The Analysis of Prudent Man Investment Management, Inc.'s Holdings

Currently, Prudent Man Investment Management, Inc. holds 168 types of securities in its portfolio with a total value $180.1M. In the most recent quarter, they have decreased their positions in DFAC (-646 shares, valued at $22.3K), DFAT (-111 shares, valued at $6.2K), DFAI (-193 shares, valued at $5.6K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUSB DIMENSIONAL ETF TRUST1.1M shares-0.00%2025-09-302025-11-05

DFAC DIMENSIONAL ETF TRUST1.5M shares-0.04%2025-09-302025-11-05

DFUV DIMENSIONAL ETF TRUST451.2K shares0.00%2025-09-302025-11-05

DFAU DIMENSIONAL ETF TRUST376.3K shares0.00%2025-09-302025-11-05

DFAI DIMENSIONAL ETF TRUST520.2K shares-0.04%2025-09-302025-11-05

AAPL APPLE INC14.2K shares-0.04%2025-09-302025-11-05

DFAE DIMENSIONAL ETF TRUST125.0K shares-0.02%2025-09-302025-11-05

DFAW DIMENSIONAL ETF TRUST30.6K shares-0.02%2025-09-302025-11-05

Sponsored

VUSB VANGUARD BD INDEX FDS35.3K shares0.00%2025-09-302025-11-05

DFAX DIMENSIONAL ETF TRUST49.3K shares-0.05%2025-09-302025-11-05

AVXC AMERICAN CENTY ETF TR21.8K shares0.00%2025-09-302025-11-05

VTI VANGUARD INDEX FDS3.4K shares0.00%2025-09-302025-11-05

DFAT DIMENSIONAL ETF TRUST16.1K shares-0.68%2025-09-302025-11-05

BSV VANGUARD BD INDEX FDS7.2K shares0.00%2025-09-302025-11-05

VTV VANGUARD INDEX FDS2.7K shares0.00%2025-09-302025-11-05

DFSV DIMENSIONAL ETF TRUST14.2K shares-0.29%2025-09-302025-11-05

Sponsored

VXUS VANGUARD STAR FDS6.5K shares0.00%2025-09-302025-11-05

MGK VANGUARD WORLD FD1.1K shares-0.28%2025-09-302025-11-05

VOO VANGUARD INDEX FDS582 shares0.00%2025-09-302025-11-05

DFAS DIMENSIONAL ETF TRUST4.8K shares0.00%2025-09-302025-11-05

EMXC ISHARES INC4.3K shares0.00%2025-09-302025-11-05

PNC PNC FINL SVCS GROUP INC1.2K shares0.00%2025-09-302025-11-05

MSFT MICROSOFT CORP520 shares0.00%2025-09-302025-11-05

DFUS DIMENSIONAL ETF TRUST3.3K shares-0.75%2025-09-302025-11-05

Sponsored

NVDA NVIDIA CORPORATION1.4K shares-0.69%2025-09-302025-11-05

WMT WALMART INC2.1K shares0.00%2025-09-302025-11-05

VT VANGUARD INTL EQUITY INDEX F1.6K shares0.00%2025-09-302025-11-05

LMT LOCKHEED MARTIN CORP366 shares0.00%2025-09-302025-11-05

XOM EXXON MOBIL CORP1.6K shares0.00%2025-09-302025-11-05

ORCL ORACLE CORP832 shares0.00%2025-09-302025-11-05

SPY SPDR S&P 500 ETF TR214 shares0.00%2025-09-302025-11-05

IVV ISHARES TR191 shares0.00%2025-09-302025-11-05

Sponsored

CASY CASEYS GEN STORES INC260 shares0.00%2025-09-302025-11-05

PEG PUBLIC SVC ENTERPRISE GRP IN1.1K shares0.00%2025-09-302025-11-05

TMO THERMO FISHER SCIENTIFIC INC179 shares0.00%2025-09-302025-11-05

