Instuitional Investor - Andrews, Lucia Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Andrews, Lucia Wealth Management Llc |
| Portfolio Value | $148,876,496 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,903,820 | $65,853,149 | 44.23% | |
| 2. | Dimensional Etf Trust | 371,556 | $15,204,070 | 10.21% | |
| 3. | Dimensional Etf Trust | 262,612 | $14,617,001 | 9.82% | |
| 4. | Dimensional Etf Trust | 363,346 | $9,032,801 | 6.07% | |
| 5. | Dimensional Etf Trust | 213,176 | $7,563,472 | 5.08% |
