Instuitional Investor - Andrews, Lucia Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Andrews, Lucia Wealth Management Llc |
| Portfolio Value | $149,744,011 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,906,971 | $65,390,034 | 43.66% | |
| 2. | Dimensional Etf Trust | 370,341 | $15,439,502 | 10.31% | |
| 3. | Dimensional Etf Trust | 259,327 | $14,426,391 | 9.63% | |
| 4. | Dimensional Etf Trust | 378,073 | $10,211,747 | 6.81% | |
| 5. | Dimensional Etf Trust | 208,744 | $7,948,962 | 5.3% |
