Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management as of March 31, 2023

Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 24 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 42.2 $48M 1.9M 25.48
Dimensional Etf Trust Us Mktwide Value (DFUV) 10.7 $12M 359k 33.48
Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.8 $11M 249k 44.50
Dimensional Etf Trust World Ex Us Core (DFAX) 8.4 $9.5M 411k 23.06
Dimensional Etf Trust Internatnal Val (DFIV) 5.5 $6.3M 194k 32.23
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.0 $4.5M 85k 52.70
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $3.6M 127k 28.77
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.0 $3.4M 125k 26.95
Dimensional Etf Trust Us Equity Etf (DFUS) 2.3 $2.6M 58k 44.43
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.3 $2.6M 112k 23.02
Ishares Tr Rus 1000 Etf (IWB) 1.3 $1.5M 6.5k 225.23
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.4M 18k 76.49
Dimensional Etf Trust Intl Small Cap V (DISV) 1.1 $1.2M 51k 23.80
Dimensional Etf Trust Us High Profitab (DUHP) 0.9 $1.1M 42k 25.14
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.7 $735k 1.6k 458.35
Dimensional Etf Trust Us Real Estate E (DFAR) 0.6 $680k 32k 21.49
Ishares Tr Russell 2000 Etf (IWM) 0.6 $637k 3.6k 178.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $481k 6.6k 73.16
Dimensional Etf Trust Intl High Profit (DIHP) 0.4 $437k 18k 24.18
Vanguard Bd Index Fds Intermed Term (BIV) 0.4 $413k 5.4k 76.74
Nasdaq Omx (NDAQ) 0.3 $378k 6.9k 54.67
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $346k 15k 22.99
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.3 $303k 7.1k 42.50
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $268k 11k 23.59