PRUDENT MAN INVESTMENT MANAGEMENT, INC.

PrivateCIK: 2054263

Location

LOUISVILLE, CO

169

Positions

$297.25M

Total AUM (reported)

6.77M

Total Shares

Allocation by class

US CORE EQUITY 2$94.33M31.7%

ULTRASHORT FIXED$80.90M27.2%

INTL CORE EQT MK$40.23M13.5%

US MKTWIDE VALUE$22.35M7.5%

US CORE EQT MKT$17.10M5.8%

EMGR CRE EQT MNG$11.32M3.8%

US LARGE CAP VAL$10.43M3.5%

Portfolio Concentration

Top 3$215.46M72.5%

4–10$69.39M23.3%

11–25$7.96M2.7%

Rest$4.44M1.5%

Top 3 weight

72.5%

Top 10 weight

95.8%

Voting Authority Distribution

Total shares with voting rights: 6.77M

Sole

Full voting authority

5.47M

% of voting shares80.8%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

1.30M

% of voting shares19.2%

Investment Discretion (by position count)

Sole169

Shared0

Other0

Dominant voting typeSole · 80.8% of voting shares

Institutional Holdings169

Rows:

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares2.38M

TypeSH

Market value$94.33M

31.74%

Sole

2.06M

Shared

0.00

None

324.84K

DIMENSIONAL ETF TRUST

SOLE

ULTRASHORT FIXED

Shares1.60M

TypeSH

Market value$80.90M

27.22%

Sole

1.15M

Shared

0.00

None

442.38K

DIMENSIONAL ETF TRUST

SOLE

INTL CORE EQT MK

Shares1.06M

TypeSH

Market value$40.23M

13.53%

Sole

848.74K

Shared

0.00

None

206.80K

DIMENSIONAL ETF TRUST

SOLE

US MKTWIDE VALUE

Shares479.62K

TypeSH

Market value$22.35M

7.52%

Sole

410.33K

Shared

0.00

None

69.29K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares365.37K

TypeSH

Market value$17.10M

5.75%

Sole

297.95K

Shared

0.00

None

67.43K

DIMENSIONAL ETF TRUST

SOLE

EMGR CRE EQT MNG

Shares347.65K

TypeSH

Market value$11.32M

3.81%

Sole

285.05K

Shared

0.00

None

62.59K

DIMENSIONAL ETF TRUST

SOLE

US LARGE CAP VAL

Shares304.88K

TypeSH

Market value$10.43M

3.51%

Sole

256.39K

Shared

0.00

None

48.49K

APPLE INC

SOLE

COM

Shares14.29K

TypeSH

Market value$3.88M

1.31%

Sole

2.61K

Shared

0.00

None

11.68K

DIMENSIONAL ETF TRUST

SOLE

WORLD EQUITY ETF

Shares39.48K

TypeSH

Market value$2.92M

0.98%

Sole

19.96K

Shared

0.00

None

19.51K

DIMENSIONAL ETF TRUST

SOLE

WORLD EX US CORE

Shares42.56K

TypeSH

Market value$1.39M

0.47%

Sole

37.78K

Shared

0.00

None

4.78K

VANGUARD BD INDEX FDS

SOLE

VANGUARD ULTRA

Shares27.77K

TypeSH

Market value$1.38M

0.47%

Sole

27K

Shared

0.00

None

768.00

DIMENSIONAL ETF TRUST

SOLE

US TARGETED VLU

Shares15.13K

TypeSH

Market value$900.8K

0.30%

Sole

7.18K

Shared

0.00

None

7.95K

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares2.09K

TypeSH

Market value$699.7K

0.24%

Sole

2.04K

Shared

0.00

None

52.00

AMERICAN CENTY ETF TR

SOLE

AVANTIS EMERGING

Shares10.09K

TypeSH

Market value$643.2K

0.22%

Sole

8.03K

Shared

0.00

None

2.06K

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP VAL

Shares17.55K

TypeSH

Market value$577.3K

0.19%

Sole

16.90K

Shared

0.00

None

653.00

DIMENSIONAL ETF TRUST

SOLE

US EQUITY MARKET

Shares7.47K

TypeSH

Market value$553.8K

0.19%

Sole

3.15K

Shared

0.00

None

