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Outbound Financial Inc Portfolio
$157.2M across 46 positions as of 2026-09-30, with 69% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+10.9%
-3.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 5
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | +0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +9.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -1.6% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.9% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +8.5% | +7.8% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $37M | 23.6% | 832,997 |
| DIMENSIONAL ETF TRUST | $16.7M | 10.6% | 322,297 |
| AVUSAvantis U.S. Equity ETF | $11.2M | 7.1% | 87,056 |
| DIMENSIONAL ETF TRUST | $9.4M | 6.0% | 181,663 |
| DIMENSIONAL ETF TRUST | $9.3M | 5.9% | 246,706 |
| DIMENSIONAL ETF TRUST | $9M | 5.7% | 194,616 |
| DIMENSIONAL ETF TRUST | $4.9M | 3.1% | 122,216 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $4M | 2.6% | 87,098 |
| PLTRPalantir Technologies Inc | $3.9M | 2.5% | 20,920 |
| DUSBDimensional ETF Trust Dimensional Ultrashort Fixed Income ETF | $3.9M | 2.5% | 76,341 |
| AVDEAvantis International Equity ETF | $3.8M | 2.4% | 42,431 |
| DCORDimensional US Core Equity 1 ETF | $3.4M | 2.2% | 41,205 |
| DFSVDimensional ETF Trust Dimensional US Small Cap Value ETF | $3.1M | 2.0% | 82,343 |
| DFA INVT DIMENSIONS GROUP IN | $3.1M | 1.9% | 72,911 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $2.7M | 1.7% | 72,243 |
| DFGXDimensional Global ex US Core Fixed Income ETF | $2.4M | 1.5% | 46,337 |
| DFCFDimensional Core Fixed Income ETF | $2.3M | 1.5% | 58,541 |
| AVEMAvantis Emerging Markets Equity ETF | $2.3M | 1.4% | 24,057 |
| BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | $2.2M | 1.4% | 23,867 |
| IVViShares Core S&P 500 ETF | $1.9M | 1.2% | 2,502 |
| VANGUARD INSTL INDEX FD | $1.7M | 1.1% | 22,681 |
| TSLATesla Inc | $1.7M | 1.1% | 4,690 |
| DFGRDimensional ETF Trust Dimensional Global Real Estate ETF | $1.7M | 1.1% | 61,104 |
| MUBiShares National Muni Bond ETF | $1.3M | 0.8% | 12,684 |
| DIMENSIONAL ETF TRUST | $1.2M | 0.8% | 26,152 |
| VBVanguard Small-Cap ETF | $1.1M | 0.7% | 3,869 |
| VEAVanguard FTSE Developed Markets ETF | $1.1M | 0.7% | 15,092 |
| VTVVanguard Value ETF | $946.6K | 0.6% | 4,381 |
| VOVanguard Mid-Cap ETF | $861.7K | 0.5% | 10,988 |
| SUBiShares Short-Term National Muni Bond ETF | $851.2K | 0.5% | 8,142 |
| DISVDimensional ETF Trust Dimensional International Small Cap Value ETF | $842.8K | 0.5% | 19,469 |
| DIMENSIONAL ETF TRUST | $753.1K | 0.5% | 22,352 |
| VTIVanguard Total Stock Market ETF | $697.6K | 0.4% | 1,864 |
| VXUSVanguard Total International Stock ETF | $658.4K | 0.4% | 7,750 |
| GOOGAlphabet Inc | $620.1K | 0.4% | 1,820 |
| NVDANVIDIA Corp | $566.4K | 0.4% | 2,480 |
| VOOVanguard S&P 500 ETF | $550.3K | 0.4% | 785 |
| DIMENSIONAL ETF TRUST | $549.7K | 0.3% | 13,363 |
| DIMENSIONAL ETF TRUST | $539.7K | 0.3% | 12,730 |
| IEMGiShares Core MSCI Emerging Markets ETF | $456.7K | 0.3% | 5,627 |
| BILSSPDR Bloomberg 3-12 Month T-Bill ETF | $424K | 0.3% | 4,268 |
| DIMENSIONAL ETF TRUST | $411.5K | 0.3% | 9,111 |
| VBRVanguard Small-Cap Value ETF | $399K | 0.3% | 1,727 |
| VOEVanguard Mid-Cap Value ETF | $377.6K | 0.2% | 1,931 |
| VYMIVanguard International High Dividend Yield ETF | $351.9K | 0.2% | 3,480 |
| SCHXSchwab U.S. Large-Cap ETF | $268.2K | 0.2% | 8,941 |
Quarter ending 2026-09-30.
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