Seneschal Advisors, LLC
CIK 2039659 · Holdings on Sep 30, 2025 · First reported Nov 14, 2025
Top ten holdings
Q3 2025- BIV22.20%
- VTI17.46%
- DFUS6.70%
- DFUV5.34%
- DFAT4.80%
- BNDX4.40%
- DFAS4.20%
- MSFT3.75%
- AMZN3.48%
- DFAR3.29%
Share classes counted separately75.62%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BIVWeight decreased · -4.39 pp26.59% → 22.20%Shares -44.31K (-10.17%)
- VTIWeight decreased · -1.05 pp18.51% → 17.46%Shares -3.91K (-5.06%)
- VTIPWeight increased · +0.55 pp0.42% → 0.97%Shares +15.79K (+149.99%)
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 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $30.58M | 22.20% | 391.60K shares | 26.59% → 22.20%-4.39 pp -44.31K (-10.17%) | Reduced | ↗▾ |
| 02 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $24.05M | 17.46% | 73.30K shares | 18.51% → 17.46%-1.05 pp -3.91K (-5.06%) | Reduced | ↗▾ |
| 03 | DFUSDIMENSIONAL US EQ MKT ETFUS EQUITY MARKET View history and evidence | $9.23M | 6.70% | 127.40K shares | 6.65% → 6.70%+0.05 pp +1.54K (+1.23%) | Added | ↗▾ |
| 04 | DFUVDIMENSIONAL US MARKETWIDE VAUS MKTWIDE VALUE View history and evidence | $7.36M | 5.34% | 164.76K shares | 5.38% → 5.34%-0.04 pp +3.28K (+2.03%) | Added | ↗▾ |
| 05 | DFATDIMENSIONAL US TARGET VALUEUS TARGETED VLU View history and evidence | $6.61M | 4.80% | 113.59K shares | 4.76% → 4.80%+0.04 pp +1.69K (+1.51%) | Added | ↗▾ |
| 06 | BNDXVANGUARD TOTAL INTL BOND ETFTOTAL INT BD ETF View history and evidence | $6.07M | 4.40% | 122.63K shares | 4.74% → 4.40%-0.34 pp +1.19K (+0.98%) | Added | ↗▾ |
| 07 | DFASDIMENSIONAL US SMALL CAP ETFUS SMALL CAP ETF View history and evidence | $5.79M | 4.20% | 84.58K shares | 4.18% → 4.20%+0.02 pp +1.36K (+1.63%) | Added | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $5.16M | 3.75% | 9.97K shares | 3.69% → 3.75%+0.06 pp +565 (+6.01%) | Added | ↗▾ |
| 09 | AMZNAMAZON.COM INC View history and evidence | $4.80M | 3.48% | 21.85K shares | 3.77% → 3.48%-0.29 pp +44 (+0.20%) | Added | ↗▾ |
| 10 | DFARDIMENSIONAL US REAL EST ETFUS REAL ESTATE E View history and evidence | $4.54M | 3.29% | 190.25K shares | 3.19% → 3.29%+0.10 pp +18.00K (+10.45%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2039659 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-11-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 137764575
}Research all 589 reported holdings.
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