Citrine Capital LLC

Est. AUM

$230.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$56.7M	1379142	24.57%	SOLE
2	DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$39.2M	787340	17.02%	SOLE
3	NVIDIA CORPORATION	COM	$32.5M	186627	14.11%	SOLE
4	DIMENSIONAL ETF TRUST	INTERNATIONAL	$16.5M	389981	7.17%	SOLE
5	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$13.9M	328652	6.04%	SOLE
6	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$9.2M	192884	4.01%	SOLE
7	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$8.5M	165210	3.71%	SOLE
8	FIDELITY WISE ORIGIN BITCOIN	SHS	$8.2M	138176	3.54%	SOLE
9	DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$6.9M	163972	3.00%	SOLE
10	GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$5.4M	101811	2.33%	SOLE
11	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$4.4M	186754	1.91%	SOLE
12	JOHNSON & JOHNSON	COM	$2.6M	10453	1.11%	SOLE
13	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.7M	24476	0.75%	SOLE
14	APPLE INC	COM	$1.4M	5584	0.61%	SOLE
15	S&P GLOBAL INC	COM	$1.3M	3034	0.56%	SOLE
16	SCHWAB STRATEGIC TR	INTL EQTY ETF	$1.3M	50766	0.54%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	2078	0.54%	SOLE
18	META PLATFORMS INC	CL A	$1.2M	2054	0.51%	SOLE
19	VANGUARD INDEX FDS	TOTAL STK MKT	$1.2M	3648	0.51%	SOLE
20	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$1.1M	29388	0.50%	SOLE
21	AON PLC	SHS CL A	$991K	3070	0.43%	SOLE
22	ISHARES TR	ESG OPTIMIZED	$960K	7265	0.42%	SOLE
23	ROYAL BK CDA	COM	$876K	5412	0.38%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$659K	1375	0.29%	SOLE
25	MICROSOFT CORP	COM	$657K	1776	0.28%	SOLE
26	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$652K	10182	0.28%	SOLE
27	BROADCOM INC	COM	$638K	2060	0.28%	SOLE
28	DIMENSIONAL ETF TRUST	EMERGING MRKTETS	$609K	9389	0.26%	SOLE
29	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$582K	10766	0.25%	SOLE
30	GRAYSCALE BITCOIN MINI TR ET	SHS NEW	$579K	19312	0.25%	SOLE
31	AMAZON COM INC	COM	$552K	2651	0.24%	SOLE
32	ALPHABET INC	CAP STK CL C	$544K	1898	0.24%	SOLE
33	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$535K	17429	0.23%	SOLE
34	ALPHABET INC	CAP STK CL A	$532K	1850	0.23%	SOLE
35	STATE STR SPDR S&P 500 ETF T	TR UNIT	$487K	749	0.21%	SOLE
36	VANGUARD STAR FDS	VG TL INTL STK F	$406K	5268	0.18%	SOLE
37	SPDR GOLD TR	GOLD SHS	$366K	850	0.16%	SOLE
38	ISHARES BITCOIN TRUST ETF	SHS BEN INT	$352K	9149	0.15%	SOLE
39	INTERNATIONAL BUSINESS MACHS	COM	$329K	1358	0.14%	SOLE
40	WALMART INC	COM	$321K	2580	0.14%	SOLE
41	BANK AMERICA CORP	COM	$315K	6466	0.14%	SOLE
42	DIMENSIONAL ETF TRUST	INTL CORE EQUITY	$311K	8743	0.13%	SOLE
43	INVESCO QQQ TR	UNIT SER 1	$306K	530	0.13%	SOLE
44	ISHARES TR	CORE S&P500 ETF	$289K	442	0.13%	SOLE
45	BLACKSTONE INC	COM	$274K	2380	0.12%	SOLE
46	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$273K	5000	0.12%	SOLE
47	COSTCO WHOLESALE CORPORATION	COM	$261K	262	0.11%	SOLE
48	REVOLUTION MEDICINES INC	COM	$243K	2501	0.11%	SOLE
49	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$240K	4548	0.10%	SOLE
50	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$234K	6918	0.10%	SOLE

1–50 of 58

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.