DIS DISNEY WALT CO804 shares0.00%2025-09-302025-11-05

DFSD DIMENSIONAL ETF TRUST1.8K shares0.00%2025-09-302025-11-05

ACN ACCENTURE PLC IRELAND200 shares0.00%2025-09-302025-11-05

BAC BANK AMERICA CORP1.6K shares0.00%2025-09-302025-11-05

SCHE SCHWAB STRATEGIC TR2.4K shares0.00%2025-09-302025-11-05

Sponsored

JNJ JOHNSON & JOHNSON415 shares0.00%2025-09-302025-11-05

GS GOLDMAN SACHS GROUP INC104 shares0.00%2025-09-302025-11-05

GOOGL ALPHABET INC280 shares0.00%2025-09-302025-11-05

WM WASTE MGMT INC DEL248 shares0.00%2025-09-302025-11-05

LOW LOWES COS INC200 shares0.00%2025-09-302025-11-05

LLY ELI LILLY & CO62 shares0.00%2025-09-302025-11-05

CMCSA COMCAST CORP NEW1.2K shares0.00%2025-09-302025-11-05

CVX CHEVRON CORP NEW308 shares0.00%2025-09-302025-11-05

Sponsored

MCD MCDONALDS CORP150 shares0.00%2025-09-302025-11-05

BLK BLACKROCK INC42 shares0.00%2025-09-302025-11-05

JPM JPMORGAN CHASE & CO.178 shares0.00%2025-09-302025-11-05

IDCC INTERDIGITAL INC200 shares0.00%2025-09-302025-11-05

PG PROCTER AND GAMBLE CO228 shares0.00%2025-09-302025-11-05

BRK.B BERKSHIRE HATHAWAY INC DEL84 shares0.00%2025-09-302025-11-05

AVGE AMERICAN CENTY ETF TR516 shares0.00%2025-09-302025-11-05

PPG PPG INDS INC300 shares0.00%2025-09-302025-11-05

Sponsored

BBSI BARRETT BUSINESS SVCS INC800 shares0.00%2025-09-302025-11-05

EXPE EXPEDIA GROUP INC185 shares0.00%2025-09-302025-11-05

DFIV DIMENSIONAL ETF TRUST970 shares0.00%2025-09-302025-11-05

ABBV ABBVIE INC178 shares0.00%2025-09-302025-11-05

PEP PEPSICO INC200 shares0.00%2025-09-302025-11-05

SNPE DBX ETF TR559 shares0.00%2025-09-302025-11-05

VUG VANGUARD INDEX FDS72 shares0.00%2025-09-302025-11-05

WEC WEC ENERGY GROUP INC300 shares0.00%2025-09-302025-11-05

Sponsored

AMZN AMAZON COM INC122 shares0.00%2025-09-302025-11-05

SRE SEMPRA300 shares0.00%2025-09-302025-11-05

SCHX SCHWAB STRATEGIC TR1.1K shares0.00%2025-09-302025-11-05

ITW ILLINOIS TOOL WKS INC100 shares0.00%2025-09-302025-11-05

PM PHILIP MORRIS INTL INC180 shares0.00%2025-09-302025-11-05

VZ VERIZON COMMUNICATIONS INC520 shares0.00%2025-09-302025-11-05

INTC INTEL CORP1.0K shares0.00%2025-09-302025-11-05

BAX BAXTER INTL INC700 shares0.00%2025-09-302025-11-05

Sponsored

AXP AMERICAN EXPRESS CO64 shares0.00%2025-09-302025-11-05

IWM ISHARES TR82 shares0.00%2025-09-302025-11-05

DISV DIMENSIONAL ETF TRUST643 shares0.00%2025-09-302025-11-05

DFIS DIMENSIONAL ETF TRUST676 shares0.00%2025-09-302025-11-05

ASML ASML HOLDING N V20 shares0.00%2025-09-302025-11-05

XEL XCEL ENERGY INC200 shares0.00%2025-09-302025-11-05

