Citrine Capital LLC
58 holdingsFiling period: 2026-03-31Current AUM: $248.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFSU | DIMENSIONAL ETF TRUST | 1.38M | $56.7M | $65.0M | 26.15% | +89.4K | 2026-03-31 |
| 2 | DFCA | DIMENSIONAL ETF TRUST | 787.3K | $39.2M | $39.0M | 15.68% | +202.7K | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 186.6K | $32.5M | $37.5M | 15.07% | +26 | 2026-03-31 |
| 4 | DFSI | DIMENSIONAL ETF TRUST | 390.0K | $16.5M | $17.9M | 7.21% | +32.7K | 2026-03-31 |
| 5 | DFSE | DIMENSIONAL ETF TRUST | 328.7K | $13.9M | $15.2M | 6.09% | +10.3K | 2026-03-31 |
| 6 | DFNM | DIMENSIONAL ETF TRUST | 192.9K | $9.2M | $9.2M | 3.70% | +26.3K | 2026-03-31 |
| 7 | DFSB | DIMENSIONAL ETF TRUST | 165.2K | $8.5M | $8.4M | 3.37% | +5.7K | 2026-03-31 |
| 8 | FBTC | FIDELITY WISE ORIGIN BITCOIN | 138.2K | $8.2M | $7.6M | 3.04% | +18.1K | 2026-03-31 |
| 9 | DFCF | DIMENSIONAL ETF TRUST | 164.0K | $6.9M | $6.8M | 2.74% | +5.2K | 2026-03-31 |
| 10 | GBTC | GRAYSCALE BITCOIN TRUST ETF | 101.8K | $5.4M | $5.0M | 2.00% | -- | 2026-03-31 |
| 11 | DFAR | DIMENSIONAL ETF TRUST | 186.8K | $4.4M | $5.0M | 2.01% | +7.2K | 2026-03-31 |
| 12 | JNJ | JOHNSON & JOHNSON | 10.5K | $2.6M | $2.7M | 1.08% | +553 | 2026-03-31 |
| 13 | DFUS | DIMENSIONAL ETF TRUST | 24.5K | $1.7M | $2.0M | 0.80% | -- | 2026-03-31 |
| 14 | AAPL | APPLE INC | 5.6K | $1.4M | $1.7M | 0.69% | +1.9K | 2026-03-31 |
| 15 | SPGI | S&P GLOBAL INC | 3.0K | $1.3M | $1.2M | 0.50% | -77 | 2026-03-31 |
| 16 | SCHF | SCHWAB STRATEGIC TR | 50.8K | $1.3M | $1.4M | 0.56% | -- | 2026-03-31 |
| 17 | VOO | VANGUARD INDEX FDS | 2.1K | $1.2M | $1.4M | 0.57% | +932 | 2026-03-31 |
| 18 | META | META PLATFORMS INC | 2.1K | $1.2M | $1.1M | 0.46% | -124 | 2026-03-31 |
| 19 | VTI | VANGUARD INDEX FDS | 3.6K | $1.2M | $1.3M | 0.54% | -83 | 2026-03-31 |
| 20 | DFAC | DIMENSIONAL ETF TRUST | 29.4K | $1.1M | $1.3M | 0.53% | +4.9K | 2026-03-31 |
| 21 | — | AON PLC | 3.1K | $990K | $990K | 0.40% | -30 | 2026-03-31 |
| 22 | SUSA | ISHARES TR | 7.3K | $959K | $1.1M | 0.45% | +15 | 2026-03-31 |
| 23 | RY | ROYAL BK CDA | 5.4K | $875K | $1.1M | 0.46% | -- | 2026-03-31 |
| 24 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.4K | $658K | $658K | 0.26% | +583 | 2026-03-31 |
| 25 | MSFT | MICROSOFT CORP | 1.8K | $657K | $825K | 0.33% | +1.2K | 2026-03-31 |
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