SPUSX Mutual Fund

SPUSX Mutual Fund

NAV$17.62
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Showing the top 10 of 627 holdings · as of Feb 28, 2026
Top 10 weight
32.40%
SPUSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
USMV
Ishares Msci Min Vol Factor EtfFinancials · Capital Markets
5.14%		5.1%221,386$21.65MFinancialsCapital Markets
2
DFFVX
Dfa Us Targeted Value Portfolio
4.10%		9.2%426,370$17.28M--
Share changes, sector and industry · Pro
3
DFREX
Dfa Real Estate Securities Portfolio
3.87%		13.1%372,044$16.28M
4
DFAT
Dimensional Us Target Value Mutual Fund
3.62%		16.7%234,249$15.25M
5
VFVA
Vanguard US Value Factor ETF
2.82%		19.6%83,957$11.86M
6
MTUM
Ishares Edge Msci Usa Momen. Fac. Etf
2.75%		22.3%45,853$11.60M
7
AVUV
Avantis US S/C
2.66%		25.0%99,302$11.22M
8
DFAS
Dimensional Us Small Cap Etf Mutual Fund
2.60%		27.6%145,990$10.96M
9
NVDA
Nvidia Corp.
2.49%		30.1%59,136$10.48M
10
AAPL
Apple, Inc
2.35%		32.4%37,462$9.90M
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Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyMarket InfrastructureGlobal BankingDerivatives TradingArtificial IntelligenceSemiconductorsCloud ComputingInternet & DigitalNetworking InfrastructureCybersecurityData & Analytics

SPUSX Mutual Fund Top Holdings

SPUSX holdings top 10 positions. The top 10 holdings account for 32.4% of the fund, led by Ishares Msci Min Vol Factor Etf at 5.1%, Dfa Us Targeted Value Portfolio at 4.1%, Dfa Real Estate Securities Portfolio at 3.9%.

SPUSX portfolio concentration is moderate, with the top 10 representing 32.4% of total assets. The largest sector exposure is Financials at 14.5%.

SPUSX sectors provide a detailed breakdown. SPUSX overlap shows how holdings compare to other funds in your portfolio.