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Prudent Man Investment Management, Inc.
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $353,964,512
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- DIMENSIONAL ETF TRUST · US COR EQU 2 ETF · 25434V708 · shares: $116,638,193
- DIMENSIONAL ETF TRUST · ULTR FIX INC ETF · 25434V591 · shares: $83,323,336
- DIMENSIONAL ETF TRUST · INTL CORE EQT MK · 25434V203 · shares: $50,101,134
- DIMENSIONAL ETF TRUST · US MKTWIDE VALUE · 25434V724 · shares: $26,814,040
- DIMENSIONAL ETF TRUST · US CORE EQT MKT · 25434V104 · shares: $18,638,171
- DIMENSIONAL ETF TRUST · US LARG VALU ETF · 25434V666 · shares: $15,569,210
- DIMENSIONAL ETF TRUST · EMGR CRE EQT MNG · 25434V302 · shares: $15,385,070
- APPLE INC · COM · 037833100 · shares: $4,883,921
- DIMENSIONAL ETF TRUST · WORLD EQUITY ETF · 25434V617 · shares: $3,424,508
- DIMENSIONAL ETF TRUST · WORLD EX US CORE · 25434V880 · shares: $1,640,431
Reported holdings
261 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US COR EQU 2 ETF | 25434V708 | — | 2,624,031 shares | $116,638,193 |
| DIMENSIONAL ETF TRUST | ULTR FIX INC ETF | 25434V591 | — | 1,650,294 shares | $83,323,336 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | — | 1,209,296 shares | $50,101,134 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | — | 487,528 shares | $26,814,040 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | — | 355,962 shares | $18,638,171 |
| DIMENSIONAL ETF TRUST | US LARG VALU ETF | 25434V666 | — | 387,583 shares | $15,569,210 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | — | 391,378 shares | $15,385,070 |
| APPLE INC | COM | 037833100 | — | 14,666 shares | $4,883,921 |
| DIMENSIONAL ETF TRUST | WORLD EQUITY ETF | 25434V617 | — | 41,605 shares | $3,424,508 |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | — | 44,312 shares | $1,640,431 |
| DFA INVT DIMENSIONS GROUP IN | U.S. SML CP VAL | 25239Y170 | — | 29,228 shares | $1,095,174 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 92203C303 | — | 21,068 shares | $1,043,920 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | — | 14,677 shares | $975,140 |
| VANGUARD INDEX FDS | MRNGSTR TTL STK | 922908769 | — | 2,047 shares | $766,070 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | — | 9,387 shares | $726,742 |
| DIMENSIONAL ETF TRUST | US EQUI MARK ETF | 25434V401 | — | 7,266 shares | $603,296 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 2,631 shares | $600,894 |
| AMERICAN CENTY ETF TR | AVAN EMER EX ETF | 02507A101 | — | 6,960 shares | $571,871 |
| VANGUARD WORLD FD | MRNGSTR MEGA CAP | 921910816 | — | 5,102 shares | $472,701 |
| ISHARES INC | MSCI EMRG CHN | 46434G764 | — | 4,604 shares | $456,165 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 2,096 shares | $453,006 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 1,825 shares | $405,625 |
| VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | — | 4,333 shares | $368,132 |
| MICROSOFT CORP | COM | 594918104 | — | 679 shares | $348,418 |
| VANGUARD INSTL INDEX FD | 0 3 MO TR BI ETF | 922040845 | — | 4,391 shares | $332,487 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | — | 11,526 shares | $316,620 |
| WALMART INC | COM | 931142103 | — | 2,987 shares | $310,391 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 1,745 shares | $283,942 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 384 shares | $269,131 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 505 shares | $257,172 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 2,000 shares | $223,920 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 241 shares | $183,443 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 368 shares | $183,246 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 589 shares | $155,932 |
| DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | — | 3,971 shares | $149,350 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 191 shares | $146,278 |
| DISNEY WALT CO | COM | 254687106 | — | 1,375 shares | $144,278 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 2,336 shares | $138,549 |
| MERCK & CO INC | COM | 58933Y105 | — | 950 shares | $138,045 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 449 shares | $136,541 |
