13F-HR filed by Prudent Man Investment Management, Inc.
Prudent Man Investment Management, Inc. filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-30, with 169 holding rows worth $180,492,174.
- Accession
- 0002054263-25-000002
- Filer
- CIK 2054263
- Filed
- 2025-04-30
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2025
A holdings report, 180 entries on the cover page, a total value of $180,492,174 stated on the cover page (in dollars after the unit check, H1), rows summing to $180,492,174 with VALUE read as dollars as filed, 13F file number 028-24974. 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V591 | ULTRASHORT FIXED | 1,137,535 | $57,547,884 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 1,502,359 | $51,966,588 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 452,018 | $18,496,578 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V104 | US CORE EQT MKT | 376,342 | $15,238,088 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 521,576 | $15,230,020 | dollars as filed | |
| Apple Inc | 037833100 | COM | 14,190 | $3,553,460 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 125,298 | $3,178,811 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V617 | WORLD EQUITY ETF | 30,627 | $1,912,963 | dollars as filed | |
| Vanguard Ultra-Short Bond ETF | 92203C303 | SHS | 35,315 | $1,752,331 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 49,363 | $1,227,165 | dollars as filed | |
| Avantis Emerging Markets Ex-Chn Eq ETF | 02507A101 | SHS | 21,750 | $1,077,600 | dollars as filed | |
| VTI | 922908769 | COM | 3,443 | $997,816 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 16,256 | $904,809 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 7,234 | $558,971 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 2,739 | $463,766 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 14,277 | $439,447 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 6,457 | $380,512 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 1,060 | $364,015 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 582 | $313,588 | dollars as filed | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 4,818 | $313,556 | dollars as filed | |
| ISHARES INC | 46434G764 | MSCI EMRG CHN | 4,292 | $237,992 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,221 | $235,470 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 520 | $219,107 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V401 | US EQUI MARK ETF | 3,336 | $212,670 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,448 | $194,456 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 2,115 | $191,074 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 1,587 | $186,447 | dollars as filed | |
| Lockheed Martin Corporation | 539830109 | COM | 366 | $177,855 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 1,642 | $176,602 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 832 | $138,652 | dollars as filed | |
| SPY | 78462F103 | SHS | 214 | $125,473 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 191 | $112,438 | dollars as filed | |
| CASEYS GEN STORES INC | 147528103 | COM | 260 | $103,020 | dollars as filed | |
| PUBLIC SVC ENTERPRISE GROUP COM | 744573106 | Stock | 1,134 | $95,808 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 179 | $93,122 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 804 | $89,526 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 1,839 | $86,213 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 200 | $70,358 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 1,580 | $69,441 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524706 | EMRG MKTEQ ETF | 2,371 | $63,140 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 415 | $60,018 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 104 | $59,553 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 280 | $53,004 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 248 | $50,044 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 200 | $49,360 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 62 | $47,864 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 1,190 | $44,661 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 308 | $44,611 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 150 | $43,484 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 42 | $43,055 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 178 | $42,670 | dollars as filed | |
| INTERDIGITAL INC COM | 45867G101 | Stock | 200 | $38,744 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 228 | $38,225 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 84 | $38,076 | dollars as filed | |
| Avantis All Equity Markets ETF | 025072232 | SHS | 516 | $37,343 | dollars as filed | |
| PPG INDS INC COM | 693506107 | Stock | 300 | $35,835 | dollars as filed | |
| BARRETT BUSINESS SVCS INC | 068463108 | COM | 800 | $34,752 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 185 | $34,472 | dollars as filed | |
| Dimensional International Value ETF | 25434V807 | SHS | 970 | $34,416 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 178 | $31,631 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 200 | $30,412 | dollars as filed | |
| DBX ETF TR | 233051143 | XTRACKRS S&P 500 | 559 | $29,755 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 72 | $29,552 | dollars as filed | |
| WEC ENERGY GROUP INC COM | 92939U106 | Stock | 300 | $28,212 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 122 | $26,766 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 300 | $26,316 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 1,127 | $26,116 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 100 | $25,356 | dollars as filed | |
| Philip Morris International Inc. | 718172109 | COM | 180 | $21,663 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 520 | $20,795 | dollars as filed | |
| Intel Corp | 458140100 | COM | 1,020 | $20,451 | dollars as filed | |
| BAXTER INTL INC | 071813109 | COM | 700 | $20,412 | dollars as filed | |
| American Express Company | 025816109 | COM | 64 | $18,995 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 82 | $18,118 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 643 | $17,085 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V773 | INTL SMALL CAP E | 676 | $16,600 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 20 | $13,862 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 200 | $13,504 | dollars as filed | |
