ADERO PARTNERS LLC

Stock Holdings
Option Holdings
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% Change
P/L since open
Time since open
% Portfolio
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DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
7,048,482+141,158+2.04%
Created with Highcharts 10.1.0
$25.4215.28%0.00%233,586,7042025-03-31
DIHP
DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF
6,458,111+121,619+1.92%
Created with Highcharts 10.1.0
$20.4711.38%0.00%173,981,5222025-03-31
AVUS
AVANTIS US EQUITY ETF
1,659,169+91,967+5.87%
Created with Highcharts 10.1.0
$76.5910.03%0.00%153,274,0072025-03-31
AVDE
AVANTIS INTERNATIONAL EQUITY ETF
1,220,027+40,695+3.45%
Created with Highcharts 10.1.0
$59.635.29%0.00%80,851,1872025-03-31
DFAR
DIMENSIONAL US REAL ESTATE ETF
3,131,148+109,659+3.63%
Created with Highcharts 10.1.0
$21.984.87%0.00%74,427,3902025-03-31
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
1,010,464+49,981+5.20%
Created with Highcharts 10.1.0
$56.663.98%0.00%60,799,6202025-03-31
DFAC
DIMENSIONAL US CORE EQUITY 2 ETF
1,623,446-47,009-2.81%
Created with Highcharts 10.1.0
$26.593.50%0.00%53,557,4822025-03-31
NU
NU HOLDINGS
4,682,782-315-0.01%
Created with Highcharts 10.1.0
$5.433.14%0.00%47,951,6882025-03-31
DFAS
DIMENSIONAL US SMALL CAP ETF
788,381+37,420+4.98%
Created with Highcharts 10.1.0
$57.603.08%0.00%47,105,7942025-03-31
DASH
DOORDASH
242,823-43,971-15.33%
Created with Highcharts 10.1.0
$153.792.90%0.06%44,380,8492025-03-31
CCCS
CCC INTELLIGENT SOLUTIONS HOLDINGS
4,890,424-640,149-11.57%
Created with Highcharts 10.1.0
$10.082.89%0.74%44,160,5292025-03-31
AAPL
APPLE
134,925+1,012+0.76%
Created with Highcharts 10.1.0
$166.671.96%0.00%29,970,8622025-03-31
NVDA
NVIDIA
251,619-3,965-1.55%
Created with Highcharts 10.1.0
$28.161.78%0.00%27,270,4302025-03-31
GOOG
ALPHABET
150,364+80,024+113.77%
Created with Highcharts 10.1.0
$154.221.54%0.00%23,491,4082025-03-31
SNOW
SNOWFLAKE
158,448-52,360-24.84%
Created with Highcharts 10.1.0
$254.521.52%0.05%23,158,8212025-03-31
DDOG
DATADOG
232,573-2,981-1.27%
Created with Highcharts 10.1.0
$122.491.51%0.07%23,073,5512025-03-31
DFSU
DIMENSIONAL US SUSTAINABILITY CORE 1 ETF
563,186-12,603-2.19%
Created with Highcharts 10.1.0
$29.161.32%0.00%20,167,7062025-03-31
DFSI
DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF
566,520-18,327-3.13%
Created with Highcharts 10.1.0
$30.811.29%0.00%19,765,8752025-03-31
PCOR
PROCORE TECHNOLOGIES
280,522+57,097+25.56%
Created with Highcharts 10.1.0
$72.361.21%0.19%18,520,0622025-03-31
DFUS
DIMENSIONAL US EQUITY ETF
280,53000.00%
Created with Highcharts 10.1.0
$46.641.11%0.00%16,966,4542025-03-31
DFAT
DIMENSIONAL US TARGETED VALUE ETF
283,406-4,582-1.59%
Created with Highcharts 10.1.0
$44.990.95%0.00%14,592,5792025-03-31
VOO
VANGUARD 500 INDEX FUND
27,530+783+2.93%
Created with Highcharts 10.1.0
$316.180.93%0.00%14,147,8592025-03-31
UBER
UBER
183,365-2,336-1.26%
Created with Highcharts 10.1.0
$46.910.87%0.01%13,359,9492025-03-31
META
META
21,080+673+3.30%
