Fund HoldingsVersant Capital Management, Inc

Total Portfolio Value
$314.67M
Total Bought
$18.34M
Total Sold
$11.41M
Net Transaction
+$6.93M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ISHARES S&P GLOBAL ENERGY0375,069+375,069015,4754.92%+15,475
FLEXSHARES TR MORNSTAR UPSTR
MORNSTAR UPSTR
432,368466,922+34,55417,32518,8826.00%+1,557
ISHARES S&P 500 INDEX03,391+3,39101,4560.46%+1,456
ISHARES S&P SMALL-CAP 600 VALUE ETF011,037+11,03709850.31%+985
DIMENSIONAL U.S. CORE EQUITY 2 ETF
US COR EQU 2 ETF
659,749718,950+59,20117,91218,8365.99%+924
EXXON MOBIL CORP COM078,484+78,48409,2282.93%+9,228
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF
EMGR CRE EQT MNG
38,13773,513+35,3768951,6590.53%+765
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
INTL CORE EQT MK
44,82874,610+29,7821,2251,9480.62%+723
ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST(IAU)82,119122,827+40,7081,5752,2660.72%+691
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF320,435348,856+28,42119,95320,6386.56%+685
ISHARES MSCI EAFE MIN VOL FACTOR ETF
MSCI EAFE MIN VL
010,500+10,50006850.22%+685
PROSPERITY BANCSHARES INC(PB)010,469+10,46905710.18%+571
SPDR MSCI USA STRATEGICFACTORS ETF
ST STR MSCI USAQ
04,159+4,15905020.16%+502
AVANTIS INTERNATIONAL EQUITY ETF597,864624,469+26,60534,31734,75211.04%+434
ISHARES RUSSELL MIDCAP ETF04,933+4,93303420.11%+342
ISHARES CORE MSCI EAFE ETF
CORE MSCI EAFE
03,341+3,34102150.07%+215
ISHARES RUSSELL 3000 ETF0817+81702000.06%+200
AVANTIS EMERGING MARKETS VALUE ETF011,463+11,46304980.16%+498
ISHARES MSCI EAFE VALUE ETF03,941+3,94101930.06%+193
CORECIVIC INC COM(CXW)081,839+81,83909210.29%+921
ISHARES RUSSELL MIDCAP VALUE INDEX01,388+1,38801450.05%+145
CHEVRON CORP NEW COM(CVX)05,086+5,08608580.27%+858
SPDR S&P GLOBAL NATURAL RESOURCES ETF
ST STR NAT ETF
87,36886,702-6664,7104,8311.54%+121
VANECK GOLD MINERS ETF
GOLD MINERS ETF
0247,448+247,44806,6592.12%+6,659
SCHWAB SHORT-TERM US TREASURY ETF04,941+4,94102370.08%+237
BERKSHIRE HATHAWAY INC DEL CL B NEW7,7057,756+512,6272,7170.86%+90
SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF
ST NUVE TERM ETF
10,76312,656+1,8935065850.19%+79
FIRST FINANCIAL BANKSHARES INC(FFIN)03,289+3,2890830.03%+83
CHARLES SCHWAB CORP(SCHW)01,220+1,2200670.02%+67
SPDR PORTFOLIO LONG TERM TREASURY ETF
ST LON TREAS ETF
04,748+4,74801240.04%+124
VANGUARD ENERGY ETF
ENERGY ETF
05,077+5,07706430.20%+643
ISHARES CORE MSCI EMERGING MARKETS ETF
CORE MSCI EMKT
01,058+1,0580500.02%+50
ELI LILLY & CO COM(LLY)743738-53483960.13%+48
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF052,323+52,32303,0270.96%+3,027
CROWDSTRIKE HLDGS INC CL A(CRWD)0434+4340730.02%+73
PACWEST BANCORP DEL COM05,870+5,8700460.01%+46
AMGEN INC(AMGN)0944+94402540.08%+254
ALPHABET INC CAP STK CL C(GOOG)03,677+3,67704850.15%+485
ADVANCE AUTO PARTS INC(AAP)0745+7450420.01%+42
TELEPHONE & DATA SYS INC COM NEW(TDS)02,499+2,4990460.01%+46
ABBVIE INC COM(ABBV)02,243+2,24303340.11%+334
