Yardley Wealth Management

Yardley Wealth Management as of March 31, 2025

Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 40 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 16.3 $28M 719k 38.44
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.4 $23M 344k 66.27
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 8.3 $14M 297k 47.57
Ea Series Trust Freedom 100 Em (FRDM) 7.6 $13M 366k 35.05
Dimensional Etf Trust Inflation Prote (DFIP) 6.0 $10M 241k 42.11
Dimensional Etf Trust Global Ex Us Cor (DFGX) 5.7 $9.8M 187k 52.25
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.7 $9.7M 231k 42.06
Dimensional Etf Trust Short Duration F (DFSD) 5.2 $8.8M 185k 47.52
Dimensional Etf Trust Intl Small Cap V (DISV) 4.8 $8.1M 279k 29.12
Dimensional Etf Trust Us Equity Market (DFUS) 4.2 $7.1M 118k 60.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.8 $6.4M 107k 59.75
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.8 $6.4M 98k 65.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.7 $6.4M 73k 87.18
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $2.5M 97k 26.26
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.3 $2.3M 4.1k 559.47
Ishares Tr Russell 3000 Etf (IWV) 1.1 $1.9M 5.8k 317.68
American Centy Etf Tr Avantis All Eqt (AVGE) 1.0 $1.6M 23k 71.20
Ishares Tr National Mun Etf (MUB) 0.7 $1.2M 12k 105.41
Lockheed Martin Corporation (LMT) 0.6 $958k 2.1k 446.62
Roper Industries (ROP) 0.5 $851k 1.4k 589.74
Ishares Tr Msci Eafe Etf (EFA) 0.4 $755k 9.2k 81.70
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $728k 22k 33.00
Constellation Energy (CEG) 0.3 $538k 2.7k 201.80
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $494k 3.3k 150.84
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $482k 1.8k 274.80
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $473k 5.1k 92.33
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.3 $451k 8.9k 50.85
Ishares Tr U.s. Tech Etf (IYW) 0.2 $396k 2.8k 140.58
Allstate Corporation (ALL) 0.2 $396k 1.9k 207.11
Apple (AAPL) 0.2 $378k 1.7k 222.22
Exelon Corporation (EXC) 0.2 $369k 8.0k 46.12
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $361k 769.00 469.44
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $358k 5.8k 61.25
Microsoft Corporation (MSFT) 0.2 $330k 880.00 375.00
Vanguard World Consum Dis Etf (VCR) 0.2 $325k 998.00 325.65
Amazon (AMZN) 0.2 $287k 1.5k 190.07
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $282k 5.7k 49.55
Ishares Tr Core S&p500 Etf (IVV) 0.2 $264k 470.00 561.70
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $258k 2.2k 117.27
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $246k 6.1k 40.17