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The Analysis of SACHEM HILL LLC's Holdings & P&L

Currently, SACHEM HILL LLC holds 65 types of securities in its portfolio with a total value $516.3M. In the most recent quarter, they have increased their positions in VCRB (+18.4K shares, valued at $1.4M), IEF (+14.1K shares, valued at $1.3M), DFLV (+21.1K shares, valued at $752.3K); decreased their positions in DFIV (-18.9K shares, valued at $998.6K), IWB (-2.2K shares, valued at $796.2K), VEA (-10.9K shares, valued at $698.4K); initiated new positions in EWY (+1.7K shares, valued at $212.9K).

1M P&L

+17.7M+3.32%

3M P&L

+11.7M+2.16%

HY P&L

+46.4M+9.18%

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/A496.9M

99.0%

2Railroads1.5M

0.3%

3Banks - Diversified873.1K

0.2%

Top Industries by Stock Count

1N/A55 stocks

87.3%

2Insurance - Life1 stocks

1.6%

3Consumer Electronics1 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QUAL ISHARES TR346.0K shares-0.40%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST1.1M shares-0.38%2026-03-312026-05-13

IVV ISHARES TR54.8K shares-1.59%2026-03-312026-05-13

DBEF DBX ETF TR716.0K shares-1.17%2026-03-312026-05-13

IWB ISHARES TR88.2K shares-2.47%2026-03-312026-05-13

VCRB VANGUARD MALVERN FDS405.4K shares4.75%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST573.2K shares-3.20%2026-03-312026-05-13

IEF ISHARES TR314.9K shares4.68%2026-03-312026-05-13

Sponsored

HEFA ISHARES TR693.1K shares-0.37%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST514.8K shares-0.94%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS197.3K shares2.52%2026-03-312026-05-13

DFLV DIMENSIONAL ETF TRUST427.3K shares5.19%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS22.6K shares-0.53%2026-03-312026-05-13

IWC ISHARES TR60.4K shares-0.96%2026-03-312026-05-13

SCZ ISHARES TR111.1K shares-2.71%2026-03-312026-05-13

IEMG ISHARES INC122.4K shares-3.29%2026-03-312026-05-13

Sponsored

DISV DIMENSIONAL ETF TRUST209.7K shares-1.40%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST117.6K shares-1.30%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS96.1K shares-10.18%2026-03-312026-05-13

DFJ WISDOMTREE TR57.0K shares-2.55%2026-03-312026-05-13

DFSE DIMENSIONAL ETF TRUST136.1K shares6.58%2026-03-312026-05-13

DFSV DIMENSIONAL ETF TRUST135.3K shares1.62%2026-03-312026-05-13

DFIS DIMENSIONAL ETF TRUST118.5K shares-2.63%2026-03-312026-05-13

VONE VANGUARD SCOTTSDALE FDS10.1K shares5.17%2026-03-312026-05-13

Sponsored

DFAS DIMENSIONAL ETF TRUST40.6K shares0.46%2026-03-312026-05-13

RWX SPDR INDEX SHS FDS98.0K shares6.34%2026-03-312026-05-13

EFA ISHARES TR26.7K shares0.00%2026-03-312026-05-13

IWM ISHARES TR10.0K shares-1.12%2026-03-312026-05-13

FREL FIDELITY COVINGTON TRUST90.6K shares2.04%2026-03-312026-05-13

SCHH SCHWAB STRATEGIC TR104.2K shares-0.22%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F35.5K shares-3.73%2026-03-312026-05-13

EEM ISHARES TR33.8K shares-0.62%2026-03-312026-05-13

Sponsored

VB VANGUARD INDEX FDS6.7K shares-1.00%2026-03-312026-05-13

UNP UNION PAC CORP6.2K shares-6.67%2026-03-312026-05-13

VO VANGUARD INDEX FDS4.2K shares-1.20%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR43.1K shares-0.30%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F7.5K shares0.00%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares0.00%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO3.0K shares41.40%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-13

Sponsored

IWF ISHARES TR1.6K shares0.00%2026-03-312026-05-13

IJS ISHARES TR5.6K shares0.00%2026-03-312026-05-13

IEFA ISHARES TR7.1K shares-1.15%2026-03-312026-05-13

WMT WALMART INC4.7K shares0.00%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR23.1K shares-0.53%2026-03-312026-05-13

SYK STRYKER CORPORATION1.7K shares84.17%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T771 shares-0.77%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR14.7K shares-1.09%2026-03-312026-05-13

Sponsored

VTV VANGUARD INDEX FDS2.3K shares0.04%2026-03-312026-05-13

SCHC SCHWAB STRATEGIC TR9.4K shares-0.49%2026-03-312026-05-13

IYR ISHARES TR4.6K shares0.00%2026-03-312026-05-13

VTI VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR14.0K shares-0.47%2026-03-312026-05-13

