Geometric Wealth Advisors

Geometric Wealth Advisors as of March 31, 2022

Portfolio Holdings for Geometric Wealth Advisors

Geometric Wealth Advisors holds 30 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 Intl Core Eqt Mk (DFAI) 27.9 $9.3M 331k 28.15
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 14.1 $4.7M 180k 26.24
Apple (AAPL) 9.6 $3.2M 18k 174.59
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 5.5 $1.8M 58k 31.51
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.4 $1.5M 27k 53.38
Vanguard Bd Index Fds Intermed Term (BIV) 3.7 $1.2M 15k 81.92
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.6 $1.2M 2.7k 451.65
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $905k 4.0k 227.79
Amazon (AMZN) 2.6 $883k 271.00 3258.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.6 $869k 24k 36.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 2.5 $819k 2.0k 415.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.2 $748k 2.1k 362.58
Alphabet Cap Stk Cl C (GOOG) 1.8 $595k 213.00 2793.43
Alphabet Cap Stk Cl A (GOOGL) 1.8 $592k 213.00 2779.34
Microsoft Corporation (MSFT) 1.4 $452k 1.5k 308.32
Eaton Corp SHS (ETN) 1.3 $439k 2.9k 151.69
Facebook Cl A (META) 1.1 $360k 1.6k 222.22
Schwab Strategic Tr Us Aggregate B (SCHZ) 1.1 $359k 7.1k 50.60
Cme (CME) 1.1 $358k 1.5k 238.19
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $346k 7.5k 46.12
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.9 $315k 892.00 353.14
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $312k 4.2k 74.78
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.9 $305k 11k 27.78
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.8 $282k 6.0k 47.32
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.8 $279k 3.9k 71.32
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.8 $273k 2.7k 101.26
Visa Com Cl A (V) 0.8 $254k 1.1k 221.45
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.7 $234k 6.2k 38.02
Ishares Tr Core S&p Ttl Stk (ITOT) 0.7 $217k 2.2k 100.88
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.6 $216k 4.5k 48.00