STUDIO INVESTMENT MANAGEMENT LLC
CIK 1893893 · Holdings on Mar 31, 2026 · First reported May 15, 2026
Top ten holdings
Q1 2026- VTIP16.68%
- VIG5.57%
- VTV5.48%
- DFIC3.71%
- FNDF3.44%
- VBR3.10%
- VGSH2.78%
- DFSD2.76%
- GOOGL2.55%
- BRK.B2.47%
Share classes counted separately48.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- MSFTWeight decreased · -0.46 pp1.85% → 1.39%Shares -27 (-0.13%)
- GOOGLWeight decreased · -0.33 pp2.88% → 2.55%Shares -1.14K (-2.26%)
- VIGWeight decreased · -0.22 pp5.79% → 5.57%Shares -349 (-0.24%)
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 | VTIPVANGUARD SHORT-TERM TIPSSHS View history and evidence | $92.53M | 16.68% | 1.85M shares | 16.46% → 16.68%+0.22 pp +30.95K (+1.70%) | Added | ↗▾ |
| 02 | VIGVANGUARD DIVIDEND APPREC ETFSHS View history and evidence | $30.91M | 5.57% | 143.71K shares | 5.79% → 5.57%-0.22 pp -349 (-0.24%) | Reduced | ↗▾ |
| 03 | VTVVANGUARD MRNGSTR VAL ETF-AUISHS View history and evidence | $30.38M | 5.48% | 154.83K shares | 5.46% → 5.48%+0.02 pp -1.73K (-1.11%) | Reduced | ↗▾ |
| 04 | DFICDIMENSIONAL INTERNATIONAL COSHS View history and evidence | $20.56M | 3.71% | 578.79K shares | 3.68% → 3.71%+0.03 pp -5.86K (-1.00%) | Reduced | ↗▾ |
| 05 | FNDFSCHWAB FNDMN INTL LRG CO ETFSHS View history and evidence | $19.08M | 3.44% | 389.96K shares | 3.26% → 3.44%+0.18 pp -4.88K (-1.24%) | Reduced | ↗▾ |
| 06 | VBRVNGRD MRNGST SL-CP VAL ETF-USHS View history and evidence | $17.20M | 3.10% | 79.19K shares | 3.11% → 3.10%-0.01 pp -1.29K (-1.60%) | Reduced | ↗▾ |
| 07 | VGSHVANGUARD SHORT-TERM TREASURYSHS View history and evidence | $15.42M | 2.78% | 263.47K shares | 2.76% → 2.78%+0.02 pp +6.17K (+2.40%) | Added | ↗▾ |
| 08 | DFSDDIMENSIONAL SHORT DURATIONSHS View history and evidence | $15.30M | 2.76% | 319.59K shares | 2.68% → 2.76%+0.08 pp +13.98K (+4.58%) | Added | ↗▾ |
| 09 | GOOGLALPHABET INC-CL A View history and evidence | $14.16M | 2.55% | 49.24K shares | 2.88% → 2.55%-0.33 pp -1.14K (-2.26%) | Reduced | ↗▾ |
| 10 | BRK.BBERKSHIRE HATHAWAY INC-CL B View history and evidence | $13.68M | 2.47% | 28.55K shares | 2.65% → 2.47%-0.18 pp -284 (-0.98%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AES AES CORP | Non-derivative | -59,511 | -$853.39K | SEC filing ↗ | SEC filing ↗ |
| IEI ISHARES 3-7 YEAR TREASURY BO | Non-derivative | -1,837 | -$219.25K | SEC filing ↗ | SEC filing ↗ |
| CNSWF CONSTELLATION SOFTWARE INC | Non-derivative | -89 | -$214.18K | SEC filing ↗ | 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 1893893 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-15
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001893893-26-000007",
"cover_total": 554648596,
"filing_date": "2026-05-15",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 8,
"positions_restated": 174,
"positions_cancelled": 4
}
],
"prior_versions": [
{
"accession": "0001893893-26-000002",
"filing_date": "2026-05-05",
"confidential": false,
"cover_table_value_total_raw": 254547995
}
],
"cover_table_value": 554648596
}Research all 184 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.