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Livermore
Livermore
ZHEN

Broadhurst Jeffrey B

SEC CIK
0002114882
Latest filing
Aug 12, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 12, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
23
−18 vs. Q1 2026
Portfolio value
$47.0M
−$50.6M (−51.8%) vs. Q1 2026
Filed
Aug 12, 2026
SEC
Holdings of Broadhurst Jeffrey B in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF138,160$11.3M24.1%−87,849−38.9%Reduced–
Dimensional U.S. Core Equity 2 ETF25434V708ETF230,443$10.2M21.8%−26,383−10.3%Reduced–
Dimensional U.S. Targeted Value ETF25434V609ETF68,950$4.82M10.3%−9,259−11.8%Reduced–
Dimensional U.S. Small Cap ETF25434V500ETF58,515$4.82M10.3%−70,700−54.7%Reduced–
Dimensional ETF Trust25434V716US SUSTAINABILTY47,237$2.20M4.7%−121,013−71.9%Reduced–
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF45,515$1.68M3.6%−39,209−46.3%Reduced–
GMEDGlobus Medical IncStock19,838$1.57M3.3%−3,215−13.9%ReducedHistory
Dimensional ETF Trust25434V807INTERNATNAL VAL27,717$1.50M3.2%−22,505−44.8%Reduced–
Dimensional ETF Trust25434V815US SMALL CAP ETF35,573$1.38M2.9%−1,871−5.0%Reduced–
Dimensional ETF Trust25434V203INTL CORE EQT MK26,150$1.08M2.3%−76,770−74.6%Reduced–
Dimensional ETF Trust25434V674GLOBAL SUSTAINA17,750$925.0K2.0%−27,119−60.4%Reduced–
Dimensional ETF Trust25434V773INTL SMALL CAP E24,870$871.2K1.9%−70,091−73.8%Reduced–
Dimensional Emerging Core Equity Market ETF25434V302ETF16,940$681.2K1.4%−46,460−73.3%Reduced–
Dimensional ETF Trust25434V849NATL MUN BD ETF12,000$580.0K1.2%−32,616−73.1%Reduced–
Dimensional ETF Trust25434V823US REAL ESTA ETF20,800$544.1K1.2%−45,919−68.8%Reduced–
BTCGrayscale Bitcoin Mini Trust ETFETF20,000$519.0K1.1%+20,000NewHistory
Dimensional ETF Trust25434V757EMERGING MKTS HI11,718$501.2K1.1%−26,845−69.6%Reduced–
SNPSSynopsys IncCOM1,036$462.0K1.0%−9−0.9%ReducedHistory
ETHGrayscale Ethereum Staking Mini ETFSHS NEW28,000$420.8K0.9%+6,782+32.0%AddedHistory
Dimensional ETF Trust25434V625US COR EQU 1 ETF3,200$262.3K0.6%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF300$224.0K0.5%−39−11.5%ReducedHistory
Dimensional ETF Trust25434V724US MKTWIDE VALUE3,929$216.2K0.5%+3,929New–
Dimensional ETF Trust25434V732EMERGING MKTS CO5,138$208.8K0.4%−10,555−67.3%Reduced–

Sold out since Q1 2026 (20)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Broadhurst Jeffrey B sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
Dimensional ETF Trust25434V864SHOR DUR FIX ETF60,932$2.92M3.0%–
Dimensional ETF Trust25434V856INFLATION PROTE65,967$2.75M2.8%–
Dimensional ETF Trust25434V872CORE FIXE IN ETF54,690$2.31M2.4%–
Dimensional ETF Trust25434V690INTERNATIONAL52,794$2.24M2.3%–
Dimensional ETF Trust25434V567GLOBAL CR ETF37,708$2.04M2.1%–
Dimensional ETF Trust25434V575INTL COR FIX ETF38,825$2.04M2.1%–
Dimensional Ultrashort Fixed Income ETF25434V591ETF39,410$2.00M2.0%–
Dimensional ETF Trust25434V831US HIGH PROF ETF35,785$1.32M1.3%–
Dimensional ETF Trust25434V682EMER MARK SU ETF22,999$974.5K1.0%–
BITBBitwise Bitcoin ETFSHS BEN INT23,567$867.5K0.9%History
IBITiShares Bitcoin Trust ETFETF18,268$701.9K0.7%History
ARKBArk 21Shares Bitcoin ETFSHS BEN INT26,592$598.0K0.6%History
Dimensional ETF Trust25434V104US CORE EQT MKT13,030$587.9K0.6%–
AAPLApple Inc.Stock1,473$373.9K0.4%History
FBTCFidelity Wise Origin Bitcoin FundSHS6,183$365.0K0.4%History
Dimensional ETF Trust25434V658GLOBAL REAL EST12,335$327.9K0.3%–
AMZNAmazon Com IncStock1,288$268.3K0.3%History
Dimensional ETF Trust25434V781INTL SMALL CAP V6,783$267.5K0.3%–
TSMTaiwan Semiconductor Manufacturing Co LtdADR715$241.5K0.2%History
ASPIASP Isotopes Inc.COM10,000$44.2K<0.1%History