13F HOLDINGS REPORT
Prudent Man Investment Management, Inc.
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0002054263-25-000004
Total Value
$180.1M
Positions
180
Other Managers
0
Confidential Omitted
No
Holdings (180)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V591 | 1,134,166 | $57.4M | 31.85% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 1,498,903 | $51.8M | 28.78% |
| 3 | DIMENSIONAL ETF TRUST | 25434V724 | 451,037 | $18.5M | 10.25% |
| 4 | DIMENSIONAL ETF TRUST | 25434V104 | 376,342 | $15.2M | 8.46% |
| 5 | DIMENSIONAL ETF TRUST | 25434V203 | 520,351 | $15.2M | 8.43% |
| 6 | APPLE INC | AAPL | 14,190 | $3.6M | 1.97% |
| 7 | DIMENSIONAL ETF TRUST | 25434V302 | 125,008 | $3.2M | 1.76% |
| 8 | DIMENSIONAL ETF TRUST | 25434V617 | 30,577 | $1.9M | 1.06% |
| 9 | VANGUARD BD INDEX FDS | 92203C303 | 35,315 | $1.8M | 0.97% |
| 10 | DIMENSIONAL ETF TRUST | 25434V880 | 49,363 | $1.2M | 0.68% |
| 11 | AMERICAN CENTY ETF TR | 02507A101 | 21,750 | $1.1M | 0.60% |
| 12 | VANGUARD INDEX FDS | 922908769 | 3,443 | $997,816 | 0.55% |
| 13 | DIMENSIONAL ETF TRUST | 25434V609 | 16,256 | $904,809 | 0.50% |
| 14 | VANGUARD BD INDEX FDS | 921937827 | 7,234 | $558,971 | 0.31% |
| 15 | VANGUARD INDEX FDS | 922908744 | 2,739 | $463,766 | 0.26% |
| 16 | DIMENSIONAL ETF TRUST | 25434V815 | 14,277 | $439,447 | 0.24% |
| 17 | VANGUARD STAR FDS | 921909768 | 6,457 | $380,512 | 0.21% |
| 18 | VANGUARD WORLD FD | 921910816 | 1,060 | $364,015 | 0.20% |
| 19 | VANGUARD INDEX FDS | 922908363 | 582 | $313,588 | 0.17% |
| 20 | DIMENSIONAL ETF TRUST | 25434V500 | 4,818 | $313,556 | 0.17% |
| 21 | ISHARES INC | 46434G764 | 4,292 | $237,992 | 0.13% |
| 22 | PNC FINL SVCS GROUP INC | 693475105 | 1,221 | $235,470 | 0.13% |
| 23 | MICROSOFT CORP | MSFT | 518 | $218,264 | 0.12% |
| 24 | DIMENSIONAL ETF TRUST | 25434V401 | 3,336 | $212,670 | 0.12% |
| 25 | NVIDIA CORPORATION | NVDA | 1,439 | $193,247 | 0.11% |
| 26 | WALMART INC | WMT | 2,115 | $191,074 | 0.11% |
| 27 | VANGUARD INTL EQUITY INDEX F | 922042742 | 1,587 | $186,447 | 0.10% |
| 28 | LOCKHEED MARTIN CORP | LMT | 366 | $177,855 | 0.10% |
| 29 | EXXON MOBIL CORP | XOM | 1,642 | $176,602 | 0.10% |
| 30 | ORACLE CORP | ORCL-PD | 826 | $137,652 | 0.08% |
| 31 | SPDR S&P 500 ETF TR | SPY | 214 | $125,473 | 0.07% |
| 32 | ISHARES TR | 464287200 | 191 | $112,438 | 0.06% |
| 33 | CASEYS GEN STORES INC | 147528103 | 260 | $103,020 | 0.06% |
| 34 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 1,134 | $95,808 | 0.05% |
| 35 | THERMO FISHER SCIENTIFIC INC | TMO | 179 | $93,122 | 0.05% |
| 36 | DISNEY WALT CO | 254687106 | 804 | $89,526 | 0.05% |
| 37 | DIMENSIONAL ETF TRUST | 25434V864 | 1,839 | $86,213 | 0.05% |
| 38 | ACCENTURE PLC IRELAND | ACN | 200 | $70,358 | 0.04% |
