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Disclosery

13F-HR filed by Vestment Financial LLC

Vestment Financial LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-14, with 38 holding rows worth $130,843,666.

Accession
0001085146-25-001583
Filer
CIK 2056705
Filed
2025-02-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 38 entries on the cover page, a total value of $130,843,666 stated on the cover page (in dollars after the unit check, H1), rows summing to $130,843,666 with VALUE read as dollars as filed, 13F file number 028-25256. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 2953,698$33,144,805dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF312,418$14,642,993dollars as filed
DIMENSIONAL ETF TRUST25434V799INTL CORE EQUITY468,513$12,134,488dollars as filed
DIMENSIONAL ETF TRUST25434V849NATL MUN BD ETF184,963$8,839,016dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO302,109$7,862,399dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF192,346$6,513,794dollars as filed
Avantis US Large Cap Value ETF025072349SHS75,428$5,070,784dollars as filed
DIMENSIONAL ETF TRUST25434V856INFLATION PROTE118,037$4,773,413dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF110,580$4,569,157dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU73,145$4,047,113dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS40,194$2,782,605dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT103,945$2,645,911dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS96,092$2,547,366dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE MOMENTUM ETF02072L409ETF38,398$2,500,884dollars as filed
ALPHA ARCHITECT U.S. QUANTITATIVE VALUE ETF02072L102ETF53,893$2,423,051dollars as filed
Avantis International Large Cap Val ETF025072364SHS39,715$2,070,732dollars as filed
DIMENSIONAL ETF TRUST25434V203INTL CORE EQT MK63,268$1,855,906dollars as filed
DIMENSIONAL ETF TRUST25434V302EMGR CRE EQT MNG53,737$1,358,615dollars as filed
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE VALUE ETF02072L201ETF52,902$1,264,368dollars as filed
ALPHA ARCHITECT INTERNATIONAL QUANTITATIVE MOMENTUM ET02072L300ETF46,891$1,258,238dollars as filed
Avantis Responsible US Equity ETF025072281SHS16,591$1,101,009dollars as filed
Lowes Companies,Inc.548661107COM3,994$984,341dollars as filed
Vanguard S&P 500 ETF922908363COM1,571$850,168dollars as filed
Schwab US Mid-Cap ETF808524508SHS22,196$617,411dollars as filed
Apple Inc037833100COM2,535$615,821dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS5,070$509,032dollars as filed
EA SERIES TRUST02072L565ALPHA ARCH 1-34,529$500,071dollars as filed
AMERICAN CENTY ETF TR025072299AVAN RE INTL ETF8,565$477,756dollars as filed
Avantis Emerging Markets Value ETF025072372SHS10,166$466,347dollars as filed
ISHARES INC464286525MSCI GBL MIN VOL3,711$402,928dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA7,593$384,182dollars as filed
Microsoft Corp594918104COM621$264,068dollars as filed
Avantis Responsible Emerging Mkts Eq ETF025072315SHS5,173$261,998dollars as filed
DIMENSIONAL ETF TRUST25434V757EMERGING MKTS HI10,467$258,803dollars as filed
Advanced Micro Devices,Inc.007903107COM1,882$230,639dollars as filed
Dimensional International Value ETF25434V807SHS5,923$211,615dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS3,679$201,683dollars as filed
INNOVATOR ETFS TRUST45782C383US EQTY PWR BUF4,979$200,156dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-001583this filing2025-02-14acceptance time not in the bulk data set