Richard Young Associates, Ltd.
26 holdingsFiling period: 2026-03-31Current AUM: $149.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAT | DIMENSIONAL ETF TRUST | 559.0K | $34.9M | $39.5M | 26.39% | +5.3K | 2026-03-31 |
| 2 | DFUV | DIMENSIONAL ETF TRUST | 710.0K | $34.4M | $39.5M | 26.34% | +5.6K | 2026-03-31 |
| 3 | DFAS | DIMENSIONAL ETF TRUST | 460.4K | $32.8M | $37.3M | 24.90% | +4.6K | 2026-03-31 |
| 4 | DFUS | DIMENSIONAL ETF TRUST | 122.0K | $8.7M | $10.0M | 6.64% | -417 | 2026-03-31 |
| 5 | DFIV | DIMENSIONAL ETF TRUST | 145.8K | $7.7M | $8.4M | 5.57% | -1,757 | 2026-03-31 |
| 6 | NVDA | NVIDIA CORPORATION | 17.4K | $3.0M | $3.5M | 2.33% | -2,386 | 2026-03-31 |
| 7 | AAPL | APPLE INC | 7.6K | $1.9M | $2.4M | 1.58% | +137 | 2026-03-31 |
| 8 | KO | COCA COLA CO | 14.9K | $1.1M | $1.3M | 0.87% | -340 | 2026-03-31 |
| 9 | TSLA | TESLA INC | 3.0K | $1.1M | $931K | 0.62% | -- | 2026-03-31 |
| 10 | AMZN | AMAZON COM INC | 3.5K | $735K | $958K | 0.64% | +183 | 2026-03-31 |
| 11 | MSFT | MICROSOFT CORP | 1.8K | $674K | $846K | 0.56% | +572 | 2026-03-31 |
| 12 | CARE | CARTER BANKSHARES INC | 25.2K | $587K | $870K | 0.58% | -1,467 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 884 | $505K | $491K | 0.33% | +50 | 2026-03-31 |
| 14 | T | AT&T INC | 14.2K | $413K | $331K | 0.22% | -379 | 2026-03-31 |
| 15 | XOM | EXXON MOBIL CORP | 2.4K | $409K | $375K | 0.25% | +11 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 2.4K | $409K | $375K | 0.25% | +11 | 2026-03-31 |
| 17 | SSB | SOUTHSTATE BK CORP | 4.3K | $398K | $452K | 0.30% | -300 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 690 | $330K | $330K | 0.22% | -- | 2026-03-31 |
| 19 | DUHP | DIMENSIONAL ETF TRUST | 9.0K | $329K | $368K | 0.25% | +23 | 2026-03-31 |
| 20 | GOOGL | ALPHABET INC | 1.1K | $323K | $400K | 0.27% | -- | 2026-03-31 |
| 21 | SO | SOUTHERN CO | 3.3K | $318K | $311K | 0.21% | +9 | 2026-03-31 |
| 22 | WMT | WALMART INC | 2.2K | $277K | $248K | 0.17% | -- | 2026-03-31 |
| 23 | IAU | ISHARES GOLD TR | 2.5K | $223K | $193K | 0.13% | -- | 2026-03-31 |
| 24 | SCHB | SCHWAB STRATEGIC TR | 8.8K | $220K | $253K | 0.17% | -1,890 | 2026-03-31 |
| 25 | CVX | CHEVRON CORPORATION | 1.0K | $214K | $204K | 0.14% | -- | 2026-03-31 |
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