GOVT ISHARES TR575 shares0.00%2025-09-302025-11-05

CAH CARDINAL HEALTH INC111 shares0.00%2025-09-302025-11-05

Sponsored

ARTY ISHARES TR333 shares0.00%2025-09-302025-11-05

CORZZ CORE SCIENTIFIC INC NEW880 shares0.00%2025-09-302025-11-05

GILD GILEAD SCIENCES INC132 shares0.00%2025-09-302025-11-05

FTNT FORTINET INC129 shares0.00%2025-09-302025-11-05

CAT CATERPILLAR INC33 shares0.00%2025-09-302025-11-05

FE FIRSTENERGY CORP300 shares0.00%2025-09-302025-11-05

TSM TAIWAN SEMICONDUCTOR MFG LTD60 shares0.00%2025-09-302025-11-05

V VISA INC34 shares0.00%2025-09-302025-11-05

Sponsored

COST COSTCO WHSL CORP NEW11 shares0.00%2025-09-302025-11-05

MO ALTRIA GROUP INC180 shares0.00%2025-09-302025-11-05

SON SONOCO PRODS CO191 shares0.00%2025-09-302025-11-05

AEP AMERICAN ELEC PWR CO INC100 shares0.00%2025-09-302025-11-05

PFE PFIZER INC334 shares0.00%2025-09-302025-11-05

CORZW CORE SCIENTIFIC INC NEW1.1K shares0.00%2025-09-302025-11-05

SDY SPDR SER TR63 shares0.00%2025-09-302025-11-05

NVS NOVARTIS AG84 shares0.00%2025-09-302025-11-05

Sponsored

SCHB SCHWAB STRATEGIC TR354 shares0.00%2025-09-302025-11-05

MET METLIFE INC98 shares0.00%2025-09-302025-11-05

VEA VANGUARD TAX-MANAGED FDS163 shares0.00%2025-09-302025-11-05

FCX FREEPORT-MCMORAN INC200 shares0.00%2025-09-302025-11-05

VV VANGUARD INDEX FDS28 shares0.00%2025-09-302025-11-05

MDLZ MONDELEZ INTL INC124 shares0.00%2025-09-302025-11-05

DFLV DIMENSIONAL ETF TRUST240 shares0.00%2025-09-302025-11-05

IJH ISHARES TR115 shares0.00%2025-09-302025-11-05

Sponsored

ULCC FRONTIER GROUP HLDGS INC1.0K shares0.00%2025-09-302025-11-05

IEFA ISHARES TR99 shares0.00%2025-09-302025-11-05

CSX CSX CORP200 shares0.00%2025-09-302025-11-05

FAN FIRST TR EXCHANGE-TRADED FD415 shares0.00%2025-09-302025-11-05

HOG HARLEY DAVIDSON INC200 shares0.00%2025-09-302025-11-05

NWN NORTHWEST NAT HLDG CO150 shares0.00%2025-09-302025-11-05

ADBE ADOBE INC13 shares0.00%2025-09-302025-11-05

PSX PHILLIPS 6650 shares0.00%2025-09-302025-11-05

Sponsored

TXRH TEXAS ROADHOUSE INC31 shares0.00%2025-09-302025-11-05

IUSG ISHARES TR39 shares0.00%2025-09-302025-11-05

URA GLOBAL X FDS200 shares0.00%2025-09-302025-11-05

UNP UNION PAC CORP21 shares0.00%2025-09-302025-11-05

MBB ISHARES TR50 shares0.00%2025-09-302025-11-05

ETR ENTERGY CORP NEW60 shares0.00%2025-09-302025-11-05

CVE CENOVUS ENERGY INC292 shares0.00%2025-09-302025-11-05

TTE TOTALENERGIES SE81 shares0.00%2025-09-302025-11-05

Sponsored

CPNG COUPANG INC200 shares0.00%2025-09-302025-11-05

VIG VANGUARD SPECIALIZED FUNDS22 shares0.00%2025-09-302025-11-05

QUAL ISHARES TR24 shares0.00%2025-09-302025-11-05

