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Margaret M. Baer

@Savant Capital, Llc

Latest period2024 - Q3ReportedManaged Assets$12.048BTotal holdings1376
Assets growth rate20.6%Assets growth rate (2-Q avg)17.62%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Savant Capital, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1376 positions.

Assets under management

The assets under management (AUM) of Savant Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 12.048B in assets, with a quarterly growth rate of 20.6% and a 2-quarter average growth rate of 17.62%. The portfolio is managed by Margaret M. Baer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVEMAmerican Centy Etf Tr
Recent Activity
Increased 8.56%
8.26%
$994.506M
15.395M shares@ $64.61 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 0.88%
6.41%
$771.864M
18.514M shares@ $41.7 avg price
AVDVAmerican Centy Etf Tr
Recent Activity
Increased 11.73%
5.24%
$630.647M
8.924M shares@ $70.67 avg price
VTIVanguard Index Fds
Recent Activity
Increased 85.18%
4.12%
$496.185M
1.752M shares@ $283.17 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -1.09%
2.75%
$330.917M
9.651M shares@ $34.3 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 29.09%
2.46%
$296.17M
3.943M shares@ $75.12 avg price
DFIVDimensional Etf Trust
Recent Activity
Increased 6.63%
2.45%
$294.97M
7.746M shares@ $38.08 avg price
JQUAJ P Morgan Exchange Traded F
Recent Activity
Increased 79.75%
2.41%
$289.642M
5.12M shares@ $56.58 avg price
DFATDimensional Etf Trust
Recent Activity
Increased 7.09%
2.4%
$288.751M
5.191M shares@ $55.63 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 14.62%
2.05%
$246.877M
4.91M shares@ $50.29 avg price