| 39 | BANK AMERICA CORP | 060505104 | 1,580 | $69,441 | 0.04% |
| 40 | SCHWAB STRATEGIC TR | 808524706 | 2,371 | $63,140 | 0.04% |
| 41 | JOHNSON & JOHNSON | JNJ | 415 | $60,018 | 0.03% |
| 42 | GOLDMAN SACHS GROUP INC | GSCE | 104 | $59,553 | 0.03% |
| 43 | ALPHABET INC | GOOG | 280 | $53,004 | 0.03% |
| 44 | WASTE MGMT INC DEL | 94106L109 | 248 | $50,044 | 0.03% |
| 45 | LOWES COS INC | 548661107 | 200 | $49,360 | 0.03% |
| 46 | ELI LILLY & CO | LLY | 62 | $47,864 | 0.03% |
| 47 | COMCAST CORP NEW | CCZ | 1,190 | $44,661 | 0.02% |
| 48 | CHEVRON CORP NEW | CVX | 308 | $44,611 | 0.02% |
| 49 | MCDONALDS CORP | MCD | 150 | $43,484 | 0.02% |
| 50 | BLACKROCK INC | BLK | 42 | $43,055 | 0.02% |
| 51 | JPMORGAN CHASE & CO. | VYLD | 175 | $41,950 | 0.02% |
| 52 | INTERDIGITAL INC | IDCC | 200 | $38,744 | 0.02% |
| 53 | PROCTER AND GAMBLE CO | 742718109 | 228 | $38,225 | 0.02% |
| 54 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 84 | $38,076 | 0.02% |
| 55 | AMERICAN CENTY ETF TR | 025072232 | 516 | $37,343 | 0.02% |
| 56 | PPG INDS INC | 693506107 | 300 | $35,835 | 0.02% |
| 57 | BARRETT BUSINESS SVCS INC | 068463108 | 800 | $34,752 | 0.02% |
| 58 | EXPEDIA GROUP INC | EXPE | 185 | $34,472 | 0.02% |
| 59 | DIMENSIONAL ETF TRUST | 25434V807 | 970 | $34,416 | 0.02% |
| 60 | ABBVIE INC | ABBV | 178 | $31,631 | 0.02% |
| 61 | PEPSICO INC | PEP | 200 | $30,412 | 0.02% |
| 62 | DBX ETF TR | 233051143 | 559 | $29,755 | 0.02% |
| 63 | VANGUARD INDEX FDS | 922908736 | 72 | $29,552 | 0.02% |
| 64 | WEC ENERGY GROUP INC | WEC | 300 | $28,212 | 0.02% |
| 65 | AMAZON COM INC | AMZN | 120 | $26,327 | 0.01% |
| 66 | SEMPRA | SREA | 300 | $26,316 | 0.01% |
| 67 | SCHWAB STRATEGIC TR | 808524201 | 1,127 | $26,116 | 0.01% |
| 68 | ILLINOIS TOOL WKS INC | 452308109 | 100 | $25,356 | 0.01% |
| 69 | PHILIP MORRIS INTL INC | 718172109 | 180 | $21,663 | 0.01% |
| 70 | VERIZON COMMUNICATIONS INC | VZ | 520 | $20,795 | 0.01% |
| 71 | INTEL CORP | INTC | 1,020 | $20,451 | 0.01% |
| 72 | BAXTER INTL INC | 071813109 | 700 | $20,412 | 0.01% |
| 73 | AMERICAN EXPRESS CO | AXP | 64 | $18,995 | 0.01% |
| 74 | ISHARES TR | 464287655 | 82 | $18,118 | 0.01% |
| 75 | DIMENSIONAL ETF TRUST | 25434V781 | 643 | $17,085 | 0.01% |
| 76 | DIMENSIONAL ETF TRUST | 25434V773 | 676 | $16,600 | 0.01% |
| 77 | ASML HOLDING N V | ASMLF | 20 | $13,862 | 0.01% |
| 78 | XCEL ENERGY INC | XELLL | 200 | $13,504 | 0.01% |
| 79 | ISHARES TR | 46429B267 | 575 | $13,214 | 0.01% |
| 80 | CARDINAL HEALTH INC | CAH | 111 | $13,128 | 0.01% |
| 81 | DIMENSIONAL ETF TRUST | 25434V708 | 379 | $13,110 | 0.01% |
| 82 | ISHARES TR | 46435U556 | 333 | $12,345 | 0.01% |
| 83 | CORE SCIENTIFIC INC NEW | 21874A130 | 880 | $12,338 | 0.01% |
| 84 | GILEAD SCIENCES INC | GILD | 132 | $12,193 | 0.01% |
