Institutional Manager · CIK 0002008792
Rachor Investment Advisory Services, LLC
Linden, MI · File #028-26030
Latest AUM
$188.5M
Positions
429
Top-10 Concentration
95.5%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V864 | 1,407,423 | $67.5M | 36.22% |
| 2 | DIMENSIONAL ETF TRUST | 25434V708 | 932,059 | $36.9M | 19.80% |
| 3 | DIMENSIONAL ETF TRUST | 25434V799 | 845,357 | $29.1M | 15.63% |
| 4 | DIMENSIONAL ETF TRUST | 25434V591 | 373,013 | $18.9M | 10.14% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 383,360 | $12.7M | 6.81% |
| 6 | DIMENSIONAL ETF TRUST | 25434V823 | 177,039 | $4.1M | 2.18% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,340 | $3.2M | 1.71% |
| 8 | DIMENSIONAL ETF TRUST | 25434V617 | 31,970 | $2.4M | 1.27% |
| 9 | DIMENSIONAL ETF TRUST | 25434V872 | 54,927 | $2.3M | 1.25% |
| 10 | ALPHABET INC | GOOG | 3,102 | $973,334 | 0.52% |
| 11 | BANK AMERICA CORP | 060505104 | 15,371 | $845,415 | 0.45% |
| 12 | HUNTINGTON BANCSHARES INC | HBANP | 43,383 | $752,696 | 0.40% |
| 13 | FIDELITY COMWLTH TR | 315912808 | 5,599 | $511,753 | 0.27% |
| 14 | APPLE INC | AAPL | 1,746 | $474,796 | 0.25% |
| 15 | BROADCOM INC | AVGO | 1,358 | $469,974 | 0.25% |
| 16 | NVIDIA CORPORATION | NVDA | 2,411 | $449,679 | 0.24% |
| 17 | MICROSOFT CORP | MSFT | 723 | $349,518 | 0.19% |
| 18 | JPMORGAN CHASE & CO. | VYLD | 958 | $308,745 | 0.17% |
| 19 | GE AEROSPACE | 369604301 | 922 | $284,068 | 0.15% |
| 20 | CUMMINS INC | CMI | 485 | $247,736 | 0.13% |