Empowered Funds, LLC
CIK 1592828 · Holdings on Jun 30, 2024 · First reported Jul 30, 2024
Top ten holdings
Q2 2024- EXMOC2.02%
- BOXX2.01%
- NVDA1.77%
- CVX1.68%
- AAPL1.62%
- VEA1.54%
- IDEV1.49%
- AVUV1.47%
- MSFT1.30%
- VWO0.95%
Share classes counted separately15.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AVUVWeight increased · +0.97 pp0.50% → 1.47%Shares +649.73K (+219.61%)
- IDEVWeight increased · +0.91 pp0.58% → 1.49%Shares +829.27K (+173.06%)
- VEAWeight increased · +0.85 pp0.69% → 1.54%Shares +1.04M (+136.44%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | EXMOCEXXON MOBIL CORP View history and evidence | $116.47M | 2.02% | 1.01M shares | 1.94% → 2.02%+0.08 pp +86.14K (+9.31%) | Added | ↗▾ |
| 02 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $116.12M | 2.01% | 1.08M shares | 2.21% → 2.01%-0.20 pp -73.73K (-6.41%) | Reduced | ↗▾ |
| 03 | NVDANVIDIA CORP View history and evidence | $102.48M | 1.77% | 829.55K shares | 1.16% → 1.77%+0.61 pp +758.29K (+1064.09%) | Added | ↗▾ |
| 04 | CVXCHEVRON CORP View history and evidence | $97.31M | 1.68% | 622.11K shares | 1.22% → 1.68%+0.46 pp +193.11K (+45.01%) | Added | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $93.62M | 1.62% | 444.49K shares | 0.86% → 1.62%+0.76 pp +166.11K (+59.67%) | Added | ↗▾ |
| 06 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $88.79M | 1.54% | 1.80M shares | 0.69% → 1.54%+0.85 pp +1.04M (+136.44%) | Added | ↗▾ |
| 07 | IDEVISHARES CORE MSCI DEV MKTSCORE MSCI INTL View history and evidence | $85.89M | 1.49% | 1.31M shares | 0.58% → 1.49%+0.91 pp +829.27K (+173.06%) | Added | ↗▾ |
| 08 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $84.84M | 1.47% | 945.58K shares | 0.50% → 1.47%+0.97 pp +649.73K (+219.61%) | Added | ↗▾ |
| 09 | MSFTMICROSOFT CORP View history and evidence | $75.33M | 1.30% | 168.53K shares | 1.32% → 1.30%-0.02 pp -5.27K (-3.03%) | Reduced | ↗▾ |
| 10 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $54.85M | 0.95% | 1.25M shares | 0.74% → 0.95%+0.21 pp +269.72K (+27.42%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 122
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IQLT ISHARES MSCI INTERNATIONAL Q | Non-derivative | -1,304,992 | -$51.76M | SEC filing ↗ | SEC filing ↗ |
| DSTL DISTILLATE US FUNDAMENTAL ST | Non-derivative | -817,414 | -$44.07M | SEC filing ↗ | SEC filing ↗ |
| VV VNGRD MRGSTR LRG-CAP ETF-USD | Non-derivative | -171,149 | -$41.03M | SEC filing ↗ | SEC filing ↗ |
3 / 122 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1592828 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-07-30
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 5778360206
}Research all 1,369 reported holdings.
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