AAPL APPLE INC1.5K shares6.76%2026-03-312026-05-13

IWD ISHARES TR1.7K shares0.00%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI765 shares0.00%2026-03-312026-05-13

Sponsored

IEI ISHARES TR3.0K shares-4.78%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS5.8K shares3.28%2026-03-312026-05-13

CAT CATERPILLAR INC473 shares0.00%2026-03-312026-05-13

AFL AFLAC INC2.7K shares0.00%2026-03-312026-05-13

VV VANGUARD INDEX FDS896 shares-11.20%2026-03-312026-05-13

IVW ISHARES TR2.2K shares0.00%2026-03-312026-05-13

EWY ISHARES INC1.7K sharesnew addition2026-03-312026-05-13

EFV ISHARES TR2.8K shares-31.45%2026-03-312026-05-13

Sponsored

VGT VANGUARD WORLD FD297 shares0.00%2026-03-312026-05-13

QUAL

ISHARES TR

-0.40%

Shares346.0K

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

-0.38%

Shares1.1M

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-1.59%

Shares54.8K

Event2026-03-31

Filed2026-05-13

DBEF

DBX ETF TR

-1.17%

Shares716.0K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

-2.47%

Shares88.2K

Event2026-03-31

Filed2026-05-13

VCRB

VANGUARD MALVERN FDS

4.75%

Shares405.4K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

-3.20%

Shares573.2K

Event2026-03-31

Filed2026-05-13

IEF

ISHARES TR

4.68%

Shares314.9K

Event2026-03-31

Filed2026-05-13

HEFA

ISHARES TR

-0.37%

Shares693.1K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

-0.94%

Shares514.8K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

2.52%

Shares197.3K

Event2026-03-31

Filed2026-05-13

DFLV

DIMENSIONAL ETF TRUST

5.19%

Shares427.3K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.53%

Shares22.6K

Event2026-03-31

Filed2026-05-13

IWC

ISHARES TR

-0.96%

Shares60.4K

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

-2.71%

Shares111.1K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-3.29%

Shares122.4K

Event2026-03-31

Filed2026-05-13

DISV

DIMENSIONAL ETF TRUST

-1.40%

Shares209.7K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

-1.30%

Shares117.6K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-10.18%

Shares96.1K

Event2026-03-31

Filed2026-05-13

DFJ

WISDOMTREE TR

-2.55%

Shares57.0K

Event2026-03-31

Filed2026-05-13

DFSE

DIMENSIONAL ETF TRUST

6.58%

Shares136.1K

Event2026-03-31

Filed2026-05-13

DFSV

DIMENSIONAL ETF TRUST

1.62%

Shares135.3K

Event2026-03-31

Filed2026-05-13

DFIS

DIMENSIONAL ETF TRUST

-2.63%

Shares118.5K

Event2026-03-31

Filed2026-05-13

VONE

VANGUARD SCOTTSDALE FDS

5.17%

Shares10.1K

Event2026-03-31

Filed2026-05-13

DFAS

DIMENSIONAL ETF TRUST

0.46%

Shares40.6K

Event2026-03-31

Filed2026-05-13

RWX

SPDR INDEX SHS FDS

6.34%

Shares98.0K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

0.00%

Shares26.7K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-1.12%

Shares10.0K

Event2026-03-31

Filed2026-05-13

FREL

FIDELITY COVINGTON TRUST

2.04%

Shares90.6K

Event2026-03-31

Filed2026-05-13

SCHH

SCHWAB STRATEGIC TR

-0.22%

Shares104.2K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-3.73%

Shares35.5K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

-0.62%

Shares33.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-1.00%

Shares6.7K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

-6.67%

Shares6.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-1.20%

Shares4.2K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

-0.30%

Shares43.1K

Event2026-03-31

Filed2026-05-13

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

41.40%

Shares3.0K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

-1.15%

Shares7.1K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

-0.53%

Shares23.1K

Event2026-03-31

Filed2026-05-13

SYK

STRYKER CORPORATION

84.17%

Shares1.7K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.77%

Shares771

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB STRATEGIC TR

-1.09%

Shares14.7K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-13

SCHC

SCHWAB STRATEGIC TR

-0.49%

Shares9.4K

Event2026-03-31

Filed2026-05-13

IYR

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-13

SCHV

SCHWAB STRATEGIC TR

-0.47%

Shares14.0K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

6.76%

Shares1.5K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-13

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares765

Event2026-03-31

Filed2026-05-13

IEI

ISHARES TR

-4.78%

Shares3.0K

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD SCOTTSDALE FDS

3.28%

Shares5.8K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

0.00%

Shares473

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-11.20%

Shares896

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-13

EWY

ISHARES INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-31.45%

Shares2.8K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

0.00%

Shares297

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available