Top holdings
As of Jan. 31, 2022 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| U.S. Large Company Portfolio | DFUSX | $2.38M | 79.82% |
| iShares MSCI USA Min Vol Factor ETF | USMV | $330.86K | 11.10% |
| DFA US HIGH RELAT PROFIT-INS MUTUAL FUND | — | $164.28K | 5.51% |
| Federated Inst'l Prime Obligations Fund | POIXX | $116.62K | 3.91% |
Portfolio moves
Oct 31, 2021 → Jan 31, 2022Opened
0
Exited
0
Increased
0
Decreased
1
Unchanged
3
How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| SIM Global Managed Accumulation Fund | 47% | — |
| Adaptive Tactical Outlook Fund | 11% | — |
| Fat Tail Risk ETF | 9% | — |
Footnotes
- Net assets and holdings count as of January 31, 2022, from the fund's N-PORT filing.
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