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Fund · CIK 2152875

Prudent Investor Advisors, LLC

Sep 30, 2026Filed Oct 22, 2026 · SEC filing ↗
Reported value$128M
Positions34
Opened · sold out—

Holdings

Share positions at Sep 30, 2026
Stock% of fundValueSharesSince Q2 2026
DFAUDimensional US Core Equity MUS CORE EQT MKT31.4%$40.1M765,672—
DFSDDimensional Short DurationSHOR DUR FIX ETF12.4%$15.8M340,276—
DFAIDimensional International CoINTL CORE EQT MK10.0%$12.8M308,947—
DFCFDimensional Core Fixed IncCORE FIXE IN ETF8.0%$10.3M255,810—
DFACDimensional US Core Equity 2US COR EQU 2 ETF6.4%$8.2M183,901—
DFAEDimensional Emerging Core EqEMGR CRE EQT MNG4.2%$5.3M135,970—
VUSBVanguard Ultra Short Bond EtVANGUARD ULTRA3.0%$3.8M77,377—
AVUVAvantis US Small Cap ValueUS SML CP VALU2.9%$3.7M31,174—
AVLVAvantis US Large Cap ValueUS LARGE CAP VLU2.8%$3.6M40,038—
VTIVg Morningstar Ts Mkt Etf-UsTOTAL STK MKT2.4%$3.1M8,248—
DFAXDimensional World Ex US CoreWORLD EX US CORE1.9%$2.4M64,380—
VEUVanguard Ftse All-World Ex-UALLWRLD EX US1.6%$2.1M24,712—
VGSHVanguard Short-Term TreasurySHORT TERM TREAS1.5%$1.9M33,658—
AVDVAvantis Intl S/C Value ETFINTL SMCP VLU1.3%$1.7M15,597—
DFGRDim Global Real Estate ETFGLOBAL REAL EST1.3%$1.7M62,979—
AVIVAvantis Intl Lrg Cap Val ETFINTERNATIONAL LR1.3%$1.6M20,554—
VGITVanguard Intermediate-Term TINTER TERM TREAS1.2%$1.5M26,098—
VCITVanguard Int-Term CorporateINT-TERM CORP1.2%$1.5M18,756—
BIVVanguard Intermediate-Term BINTERMED TERM1.0%$1.3M17,653—
VTIPVanguard Short-Term TipsSTRM INFPROIDX0.5%$638K12,960—
AVUSAvantis U.S. Equity ETFUS EQT ETF0.4%$509K3,975—
DFUVDimensional US Marketwide VaUS MKTWIDE VALUE0.4%$484K8,795—
IVVIshares Core S&P 500 ETFCORE S&P500 ETF0.3%$398K520—
DFIVDimensional International VaINTERNATNAL VAL0.3%$371K6,640—
AVGEAvantis All Eqty Mrkts ETFAVANTIS ALL EQT0.3%$347K3,524—
DFASDimensional US Small Cap ETFUS SMALL CAP ETF0.3%$340K4,398—
DFICDimensional International CoINTL CORE EQUITY0.3%$340K9,032—
AVIGAvantis Core Fixed IncomeAVANTIS CORE FI0.3%$331K8,412—
AVNVAvantis All Intl Mkt Val ETFAVANTIS ALL INT0.2%$303K3,583—
BSVVanguard Short-Term Bond ETFSHORT TRM BOND0.2%$301K3,941—
AVDEAvantis International EquityINTL EQT ETF0.2%$268K2,969—
AVSFAvantis Short-Term Fixed IncAVANTIS SHFXDINC0.2%$229K5,025—
RSPInvesco S&P 500 Equal WeightS&P500 EQL WGT0.2%$207K997—
DFATDimensional US Target ValueUS TARGETED VLU0.2%$206K3,100—

No Q2 2026 report from this filer is in the data, so changes are not shown.