VCIT VANGUARD SCOTTSDALE FDS49 shares0.00%2025-09-302025-11-05

VBK VANGUARD INDEX FDS14 shares0.00%2025-09-302025-11-05

EXC EXELON CORP100 shares0.00%2025-09-302025-11-05

TSLA TESLA INC9 shares0.00%2025-09-302025-11-05

REGN REGENERON PHARMACEUTICALS5 shares0.00%2025-09-302025-11-05

Sponsored

SPIB SPDR SER TR100 shares0.00%2025-09-302025-11-05

PPL PPL CORP100 shares0.00%2025-09-302025-11-05

USB US BANCORP DEL63 shares0.00%2025-09-302025-11-05

IUSV ISHARES TR31 shares0.00%2025-09-302025-11-05

COP CONOCOPHILLIPS28 shares0.00%2025-09-302025-11-05

VO VANGUARD INDEX FDS10 shares0.00%2025-09-302025-11-05

IEMG ISHARES INC49 shares0.00%2025-09-302025-11-05

OVV OVINTIV INC58 shares0.00%2025-09-302025-11-05

Sponsored

SBUX STARBUCKS CORP24 shares0.00%2025-09-302025-11-05

IJR ISHARES TR18 shares0.00%2025-09-302025-11-05

GRNY TIDAL ETF TR100 shares0.00%2025-09-302025-11-05

VWO VANGUARD INTL EQUITY INDEX F38 shares0.00%2025-09-302025-11-05

GNLX GENELUX CORPORATION660 shares0.00%2025-09-302025-11-05

IWO ISHARES TR5 shares0.00%2025-09-302025-11-05

VBR VANGUARD INDEX FDS7 shares0.00%2025-09-302025-11-05

TIP ISHARES TR13 shares0.00%2025-09-302025-11-05

Sponsored

GSK GSK PLC40 shares0.00%2025-09-302025-11-05

SCHF SCHWAB STRATEGIC TR72 shares0.00%2025-09-302025-11-05

YOLO ADVISORSHARES TR527 shares0.00%2025-09-302025-11-05

KHC KRAFT HEINZ CO41 shares0.00%2025-09-302025-11-05

VOOG VANGUARD ADMIRAL FDS INC3 shares0.00%2025-09-302025-11-05

VYGR VOYAGER THERAPEUTICS INC175 shares0.00%2025-09-302025-11-05

F FORD MTR CO100 shares0.00%2025-09-302025-11-05

AVGO BROADCOM INC4 shares0.00%2025-09-302025-11-05

Sponsored

ABNB AIRBNB INC7 shares0.00%2025-09-302025-11-05

VIGI VANGUARD WHITEHALL FDS11 shares0.00%2025-09-302025-11-05

SOXX ISHARES TR4 shares0.00%2025-09-302025-11-05

IWN ISHARES TR5 shares0.00%2025-09-302025-11-05

VNQ VANGUARD INDEX FDS6 shares0.00%2025-09-302025-11-05

NKE NIKE INC7 shares0.00%2025-09-302025-11-05

XTIA XTI AEROSPACE INC11.8K shares0.00%2025-09-302025-11-05

HLN HALEON PLC50 shares0.00%2025-09-302025-11-05

Sponsored

VSS VANGUARD INTL EQUITY INDEX F4 shares0.00%2025-09-302025-11-05

PRFZ INVESCO EXCHANGE TRADED FD T10 shares0.00%2025-09-302025-11-05

BABA ALIBABA GROUP HLDG LTD4 shares0.00%2025-09-302025-11-05

XYZ BLOCK INC4 shares0.00%2025-09-302025-11-05

SLV ISHARES SILVER TR10 shares0.00%2025-09-302025-11-05

GLD SPDR GOLD TR1 shares0.00%2025-09-302025-11-05

ROKU ROKU INC3 shares0.00%2025-09-302025-11-05

AMD ADVANCED MICRO DEVICES INC1 shares0.00%2025-09-302025-11-05

Sponsored

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available