DV EQUITIES, LLC

PrivateCIK: 1841659
Location

CHICAGO, IL

107
Positions
$697.67M
Total AUM (reported)
18.70M
Total Shares

Allocation by class

TOTAL AUM$697.67M107 positions
COM$124.24M17.8%
CORE MSCI EMKT$111.66M16.0%
SPONSORED ADR$91.32M13.1%
ADR ECH CNV IN 3$41.22M5.9%
ADR$38.70M5.5%
MSCI STH KOR ETF$31.40M4.5%
COM NEW$28.04M4.0%

Portfolio Concentration

Top 329.2%4–1026.1%11–2521.4%Rest23.3%TOP 1055.3%0%100%
Top 3$203.61M29.2%
4–10$182.07M26.1%
11–25$149.39M21.4%
Rest$162.60M23.3%

Top 3 weight

29.2%

Top 10 weight

55.3%

Voting Authority Distribution

Total shares with voting rights: 18.70M

Sole

Full voting authority

18.70M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other107
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings107
Rows:

ISHARES INC

OTR
CORE MSCI EMKT
Shares1.35M
TypeSH
Market value$111.66M
16.00%
Sole
1.35M
Shared
0.00
None
0.00

SONY GROUP CORP

OTR
SPONSORED ADR
Shares2.53M
TypeSH
Market value$50.74M
7.27%
Sole
2.53M
Shared
0.00
None
0.00

TANGO THERAPEUTICS INC

OTR
COM
Shares1.32M
TypeSH
Market value$41.22M
5.91%
Sole
1.32M
Shared
0.00
None
0.00

HONDA MOTOR CO LTD

OTR
ADR ECH CNV IN 3
Shares1.52M
TypeSH
Market value$41.22M
5.91%
Sole
1.52M
Shared
0.00
None
0.00

ISHARES INC

OTR
MSCI STH KOR ETF
Shares155.53K
TypeSH
Market value$31.40M
4.50%
Sole
155.53K
Shared
0.00
None
0.00

NOVO-NORDISK A S

OTR
ADR
Shares631.23K
TypeSH
Market value$30.26M
4.34%
Sole
631.23K
Shared
0.00
None
0.00

ISHARES TR

OTR
CHINA LG-CAP ETF
Shares861.60K
TypeSH
Market value$27.22M
3.90%
Sole
861.60K
Shared
0.00
None
0.00

ISHARES TR

OTR
MSCI EAFE ETF
Shares184.39K
TypeSH
Market value$19.15M
2.75%
Sole
184.39K
Shared
0.00
None
0.00

PHARVARIS N V

OTR
COM
Shares482.52K
TypeSH
Market value$16.69M
2.39%
Sole
482.52K
Shared
0.00
None
0.00

ISHARES TR

OTR
MSCI INDIA ETF
Shares326.71K
TypeSH
Market value$16.14M
2.31%
Sole
326.71K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

OTR
COM
Shares13.03K
TypeSH
Market value$15.03M
2.15%
Sole
13.03K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

OTR
VAN FTSE DEV MKT
Shares204.52K
TypeSH
Market value$14.57M
2.09%
Sole
204.52K
Shared
0.00
None
0.00

ISHARES INC

OTR
MSCI AUST ETF
Shares392.55K
TypeSH
Market value$11.05M
1.58%
Sole
392.55K
Shared
0.00
None
0.00

ISHARES INC

OTR
MSCI JAPN SMCETF
Shares100.39K
TypeSH
Market value$10.57M
1.52%
Sole
100.39K
Shared
0.00
None
0.00

ALPHABET INC

OTR
CAP STK CL A
Shares29.05K
TypeSH
Market value$10.38M
1.49%
Sole
29.05K
Shared
0.00
None
0.00

DIAGEO PLC

OTR
SPON ADR NEW
Shares126K
TypeSH
Market value$10.13M
1.45%
Sole
126K
Shared
0.00
None
0.00

BP PLC

OTR
SPONSORED ADR
Shares272.92K
TypeSH
Market value$10.08M
1.45%
Sole
272.92K
Shared
0.00
None
0.00

GSK PLC

OTR
SPONSORED ADR
Shares188.76K
TypeSH
Market value$9.89M
1.42%
Sole
188.76K
Shared
0.00
None
0.00

ISHARES TR

OTR
CORE MSCI TOTAL
Shares100K
TypeSH
Market value$9.54M
1.37%
Sole
100K
Shared
0.00
None
0.00

MICROSOFT CORP

OTR
COM
Shares25.44K
TypeSH
Market value$9.49M
1.36%
Sole
25.44K
Shared
0.00
None
0.00

REVOLUTION MEDICINES INC

OTR
COM
Shares47.67K
TypeSH
Market value$8.93M
1.28%
Sole
47.67K
Shared
0.00
None
0.00

VERADERMICS INC

OTR
COMMON STOCK
Shares70K
TypeSH
Market value$8.61M
1.23%
Sole
70K
Shared
0.00
None
0.00

ING GROEP N.V.

OTR
SPONSORED ADR
Shares239.31K
TypeSH
Market value$7.51M
1.08%
Sole
239.31K
Shared
0.00
None
0.00

ISHARES TR

OTR
GLOBAL TECH ETF
Shares50K
TypeSH
Market value$7.22M
1.04%
Sole
50K
Shared
0.00
None
0.00

SANDISK CORP

OTR
COM
Shares2.80K
TypeSH
Market value$6.36M
0.91%
Sole
2.80K
Shared
0.00
None
0.00
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