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DRAVO BAY LLC

Q3 2023 · 13F-HR

DRAVO BAY LLCholdings as filed

Filed 2023-11-07 · accession 0001951757-23-000686

$137.5M
Reported value
43
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
808524201SCHXSCHWAB STRATEGIC TR$25.8M18.7%509,048CommonNONE
921943858VEAVANGUARD TAX-MANAGED FDS$23.3M17.0%533,253CommonNONE
921937835BNDVANGUARD BD INDEX FDS$11.5M8.37%164,784CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$6.4M4.69%164,270CommonNONE
922908736VUGVANGUARD INDEX FDS$6.0M4.36%22,024CommonNONE
808524607SCHASCHWAB STRATEGIC TR$5.9M4.28%142,000CommonNONE
922908744VTVVANGUARD INDEX FDS$4.8M3.52%35,125CommonNONE
464288414MUBISHARES TR$4.7M3.39%45,461CommonNONE
233051432HYLBDBX ETF TR$3.8M2.77%112,167CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.8M2.75%26,645CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.6M2.60%74,369CommonNONE
808524409SCHVSCHWAB STRATEGIC TR$3.1M2.22%47,416CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$3.0M2.18%41,198CommonNONE
46432F842IEFAISHARES TR$3.0M2.18%46,460CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$2.6M1.86%43,232CommonNONE
922020805VTIPVANGUARD MALVERN FDS$2.3M1.67%48,594CommonNONE
92189H300EMLCVANECK ETF TRUST$2.2M1.59%91,585CommonNONE
46435G326IDEVISHARES TR$1.7M1.27%29,874CommonNONE
92189H409HYDVANECK ETF TRUST$1.7M1.26%35,224CommonNONE
97717W471USDUWISDOMTREE TR$1.6M1.18%58,745CommonNONE
037833100AAPLAPPLE INC$1.6M1.17%9,403CommonNONE
464286525ACWVISHARES INC$1.5M1.06%15,260CommonNONE
78464A284HYMBSPDR SER TR$1.5M1.06%60,987CommonNONE
46429B697USMVISHARES TR$1.4M1.03%19,570CommonNONE
922908611VBRVANGUARD INDEX FDS$1.4M1.00%8,591CommonNONE
46434G103IEMGISHARES INC$1.3M0.92%26,479CommonNONE
808524862SCHOSCHWAB STRATEGIC TR$1.2M0.90%25,756CommonNONE
922908595VBKVANGUARD INDEX FDS$1.2M0.85%5,424CommonNONE
464287648IWOISHARES TR$695,3130.51%3,102CommonNONE
78464A391EBNDSPDR SER TR$573,1660.42%28,904CommonNONE
464287630IWNISHARES TR$521,5960.38%3,848CommonNONE
713448108PEPPEPSICO INC$493,9180.36%2,915CommonNONE
580135101MCDMCDONALDS CORP$475,5090.35%1,805CommonNONE
92826C839VVISA INC$447,1390.33%1,944CommonNONE
46138G508BKLNINVESCO EXCH TRADED FD TR II$411,9710.30%19,627CommonNONE
78468R739SHMSPDR SER TR$342,0560.25%7,399CommonNONE
594918104MSFTMICROSOFT CORP$308,1720.22%976CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$289,5030.21%2,802CommonNONE
464288158SUBISHARES TR$285,4360.21%2,775CommonNONE
20030N101CMCSACOMCAST CORP NEW$274,6860.20%6,195CommonNONE
921937827BSVVANGUARD BD INDEX FDS$224,9090.16%2,992CommonNONE
72201R833MINTPIMCO ETF TR$221,7100.16%2,214CommonNONE
922908751VBVANGUARD INDEX FDS$204,5740.15%1,082CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.