Corus Family Wealth Advisors
CIK 1894830 · Holdings on Mar 31, 2024 · First reported May 13, 2024
Top ten holdings
Q1 2024- FISV53.33%
- AAPL14.32%
- DFAC10.53%
- GMAR3.54%
- DFIV1.76%
- DUHP1.59%
- DFAT1.47%
- DFIC1.35%
- DFAX1.34%
- KNG1.25%
Share classes counted separately90.48%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AAPLWeight decreased · -2.81 pp17.13% → 14.32%Shares -220 (-0.22%)
- DFACWeight increased · +0.52 pp10.01% → 10.53%Shares +8.63K (+2.28%)
- FISVWeight decreased · -0.47 pp53.80% → 53.33%Shares -55.63K (-12.43%)
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 | FISVFISERV INC View history and evidence | $62.61M | 53.33% | 391.77K shares | 53.80% → 53.33%-0.47 pp -55.63K (-12.43%) | Reduced | ↗▾ |
| 02 | AAPLAPPLE INC View history and evidence | $16.82M | 14.32% | 98.07K shares | 17.13% → 14.32%-2.81 pp -220 (-0.22%) | Reduced | ↗▾ |
| 03 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $12.36M | 10.53% | 386.95K shares | 10.01% → 10.53%+0.52 pp +8.63K (+2.28%) | Added | ↗▾ |
| 04 | GMARFT VEST US EQUITY MODERATE BFT VEST U.S EQT View history and evidence | $4.16M | 3.54% | 120.86K shares | Prior unavailable +120.86K | New | ↗▾ |
| 05 | DFIVDIMENSIONAL INTERNATIONAL VAINTERNATNAL VAL View history and evidence | $2.07M | 1.76% | 56.35K shares | 1.55% → 1.76%+0.21 pp +6.64K (+13.36%) | Added | ↗▾ |
| 06 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $1.86M | 1.59% | 58.88K shares | 1.47% → 1.59%+0.12 pp +2.18K (+3.85%) | Added | ↗▾ |
| 07 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $1.73M | 1.47% | 31.75K shares | 1.51% → 1.47%-0.04 pp -45 (-0.14%) | Reduced | ↗▾ |
| 08 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $1.59M | 1.35% | 59.32K shares | 1.10% → 1.35%+0.25 pp +11.90K (+25.11%) | Added | ↗▾ |
| 09 | DFAXDIMENSIONAL WORLD EX US COREWORLD EX US CORE View history and evidence | $1.57M | 1.34% | 61.81K shares | 1.35% → 1.34%-0.01 pp +964 (+1.58%) | Added | ↗▾ |
| 10 | KNGFT VEST S&P 500 DVD ARST TRGFT VEST S&P 500 View history and evidence | $1.47M | 1.25% | 27.30K shares | 1.51% → 1.25%-0.26 pp -4.97K (-15.41%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| GJUN FT VEST US EQUITY MODERATE B | Non-derivative | -42,300 | -$1.34M | SEC filing ↗ | SEC filing ↗ |
| GSEP FT VEST US EQUITY MODERATE B | Non-derivative | -19,402 | -$613.30K | SEC filing ↗ | SEC filing ↗ |
| GJUL FT VEST US EQUITY MODERATE B | Non-derivative | -11,412 | -$366.10K | 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 1894830 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 117402760
}Research all 32 reported holdings.
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