| 85 | FORTINET INC | FTNT | 129 | $12,188 | 0.01% |
| 86 | CATERPILLAR INC | CAT | 33 | $11,972 | 0.01% |
| 87 | FIRSTENERGY CORP | FE | 300 | $11,934 | 0.01% |
| 88 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 60 | $11,850 | 0.01% |
| 89 | VISA INC | V | 34 | $10,746 | 0.01% |
| 90 | ALTRIA GROUP INC | MO | 180 | $9,413 | 0.01% |
| 91 | SONOCO PRODS CO | 835495102 | 191 | $9,331 | 0.01% |
| 92 | AMERICAN ELEC PWR CO INC | 025537101 | 100 | $9,223 | 0.01% |
| 93 | PFIZER INC | PFE | 334 | $8,862 | 0.00% |
| 94 | CORE SCIENTIFIC INC NEW | 21874A114 | 1,056 | $8,681 | 0.00% |
| 95 | SPDR SER TR | 78464A763 | 63 | $8,323 | 0.00% |
| 96 | COSTCO WHSL CORP NEW | 22160K105 | 9 | $8,247 | 0.00% |
| 97 | NOVARTIS AG | NVSEF | 84 | $8,175 | 0.00% |
| 98 | SCHWAB STRATEGIC TR | 808524102 | 354 | $8,036 | 0.00% |
| 99 | METLIFE INC | MET-PF | 98 | $8,025 | 0.00% |
| 100 | VANGUARD TAX-MANAGED FDS | 921943858 | 163 | $7,795 | 0.00% |
| 101 | FREEPORT-MCMORAN INC | FCX | 200 | $7,616 | 0.00% |
| 102 | VANGUARD INDEX FDS | 922908637 | 28 | $7,552 | 0.00% |
| 103 | MONDELEZ INTL INC | 609207105 | 124 | $7,407 | 0.00% |
| 104 | DIMENSIONAL ETF TRUST | 25434V724 | 181 | $7,407 | 0.00% |
| 105 | DIMENSIONAL ETF TRUST | 25434V666 | 240 | $7,208 | 0.00% |
| 106 | ISHARES TR | 464287507 | 115 | $7,166 | 0.00% |
| 107 | FRONTIER GROUP HLDGS INC | ULCC | 1,000 | $7,110 | 0.00% |
| 108 | ISHARES TR | 46432F842 | 99 | $6,958 | 0.00% |
| 109 | CSX CORP | CSX | 200 | $6,454 | 0.00% |
| 110 | FIRST TR EXCHANGE-TRADED FD | 33736G106 | 415 | $6,142 | 0.00% |
| 111 | HARLEY DAVIDSON INC | HOG | 200 | $6,026 | 0.00% |
| 112 | NORTHWEST NAT HLDG CO | 66765N105 | 150 | $5,934 | 0.00% |
| 113 | ADOBE INC | ADBE | 13 | $5,781 | 0.00% |
| 114 | PHILLIPS 66 | PSX | 50 | $5,697 | 0.00% |
| 115 | TEXAS ROADHOUSE INC | TXRH | 31 | $5,594 | 0.00% |
| 116 | ISHARES TR | 464287671 | 39 | $5,435 | 0.00% |
| 117 | GLOBAL X FDS | 37954Y871 | 200 | $5,356 | 0.00% |
| 118 | UNION PAC CORP | UNP | 21 | $4,789 | 0.00% |
| 119 | ISHARES TR | 464288588 | 50 | $4,584 | 0.00% |
| 120 | ENTERGY CORP NEW | ENO | 60 | $4,550 | 0.00% |
| 121 | CENOVUS ENERGY INC | CVE | 292 | $4,424 | 0.00% |
| 122 | TOTALENERGIES SE | TTE | 81 | $4,415 | 0.00% |
| 123 | COUPANG INC | CPNG | 200 | $4,396 | 0.00% |
| 124 | VANGUARD SPECIALIZED FUNDS | 921908844 | 22 | $4,309 | 0.00% |
| 125 | ISHARES TR | 46432F339 | 24 | $4,274 | 0.00% |
| 126 | VANGUARD SCOTTSDALE FDS | 92206C870 | 49 | $3,934 | 0.00% |
| 127 | VANGUARD INDEX FDS | 922908595 | 14 | $3,921 | 0.00% |
| 128 | EXELON CORP | EXC | 100 | $3,764 | 0.00% |
| 129 | TESLA INC | TSLA | 9 | $3,635 | 0.00% |
| 130 | REGENERON PHARMACEUTICALS | REGN | 5 | $3,562 | 0.00% |
| 131 | SPDR SER TR | 78464A375 | 100 | $3,276 | 0.00% |
