Corus Family Wealth Advisors
CIK 1894830 · Holdings on Sep 30, 2023 · First reported Nov 16, 2023
Top ten holdings
Q3 2023- FISV52.05%
- AAPL17.25%
- DFAC10.10%
- GJUN2.19%
- DFIV1.87%
- DFAT1.71%
- KNG1.53%
- DUHP1.41%
- DFAX1.40%
- DFIC1.13%
Share classes counted separately90.64%
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 | FISVFISERV INC View history and evidence | $51.06M | 52.05% | 452.06K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $16.92M | 17.25% | 98.85K shares | — | ↗▾ | |
| 03 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $9.91M | 10.10% | 378.34K shares | — | ↗▾ | |
| 04 | GJUNFT VEST US EQUITY MODERATE BCBOE VEST US EQT View history and evidence | $2.14M | 2.19% | 72.39K shares | — | ↗▾ | |
| 05 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $1.83M | 1.87% | 56.11K shares | — | ↗▾ | |
| 06 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $1.68M | 1.71% | 36.80K shares | — | ↗▾ | |
| 07 | KNGFT VEST S&P 500 DVD ARST TRGFT CBOE VEST S&P View history and evidence | $1.51M | 1.53% | 30.50K shares | — | ↗▾ | |
| 08 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $1.39M | 1.41% | 53.95K shares | — | ↗▾ | |
| 09 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $1.38M | 1.40% | 61.14K shares | — | ↗▾ | |
| 10 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $1.11M | 1.13% | 47.41K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BUFR FT VEST LAD BUFFERVETF-USD I | Non-derivative | — | — | SEC filing ↗ | |
| BUFD FT VST LAD DEEP BUF ETF-USDI | Non-derivative | — | — | SEC filing ↗ | |
| DAUG FT VEST U.S. EQUITY DEEP BUF | Non-derivative | — | — | SEC filing ↗ |
3 / 7 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 1894830 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 98109992
}Take these holdings further.
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