0001765380-24-000295.txt : 20240807 0001765380-24-000295.hdr.sgml : 20240807 20240807135715 ACCESSION NUMBER: 0001765380-24-000295 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240807 DATE AS OF CHANGE: 20240807 EFFECTIVENESS DATE: 20240807 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Team Hewins, LLC CENTRAL INDEX KEY: 0001964760 ORGANIZATION NAME: 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: 241182900 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 06-30-2024 06-30-2024 Team Hewins, LLC

203 REDWOOD SHORES PARKWAY SUITE 550 REDWOOD CITY CA 94065

13F HOLDINGS REPORT 028-22853 000291194 801-112939 N Michelle McCarthy 5138325447 Michelle McCarthy Cincinnati OH 08-07-2024 0 33 240716443 false INFORMATION TABLE 2 teamhewins2q2024.xml DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 64760910 1801917 SH SOLE 0 0 1801917 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 51701290 996747 SH SOLE 0 0 996747 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 43141102 1098577 SH SOLE 0 0 1098577 AMERICAN CENTY ETF TR US SML CP VALU 025072877 30908404 344498 SH SOLE 0 0 344498 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 21099657 729839 SH SOLE 0 0 729839 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 6969890 114092 SH SOLE 0 0 114092 ISHARES TR RUS 2000 GRW ETF 464287648 6255520 23828 SH SOLE 0 0 23828 SPDR S&P 500 ETF TR TR UNIT 78462F103 2158990 3954 SH SOLE 0 0 3954 PIMCO ETF TR INTER MUN BD ACT 72201R866 2074019 39839 SH SOLE 0 0 39839 VANGUARD WORLD FD ESG US CORP BD 921910691 1593386 25675 SH SOLE 0 0 25675 VANGUARD INDEX FDS VALUE ETF 922908744 1280746 7934 SH SOLE 0 0 7934 ISHARES TR CORE S&P500 ETF 464287200 1020615 1865 SH SOLE 0 0 1865 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 754457 12820 SH SOLE 0 0 12820 MICROSOFT CORP COM 594918104 739256 1654 SH SOLE 0 0 1654 VANGUARD INDEX FDS SMALL CP ETF 922908751 616600 2819 SH SOLE 0 0 2819 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 568676 10240 SH SOLE 0 0 10240 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 530648 18438 SH SOLE 0 0 18438 VANGUARD INDEX FDS GROWTH ETF 922908736 487555 1302 SH SOLE 0 0 1302 ISHARES TR CORE MSCI EAFE 46432F842 398939 5492 SH SOLE 0 0 5492 VANGUARD INDEX FDS SM CP VAL ETF 922908611 348536 1899 SH SOLE 0 0 1899 ISHARES TR CORE S&P TTL STK 464287150 306453 2580 SH SOLE 0 0 2580 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 301591 1644 SH SOLE 0 0 1644 VANECK ETF TRUST ISRAEL ETF 92189F635 295139 8220 SH SOLE 0 0 8220 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 280848 3585 SH SOLE 0 0 3585 APPLE INC COM 037833100 273175 1297 SH SOLE 0 0 1297 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072315 266770 5155 SH SOLE 0 0 5155 ISHARES TR EAFE VALUE ETF 464288877 243719 4595 SH SOLE 0 0 4595 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 231885 5299 SH SOLE 0 0 5299 ISHARES TR RUSSELL 2000 ETF 464287655 227643 1122 SH SOLE 0 0 1122 JPMORGAN CHASE & CO. COM 46625H100 223093 1103 SH SOLE 0 0 1103 ISHARES TR SP SMCP600VL ETF 464287879 221776 2280 SH SOLE 0 0 2280 VANGUARD INDEX FDS MID CAP ETF 922908629 217700 897 SH SOLE 0 0 897 UNITEDHEALTH GROUP INC COM 91324P102 217455 427 SH SOLE 0 0 427