Prudent Man Investment Management, Inc.

Est. AUM

$297.3M

13F long equity, this entity only

Positions

169

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$94.3M	2382749	31.74%	SOLE
2	DIMENSIONAL ETF TRUST	ULTRASHORT FIXED	$80.9M	1597198	27.22%	SOLE
3	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$40.2M	1055534	13.53%	SOLE
4	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$22.3M	479619	7.52%	SOLE
5	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$17.1M	365373	5.75%	SOLE
6	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$11.3M	347647	3.81%	SOLE
7	DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$10.4M	304881	3.51%	SOLE
8	APPLE INC	COM	$3.9M	14286	1.31%	SOLE
9	DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$2.9M	39475	0.98%	SOLE
10	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.4M	42556	0.47%	SOLE
11	VANGUARD BD INDEX FDS	VANGUARD ULTRA	$1.4M	27772	0.47%	SOLE
12	DIMENSIONAL ETF TRUST	US TARGETED VLU	$901K	15130	0.30%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$700K	2087	0.24%	SOLE
14	AMERICAN CENTY ETF TR	AVANTIS EMERGING	$643K	10086	0.22%	SOLE
15	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$577K	17551	0.19%	SOLE
16	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$554K	7466	0.19%	SOLE
17	VANGUARD WORLD FD	MEGA GRWTH IND	$494K	1198	0.17%	SOLE
18	PNC FINL SVCS GROUP INC	COM	$381K	1825	0.13%	SOLE
19	NVIDIA CORPORATION	COM	$364K	1950	0.12%	SOLE
20	ISHARES INC	MSCI EMRG CHN	$344K	4729	0.12%	SOLE
21	VANGUARD INDEX FDS	VALUE ETF	$340K	1780	0.11%	SOLE
22	WALMART INC	COM	$331K	2969	0.11%	SOLE
23	VANGUARD STAR FDS	VG TL INTL STK F	$327K	4333	0.11%	SOLE
24	DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$310K	4444	0.10%	SOLE
25	MICROSOFT CORP	COM	$309K	639	0.10%	SOLE
26	LOCKHEED MARTIN CORP	COM	$247K	510	0.08%	SOLE
27	VANGUARD INDEX FDS	S&P 500 ETF SHS	$242K	386	0.08%	SOLE
28	EXXON MOBIL CORP	COM	$195K	1618	0.07%	SOLE
29	AMERICAN EXPRESS CO	COM	$166K	449	0.06%	SOLE
30	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$165K	1172	0.06%	SOLE
31	CASEYS GEN STORES INC	COM	$144K	260	0.05%	SOLE
32	ISHARES TR	CORE S&P500 ETF	$131K	191	0.04%	SOLE
33	SPDR S&P 500 ETF TR	TR UNIT	$129K	189	0.04%	SOLE
34	ALPHABET INC	CAP STK CL A	$122K	389	0.04%	SOLE
35	BANK AMERICA CORP	COM	$93K	1685	0.03%	SOLE
36	DISNEY WALT CO	COM	$91K	804	0.03%	SOLE
37	PUBLIC SVC ENTERPRISE GRP IN	COM	$91K	1134	0.03%	SOLE
38	DIMENSIONAL ETF TRUST	EMERGING MRKTETS	$89K	1475	0.03%	SOLE
39	XCEL ENERGY INC	COM	$87K	1178	0.03%	SOLE
40	GOLDMAN SACHS GROUP INC	COM	$83K	94	0.03%	SOLE
41	ORACLE CORP	COM	$81K	416	0.03%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$81K	162	0.03%	SOLE
43	THERMO FISHER SCIENTIFIC INC	COM	$80K	138	0.03%	SOLE
44	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$78K	2371	0.03%	SOLE
45	ELI LILLY & CO	COM	$76K	71	0.03%	SOLE
46	WELLS FARGO CO NEW	COM	$75K	800	0.03%	SOLE
47	JOHNSON & JOHNSON	COM	$72K	350	0.02%	SOLE
48	DBX ETF TR	XTRACKRS S&P 500	$67K	1068	0.02%	SOLE
49	PEPSICO INC	COM	$66K	460	0.02%	SOLE
50	ASML HOLDING N V	N Y REGISTRY SHS	$64K	60	0.02%	SOLE

1–50 of 169

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