0001765380-23-000225.txt : 20231109 0001765380-23-000225.hdr.sgml : 20231109 20231109155446 ACCESSION NUMBER: 0001765380-23-000225 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231109 DATE AS OF CHANGE: 20231109 EFFECTIVENESS DATE: 20231109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Team Hewins, LLC CENTRAL INDEX KEY: 0001964760 IRS NUMBER: 844376615 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22853 FILM NUMBER: 231392073 BUSINESS ADDRESS: STREET 1: 203 REDWOOD SHORES PARKWAY STREET 2: SUITE 550 CITY: REDWOOD CITY STATE: CA ZIP: 94065 BUSINESS PHONE: 650-620-3040 MAIL ADDRESS: STREET 1: 203 REDWOOD SHORES PARKWAY STREET 2: SUITE 550 CITY: REDWOOD CITY STATE: CA ZIP: 94065 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001964760 XXXXXXXX 09-30-2023 09-30-2023 Team Hewins, LLC

203 REDWOOD SHORES PARKWAY SUITE 550 REDWOOD CITY CA 94065

13F HOLDINGS REPORT 028-22853 N Michelle McCarthy 5138325447 Michelle McCarthy Cincinnati OH 11-09-2023 0 33 435109038 false INFORMATION TABLE 2 13fteamhewins2023q3.xml PROCTER AND GAMBLE CO COM 742718109 2021328 13858 SH SOLE 0 0 13858 INTEL CORP COM 458140100 2099363 59054 SH SOLE 0 0 59054 MCDONALDS CORP COM 580135101 2144402 8140 SH SOLE 0 0 8140 MERCK & CO INC COM 58933Y105 2304519 22231 SH SOLE 0 0 22231 HOME DEPOT INC COM 437076102 2306086 7632 SH SOLE 0 0 7632 NETFLIX INC COM 64110L106 2314311 6129 SH SOLE 0 0 6129 UNITEDHEALTH GROUP INC COM 91324P102 2414062 4788 SH SOLE 0 0 4788 INTUIT COM 461202103 2570029 5030 SH SOLE 0 0 5030 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 2806544 52400 SH SOLE 0 0 52400 MASTERCARD INCORPORATED CL A 57636Q104 2904792 7337 SH SOLE 0 0 7337 JPMORGAN CHASE & CO COM 46625H100 3618755 24953 SH SOLE 0 0 24953 ADOBE INC COM 00724F101 4140898 8121 SH SOLE 0 0 8121 ELI LILLY & CO COM 532457108 4493093 8365 SH SOLE 0 0 8365 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 4831991 91532 SH SOLE 0 0 91532 VISA INC COM CL A 92826C839 4832051 21008 SH SOLE 0 0 21008 ISHARES TR RUS 2000 GRW ETF 464287648 5165730 23001 SH SOLE 0 0 23001 ALPHABET INC CAP STK CL C 02079K107 5382785 40825 SH SOLE 0 0 40825 TESLA INC COM 88160R101 5698761 22775 SH SOLE 0 0 22775 AMAZON COM INC COM 023135106 5818156 45769 SH SOLE 0 0 45769 ALPHABET INC CAP STK CL A 02079K305 5924687 45275 SH SOLE 0 0 45275 ISHARES TR MSCI EMG MKT ETF 464287234 6124218 161376 SH SOLE 0 0 161376 META PLATFORMS INC CL A 30303M102 8002098 26655 SH SOLE 0 0 26655 NVIDIA CORPORATION COM 67066G104 12317636 28317 SH SOLE 0 0 28317 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 16042944 646632 SH SOLE 0 0 646632 MICROSOFT CORP COM 594918104 16963810 53725 SH SOLE 0 0 53725 APPLE INC COM 037833100 20495223 119708 SH SOLE 0 0 119708 AMERICAN CENTY ETF TR US SML CP VALU 025072877 26044104 334113 SH SOLE 0 0 334113 ISHARES TR MSCI EAFE ETF 464287465 35077645 508962 SH SOLE 0 0 508962 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 40702073 1196416 SH SOLE 0 0 1196416 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 46441209 1016441 SH SOLE 0 0 1016441 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 56077047 1719100 SH SOLE 0 0 1719100 SPDR S&P 500 ETF TR TR UNIT 78462F103 77028688 179528 SH SOLE 0 0 179528