§ 13F · FUND PROFILE
Conrad Siegel Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 59Turnover · — · Q4Filed · Jan 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$527.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 3.03M | $120.0T | 22.8% | NEW |
| 2 | VOO | VANGUARD INDEX FDS | 163K | $102.1T | 19.4% | NEW |
| 3 | IEFA | ISHARES TR | 513K | $45.9T | 8.7% | NEW |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 616K | $38.5T | 7.3% | NEW |
| 5 | VO | VANGUARD INDEX FDS | 119K | $34.6T | 6.6% | NEW |
| 6 | DFAT | DIMENSIONAL ETF TRUST | 427K | $25.4T | 4.8% | NEW |
| 7 | LRGF | ISHARES TR | 358K | $24.8T | 4.7% | NEW |
| 8 | DFAX | DIMENSIONAL ETF TRUST | 721K | $23.6T | 4.5% | NEW |
| 9 | VWO | VANGUARD INTL EQUITY INDEX | 256K | $13.8T | 2.6% | NEW |
| 10 | BIV | VANGUARD BD INDEX FDS | 164K | $12.8T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE CONRAD SIGNAL
AC read
Conrad Siegel Investment Advisors, Inc. is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed