Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management as of June 30, 2026

Portfolio Holdings for Andrews, Lucia Wealth Management

Andrews, Lucia Wealth Management holds 39 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC) 38.3 $73M 1.6M 44.36
Dimensional Etf Trust Us Mktwide Value (DFUV) 7.8 $15M 270k 55.01
Dimensional Etf Trust Us Targeted Vlu (DFAT) 7.5 $14M 206k 69.90
Dimensional Etf Trust World Ex Us Core (DFAX) 6.7 $13M 350k 36.84
Dimensional Etf Trust Internatnal Val (DFIV) 5.8 $11M 207k 54.02
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 5.2 $9.9M 240k 41.25
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.3 $8.3M 100k 82.34
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 3.2 $6.1M 118k 51.69
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 3.0 $5.7M 143k 40.21
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 2.9 $5.6M 68k 81.94
American Centy Etf Tr Us Eqt Etf (AVUS) 2.8 $5.4M 42k 128.08
Dimensional Etf Trust Intl Small Cap V (DISV) 1.5 $2.9M 72k 40.13
Dimensional Etf Trust Us Real Esta Etf (DFAR) 1.5 $2.8M 108k 26.16
Dimensional Etf Trust Us High Prof Etf (DUHP) 1.1 $2.0M 49k 41.73
Ishares Tr Rus 1000 Etf (IWB) 0.9 $1.6M 4.0k 409.50
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.6 $1.2M 29k 42.21
Ishares Tr 0-3 Mth Treasury (SGOV) 0.6 $1.2M 12k 100.67
Ishares Tr Russell 2000 Etf (IWM) 0.6 $1.1M 3.6k 300.46
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 0.5 $973k 1.4k 703.36
Dimensional Etf Trust Intl High Profit (DIHP) 0.5 $878k 26k 34.13
Dimensional Etf Trust Intl Small Cap E (DFIS) 0.4 $803k 23k 35.03
Dimensional Etf Trust Us Small Cap Etf (DFSV) 0.4 $792k 20k 38.79
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $779k 10k 77.90
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.4 $726k 8.1k 89.20
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.4 $717k 18k 40.64
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $593k 19k 31.71
American Centy Etf Tr Us Large Cap Vlu (AVLV) 0.3 $568k 6.2k 91.21
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 0.3 $521k 11k 48.34
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $457k 3.7k 124.75
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.2 $456k 5.6k 81.98
American Centy Etf Tr Real Estate Etf (AVRE) 0.2 $438k 9.3k 47.38
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $353k 2.8k 124.15
Dimensional Etf Trust Shor Dur Fix Etf (DFSD) 0.2 $314k 6.6k 47.75
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $282k 1.2k 243.01
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $271k 3.5k 76.70
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $249k 3.2k 77.11
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $244k 327.00 745.88
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $242k 4.2k 57.64
Dimensional Etf Trust World Equity Etf (DFAW) 0.1 $235k 2.8k 82.81