Geometric Wealth Advisors

Geometric Wealth Advisors as of Dec. 31, 2022

Portfolio Holdings for Geometric Wealth Advisors

Geometric Wealth Advisors holds 32 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 49.6 $123M 5.0M 24.28
Dimensional Etf Trust World Ex Us Core (DFAX) 42.8 $106M 4.9M 21.60
American Centy Etf Tr Us Eqt Etf (AVUS) 1.5 $3.6M 53k 68.01
Apple (AAPL) 0.9 $2.3M 18k 129.93
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.8M 4.7k 382.43
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.2M 26k 44.81
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $769k 4.0k 191.19
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $759k 34k 22.35
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $588k 18k 32.21
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $570k 1.6k 351.34
Amazon (AMZN) 0.2 $532k 6.3k 84.00
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $517k 1.9k 266.28
Ishares Tr Core S&p500 Etf (IVV) 0.2 $493k 1.3k 384.21
Eaton Corp SHS (ETN) 0.2 $454k 2.9k 156.95
Microsoft Corporation (MSFT) 0.2 $435k 1.8k 239.82
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $411k 9.9k 41.61
Alphabet Cap Stk Cl A (GOOGL) 0.2 $378k 4.3k 88.23
Alphabet Cap Stk Cl C (GOOG) 0.2 $376k 4.2k 88.73
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $372k 17k 22.46
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $350k 7.7k 45.65
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $335k 7.6k 43.95
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.1 $310k 7.5k 41.52
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $309k 6.7k 46.09
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $275k 12k 23.67
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $261k 844.00 308.90
Cme (CME) 0.1 $252k 1.5k 168.16
Visa Com Cl A (V) 0.1 $237k 1.1k 207.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $236k 3.6k 66.02
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $232k 4.2k 55.56
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $231k 5.7k 40.51
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $227k 2.6k 86.19
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $212k 6.7k 31.47