-31

Filed2026-04-15

AVRE

AMERICAN CENTY ETF TR

4.05%

Shares52.7K

Event2026-03-31

Filed2026-04-15

DFAT

DIMENSIONAL ETF TRUST

-1.51%

Shares34.5K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

-3.37%

Shares22.2K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-0.69%

Shares6.6K

Event2026-03-31

Filed2026-04-15

DCOR

DIMENSIONAL ETF TRUST

11.82%

Shares22.7K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-43.35%

Shares2.4K

Event2026-03-31

Filed2026-04-15

DFGR

DIMENSIONAL ETF TRUST

1.91%

Shares51.9K

Event2026-03-31

Filed2026-04-15

DFCA

DIMENSIONAL ETF TRUST

-5.51%

Shares23.8K

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

-1.14%

Shares14.7K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-12.14%

Shares1.7K

Event2026-03-31

Filed2026-04-15

AVUV

AMERICAN CENTY ETF TR

0.29%

Shares9.0K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-9.76%

Shares5.6K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

0.43%

Shares2.6K

Event2026-03-31

Filed2026-04-15

DFAR

DIMENSIONAL ETF TRUST

0.33%

Shares37.5K

Event2026-03-31

Filed2026-04-15

DFEM

DIMENSIONAL ETF TRUST

0.00%

Shares25.6K

Event2026-03-31

Filed2026-04-15

DFUS

DIMENSIONAL ETF TRUST

101.01%

Shares11.3K

Event2026-03-31

Filed2026-04-15

TCBK

TRICO BANCSHARES

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-15

TAXF

AMERICAN CENTY ETF TR

7.37%

Shares13.2K

Event2026-03-31

Filed2026-04-15

AVGE

AMERICAN CENTY ETF TR

57.26%

Shares7.1K

Event2026-03-31

Filed2026-04-15

DFAW

DIMENSIONAL ETF TRUST

4.57%

Shares7.6K

Event2026-03-31

Filed2026-04-15

AVES

AMERICAN CENTY ETF TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

1.67%

Shares1.8K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-5.74%

Shares2.2K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-2.05%

Shares859

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

-34.73%

Shares5.5K

Event2026-03-31

Filed2026-04-15

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-1.27%

Shares1.2K

Event2026-03-31

Filed2026-04-15

AVSF

AMERICAN CENTY ETF TR

-0.69%

Shares7.0K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

-2.11%

Shares837

Event2026-03-31

Filed2026-04-15