Geometric Wealth Advisors

Geometric Wealth Advisors as of March 31, 2023

Portfolio Holdings for Geometric Wealth Advisors

Geometric Wealth Advisors holds 36 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) 49.6 $142M 5.6M 25.38
Dimensional Etf Trust World Ex Us Core (DFAX) 42.3 $121M 5.2M 23.38
American Centy Etf Tr Us Eqt Etf (AVUS) 1.3 $3.7M 53k 70.54
Apple (AAPL) 1.0 $2.9M 17k 168.41
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.7 $1.9M 4.7k 412.41
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.5 $1.3M 27k 47.97
Dimensional Etf Trust Global Real Est (DFGR) 0.4 $1.1M 43k 24.67
Dimensional Etf Trust Intl Core Equity (DFIC) 0.3 $995k 41k 24.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $885k 4.3k 204.52
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $781k 2.1k 378.81
Amazon (AMZN) 0.2 $695k 6.3k 109.82
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.2 $680k 19k 35.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $622k 1.9k 320.35
Microsoft Corporation (MSFT) 0.2 $552k 1.8k 304.83
Eaton Corp SHS (ETN) 0.2 $486k 2.9k 167.97
Dimensional Etf Trust Emerging Mkts Co (DFEM) 0.2 $467k 20k 23.45
Alphabet Cap Stk Cl A (GOOGL) 0.2 $461k 4.3k 107.59
Alphabet Cap Stk Cl C (GOOG) 0.2 $460k 4.2k 108.37
Dimensional Etf Trust Us Equity Etf (DFUS) 0.2 $441k 9.9k 44.59
Ishares Tr Core S&p500 Etf (IVV) 0.1 $410k 989.00 414.23
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $399k 7.1k 56.13
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.1 $329k 7.6k 43.10
Meta Platforms Cl A (META) 0.1 $320k 1.3k 238.56
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $307k 6.6k 46.80
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $294k 12k 24.22
Cme (CME) 0.1 $277k 1.5k 184.41
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $275k 844.00 326.23
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $274k 4.2k 65.61
Visa Com Cl A (V) 0.1 $262k 1.1k 229.01
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $249k 3.8k 65.73
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $246k 6.0k 40.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $244k 2.6k 92.85
Schwab Strategic Tr Intl Sceqt Etf (SCHC) 0.1 $239k 7.0k 34.04
Dimensional Etf Trust Short Duration F (DFSD) 0.1 $227k 4.9k 46.63
Ishares Tr Core S&p Ttl Stk (ITOT) 0.1 $217k 2.4k 90.69
Merck & Co (MRK) 0.1 $207k 1.8k 115.16