Portfolio (Quarterly) Guide ↗

Broadhurst Jeffrey B

· CIK 0002114882

13F Portfolio $97.6B AUM 41 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 41 New 1 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	DFAW	Dimensional World Equity ETF	—	3,126	$231K	0.24%	SOLD

Sector Allocation

Financial Services 70.3%

Technology 22.8%

Consumer Cyclical 5.9%

Basic Materials 1.0%