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Yardley Wealth Management

Latest statistics and disclosures from Yardley Wealth Management's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002044323

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Positions held by Yardley Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 41 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	16.6	$28M	707k	39.69	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	13.0	$22M	326k	67.03	View chart
Ea Series Trust Freedom 100 Em (FRDM)	7.3	$12M	344k	35.78	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	7.3	$12M	252k	48.54	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	5.9	$10M	236k	42.28	View chart
Dimensional Etf Trust Global Ex Us Cor (DFGX)	5.8	$9.7M	180k	54.11	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	5.7	$9.6M	223k	43.19	View chart
Dimensional Etf Trust Short Duration F (DFSD)	5.0	$8.4M	175k	47.74	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	4.5	$7.6M	262k	29.06	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	4.3	$7.2M	116k	62.20	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	4.1	$6.9M	106k	64.86	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	4.1	$6.8M	71k	95.96	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	3.7	$6.2M	94k	65.83	View chart
Dimensional Etf Trust Global Real Est (DFGR)	1.6	$2.7M	92k	28.86	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$2.6M	4.5k	573.88	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.2	$2.0M	6.0k	326.74	View chart
American Centy Etf Tr Avantis All Eqt (AVGE)	0.9	$1.5M	21k	73.86	View chart
Ishares Tr National Mun Etf (MUB)	0.8	$1.3M	12k	108.63	View chart
Lockheed Martin Corporation (LMT)	0.7	$1.2M	2.1k	584.40	View chart
Ishares U S Etf Tr Blackrock Short (MEAR)	0.7	$1.2M	23k	50.31	View chart
Roper Industries (ROP)	0.5	$803k	1.4k	556.48	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.5	$773k	9.2k	83.65	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.5	$764k	22k	34.28	View chart
Constellation Energy (CEG)	0.4	$693k	2.7k	259.94	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.3	$546k	3.3k	166.72	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$497k	1.8k	283.35	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.3	$487k	5.1k	95.06	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$468k	8.9k	52.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$441k	904.00	487.83	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$427k	2.8k	151.58	View chart
Apple (AAPL)	0.2	$396k	1.7k	232.80	View chart
Microsoft Corporation (MSFT)	0.2	$379k	880.00	430.68	View chart
Allstate Corporation (ALL)	0.2	$363k	1.9k	189.85	View chart
Vanguard World Consum Dis Etf (VCR)	0.2	$340k	998.00	340.68	View chart
Exelon Corporation (EXC)	0.2	$324k	8.0k	40.50	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$291k	5.7k	51.13	View chart
Amazon (AMZN)	0.2	$281k	1.5k	186.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$276k	478.00	577.41	View chart
Two Rds Shared Tr Leasershs Alphaf (LSAT)	0.2	$268k	6.4k	41.74	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.2	$258k	2.2k	117.27	View chart
Two Rds Shared Tr Ldrshs Alpfact (LSAF)	0.1	$216k	5.2k	41.39	View chart

Past Filings by Yardley Wealth Management

SEC 13F filings are viewable for Yardley Wealth Management going back to 2024

Yardley Wealth Management 2024 Q3 filed Nov. 8, 2024

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