SPUSX Mutual Fund

SPUSX Mutual Fund

NAV$17.48
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Showing the top 10 of 556 holdings · as of Jun 30, 2026
Top 10 weight
31.65%
SPUSX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt valueSectorIndustry
1
USMV
Ishares Msci Min Vol Factor EtfFinancials · Capital Markets
4.58%		4.6%213,786$20.62MFinancialsCapital Markets
2
DFFVX
Dfa Us Targeted Value Portfolio
4.12%		8.7%426,371$18.53M--
Sector and industry · Pro
3
DFREX
Dfa Real Estate Securities Portfolio
3.74%		12.4%372,044$16.84M
4
DFAT
Dimensional Us Target Value Mutual Fund
3.44%		15.9%221,390$15.48M
5
AAPL
Apple, Inc
2.81%		18.7%43,666$12.64M
6
MTUM
Ishares Edge Msci Usa Momen. Fac. Etf
2.79%		21.5%36,643$12.56M
7
VFVA
Vanguard US Value Factor ETF
2.65%		24.1%80,397$11.93M
8
AVUV
Avantis US S/C
2.52%		26.6%91,033$11.36M
9
NVDA
Nvidia Corp
2.51%		29.2%56,572$11.32M
10
DFAS
Dimensional Us Small Cap Etf
2.49%		31.6%136,058$11.20M
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Themes in the top 10
ETF ProvidersAsset ManagementInvestment TechnologyArtificial IntelligenceSemiconductorsInternet & DigitalCybersecurityData & AnalyticsMarket InfrastructureGlobal BankingDerivatives TradingCloud ComputingNetworking Infrastructure

SPUSX Mutual Fund Top Holdings

SPUSX holdings top 10 positions. The top 10 holdings account for 31.6% of the fund, led by Ishares Msci Min Vol Factor Etf at 4.6%, Dfa Us Targeted Value Portfolio at 4.1%, Dfa Real Estate Securities Portfolio at 3.7%.

SPUSX portfolio concentration is moderate, with the top 10 representing 31.6% of total assets. The largest sector exposure is Information Technology at 20.8%.

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