Yardley Wealth Management

Yardley Wealth Management as of June 30, 2025

Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 41 positions in its portfolio as reported in the June 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) 17.0 $31M 733k 42.36
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.6 $25M 335k 74.01
Ea Series Trust Freedom 100 Em (FRDM) 8.0 $15M 360k 40.40
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.3 $13M 280k 47.43
Dimensional Etf Trust Inflation Prote (DFIP) 5.7 $11M 250k 41.81
Dimensional Etf Trust Global Ex Us Cor (DFGX) 5.6 $10M 193k 53.36
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.6 $10M 241k 42.26
Dimensional Etf Trust Short Duration F (DFSD) 4.9 $8.9M 186k 48.01
Dimensional Etf Trust Intl Small Cap V (DISV) 4.9 $8.9M 270k 32.91
Dimensional Etf Trust Us Equity Market (DFUS) 4.4 $8.1M 120k 67.02
Dimensional Etf Trust Us Small Cap Etf (DFAS) 3.9 $7.2M 113k 63.71
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.8 $6.9M 102k 68.21
American Centy Etf Tr Us Sml Cp Valu (AVUV) 3.7 $6.8M 74k 91.10
Dimensional Etf Trust Global Real Est (DFGR) 1.4 $2.6M 97k 26.83
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $2.5M 4.0k 617.78
Ishares Tr Russell 3000 Etf (IWV) 1.1 $2.0M 5.8k 351.11
American Centy Etf Tr Avantis All Eqt (AVGE) 1.1 $2.0M 26k 77.46
Ishares Tr National Mun Etf (MUB) 0.6 $1.2M 11k 104.51
Lockheed Martin Corporation (LMT) 0.5 $1.0M 2.2k 463.43
Constellation Energy (CEG) 0.5 $860k 2.7k 322.58
Ishares Tr Msci Eafe Etf (EFA) 0.5 $826k 9.2k 89.38
Roper Industries (ROP) 0.4 $818k 1.4k 566.87
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $791k 22k 35.85
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $533k 1.8k 303.88
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $517k 3.3k 157.86
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $517k 5.1k 100.92
Ishares Tr U.s. Tech Etf (IYW) 0.3 $472k 2.7k 173.34
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $454k 6.8k 66.88
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $436k 791.00 551.20
Microsoft Corporation (MSFT) 0.2 $418k 841.00 497.03
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $417k 7.3k 56.98
Allstate Corporation (ALL) 0.2 $385k 1.9k 201.36
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $370k 13k 29.44
Apple (AAPL) 0.2 $349k 1.7k 205.17
Exelon Corporation (EXC) 0.2 $347k 8.0k 43.38
Amazon (AMZN) 0.2 $331k 1.5k 219.21
Vanguard World Consum Dis Etf (VCR) 0.2 $312k 860.00 362.79
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.2 $305k 2.2k 138.64
Ishares Tr Core S&p500 Etf (IVV) 0.2 $284k 458.00 620.09
Morgan Stanley Com New (MS) 0.1 $222k 1.6k 140.86
Two Rds Shared Tr Leasershs Alphaf (LSAT) 0.1 $206k 5.2k 39.53