Prudent Man Advisors, LLC
CIK 1817174 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- VTI16.21%
- BND8.07%
- HYG7.76%
- ESGU3.06%
- VEA3.04%
- BSV2.44%
- MSFT2.08%
- AAPL2.01%
- IWM1.61%
- BIV1.49%
Share classes counted separately47.77%
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 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $43.45M | 16.21% | 183.16K shares | — | ↗▾ | |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $21.61M | 8.07% | 293.86K shares | — | ↗▾ | |
| 03 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $20.80M | 7.76% | 268.73K shares | — | ↗▾ | |
| 04 | ESGUISHARES ESG AWARE MSCI USAESG AWR MSCI USA View history and evidence | $8.21M | 3.06% | 78.26K shares | — | ↗▾ | |
| 05 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $8.14M | 3.04% | 164.44K shares | — | ↗▾ | |
| 06 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $6.53M | 2.44% | 84.73K shares | — | ↗▾ | |
| 07 | MSFTMICROSOFT CORP View history and evidence | $5.58M | 2.08% | 14.83K shares | — | ↗▾ | |
| 08 | AAPLAPPLE INC View history and evidence | $5.38M | 2.01% | 27.45K shares | — | ↗▾ | |
| 09 | IWMISHARES RUSSELL 2000 ETFRUSSELL 2000 ETF View history and evidence | $4.32M | 1.61% | 21.52K shares | — | ↗▾ | |
| 10 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $3.98M | 1.49% | 52.11K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 13
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| PXD PIONEER NATURAL RESOURCES CO | Non-derivative | — | — | SEC filing ↗ | |
| KEYS KEYSIGHT TECHNOLOGIES IN | Non-derivative | — | — | SEC filing ↗ | |
| INCY INCYTE CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 13 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 1817174 · 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": 267969466
}Research all 188 reported holdings.
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