Institutional Manager · CIK 0002107563
Richard Young Associates, Ltd.
AUGUSTA, GA · File #028-26087
Latest AUM
$128.1M
Positions
25
Top-10 Concentration
96.0%
Filings
1
Sector Allocation
Filing History
View all filings →Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V609 | 553,710 | $33.0M | 25.75% |
| 2 | DIMENSIONAL ETF TRUST | 25434V724 | 704,459 | $32.8M | 25.63% |
| 3 | DIMENSIONAL ETF TRUST | 25434V500 | 455,789 | $31.8M | 24.80% |
| 4 | DIMENSIONAL ETF TRUST | 25434V401 | 122,433 | $9.1M | 7.09% |
| 5 | DIMENSIONAL ETF TRUST | 25434V807 | 147,600 | $7.4M | 5.75% |
| 6 | NVIDIA CORPORATION | NVDA | 19,805 | $3.7M | 2.88% |
| 7 | APPLE INC | AAPL | 7,504 | $2.0M | 1.59% |
| 8 | TESLA INC | TSLA | 2,993 | $1.3M | 1.05% |
| 9 | COCA COLA CO | KO | 15,255 | $1.1M | 0.83% |
| 10 | AMAZON COM INC | AMZN | 3,347 | $772,555 | 0.60% |
| 11 | MICROSOFT CORP | MSFT | 1,250 | $604,466 | 0.47% |
| 12 | META PLATFORMS INC | META | 834 | $550,515 | 0.43% |
| 13 | CARTER BANKSHARES INC | CARE | 26,681 | $524,548 | 0.41% |
| 14 | SOUTHSTATE BK CORP | 84472E102 | 4,604 | $433,282 | 0.34% |
| 15 | AT&T INC | T-PC | 14,627 | $363,338 | 0.28% |
| 16 | ALPHABET INC | GOOG | 1,125 | $352,125 | 0.27% |
| 17 | DIMENSIONAL ETF TRUST | 25434V831 | 8,938 | $339,896 | 0.27% |
| 18 | EXXON MOBIL CORP | XOM | 2,404 | $289,346 | 0.23% |
| 19 | SOUTHERN CO | SOMN | 3,292 | $287,055 | 0.22% |
| 20 | SCHWAB STRATEGIC TR | 808524102 | 10,660 | $279,612 | 0.22% |