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Portfolio (Quarterly) Guide ↗

3 FACTOR INDEXING, LLC

· CIK 0002135169
13F Portfolio $118M AUM 438 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 27 New 21 Added 47 Reduced 42 Exited
Page 1 of 2  ·  21 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AVUS AMERICAN CENTY ETF TR 74,457.0 $9.5M 8.07% +8K +12.4% $128.08 +2.0%
2 DFCF DIMENSIONAL ETF TRUST 166,912.0 $7.0M 5.96% +123K +279.9% $42.21 -1.3%
3 DFGX DIMENSIONAL ETF TRUST 56,123.0 $3.0M 2.55% +7K +14.1% $53.59 -2.8%
4 DFAT DIMENSIONAL ETF TRUST 38,183.0 $2.7M 2.26% +190.0 +0.5% $69.90 +1.5%
5 VEA VANGUARD TAX-MANAGED FDS 31,953.0 $2.3M 1.93% +3K +11.5% $71.25 +2.8%
6 IWF ISHARES TR 8,184.0 $1.0M 0.86% +6K +290.5% $124.17 -0.5%
7 DFAE DIMENSIONAL ETF TRUST 22,574.0 $908K 0.77% +3K +14.7% $40.21 -0.7%
8 DFUS DIMENSIONAL ETF TRUST 8,098.0 $664K 0.56% +6K +332.1% $81.94 +2.5%
9 DFAR DIMENSIONAL ETF TRUST 6,138.0 $161K 0.14% +1K +23.8% $26.16 +1.0%
10 ICSH ISHARES TR 691.0 $35K 0.03% +7.0 +1.0% $50.61 -0.1%
11 KLAC KLA CORP Technology 10.0 $3K 0.00% +9.0 +900.0% $301.80 -39.3%
12 UNH UNITEDHEALTH GROUP INC Healthcare 3.0 $1K 0.00% +2.0 +200.0% $415.67 -4.7%
13 CRM SALESFORCE INC Technology 4.0 $627.0 0.00% +1.0 +33.3% $156.75 +57.9%
14 NOW SERVICENOW INC Technology 5.0 $497.0 +1.0 +25.0% $99.40 +38.6%
15 PGR PROGRESSIVE CORP Financial Services 2.0 $437.0 +1.0 +100.0% $218.50 -0.9%
16 MDT MEDTRONIC PLC Healthcare 5.0 $392.0 +2.0 +66.7% $78.40 +16.0%
17 PCTY PAYLOCITY HLDG CORP Technology 2.0 $210.0 +1.0 +100.0% $105.00 +49.2%
18 PAYX PAYCHEX INC Industrials 2.0 $197.0 +1.0 +100.0% $98.50 +27.8%
19 GIS GENERAL MILLS INC Consumer Defensive 3.0 $105.0 +1.0 +50.0% $35.00 +13.5%
20 TTD THE TRADE DESK INC Technology 5.0 $91.0 +1.0 +25.0% $18.20 -25.9%
Page 1 of 2  ·  21 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 40.7%
Technology 28.6%
Healthcare 11.0%
Industrials 10.5%
Consumer Defensive 3.4%
Communication Services 2.3%
Consumer Cyclical 1.8%
Energy 1.6%
Real Estate 0.1%
Basic Materials 0.0%