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
Compliance Consultant
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