Filer Name: SENESCHAL ADVISORS, LLC
CIK: 2039659
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 36
Portfolio Value: $0.12B

Seneschal Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BIV US VANGUARD INTERMEDIATE-TERM B 428,377 $32M 26.77% - -
VTI US VANGUARD TOTAL STOCK MKT ETF 74,223 $22M 17.99% - -
DFUS US DIMENSIONAL US EQ MKT ETF 129,629 $8M 6.91% - -
DFUV US DIMENSIONAL US MARKETWIDE VA 160,672 $7M 5.50% - -
DFAT US DIMENSIONAL US TARGET VALUE 112,153 $6M 5.22% - -
BNDX US VANGUARD TOTAL INTL BOND ETF 119,333 $6M 4.89% - -
AMZN US AMAZON.COM INC 25,234 $6M 4.63% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 79,722 $5M 4.34% - -
MSFT US MICROSOFT CORP 9,397 $4M 3.31% - -
TPL US TEXAS PACIFIC LAND CORP 2,703 $3M 2.50% - -
COST US COSTCO WHOLESALE CORP 3,259 $3M 2.50% - -
DFAR US DIMENSIONAL US REAL EST ETF 122,862 $3M 2.39% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 76,465 $3M 2.21% - -
AAPL US APPLE INC 6,644 $2M 1.39% - -
GOOG US ALPHABET INC-CL C 6,422 $1M 1.02% - -
VUG US VANGUARD GROWTH ETF 2,855 $1M 0.98% - -
QQQ US INVESCO QQQ TRUST SERIES 1 1,983 $1M 0.85% - -
QUAL US ISHARES MSCI USA QUALITY FAC 5,516 $1M 0.82% - -
SBUX US STARBUCKS CORP 7,789 $1M 0.59% - -
ERIE US ERIE INDEMNITY COMPANY-CL A 1,720 $1M 0.59% - -
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