Yardley Wealth Management

Yardley Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 41 positions in its portfolio as reported in the December 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 $34M 844k 40.38
American Centy Etf Tr Intl Eqt Etf (AVDE) 11.6 $24M 385k 62.05
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.2 $15M 309k 47.87
Ea Series Trust Freedom 100 Em (FRDM) 6.7 $14M 418k 33.12
Dimensional Etf Trust Global Ex Us Cor (DFGX) 5.6 $12M 219k 52.59
Dimensional Etf Trust Inflation Prote (DFIP) 5.4 $11M 274k 40.72
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.2 $11M 258k 41.50
Dimensional Etf Trust Short Duration F (DFSD) 4.7 $9.7M 206k 47.00
Dimensional Etf Trust Us Equity Market (DFUS) 4.2 $8.6M 136k 63.54
Dimensional Etf Trust Intl Small Cap V (DISV) 4.2 $8.6M 320k 26.91
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.1 $8.4M 87k 96.45
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.0 $8.2M 127k 65.05
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.6 $7.5M 112k 66.65
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $4.9M 8.5k 580.87
Dimensional Etf Trust Global Real Est (DFGR) 1.4 $2.9M 111k 26.05
Ishares U S Etf Tr Short Maturity M (MEAR) 1.1 $2.3M 47k 50.14
Ishares Tr Russell 3000 Etf (IWV) 1.0 $2.0M 6.0k 334.23
Ishares Tr Msci Eafe Etf (EFA) 1.0 $2.0M 25k 77.75
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.8M 11k 155.48
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.7 $1.5M 44k 34.43
American Centy Etf Tr Avantis All Eqt (AVGE) 0.7 $1.5M 21k 72.38
Constellation Energy (CEG) 0.6 $1.3M 5.3k 241.94
Microsoft Corporation (MSFT) 0.6 $1.3M 3.0k 425.02
Ishares Tr Rus 2000 Val Etf (IWN) 0.6 $1.3M 7.6k 164.44
Ishares Tr National Mun Etf (MUB) 0.6 $1.2M 12k 106.58
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.6 $1.2M 23k 50.61
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.5 $1.1M 8.8k 122.05
Lockheed Martin Corporation (LMT) 0.5 $1.0M 2.1k 486.14
Ishares Tr Core S&p500 Etf (IVV) 0.4 $808k 1.4k 584.66
Roper Industries (ROP) 0.4 $750k 1.4k 519.75
Allstate Corporation (ALL) 0.4 $731k 3.8k 191.16
Morgan Stanley Com New (MS) 0.4 $724k 6.3k 114.85
Vanguard World Consum Dis Etf (VCR) 0.3 $714k 2.0k 357.72
Apple (AAPL) 0.3 $663k 2.7k 244.02
Exelon Corporation (EXC) 0.3 $626k 16k 39.12
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $508k 1.8k 289.62
American Centy Etf Tr Us Eqt Etf (AVUS) 0.2 $497k 5.1k 97.01
Amazon (AMZN) 0.2 $485k 2.3k 207.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $462k 904.00 511.06
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $424k 8.9k 47.81
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $258k 6.4k 40.18