Created with Highcharts 10.1.0
$319.220.79%0.00%12,149,8802025-03-31
VGSR
VERT GLOBAL SUSTAINABLE REAL ESTATE ETF
1,007,618-53,265-5.02%
Created with Highcharts 10.1.0
$9.760.67%0.00%10,217,2512025-03-31
MSFT
MICROSOFT
25,609+4,484+21.23%
Created with Highcharts 10.1.0
$305.550.63%0.00%9,613,5022025-03-31
SPY
SPDR S&P 500 ETF
14,69000.00%
Created with Highcharts 10.1.0
$387.140.54%0.00%8,217,7072025-03-31
DT
DYNATRACE
164,515-2,380-1.43%
Created with Highcharts 10.1.0
$61.990.51%0.05%7,756,8822025-03-31
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
181,577-7,438-3.94%
Created with Highcharts 10.1.0
$30.620.47%0.08%7,206,7912025-03-31
DFSE
DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF
210,308+3,948+1.91%
Created with Highcharts 10.1.0
$30.630.46%0.00%7,083,1622025-03-31
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
210,492-3,284-1.54%
Created with Highcharts 10.1.0
$24.820.43%0.00%6,573,6652025-03-31
GOOGL
ALPHABET
39,967+374+0.94%
Created with Highcharts 10.1.0
$123.810.40%0.00%6,180,4272025-03-31
AMZN
AMAZON
29,816+2,987+11.13%
Created with Highcharts 10.1.0
$171.610.37%0.00%5,672,8212025-03-31
VV
VANGUARD LARGE-CAP INDEX FUND
21,90900.00%
Created with Highcharts 10.1.0
$179.130.37%0.02%5,631,2702025-03-31
TSLA
TESLA
18,813+3,472+22.63%
Created with Highcharts 10.1.0
$299.510.32%0.00%4,875,6812025-03-31
JPM
JPMORGAN CHASE
19,747+469+2.43%
Created with Highcharts 10.1.0
$144.370.32%0.00%4,844,0242025-03-31
DAY
DAYFORCE INC
79,292-2,190-2.69%
Created with Highcharts 10.1.0
$0.000.30%0.05%4,625,1022025-03-31
BRK.B
BERKSHIRE HATHAWAY
7,590+235+3.20%
Created with Highcharts 10.1.0
$0.000.26%0.00%4,042,2612025-03-31
RLX
RLX TECHNOLOGY
2,061,26300.00%
Created with Highcharts 10.1.0
$4.890.25%0.00%3,875,1742025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
13,717+20+0.15%
Created with Highcharts 10.1.0
$237.410.25%0.00%3,770,0022025-03-31
RBLX
ROBLOX
59,825+48+0.08%
Created with Highcharts 10.1.0
$82.060.23%0.01%3,487,1992025-03-31
VXUS
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND
53,613+10.00%
Created with Highcharts 10.1.0
$52.640.22%0.00%3,329,3392025-03-31
ZM
ZOOM VIDEO COMMUNICATIONS
44,153+38,644+701.47%
Created with Highcharts 10.1.0
$90.790.21%0.02%3,257,1672025-03-31
BRK.A
BERKSHIRE HATHAWAY
4+4
Open
Created with Highcharts 10.1.0
$734,810.300.21%0.00%3,193,7662025-03-31
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
39,138+1,929+5.18%
Created with Highcharts 10.1.0
$66.370.21%0.03%3,156,4392025-03-31
ABNB
AIRBNB
26,340-624-2.31%
Created with Highcharts 10.1.0
$130.660.21%0.01%3,146,5332025-03-31
WFC
WELLS FARGO
43,279+297+0.69%
Created with Highcharts 10.1.0
$48.880.20%0.00%3,107,0132025-03-31
BABA
ALIBABA
23,104-20,040-46.45%
Created with Highcharts 10.1.0
$159.340.20%0.00%3,055,0422025-03-31
IWM
ISHARES RUSSELL 2000 ETF
15,053-20-0.13%
Created with Highcharts 10.1.0
$157.790.20%0.00%3,002,8812025-03-31
DFIV
DIMENSIONAL INTERNATIONAL VALUE ETF
72,093+11+0.02%
Created with Highcharts 10.1.0
$33.140.19%0.00%2,837,5952025-03-31