von Borstel & Associates, Inc. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 12, 2026, for the 2025 Q4 period, von Borstel & Associates, Inc. held in its portfolio 40 assets valued at $426,637 (i.e. $426.64K).

The most valuable assets in the portfolio included: DIMENSIONAL U.S. CORE EQUITY 2 ETF ($135.57K), DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF ($75.07K), and DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF ($47.78K).

The chart below shows the top 10 valuable assets, and the table below shows the top 40 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in von Borstel & Associates, Inc. Portfolio

DIMENSIONAL U.S. CORE EQUITY 2 ETF

DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

DIMENSIONAL US SMALL CAP VALUE ETF

DIMENSIONAL US HIGH PROFITABILITY ETF

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF

DIMENSIONAL SHORT-DURATION FIXED INCOME ETF

von Borstel & Associates, Inc. - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
DIMENSIONAL U.S. CORE EQUITY 2 ETF	3424288	135567	ETF
DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF	1388442	75073	ETF
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	1386573	47781	ETF
DIMENSIONAL US SMALL CAP VALUE ETF	837440	27543	ETF
DIMENSIONAL US HIGH PROFITABILITY ETF	718420	27321	ETF
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF	537276	17585	ETF
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF	514087	17006	ETF
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	429849	16334	ETF
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF	492880	15607	ETF
DIMENSIONAL SHORT-DURATION FIXED INCOME ETF	197672	9478	ETF
DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF	264111	8517	ETF
DIMENSIONAL EMERGING MARKETS VALUE ETF	252041	8503	ETF
DIMENSIONAL GLOBAL REAL ESTATE ETF	171264	4524	ETF
GREENBRIER COS INC COM	38578	1803	Stock
APPLE INC COM	5088	1383	Stock
JPMORGAN CHASE & CO COM	3666	1181	Stock
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	24373	1058	ETF
ELI LILLY & CO COM	957	1028	Stock
CHEVRON CORPORATION COM	5413	824	Stock
INTERNATIONAL BUSINESS MACHS COM	2483	735	Stock
TESLA INC COM	1520	683	Stock
PACCAR INC COM	5792	642	Stock
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF	13103	561	ETF
ISHARES CORE S&P 500 ETF	768	526	ETF
COSTCO WHOLESALE CORPORATION COM	607	523	Stock
DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF	9432	488	ETF
BERKSHIRE HATHAWAY INC DEL CL B NEW	934	469	Stock
BROADCOM INC COM	1322	457	Stock
INVESCO QQQ TRUST SERIES I	694	426	ETF
ARISTA NETWORKS INC COM SHS	2919	382	Stock
MICROSOFT CORP COM	712	344	Stock
SHOPIFY INC CL A SUB VTG SHS	1919	308	Stock
MASTERCARD INCORPORATED CL A	503	287	Stock
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF	2629	280	ETF
WELLS FARGO & CO COM	2950	274	Stock
NIKE INC CL B	3917	251	Stock
GE AEROSPACE COM NEW	793	244	Stock
PROCTER & GAMBLE CO COM	1559	223	Stock
HOME DEPOT INC COM	616	211	Stock
EATON CORP PLC SHS	653	207	Stock