Filer Name: PRUDENT MAN ADVISORS, LLC
CIK: 1817174
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 169
Portfolio Value: $0.28B

Prudent Man Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VTI US VANGUARD TOTAL STOCK MKT ETF 165,930 $48M 17.47% -2.7% -
BND US VANGUARD TOTAL BOND MARKET 318,240 $23M 8.31% -2.3% -
HYG US ISHARES IBOXX HIGH YLD CORP 247,468 $19M 7.07% -11.6% -
ESGU US ISHARES ESG AWARE MSCI USA 91,707 $12M 4.29% -8.7% -
VEA US VANGUARD FTSE DEVELOPED ETF 153,396 $8M 2.76% -9.2% -
AAPL US APPLE INC 24,789 $6M 2.30% -6.3% -
BSV US VANGUARD SHORT-TERM BOND ETF 74,828 $6M 2.10% 17.9% -
MSFT US MICROSOFT CORP 12,682 $5M 1.94% -6.0% -
NVDA US NVIDIA CORP 36,864 $5M 1.80% -4.8% -
JPM US JPMORGAN CHASE & CO 16,651 $4M 1.45% -9.7% -
IWM US ISHARES RUSSELL 2000 ETF 17,823 $4M 1.43% -16.9% -
AMZN US AMAZON.COM INC 15,882 $3M 1.27% -5.0% -
IVV US ISHARES CORE S&P 500 ETF 5,684 $3M 1.22% -3.2% -
VNQ US VANGUARD REAL ESTATE ETF 34,853 $3M 1.13% -14.1% -
AVGO US BROADCOM INC 12,785 $3M 1.08% -7.1% -
VYM US VANGUARD HIGH DVD YIELD ETF 21,274 $3M 0.99% 0.0% -
VMBS US VANGUARD MORTGAGE-BACKED SEC 58,386 $3M 0.96% 3.4% -
GOOG US ALPHABET INC-CL C 12,057 $2M 0.83% -6.0% -
VXUS US VANGUARD TOTAL INTL STOCK 36,698 $2M 0.79% -10.3% -
EQIX US EQUINIX INC 2,189 $2M 0.75% 43.8% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us