0001765380-24-000369.txt : 20240820 0001765380-24-000369.hdr.sgml : 20240820 20240820123656 ACCESSION NUMBER: 0001765380-24-000369 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240820 DATE AS OF CHANGE: 20240820 EFFECTIVENESS DATE: 20240820 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-22853 FILM NUMBER: 241223884 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001964760 XXXXXXXX 12-31-2023 12-31-2023 true 2 RESTATEMENT 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 08-20-2024 0 26 230581257 false INFORMATION TABLE 2 amendedq42023teamhewins13f.xml DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 60395908 1757739 SH SOLE 0 0 1757739 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 52731578 1007674 SH SOLE 0 0 1007674 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 43365513 1165113 SH SOLE 0 0 1165113 AMERICAN CENTY ETF TR US SML CP VALU 025072877 30498321 339625 SH SOLE 0 0 339625 DIMENSIONAL ETF TRUST US LARGE CAP VAL 25434V666 19027453 703418 SH SOLE 0 0 703418 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 6360786 112800 SH SOLE 0 0 112800 ISHARES TR RUS 2000 GRW ETF 464287648 5941755 23558 SH SOLE 0 0 23558 SPDR S&P 500 ETF TR TR UNIT 78462F103 1875761 3931 SH SOLE 0 0 3931 VANGUARD WORLD FD ESG US CORP BD 921910691 1532718 24183 SH SOLE 0 0 24183 VANGUARD INDEX FDS VALUE ETF 922908744 1219621 8158 SH SOLE 0 0 8158 PIMCO ETF TR INTER MUN BD ACT 72201R866 1177873 22245 SH SOLE 0 0 22245 ISHARES TR CORE S&P500 ETF 464287200 866925 1815 SH SOLE 0 0 1815 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 767750 26365 SH SOLE 0 0 26365 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 664461 12820 SH SOLE 0 0 12820 VANGUARD INDEX FDS SMALL CP ETF 922908751 602871 2826 SH SOLE 0 0 2826 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072299 568712 10554 SH SOLE 0 0 10554 VANGUARD INDEX FDS GROWTH ETF 922908736 477601 1536 SH SOLE 0 0 1536 VANGUARD INDEX FDS SM CP VAL ETF 922908611 408712 2271 SH SOLE 0 0 2271 ISHARES TR CORE MSCI EAFE 46432F842 314254 4467 SH SOLE 0 0 4467 VANECK ETF TRUST ISRAEL ETF 92189F635 287516 8220 SH SOLE 0 0 8220 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 278193 3654 SH SOLE 0 0 3654 ISHARES TR EAFE VALUE ETF 464288877 268159 5147 SH SOLE 0 0 5147 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 250148 1468 SH SOLE 0 0 1468 AMERICAN CENTY ETF TR AVANTIS RESPONSI 025072315 245879 5127 SH SOLE 0 0 5127 ISHARES TR SP SMCP600VL ETF 464287879 235000 2280 SH SOLE 0 0 2280 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 217789 5299 SH SOLE 0 0 5299