Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management as of March 31, 2025

Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 27 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 44.2 $66M 1.9M 34.59
Dimensional Etf Trust Us Mktwide Value (DFUV) 10.2 $15M 372k 40.92
Dimensional Etf Trust Us Targeted Vlu (DFAT) 9.8 $15M 263k 55.66
Dimensional Etf Trust World Ex Us Core (DFAX) 6.1 $9.0M 363k 24.86
Dimensional Etf Trust Internatnal Val (DFIV) 5.1 $7.6M 213k 35.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.0 $6.0M 92k 65.08
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 3.9 $5.8M 200k 29.20
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.3 $4.9M 120k 40.49
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.5 $3.7M 146k 25.37
Dimensional Etf Trust Us Equity Market (DFUS) 2.0 $3.0M 47k 63.75
Dimensional Etf Trust Intl Small Cap V (DISV) 1.3 $1.9M 71k 26.57
Ishares Tr Rus 1000 Etf (IWB) 1.2 $1.8M 5.7k 322.16
Dimensional Etf Trust Us Real Estate E (DFAR) 1.0 $1.6M 67k 23.27
Dimensional Etf Trust Us High Profitab (DUHP) 0.9 $1.4M 40k 33.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $987k 13k 77.27
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.6 $837k 1.5k 569.66
Ishares Tr Russell 2000 Etf (IWM) 0.5 $789k 3.6k 220.96
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $719k 29k 25.23
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.4 $642k 16k 41.27
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $488k 18k 27.32
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.3 $409k 17k 24.56
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.3 $406k 16k 26.19
Vanguard Bd Index Fds Intermed Term (BIV) 0.3 $402k 5.4k 74.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $286k 711.00 401.81
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $230k 1.2k 198.20
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $204k 379.00 539.17
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $201k 3.2k 62.31