Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management as of March 31, 2026

Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 39.5 $66M 1.7M 38.86
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.7 $13M 206k 62.45
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.5 $13M 260k 48.46
Dimensional Etf Trust World Ex Us Core (DFAX) 7.0 $12M 346k 33.97
Dimensional Etf Trust Internatnal Val (DFIV) 6.6 $11M 211k 52.78
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.3 $8.9M 229k 38.96
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.3 $7.1M 100k 71.13
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $5.4M 120k 45.12
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 2.8 $4.7M 140k 33.86
Dimensional Etf Trust Us Equity Market (DFUS) 2.6 $4.4M 62k 70.91
American Centy Etf Tr Us Eqt Etf (AVUS) 2.1 $3.4M 31k 111.18
Dimensional Etf Trust Intl Small Cap V (DISV) 1.7 $2.8M 70k 39.44
Dimensional Etf Trust Us Real Estate E (DFAR) 1.3 $2.2M 93k 23.65
Dimensional Etf Trust Us High Profitab (DUHP) 1.0 $1.6M 44k 36.76
Ishares Tr Rus 1000 Etf (IWB) 0.9 $1.4M 4.0k 356.56
Dimensional Etf Trust Core Fixed Incom (DFCF) 0.7 $1.1M 27k 42.22
Ishares Tr Russell 2000 Etf (IWM) 0.5 $892k 3.6k 248.00
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.5 $853k 1.4k 616.61
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $834k 11k 78.41
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $823k 26k 32.22
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $734k 22k 33.67
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $641k 19k 34.55
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.4 $616k 18k 35.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $574k 19k 30.68
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $478k 5.9k 80.62
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.3 $460k 4.2k 110.46
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.3 $425k 5.0k 84.84
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $411k 9.3k 44.02
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $400k 5.6k 72.08
Vanguard Bd Index Fds Intermed Term (BIV) 0.2 $306k 4.0k 77.17
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $303k 711.00 426.65
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $283k 2.8k 100.66
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $252k 1.2k 217.27
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $218k 3.2k 67.53
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $215k 2.9k 73.78