Watchman Group, Inc.
CIK 1748726 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- BSV8.91%
- DFAC8.21%
- DFAT7.81%
- TBLL7.40%
- DFIC3.33%
- DFEM2.73%
- FBND2.51%
- BRK.B1.98%
- FRDM1.98%
- MSFT1.93%
Share classes counted separately46.79%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BSVVANGUARD SHORT-TERM BOND ETFETF View history and evidence | $27.03M | 8.91% | 350.96K shares | — | ↗▾ | |
| 02 | DFACDIMENSIONAL US CORE EQUITY 2ETF View history and evidence | $24.92M | 8.21% | 852.68K shares | — | ↗▾ | |
| 03 | DFATDIMENSIONAL US TARGET VALUEETF View history and evidence | $23.71M | 7.81% | 453.11K shares | — | ↗▾ | |
| 04 | TBLLINVESCO SHORT TERM TREASURYETF View history and evidence | $22.44M | 7.40% | 212.53K shares | — | ↗▾ | |
| 05 | DFICDIMENSIONAL INTERNATIONAL COETF View history and evidence | $10.11M | 3.33% | 395.85K shares | — | ↗▾ | |
| 06 | DFEMDIMENSIONAL EMRG MRKT COREETF View history and evidence | $8.27M | 2.73% | 331.32K shares | — | ↗▾ | |
| 07 | FBNDFIDELITY TOTAL BOND ETFETF View history and evidence | $7.62M | 2.51% | 165.50K shares | — | ↗▾ | |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $6.02M | 1.98% | 16.86K shares | — | ↗▾ | |
| 09 | FRDMFREEDOM 100 EMEGING MRKT ETFETF View history and evidence | $6.00M | 1.98% | 182.48K shares | — | ↗▾ | |
| 10 | MSFTMICROSOFT CORP View history and evidence | $5.84M | 1.93% | 15.54K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PYPL PAYPAL HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ | |
| SPY SS SPDR S&P 500 ETF TRUST-US | Non-derivative | — | — | SEC filing ↗ | |
| URBT URBAN TELEVISION NETWORK | Non-derivative | — | — | SEC filing ↗ |
3 / 3 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 1748726 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 13, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 308110312
}Research all 78 reported holdings.
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