Yardley Wealth Management

Yardley Wealth Management as of Sept. 30, 2024

Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 41 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 16.6 $28M 707k 39.69
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.0 $22M 326k 67.03
Ea Series Trust Freedom 100 Em (FRDM) 7.3 $12M 344k 35.78
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.3 $12M 252k 48.54
Dimensional Etf Trust Inflation Prote (DFIP) 5.9 $10M 236k 42.28
Dimensional Etf Trust Global Ex Us Cor (DFGX) 5.8 $9.7M 180k 54.11
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.7 $9.6M 223k 43.19
Dimensional Etf Trust Short Duration F (DFSD) 5.0 $8.4M 175k 47.74
Dimensional Etf Trust Intl Small Cap V (DISV) 4.5 $7.6M 262k 29.06
Dimensional Etf Trust Us Equity Market (DFUS) 4.3 $7.2M 116k 62.20
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.1 $6.9M 106k 64.86
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.1 $6.8M 71k 95.96
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.7 $6.2M 94k 65.83
Dimensional Etf Trust Global Real Est (DFGR) 1.6 $2.7M 92k 28.86
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.5 $2.6M 4.5k 573.88
Ishares Tr Russell 3000 Etf (IWV) 1.2 $2.0M 6.0k 326.74
American Centy Etf Tr Avantis All Eqt (AVGE) 0.9 $1.5M 21k 73.86
Ishares Tr National Mun Etf (MUB) 0.8 $1.3M 12k 108.63
Lockheed Martin Corporation (LMT) 0.7 $1.2M 2.1k 584.40
Ishares U S Etf Tr Blackrock Short (MEAR) 0.7 $1.2M 23k 50.31
Roper Industries (ROP) 0.5 $803k 1.4k 556.48
Ishares Tr Msci Eafe Etf (EFA) 0.5 $773k 9.2k 83.65
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.5 $764k 22k 34.28
Constellation Energy (CEG) 0.4 $693k 2.7k 259.94
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $546k 3.3k 166.72
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $497k 1.8k 283.35
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $487k 5.1k 95.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $468k 8.9k 52.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $441k 904.00 487.83
Ishares Tr U.s. Tech Etf (IYW) 0.3 $427k 2.8k 151.58
Apple (AAPL) 0.2 $396k 1.7k 232.80
Microsoft Corporation (MSFT) 0.2 $379k 880.00 430.68
Allstate Corporation (ALL) 0.2 $363k 1.9k 189.85
Vanguard World Consum Dis Etf (VCR) 0.2 $340k 998.00 340.68
Exelon Corporation (EXC) 0.2 $324k 8.0k 40.50
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $291k 5.7k 51.13
Amazon (AMZN) 0.2 $281k 1.5k 186.09
Ishares Tr Core S&p500 Etf (IVV) 0.2 $276k 478.00 577.41
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.2 $268k 6.4k 41.74
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $258k 2.2k 117.27
Two Rds Shared Tr Ldrshs Alpfact (LSAF) 0.1 $216k 5.2k 41.39