| CHEVRON CORPORATION | COM | 166764100 | — | 649 shares | $132,533 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 466 shares | $129,549 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 210 shares | $127,777 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 356 shares | $122,493 |
| DIMENSIONAL ETF TRUST | EMERGING MRKTETS | 25434V534 | — | 1,378 shares | $109,813 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | — | 3,638 shares | $109,134 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 60 shares | $108,701 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 188 shares | $101,135 |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 922042742 | — | 639 shares | $100,867 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | — | 323 shares | $98,359 |
| ELI LILLY & CO | COM | 532457108 | — | 84 shares | $97,195 |
| BANK OF AMER CORP | COM | 060505104 | — | 1,765 shares | $96,069 |
| AMAZON COM INC | COM | 023135106 | — | 367 shares | $91,458 |
| BLACKROCK ETF TRUST | ISHA US THEM ETF | 09290C806 | — | 2,052 shares | $90,247 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 878 shares | $88,485 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 | — | 2,371 shares | $86,423 |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | — | 927 shares | $83,838 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 124 shares | $83,707 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 1,820 shares | $83,484 |
| XCEL ENERGY INC | COM | 98389B100 | — | 1,178 shares | $83,026 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 237 shares | $78,430 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 1,134 shares | $76,361 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 79 shares | $71,129 |
| VANGUARD INDEX FDS | MRNGSTR GRWT ETF | 922908736 | — | 788 shares | $71,007 |
| BROADCOM INC | COM | 11135F101 | — | 193 shares | $67,780 |
| INTERDIGITAL INC | COM | 45867G101 | — | 200 shares | $65,214 |
| WELLS FARGO & CO | COM | 949746101 | — | 800 shares | $64,040 |
| ABBVIE INC | COM | 00287Y109 | — | 238 shares | $62,259 |
| PEPSICO INC | COM | 713448108 | — | 460 shares | $58,292 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 1,761 shares | $57,462 |
| TESLA INC | COM | 88160R101 | — | 161 shares | $57,142 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 269 shares | $54,855 |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | — | 970 shares | $54,185 |
| SPDR SERIES TRUST | ST STR P500GRW | 78464A409 | — | 431 shares | $53,057 |
| AT&T INC | COM | 00206R102 | — | 2,060 shares | $50,264 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 185 shares | $48,722 |
| ISHARES TR | EXPND TEC SC ETF | 464287549 | — | 267 shares | $45,134 |
| SEMPRA | COM | 816851109 | — | 569 shares | $44,360 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 553 shares | $43,367 |
| BLACKROCK ETF TRUST | ISHA I IN TE ETF | 09290C780 | — | 895 shares | $42,236 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 581 shares | $41,025 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 256 shares | $38,621 |
| ORACLE CORP | COM | 68389X105 | — | 280 shares | $38,444 |
| META PLATFORMS INC | CL A | 30303M102 | — | 52 shares | $37,710 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 142 shares | $37,595 |
| LOWES COS INC | COM | 548661107 | — | 200 shares | $36,858 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | — | 838 shares | $36,278 |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | — | 886 shares | $35,192 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 180 shares | $34,348 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 220 shares | $34,155 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 119 shares | $33,855 |
| ISHARES GOLD TR | ISHARES NEW | 464285204 | — | 431 shares | $33,662 |
| INTEL CORP | COM | 458140100 | — | 270 shares | $32,463 |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | — | 893 shares | $32,354 |
| HSBC HLDGS PLC | SPON ADR NEW | 404280406 | — | 321 shares | $31,879 |
| PPG INDS INC | COM | 693506107 | — | 300 shares | $31,299 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 316 shares | $31,231 |
| DBX ETF TR | XTRACKRS S&P 500 | 233051143 | — | 428 shares | $29,927 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 65 shares | $29,653 |
| ALLSTATE CORP | COM | 020002101 | — | 133 shares | $29,508 |