Filed: 4/14/2025ACC: 0001667731-25-000425
📋 What this filing means
GREENSPRING ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $421.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
99
Positions
$421.53M
Total AUM (reported)
11.09M
Total Shares
Allocation by class
US CORE EQUITY 2$220.77M52.4%
WORLD EX US CORE$46.29M11.0%
CORE US AGGBD ET$26.64M6.3%
COM$22.85M5.4%
INTL CORE EQUITY$20.02M4.7%
US EQT ETF$9.41M2.2%
EMERGING MKTS CO$9.23M2.2%
Portfolio Concentration
Top 3$293.69M69.7%
4–10$61.03M14.5%
11–25$30.10M7.1%
Rest$36.71M8.7%
Top 3 weight
69.7%
Top 10 weight
84.2%
Voting Authority Distribution
Total shares with voting rights: 11.09M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
11.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole99
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings99
Rows:
DIMENSIONAL ETF TRUST
SOLEShares6.69M
TypeSH
Market value$220.77M
52.37%
Sole
0.00
Shared
0.00
None
6.69M
DIMENSIONAL ETF TRUST
SOLEShares1.77M
TypeSH
Market value$46.29M
10.98%
Sole
0.00
Shared
0.00
None
1.77M
ISHARES TR
SOLEShares269.27K
TypeSH
Market value$26.64M
6.32%
Sole
0.00
Shared
0.00
None
269.27K
DIMENSIONAL ETF TRUST
SOLEShares721K
TypeSH
Market value$20.02M
4.75%
Sole
0.00
Shared
0.00
None
721K
AMERICAN CENTY ETF TR
SOLEShares101.89K
TypeSH
Market value$9.41M
2.23%
Sole
0.00
Shared
0.00
None
101.89K
DIMENSIONAL ETF TRUST
SOLEShares348.78K
TypeSH
Market value$9.23M
2.19%
Sole
0.00
Shared
0.00
None
348.78K
APPLE INC
SOLEShares34.63K
TypeSH
Market value$7.69M
1.82%
Sole
0.00
Shared
0.00
None
34.63K
VANGUARD INDEX FDS
SOLEShares20.68K
TypeSH
Market value$5.68M
1.35%
Sole
0.00
Shared
0.00
None
20.68K
VANGUARD BD INDEX FDS
SOLEShares68.47K
TypeSH
Market value$5.03M
1.19%
Sole
0.00
Shared
0.00
None
68.47K
DIMENSIONAL ETF TRUST
SOLEShares113.56K
TypeSH
Market value$3.96M
0.94%
Sole
0.00
Shared
0.00
None
113.56K
ISHARES TR
SOLEShares38.05K
TypeSH
Market value$3.83M
0.91%
Sole
0.00
Shared
0.00
None
38.05K
MICROSOFT CORP
SOLEShares6.70K
TypeSH
Market value$2.51M
0.60%
Sole
0.00
Shared
0.00
None
6.70K
DIMENSIONAL ETF TRUST
SOLEShares74.12K
TypeSH
Market value$2.50M
0.59%
Sole
0.00
Shared
0.00
None
74.12K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.87K
TypeSH
Market value$2.06M
0.49%
Sole
0.00
Shared
0.00
None
3.87K
AMERICAN CENTY ETF TR
SOLEShares31.59K
TypeSH
Market value$2.06M
0.49%
Sole
0.00
Shared
0.00
None
31.59K
ISHARES TR
SOLEShares5.65K
TypeSH
Market value$2.04M
0.48%
Sole
0.00
Shared
0.00
None
5.65K
VANGUARD SCOTTSDALE FDS
SOLEShares25.11K
TypeSH
Market value$1.98M
0.47%
Sole
0.00
Shared
0.00
None
25.11K
ISHARES TR
SOLEShares17.36K
TypeSH
Market value$1.92M
0.45%
Sole
0.00
Shared
0.00
None
17.36K
AMGEN INC
SOLEShares6K
TypeSH
Market value$1.87M
0.44%
Sole
0.00
Shared
0.00
None
6K
ISHARES TR
SOLEShares21.63K
TypeSH
Market value$1.79M
0.42%
Sole
0.00
Shared
0.00
None
21.63K
AMERICAN CENTY ETF TR