| iShares U.S. Treasury Bond ETF | 46429B267 | SHS | 575 | $13,214 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 111 | $13,128 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 333 | $12,345 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A130 | WTS | 880 | $12,338 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 132 | $12,193 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 129 | $12,188 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 33 | $11,972 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 300 | $11,934 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 60 | $11,850 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 34 | $10,746 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 11 | $10,080 | dollars as filed | |
| Altria Group Inc | 02209S103 | COM | 180 | $9,413 | dollars as filed | |
| SONOCO PRODS CO | 835495102 | COM | 191 | $9,331 | dollars as filed | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 100 | $9,223 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 334 | $8,862 | dollars as filed | |
| CORE SCIENTIFIC INC NEW | 21874A114 | *W EXP 01/23/202 | 1,056 | $8,681 | dollars as filed | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 63 | $8,323 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 84 | $8,175 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 354 | $8,036 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 98 | $8,025 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 163 | $7,795 | dollars as filed | |
| FREEPORT MCMORAN INC CL B | 35671D857 | Stock | 200 | $7,616 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 28 | $7,552 | dollars as filed | |
| Mondelez International,Inc. Class A | 609207105 | COM | 124 | $7,407 | dollars as filed | |
| Dimensional US Large Cap Value ETF | 25434V666 | SHS | 240 | $7,208 | dollars as filed | |
| IJH | 464287507 | COM | 115 | $7,166 | dollars as filed | |
| FRONTIER GROUP HLDGS INC COM | 35909R108 | Stock | 1,000 | $7,110 | dollars as filed | |
| iShares Core MSCI EAFE ETF | 46432F842 | SHS | 99 | $6,958 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 200 | $6,454 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33736G106 | GBL WND ENRG ETF | 415 | $6,142 | dollars as filed | |
| HARLEY DAVIDSON INC COM | 412822108 | Stock | 200 | $6,026 | dollars as filed | |
| NORTHWEST NAT HLDG CO COM | 66765N105 | Stock | 150 | $5,934 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 13 | $5,781 | dollars as filed | |
| PHILLIPS 66 COM | 718546104 | Stock | 50 | $5,697 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 31 | $5,594 | dollars as filed | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 39 | $5,435 | dollars as filed | |
| GLOBAL X FDS | 37954Y871 | GLOBAL X URANIUM | 200 | $5,356 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 21 | $4,789 | dollars as filed | |
| iShares MBS ETF | 464288588 | SHS | 50 | $4,584 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 60 | $4,550 | dollars as filed | |
| CENOVUS ENERGY INC | 15135U109 | COM | 292 | $4,424 | dollars as filed | |
| TOTALENERGIES SE | 89151E109 | SPONSORED ADS | 81 | $4,415 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 200 | $4,396 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 22 | $4,309 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 24 | $4,274 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 49 | $3,934 | dollars as filed | |
| Vanguard Small-Cap Growth ETF | 922908595 | SHS | 14 | $3,921 | dollars as filed | |
| EXELON CORP COM | 30161N101 | Stock | 100 | $3,764 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 9 | $3,635 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 5 | $3,562 | dollars as filed | |
| SPDR SERIES TRUST | 78464A375 | ST INTER BD ETF | 100 | $3,276 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 100 | $3,246 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 63 | $3,014 | dollars as filed | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 31 | $2,871 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 28 | $2,777 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 10 | $2,642 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 49 | $2,559 | dollars as filed | |
| OVINTIV INC | 69047Q102 | COM | 58 | $2,349 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 24 | $2,190 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 18 | $2,074 | dollars as filed | |
| TIDAL TRUST I | 886364231 | FUND GRAN US ETF | 100 | $1,996 | dollars as filed | |
| VWO | 922042858 | SHS | 38 | $1,674 | dollars as filed | |
| GENELUX CORP | 36870H103 | COMMON STOCK | 660 | $1,558 | dollars as filed | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 5 | $1,440 | dollars as filed | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 7 | $1,388 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 13 | $1,386 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 40 | $1,353 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 72 | $1,332 | dollars as filed | |
| ADVISORSHARES TR | 00768Y495 | PURE CANNABIS | 527 | $1,276 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 41 | $1,260 | dollars as filed | |
| Vanguard S&P 500 Growth ETF | 921932505 | SHS | 3 | $1,099 | dollars as filed | |
| VOYAGER THERAPEUTICS INC | 92915B106 | COMMON STOCK | 175 | $993 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 100 | $990 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 4 | $928 | dollars as filed | |
| Airbnb, Inc. Class A | 009066101 | COM | 7 | $920 | dollars as filed | |
| Vanguard International Dividend Appreciation ETF | 921946810 | SHS | 11 | $880 | dollars as filed | |
| ISHARES TR | 464287523 | COM | 4 | $862 | dollars as filed | |
| ISHARES TR | 464287630 | RUS 2000 VAL ETF | 5 | $821 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 6 | $535 | dollars as filed | |
| NIKE,Inc. Class B | 654106103 | COM | 7 | $530 | dollars as filed | |
| XTI Aerospace Inc OLD | 98423K108 | COM | 11,805 | $508 | dollars as filed | |
| HALEON PLC SPON ADS | 405552100 | ADR | 50 | $477 | dollars as filed | |
| Vanguard FTSE All-World ex-US Small-Cap ETF | 922042718 | SHS | 4 | $458 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 10 | $417 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 4 | $340 | dollars as filed | |
| BLOCK INC CL A | 852234103 | Stock | 4 | $340 | dollars as filed | |
| iShares Silver Trust | 46428Q109 | COM | 10 | $264 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 1 | $243 | dollars as filed | |
| ROKU INC COM CL A | 77543R102 | Stock | 3 | $224 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1 | $121 | dollars as filed | |
| FORESIGHT AUTONOMOUS HLDGS L | 345523203 | SPONSORED ADR | 66 | $98 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002054263-25-000002 | this filing | 2025-04-30 | acceptance time not in the bulk data set |