Team Hewins, LLC
Team Hewins, LLC is a California-based, fee-only registered investment adviser founded in 2017, specializing in holistic financial planning and investment advisory services for individuals, families, trusts, pension and profit-sharing plans, business entities, and charitable organizations. The firm provides comprehensive solutions including retirement planning, risk management, legacy planning, and tailored tax strategies. As of recent data, it employs around 25 professionals and focuses on building trusted, long-term relationships with clients, offering both discretionary and non-discretionary investment management. Team Hewins is committed to transparent fiduciary service and serves primarily high-net-worth individuals and their families.
Investment Strategy
Team Hewins adopts a disciplined, long-term investment approach rooted in evidence-based academic research, focusing on asset allocation and global diversification to balance risk and maximize returns. Their 'Smart Passive' strategy tilts portfolios toward size, value, and profitability factors to enhance stock returns, prioritizing cost efficiency and tax-aware portfolio management. The firm customizes portfolios to reflect individual client goals and values, including offering ESG and sustainability-focused options as desired, ensuring alignment between investment strategy and personal values.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFIV | DIMENSIONAL ETF TRUST | 28.30% | $78.5M | 1,832,574 | $30.87 | $42.83 | +$5.6M |
D DFAT | DIMENSIONAL ETF TRUST | 18.99% | $52.7M | 976,037 | $44.01 | $53.96 | +$2.3M |
D DFUV | DIMENSIONAL ETF TRUST | 16.10% | $44.6M | 1,055,864 | $33.51 | $42.28 | +$322.1K |
A AVUV | AMERICAN CENTY ETF TR | 12.19% | $33.8M | 371,111 | $77.16 | $91.10 | +$3.2M |
D DFLV | DIMENSIONAL ETF TRUST | 9.39% | $26.0M | 839,232 | $26.28 | $31.02 | +$779.5K |