SOLEShares18.62K
TypeSH
Market value$1.62M
0.38%
Sole
0.00
Shared
0.00
None
18.62K
ISHARES TR
SOLEShares31.11K
TypeSH
Market value$1.55M
0.37%
Sole
0.00
Shared
0.00
None
31.11K
ISHARES TR
SOLEShares14.61K
TypeSH
Market value$1.54M
0.37%
Sole
0.00
Shared
0.00
None
14.61K
PRICE T ROWE GROUP INC
SOLEShares15.43K
TypeSH
Market value$1.42M
0.34%
Sole
0.00
Shared
0.00
None
15.43K
SCHWAB STRATEGIC TR
SOLEShares51.97K
TypeSH
Market value$1.40M
0.33%
Sole
0.00
Shared
0.00
None
51.97K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 6.69M | SH | $220.77M 52.37% | 0.00 | 0.00 | 6.69M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.77M | SH | $46.29M 10.98% | 0.00 | 0.00 | 1.77M |
ISHARES TRSOLE | CORE US AGGBD ET | 269.27K | SH | $26.64M 6.32% | 0.00 | 0.00 | 269.27K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 721K | SH | $20.02M 4.75% | 0.00 | 0.00 | 721K |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 101.89K | SH | $9.41M 2.23% | 0.00 | 0.00 | 101.89K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 348.78K | SH | $9.23M 2.19% | 0.00 | 0.00 | 348.78K |
APPLE INCSOLE | COM | 34.63K | SH | $7.69M 1.82% | 0.00 | 0.00 | 34.63K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 20.68K | SH | $5.68M 1.35% | 0.00 | 0.00 | 20.68K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 68.47K | SH | $5.03M 1.19% | 0.00 | 0.00 | 68.47K |
DIMENSIONAL ETF TRUSTSOLE | INTERNATIONAL | 113.56K | SH | $3.96M 0.94% | 0.00 | 0.00 | 113.56K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 38.05K | SH | $3.83M 0.91% | 0.00 | 0.00 | 38.05K |
MICROSOFT CORPSOLE | COM | 6.70K | SH | $2.51M 0.60% | 0.00 | 0.00 | 6.70K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MARKETS | 74.12K | SH | $2.50M 0.59% | 0.00 | 0.00 | 74.12K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.87K | SH | $2.06M 0.49% | 0.00 | 0.00 | 3.87K |
AMERICAN CENTY ETF TRSOLE | US LARGE CAP VLU | 31.59K | SH | $2.06M 0.49% | 0.00 | 0.00 | 31.59K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 5.65K | SH | $2.04M 0.48% | 0.00 | 0.00 | 5.65K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 25.11K | SH | $1.98M 0.47% | 0.00 | 0.00 | 25.11K |
ISHARES TRSOLE | SHORT TREAS BD | 17.36K | SH | $1.92M 0.45% | 0.00 | 0.00 | 17.36K |
AMGEN INCSOLE | COM | 6K | SH | $1.87M 0.44% | 0.00 | 0.00 | 6K |
ISHARES TRSOLE | 1 3 YR TREAS BD | 21.63K | SH | $1.79M 0.42% | 0.00 | 0.00 | 21.63K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 18.62K | SH | $1.62M 0.38% | 0.00 | 0.00 | 18.62K |
ISHARES TRSOLE | CORE INTL AGGR | 31.11K | SH | $1.55M 0.37% | 0.00 | 0.00 | 31.11K |
ISHARES TRSOLE | SHRT NAT MUN ETF | 14.61K | SH | $1.54M 0.37% | 0.00 | 0.00 | 14.61K |
PRICE T ROWE GROUP INCSOLE | COM | 15.43K | SH | $1.42M 0.34% | 0.00 | 0.00 | 15.43K |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 51.97K | SH | $1.40M 0.33% | 0.00 | 0.00 | 51.97K |
Page 1 of 4