PRUDENT MAN ADVISORS, LLC

PrivateCIK: 1817174

Location

NAPERVILLE, IL

134

Positions

$333.92M

Total AUM (reported)

2.59M

Total Shares

Allocation by class

COM$158.18M47.4%

TOTAL STK MKT$39.99M12.0%

TOTAL BND MRKT$24.46M7.3%

IBOXX HI YD ETF$10.88M3.3%

ESG AWR MSCI USA$9.16M2.7%

CAP STK CL C$8.12M2.4%

VAN FTSE DEV MKT$8.10M2.4%

Portfolio Concentration

Top 3$76.28M22.8%

4–10$63.50M19.0%

11–25$71.55M21.4%

Rest$122.58M36.7%

Top 3 weight

22.8%

Top 10 weight

41.9%

Voting Authority Distribution

Total shares with voting rights: 2.59M

Sole

Full voting authority

2.30M

% of voting shares88.9%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

287.37K

% of voting shares11.1%

Investment Discretion (by position count)

Sole134

Shared0

Other0

Dominant voting typeSole · 88.9% of voting shares

Institutional Holdings134

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares124.65K

TypeSH

Market value$39.99M

11.98%

Sole

122.87K

Shared

0.00

None

1.77K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares332.16K

TypeSH

Market value$24.46M

7.33%

Sole

270.70K

Shared

0.00

None

61.46K

NVIDIA CORPORATION

SOLE

COM

Shares67.84K

TypeSH

Market value$11.83M

3.54%

Sole

62.13K

Shared

0.00

None

5.71K

APPLE INC

SOLE

COM

Shares43.65K

TypeSH

Market value$11.20M

3.35%

Sole

40K

Shared

0.00

None

3.65K

ISHARES TR

SOLE

IBOXX HI YD ETF

Shares136.74K

TypeSH

Market value$10.88M

3.26%

Sole

124.54K

Shared

0.00

None

12.20K

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares64.77K

TypeSH

Market value$9.16M

2.74%

Sole

38.21K

Shared

0.00

None

26.56K

MICROSOFT CORP

SOLE

COM

Shares22.23K

TypeSH

Market value$8.23M

2.46%

Sole

20.42K

Shared

0.00

None

1.81K

ALPHABET INC

SOLE

CAP STK CL C

Shares28.30K

TypeSH

Market value$8.12M

2.43%

Sole

26.76K

Shared

0.00

None

1.54K

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares120.89K

TypeSH

Market value$8.10M

2.43%

Sole

75.02K

Shared

0.00

None

45.88K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares11.97K

TypeSH

Market value$7.82M

2.34%

Sole

8.19K

Shared

0.00

None

3.77K

AMAZON COM INC

SOLE

COM

Shares37.20K

TypeSH

Market value$7.75M

2.32%

Sole

34.66K

Shared

0.00

None

2.55K

VANGUARD BD INDEX FDS

SOLE

SHORT TRM BOND

Shares91.09K

TypeSH

Market value$7.14M

2.14%

Sole

79.21K

Shared

0.00

None

11.88K

JPMORGAN CHASE & CO

SOLE

COM

Shares20.85K

TypeSH

Market value$6.13M

1.84%

Sole

19.52K

Shared

0.00

None

1.33K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares78.49K

TypeSH

Market value$6.05M

1.81%

Sole

74.02K

Shared

0.00

None

4.47K

VANGUARD SCOTTSDALE FDS

SOLE

MTG-BKD SECS ETF

Shares114.92K

TypeSH

Market value$5.40M

1.62%

Sole

93.56K

Shared

0.00

None

21.36K

BROADCOM INC

SOLE

COM

Shares17.10K

TypeSH

Market value$5.29M

1.59%

Sole

15.80K

Shared

0.00

