Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management as of March 31, 2022

Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 19 positions in its portfolio as reported in the March 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) 46.2 $52M 1.8M 28.97
Dimensional Etf Trust World Ex Us Core (DFAX) 10.8 $12M 462k 26.11
Dimensional Etf Trust Us Targeted Vlu (DFAT) 10.5 $12M 246k 47.52
Dimensional Etf Trust Internatnal Val (DFIV) 6.5 $7.3M 222k 32.82
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.6 $6.2M 189k 33.00
Dimensional Etf Trust Us Small Cap Etf (DFAS) 5.1 $5.6M 94k 59.99
Dimensional Etf Trust Us Equity Etf (DFUS) 3.3 $3.7M 72k 51.69
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 2.8 $3.1M 105k 29.57
Ishares Tr Rus 1000 Etf (IWB) 1.7 $1.9M 7.1k 264.36
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $1.8M 22k 80.85
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.2 $1.4M 27k 50.86
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 1.0 $1.2M 43k 27.36
Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $892k 10k 87.66
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.8 $886k 1.7k 517.83
Ishares Tr Russell 2000 Etf (IWM) 0.8 $855k 3.8k 222.37
Nasdaq Omx (NDAQ) 0.4 $450k 2.5k 178.22
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $432k 5.3k 80.85
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $395k 8.6k 46.19
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $217k 711.00 305.20