Citrine Capital LLC
Citrine Capital LLC is a fee-only wealth management and tax preparation firm headquartered in San Francisco, California. Founded in 2014, Citrine Capital focuses on serving startup founders, entrepreneurs, and tech professionals, especially those working for venture-backed companies. The firm delivers comprehensive financial planning, investment management, and tax strategies through a virtual advisory model, supporting over 115 client households. Citrine Capital emphasizes a fiduciary approach, transparent pricing (no commissions, no proprietary products), and modern digital client service. The team is committed to ongoing support and tailored planning for clients in fast-paced and dynamic industries.
Investment Strategy
Citrine Capital utilizes a disciplined, evidence-based investment approach centered on global diversification, long-term market participation, and minimizing costs and taxes. The firm avoids market timing and stock picking, instead constructing portfolios tailored to each client’s goals and risk tolerance. They leverage academic research to identify the drivers of returns, focusing on prudent asset allocation, rebalancing, and tax mitigation. Their process is structured around four cornerstones: asset protection, cash flow optimization, asset growth, and tax mitigation, always guided by fiduciary principles to maximize alignment with client interests.
Top Holdings
Equity Positions (47)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFSU | DIMENSIONAL ETF TRUST | 23.17% | $50.0M | 1,178,149 | $38.14 | $42.47 | +$7.5M |
D DFCA | DIMENSIONAL ETF TRUST | 16.55% | $35.7M | 717,136 | $49.71 | $49.83 | +$1.7M |
N NVDA | NVIDIA CORPORATION | 16.12% | $34.8M | 186,554 | $136.80 | $186.58 | +$6.7M |
D DFSI | DIMENSIONAL ETF TRUST | 6.59% | $14.2M | 347,565 | $33.68 | $40.95 | +$1.5M |
D DFSE | DIMENSIONAL ETF TRUST | 5.96% | $12.9M | 313,373 | $33.40 | $41.09 | +$1.2M |