None

1.31K

META PLATFORMS INC

SOLE

CL A

Shares7.67K

TypeSH

Market value$4.39M

1.31%

Sole

7.10K

Shared

0.00

None

568.00

WALMART INC

SOLE

COM

Shares32.68K

TypeSH

Market value$4.06M

1.22%

Sole

30.54K

Shared

0.00

None

2.14K

CORNING INC

SOLE

COM

Shares29.22K

TypeSH

Market value$3.97M

1.19%

Sole

27.31K

Shared

0.00

None

1.91K

ALPHABET INC

SOLE

CAP STK CL A

Shares13.32K

TypeSH

Market value$3.83M

1.15%

Sole

12.01K

Shared

0.00

None

1.31K

MICRON TECHNOLOGY INC

SOLE

COM

Shares11.14K

TypeSH

Market value$3.76M

1.13%

Sole

10.50K

Shared

0.00

None

645.00

BANK AMERICA CORP

SOLE

COM

Shares73.21K

TypeSH

Market value$3.57M

1.07%

Sole

69K

Shared

0.00

None

4.21K

APPLIED MATLS INC

SOLE

COM

Shares10.26K

TypeSH

Market value$3.51M

1.05%

Sole

9.65K

Shared

0.00

None

606.00

BERKSHIRE HATHAWAY INC DEL

SOLE

CL B NEW

Shares7.11K

TypeSH

Market value$3.44M

1.03%

Sole

6.84K

Shared

0.00

None

274.00

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares36.59K

TypeSH

Market value$3.25M

0.97%

Sole

28.76K

Shared

0.00

None

7.83K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	124.65K	SH	$39.99M 11.98%	122.87K	1.77K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	332.16K	SH	$24.46M 7.33%	270.70K	61.46K
NVIDIA CORPORATIONSOLE	COM	67.84K	SH	$11.83M 3.54%	62.13K	5.71K
APPLE INCSOLE	COM	43.65K	SH	$11.20M 3.35%	40K	3.65K
ISHARES TRSOLE	IBOXX HI YD ETF	136.74K	SH	$10.88M 3.26%	124.54K	12.20K
ISHARES TRSOLE	ESG AWR MSCI USA	64.77K	SH	$9.16M 2.74%	38.21K	26.56K
MICROSOFT CORPSOLE	COM	22.23K	SH	$8.23M 2.46%	20.42K	1.81K
ALPHABET INCSOLE	CAP STK CL C	28.30K	SH	$8.12M 2.43%	26.76K	1.54K
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	120.89K	SH	$8.10M 2.43%	75.02K	45.88K
ISHARES TRSOLE	CORE S&P500 ETF	11.97K	SH	$7.82M 2.34%	8.19K	3.77K
AMAZON COM INCSOLE	COM	37.20K	SH	$7.75M 2.32%	34.66K	2.55K
VANGUARD BD INDEX FDSSOLE	SHORT TRM BOND	91.09K	SH	$7.14M 2.14%	79.21K	11.88K
JPMORGAN CHASE & COSOLE	COM	20.85K	SH	$6.13M 1.84%	19.52K	1.33K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	78.49K	SH	$6.05M 1.81%	74.02K	4.47K
VANGUARD SCOTTSDALE FDSSOLE	MTG-BKD SECS ETF	114.92K	SH	$5.40M 1.62%	93.56K	21.36K
BROADCOM INCSOLE	COM	17.10K	SH	$5.29M 1.59%	15.80K	1.31K
META PLATFORMS INCSOLE	CL A	7.67K	SH	$4.39M 1.31%	7.10K	568.00
WALMART INCSOLE	COM	32.68K	SH	$4.06M 1.22%	30.54K	2.14K
CORNING INCSOLE	COM	29.22K	SH	$3.97M 1.19%	27.31K	1.91K
ALPHABET INCSOLE	CAP STK CL A	13.32K	SH	$3.83M 1.15%	12.01K	1.31K
MICRON TECHNOLOGY INCSOLE	COM	11.14K	SH	$3.76M 1.13%	10.50K	645.00
BANK AMERICA CORPSOLE	COM	73.21K	SH	$3.57M 1.07%	69K	4.21K
APPLIED MATLS INCSOLE	COM	10.26K	SH	$3.51M 1.05%	9.65K	606.00
BERKSHIRE HATHAWAY INC DELSOLE	CL B NEW	7.11K	SH	$3.44M 1.03%	6.84K	274.00
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	36.59K	SH	$3.25M 0.97%	28.76K	7.83K

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