Prudent Man Advisors, LLC
134 holdingsFiling period: 2026-03-31Current AUM: $373.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | 124.6K | $40.0M | $45.9M | 12.28% | -9,076 | 2026-03-31 |
| 2 | BND | VANGUARD BD INDEX FDS | 332.2K | $24.5M | $24.0M | 6.42% | -21,427 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 67.8K | $11.8M | $13.6M | 3.64% | +23.5K | 2026-03-31 |
| 4 | AAPL | APPLE INC | 43.6K | $11.2M | $13.6M | 3.65% | +15.4K | 2026-03-31 |
| 5 | HYG | ISHARES TR | 136.7K | $10.9M | $10.9M | 2.91% | +8.9K | 2026-03-31 |
| 6 | ESGU | ISHARES TR | 64.8K | $9.2M | $10.6M | 2.84% | -6,149 | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 22.2K | $8.2M | $10.3M | 2.76% | +7.9K | 2026-03-31 |
| 8 | GOOG | ALPHABET INC | 28.3K | $8.1M | $10.1M | 2.70% | +9.4K | 2026-03-31 |
| 9 | VEA | VANGUARD TAX-MANAGED FDS | 120.9K | $8.1M | $8.9M | 2.39% | -27,564 | 2026-03-31 |
| 10 | IVV | ISHARES TR | 12.0K | $7.8M | $9.0M | 2.40% | +7.0K | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 37.2K | $7.7M | $10.1M | 2.70% | +13.6K | 2026-03-31 |
| 12 | BSV | VANGUARD BD INDEX FDS | 91.1K | $7.1M | $7.1M | 1.89% | -4,676 | 2026-03-31 |
| 13 | JPM | JPMORGAN CHASE & CO | 20.8K | $6.1M | $7.3M | 1.96% | +7.4K | 2026-03-31 |
| 14 | VXUS | VANGUARD STAR FDS | 78.5K | $6.1M | $6.6M | 1.78% | +11.4K | 2026-03-31 |
| 15 | VMBS | VANGUARD SCOTTSDALE FDS | 114.9K | $5.4M | $5.3M | 1.42% | +44.4K | 2026-03-31 |
| 16 | AVGO | BROADCOM INC | 17.1K | $5.3M | $6.7M | 1.78% | +6.0K | 2026-03-31 |
| 17 | META | META PLATFORMS INC | 7.7K | $4.4M | $4.3M | 1.14% | +2.6K | 2026-03-31 |
| 18 | WMT | WALMART INC | 32.7K | $4.1M | $3.6M | 0.97% | +11.1K | 2026-03-31 |
| 19 | GLW | CORNING INC | 29.2K | $4.0M | $4.0M | 1.08% | +8.6K | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 13.3K | $3.8M | $4.7M | 1.27% | +5.7K | 2026-03-31 |
| 21 | MU | MICRON TECHNOLOGY INC | 11.1K | $3.8M | $9.2M | 2.45% | +6.7K | 2026-03-31 |
| 22 | BAC | BANK AMERICA CORP | 73.2K | $3.6M | $4.5M | 1.21% | +29.3K | 2026-03-31 |
| 23 | AMAT | APPLIED MATLS INC | 10.3K | $3.5M | $5.2M | 1.39% | +3.3K | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 7.1K | $3.4M | $3.4M | 0.92% | +2.5K | 2026-03-31 |
| 25 | VNQ | VANGUARD INDEX FDS | 36.6K | $3.2M | $3.6M | 0.97% | -2,941 | 2026-03-31 |
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