4.32K

VANGUARD WORLD FD

SOLE

MEGA GRWTH IND

Shares1.20K

TypeSH

Market value$494.5K

0.17%

Sole

1.02K

Shared

0.00

None

181.00

PNC FINL SVCS GROUP INC

SOLE

COM

Shares1.82K

TypeSH

Market value$380.9K

0.13%

Sole

0.00

Shared

0.00

None

1.82K

NVIDIA CORPORATION

SOLE

COM

Shares1.95K

TypeSH

Market value$363.7K

0.12%

Sole

250.00

Shared

0.00

None

1.70K

ISHARES INC

SOLE

MSCI EMRG CHN

Shares4.73K

TypeSH

Market value$343.7K

0.12%

Sole

1.42K

Shared

0.00

None

3.31K

VANGUARD INDEX FDS

SOLE

VALUE ETF

Shares1.78K

TypeSH

Market value$340.0K

0.11%

Sole

1.26K

Shared

0.00

None

518.00

WALMART INC

SOLE

COM

Shares2.97K

TypeSH

Market value$330.8K

0.11%

Sole

1.89K

Shared

0.00

None

1.08K

VANGUARD STAR FDS

SOLE

VG TL INTL STK F

Shares4.33K

TypeSH

Market value$326.9K

0.11%

Sole

4.33K

Shared

0.00

None

0.00

DIMENSIONAL ETF TRUST

SOLE

US SMALL CAP ETF

Shares4.44K

TypeSH

Market value$309.6K

0.10%

Sole

4.32K

Shared

0.00

None

123.00

MICROSOFT CORP

SOLE

COM

Shares639.00

TypeSH

Market value$308.8K

0.10%

Sole

225.00

Shared

0.00

None

414.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	2.38M	SH	$94.33M 31.74%	2.06M	324.84K
DIMENSIONAL ETF TRUSTSOLE	ULTRASHORT FIXED	1.60M	SH	$80.90M 27.22%	1.15M	442.38K
DIMENSIONAL ETF TRUSTSOLE	INTL CORE EQT MK	1.06M	SH	$40.23M 13.53%	848.74K	206.80K
DIMENSIONAL ETF TRUSTSOLE	US MKTWIDE VALUE	479.62K	SH	$22.35M 7.52%	410.33K	69.29K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	365.37K	SH	$17.10M 5.75%	297.95K	67.43K
DIMENSIONAL ETF TRUSTSOLE	EMGR CRE EQT MNG	347.65K	SH	$11.32M 3.81%	285.05K	62.59K
DIMENSIONAL ETF TRUSTSOLE	US LARGE CAP VAL	304.88K	SH	$10.43M 3.51%	256.39K	48.49K
APPLE INCSOLE	COM	14.29K	SH	$3.88M 1.31%	2.61K	11.68K
DIMENSIONAL ETF TRUSTSOLE	WORLD EQUITY ETF	39.48K	SH	$2.92M 0.98%	19.96K	19.51K
DIMENSIONAL ETF TRUSTSOLE	WORLD EX US CORE	42.56K	SH	$1.39M 0.47%	37.78K	4.78K
VANGUARD BD INDEX FDSSOLE	VANGUARD ULTRA	27.77K	SH	$1.38M 0.47%	27K	768.00
DIMENSIONAL ETF TRUSTSOLE	US TARGETED VLU	15.13K	SH	$900.8K 0.30%	7.18K	7.95K
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	2.09K	SH	$699.7K 0.24%	2.04K	52.00
AMERICAN CENTY ETF TRSOLE	AVANTIS EMERGING	10.09K	SH	$643.2K 0.22%	8.03K	2.06K
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP VAL	17.55K	SH	$577.3K 0.19%	16.90K	653.00
DIMENSIONAL ETF TRUSTSOLE	US EQUITY MARKET	7.47K	SH	$553.8K 0.19%	3.15K	4.32K
VANGUARD WORLD FDSOLE	MEGA GRWTH IND	1.20K	SH	$494.5K 0.17%	1.02K	181.00
PNC FINL SVCS GROUP INCSOLE	COM	1.82K	SH	$380.9K 0.13%	0.00	1.82K
NVIDIA CORPORATIONSOLE	COM	1.95K	SH	$363.7K 0.12%	250.00	1.70K
ISHARES INCSOLE	MSCI EMRG CHN	4.73K	SH	$343.7K 0.12%	1.42K	3.31K
VANGUARD INDEX FDSSOLE	VALUE ETF	1.78K	SH	$340.0K 0.11%	1.26K	518.00
WALMART INCSOLE	COM	2.97K	SH	$330.8K 0.11%	1.89K	1.08K
VANGUARD STAR FDSSOLE	VG TL INTL STK F	4.33K	SH	$326.9K 0.11%	4.33K	0.00
DIMENSIONAL ETF TRUSTSOLE	US SMALL CAP ETF	4.44K	SH	$309.6K 0.10%	4.32K	123.00
MICROSOFT CORPSOLE	COM	639.00	SH	$308.8K 0.10%	225.00	414.00

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