Fund HoldingsGemmer Asset Management LLC

Total Portfolio Value
$1.49B
Total Bought
$344.06M
Total Sold
$215.91M
Net Transaction
+$128.15M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)86,55486,773+21929,241100,1616.73%+70,919
SPDR INDEX SHS FDS0713,531+713,531038,6172.60%+38,617
SPDR SERIES TRUST
ST STR SP500FF
0451,355+451,355027,5781.85%+27,578
SPDR SERIES TRUST
ST SHOR CORP ETF
0847,978+847,978025,4481.71%+25,448
ISHARES TR0139,453+139,453019,8571.33%+19,857
SCHWAB STRATEGIC TR6,097,6166,157,146+59,530150,916170,55311.46%+19,637
DIMENSIONAL ETF TRUST
US HIGH PROF ETF
0378,691+378,691015,8031.06%+15,803
SCHWAB STRATEGIC TR3,072,9933,100,787+27,79489,516104,9317.05%+15,414
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
0287,705+287,705012,7630.86%+12,763
SCHWAB STRATEGIC TR03,373,480+3,373,4800117,4317.89%+117,431
DIMENSIONAL ETF TRUST
US LARG VALU ETF
0300,648+300,648011,8880.80%+11,888
SCHWAB STRATEGIC TR1,521,2961,517,147-4,14944,23954,8153.68%+10,575
SCHWAB STRATEGIC TR2,683,6022,688,126+4,52474,73883,6015.62%+8,862
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
088,405+88,40507,2440.49%+7,244
VANGUARD TAX-MANAGED FDS898,383906,069+7,68657,56864,5574.34%+6,989
INTEL CORP(INTC)10,33336,374+26,0414565,0790.34%+4,623
SCHWAB STRATEGIC TR0863,655+863,655031,8432.14%+31,843
TIDAL TRUST II
ROUNDHILL GENER
070,695+70,69506,9760.47%+6,976
SCHWAB STRATEGIC TR646,904656,112+9,20820,97924,9721.68%+3,993
SCHWAB STRATEGIC TR01,104,883+1,104,883031,9972.15%+31,997
VANGUARD INDEX FDS0242,586+242,586020,8961.40%+20,896
VANGUARD WORLD FD0183,341+183,341024,2451.63%+24,245
CIENA CORP(CIEN)06,686+6,68603,2800.22%+3,280
VANGUARD INDEX FDS69,60169,547-5418,23021,0811.42%+2,851
ISHARES TR
FUTU AI TECH ETF
036,462+36,46202,7770.19%+2,777
ABM INDS INC0468,484+468,484020,7261.39%+20,726
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
051,345+51,34502,4230.16%+2,423
NVIDIA CORPORATION(NVDA)0253,718+253,718050,7673.41%+50,767
APPLE INC(AAPL)055,214+55,214015,9771.07%+15,977
TAIWAN SEMICONDUCTOR MANUFAC(TSM)14,06914,076+74,7556,7220.45%+1,968
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
138,382143,008+4,6269,84311,7750.79%+1,932
APPLIED MATLS INC5,3615,193-1681,8323,7550.25%+1,922
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
045,767+45,76701,7750.12%+1,775
SCHWAB STRATEGIC TR369,944382,946+13,00212,19013,8860.93%+1,696
LUMENTUM HLDGS INC(LITE)01,768+1,76801,5170.10%+1,517
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
498,420515,909+17,48917,70919,2231.29%+1,514
STARBUCKS CORP(SBUX)104,985105,495+5109,40610,7810.72%+1,375
ISHARES TR018,268+18,26801,2500.08%+1,250
INVESCO DB MULTI-SECTOR COMM(DBA)045,221+45,22101,2060.08%+1,206
ISHARES TR
ESG AWARE MSCI
103,992107,264+3,2724,8905,9990.40%+1,110
VANGUARD INDEX FDS82,09878,997-3,10116,10817,2161.16%+1,108
ADVANCED MICRO DEVICES INC(AMD)02,774+2,77401,6110.11%+1,611
VANGUARD BD INDEX FDS820,442838,296+17,85464,33165,3124.39%+981