| 132 | PPL CORP | PPLC | 100 | $3,246 | 0.00% |
| 133 | DIMENSIONAL ETF TRUST | 25434V617 | 50 | $3,123 | 0.00% |
| 134 | US BANCORP DEL | USB-PS | 63 | $3,014 | 0.00% |
| 135 | ISHARES TR | 464287663 | 31 | $2,871 | 0.00% |
| 136 | CONOCOPHILLIPS | COP | 28 | $2,777 | 0.00% |
| 137 | VANGUARD INDEX FDS | 922908629 | 10 | $2,642 | 0.00% |
| 138 | ISHARES INC | 46434G103 | 49 | $2,559 | 0.00% |
| 139 | OVINTIV INC | OVV | 58 | $2,349 | 0.00% |
| 140 | STARBUCKS CORP | SBUX | 24 | $2,190 | 0.00% |
| 141 | ISHARES TR | 464287804 | 18 | $2,074 | 0.00% |
| 142 | COSTCO WHSL CORP NEW | 22160K105 | 2 | $1,833 | 0.00% |
| 143 | VANGUARD INTL EQUITY INDEX F | 922042858 | 38 | $1,674 | 0.00% |
| 144 | GENELUX CORPORATION | GNLX | 660 | $1,558 | 0.00% |
| 145 | ISHARES TR | 464287648 | 5 | $1,440 | 0.00% |
| 146 | VANGUARD INDEX FDS | 922908611 | 7 | $1,388 | 0.00% |
| 147 | ISHARES TR | 464287176 | 13 | $1,386 | 0.00% |
| 148 | GSK PLC | GLAXF | 40 | $1,353 | 0.00% |
| 149 | SCHWAB STRATEGIC TR | 808524805 | 72 | $1,332 | 0.00% |
| 150 | ADVISORSHARES TR | 00768Y495 | 527 | $1,276 | 0.00% |
| 151 | KRAFT HEINZ CO | KHC | 41 | $1,260 | 0.00% |
| 152 | NVIDIA CORPORATION | NVDA | 9 | $1,209 | 0.00% |
| 153 | VANGUARD ADMIRAL FDS INC | 921932505 | 3 | $1,099 | 0.00% |
| 154 | ORACLE CORP | ORCL-PD | 6 | $1,000 | 0.00% |
| 155 | TIDAL ETF TR | 886364231 | 50 | $998 | 0.00% |
| 156 | TIDAL ETF TR | 886364231 | 50 | $998 | 0.00% |
| 157 | VOYAGER THERAPEUTICS INC | VYGR | 175 | $993 | 0.00% |
| 158 | FORD MTR CO | 345370860 | 100 | $990 | 0.00% |
| 159 | AIRBNB INC | ABNB | 7 | $920 | 0.00% |
| 160 | VANGUARD WHITEHALL FDS | 921946810 | 11 | $880 | 0.00% |
| 161 | ISHARES TR | 464287523 | 4 | $862 | 0.00% |
| 162 | MICROSOFT CORP | MSFT | 2 | $843 | 0.00% |
| 163 | ISHARES TR | 464287630 | 5 | $821 | 0.00% |
| 164 | JPMORGAN CHASE & CO. | VYLD | 3 | $720 | 0.00% |
| 165 | VANGUARD INDEX FDS | 922908553 | 6 | $535 | 0.00% |
| 166 | NIKE INC | NKE | 7 | $530 | 0.00% |
| 167 | XTI AEROSPACE INC | XTIA | 11,805 | $508 | 0.00% |
| 168 | HALEON PLC | HLNCF | 50 | $477 | 0.00% |
| 169 | BROADCOM INC | AVGO | 2 | $464 | 0.00% |
| 170 | BROADCOM INC | AVGO | 2 | $464 | 0.00% |
| 171 | VANGUARD INTL EQUITY INDEX F | 922042718 | 4 | $458 | 0.00% |
| 172 | AMAZON COM INC | AMZN | 2 | $439 | 0.00% |
| 173 | INVESCO EXCHANGE TRADED FD T | IVZ | 10 | $417 | 0.00% |
| 174 | BLOCK INC | BSQKZ | 4 | $340 | 0.00% |
| 175 | ALIBABA GROUP HLDG LTD | BBAAY | 4 | $340 | 0.00% |
| 176 | ISHARES SILVER TR | SLV | 10 | $264 | 0.00% |
| 177 | SPDR GOLD TR | GLD | 1 | $243 | 0.00% |
| 178 | ROKU INC | ROKU | 3 | $224 | 0.00% |
| 179 | ADVANCED MICRO DEVICES INC | AMD | 1 | $121 | 0.00% |
| 180 | FORESIGHT AUTONOMOUS HLDGS L | FRSX | 66 | $98 | 0.00% |