ISHARES 20 YR TREASURY ETF0503+5030450.01%+45
BLACKSTONE GROUP LP(BX)02,404+2,40402580.08%+258
LINCOLN NATL CORP IND COM(LNC)01,955+1,9550480.02%+48
AFFIRM HLDGS INC COM CL A(AFRM)02,223+2,2230470.02%+47
VALERO ENERGY CORP(VLO)01,264+1,26401790.06%+179
MARATHON PETE CORP(MPC)0445+4450670.02%+67
GOOGLE INC(GOOG)05,230+5,23006840.22%+684
ARCHER AVIATION INC COM CL A(ACHR)05,584+5,5840280.01%+28
AUTOMATIC DATA PROCESSING INC COM01,319+1,31903170.10%+317
BERRY CORP COM019,772+19,77201620.05%+162
BLACKSTONE MTG TR INC COM CL A(BXMT)01,336+1,3360290.01%+29
NEWELL BRANDS INC COM(NWL)02,727+2,7270250.01%+25
AMAZON.COM INC(AMZN)4,0474,332+2855285510.18%+23
FACTSET RESEARCH SYS INC(FDS)0620+62002710.09%+271
REGENCY CTRS CORP(REG)0389+3890230.01%+23
WASHINGTON REAL ESTATE INVT TR02,064+2,0640280.01%+28
OPORTUN FINL CORP COM16,52216,5220991190.04%+21
GLOBAL X URANIUM ETF
GLOBAL X URANIUM
03,657+3,6570990.03%+99
JETBLUE AWYS CORP(JBLU)04,510+4,5100210.01%+21
PHILLIPS 66(PSX)0785+7850940.03%+94
NU SKIN ENTERPRISES INC CL A01,133+1,1330240.01%+24
OMNICELL INC(OMCL)0549+5490250.01%+25
ISHARES RUSSELL 2000 ETF0883+88301560.05%+156
INDEPENDENT BANK GROUP INC COM0622+6220250.01%+25
3D SYSTEMS CORPORATION03,386+3,3860170.01%+17
ABERCROMBIE & FITCH CO CL A0860+8600480.02%+48
RIVIAN AUTOMOTIVE INC COM CL A(RIVN)01,461+1,4610350.01%+35
HANESBRANDS INC05,278+5,2780210.01%+21
FOOT LOCKER INC COM01,188+1,1880210.01%+21
DIMENSIONAL NATIONAL MUNICIPAL BOND ETF
NATL MUN BD ETF
0319+3190150.00%+15
ISHARES S&P U.S. PREFERRED STOCK ETF0616+6160190.01%+19
UNITEDHEALTH GROUP(UNH)593594+12852990.10%+14
PREMIER INC CL A0820+8200180.01%+18
TRANSOCEAN(RIG)011,976+11,9760980.03%+98
ARBOR REALTY TRUST INC COM01,047+1,0470160.01%+16
BERKSHIRE HATHAWAY INC DEL CL A1105185310.17%+14
TJX COS INC NEW COM(TJX)3,3243,32402822950.09%+14
OCEANEERING INTL INC(OII)01,920+1,9200490.02%+49
VANGUARD REIT INDEX ETF0258+2580190.01%+19
LESLIES INC COM02,681+2,6810150.00%+15
SABRE CORP COM02,985+2,9850130.00%+13
PETCO HEALTH & WELLNESS CO INC COM03,340+3,3400140.00%+14
PALANTIR TECHNOLOGIES INC CL A(PLTR)01,213+1,2130190.01%+19
KKR REAL ESTATE FIN TR INC COM01,334+1,3340160.01%+16
FORTREA HLDGS INC COMMON STOCK(FTRE)0434+4340120.00%+12
CHARTER COMMUNICATIONS INC NEW CL A(CHTR)0169+1690740.02%+74
ARCHROCK INC COM(AROC)05,145+5,1450650.02%+65
ADVANCED MICRO DEVICES INC COM(AMD)03,036+3,03603120.10%+312
STAAR SURGICAL CO COM PAR $0.01(STAA)0282+2820110.00%+11
BRANDYWINE RLTY TR SBI NEW02,426+2,4260110.00%+11
TRIPADVISOR INC(TRIP)01,011+1,0110170.01%+17
INTUIT INC(INTU)0199+19901020.03%+102
GENERAL ELECTRIC CO COM NEW(GE)14,76814,76801,6221,6330.52%+10
SENSIENT TECHNOLOGIES CORP COM(SXT)0209+2090120.00%+12
MASTERCARD INC(MA)546567+212152240.07%+10
CISCO SYS INC(CSCO)03,718+3,71802000.06%+200
DIAMONDBACK ENERGY INC COM(FANG)0406+4060630.02%+63
CONOCOPHILLIPS COM(COP)0412+4120490.02%+49
WARRIOR MET COAL INC COM(HCC)0789+7890400.01%+40
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