VANGUARD INDEX FDS0130,687+130,687010,5290.71%+10,529
GOPRO INC011,532+11,53204,1210.28%+4,121
WESTERN DIGITAL CORP(WDC)2,3482,326-226351,4860.10%+851
PIMCO ETF TR
MULTISECTOR BD
941,689957,658+15,96924,67225,3971.71%+725
ISHARES TR05,908+5,90804,4240.30%+4,424
SELECT SECTOR SPDR TR
ST STR TECHN ETF
03,112+3,11205930.04%+593
AMAZON COM INC(AMZN)018,410+18,41004,3880.29%+4,388
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
011,581+11,58104890.03%+489
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
73,48772,368-1,1195,2735,7470.39%+474
ISHARES TR014,635+14,63502,0130.14%+2,013
CISCO SYS INC(CSCO)10,60610,768+1628231,2650.09%+442
ISHARES TR53,17353,756+5835,1655,5840.38%+419
UPSTART HLDGS INC(UPST)029,707+29,70701,0530.07%+1,053
QUALCOMM INC(QCOM)06,695+6,69501,2370.08%+1,237
ISHARES TR07,099+7,09902,9070.20%+2,907
CROWDSTRIKE HLDGS INC(CRWD)0473+47303610.02%+361
VANGUARD INDEX FDS07,262+7,26202,6870.18%+2,687
ELI LILLY & CO(LLY)01,179+1,17901,4140.10%+1,414
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
30,15833,592+3,4341,0421,3650.09%+323
VANGUARD INTL EQUITY INDEX F54,30954,554+2452,9353,2560.22%+321
KLA CORP(KLAC)01,020+1,02003080.02%+308
DELL TECHNOLOGIES INC(DELL)0635+63502740.02%+274
SPDR SERIES TRUST
ST STR P500GRW
02,187+2,18702600.02%+260
CATERPILLAR INC(CAT)700706+64967520.05%+256
STATE STR SPDR S&P 500 ETF T(SPY)05,233+5,23303,9080.26%+3,908
ISHARES TR017,231+17,23103,9130.26%+3,913
PALO ALTO NETWORKS INC(PANW)1,3661,380+142194710.03%+252
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
42,97042,413-5571,4551,7050.11%+250
CORNING INC(GLW)0960+96002450.02%+245
UNITEDHEALTH GROUP INC(UNH)0584+58402430.02%+243
FORTINET INC(FTNT)01,577+1,57702420.02%+242
COMFORT SYS USA INC(FIX)0122+12202420.02%+242
HOWMET AEROSPACE INC(HWM)0884+88402380.02%+238
AMPHENOL CORP01,345+1,34502370.02%+237
SCHWAB STRATEGIC TR40,02241,222+1,2001,2541,4860.10%+233
KEYSIGHT TECHNOLOGIES INC(KEYS)0664+66402320.02%+232
SPACE EXPLORATION TECHN CORP01,355+1,35502320.02%+232
SPDR SERIES TRUST
ST STR SP HOME
02,000+2,00002310.02%+231
CITIGROUP INC(C)01,643+1,64302300.02%+230
ISHARES TR01,929+1,92902270.02%+227
SYNOPSYS INC(SNPS)0502+50202240.02%+224
VANGUARD SPECIALIZED FUNDS04,328+4,32801,0240.07%+1,024
VERIZON COMMUNICATIONS INC(VZ)05,179+5,17902190.01%+219
ALTRIA GROUP INC(MO)03,022+3,02202170.01%+217
TG THERAPEUTICS INC(TGTX)03,948+3,94802170.01%+217
BERKSHIRE HATHAWAY INC DEL07,163+7,16303,5840.24%+3,584
ASML HLDG NV
N Y REGISTRY SHS
0108+10802150.01%+215
SELECT SECTOR SPDR TR
ST STR FINL ETF
03,952+3,95202120.01%+212
MICROSOFT CORP(MSFT)014,514+14,51405,4140.36%+5,414
EATON CORP PLC(ETN)2,9742,986+121,0641,2720.09%+209
PUBLIC STORAGE(PSA)0642+64202040.01%+204
ISHARES TR02,468+2,46802030.01%+203
DEERE & CO(DE)0320+32002030.01%+203
TESLA INC(TSLA)03,819+3,81901,6060.11%+1,606
ISHARES TR8,4138,209-2041,0461,2170.08%+172
BANK OF AMER CORP020,344+20,34401,1590.08%+1,159
GE VERNOVA INC(GEV)550547-34806430.04%+163
Page 1 of 1