Yardley Wealth Management

Yardley Wealth Management as of March 31, 2026

Portfolio Holdings for Yardley Wealth Management

Yardley Wealth Management holds 36 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 16.5 $32M 712k 45.12
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.3 $26M 305k 84.84
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 7.9 $15M 321k 47.93
Ea Series Trust Freedom 100 Em (FRDM) 7.7 $15M 276k 54.65
Dimensional Etf Trust Dimensional Inte (DFGX) 6.3 $12M 233k 52.45
Dimensional Etf Trust Inflation Prote (DFIP) 6.2 $12M 288k 41.72
Dimensional Etf Trust Core Fixed Incom (DFCF) 5.8 $11M 267k 42.22
Dimensional Etf Trust Short Duration F (DFSD) 5.1 $10M 208k 47.88
Dimensional Etf Trust Intl Small Cap V (DISV) 4.6 $9.0M 228k 39.44
Dimensional Etf Trust Us Equity Market (DFUS) 4.2 $8.2M 115k 70.91
American Centy Etf Tr Us Sml Cp Valu (AVUV) 4.1 $8.1M 73k 110.47
Dimensional Etf Trust Us Small Cap Etf (DFAS) 4.0 $7.7M 109k 71.13
American Centy Etf Tr Us Large Cap Vlu (AVLV) 3.9 $7.7M 96k 80.61
American Centy Etf Tr Avantis All Eqt (AVGE) 1.5 $3.0M 34k 88.02
Dimensional Etf Trust Global Real Est (DFGR) 1.5 $2.9M 108k 26.58
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 1.3 $2.5M 3.8k 650.40
Ishares Tr Russell 3000 Etf (IWV) 1.1 $2.1M 5.7k 370.70
Lockheed Martin Corporation (LMT) 0.7 $1.3M 2.2k 604.27
Ishares Tr National Mun Etf (MUB) 0.7 $1.3M 12k 106.15
Ishares Tr Msci Eafe Etf (EFA) 0.4 $865k 8.9k 97.13
Dimensional Etf Trust Us Core Equity 2 (DFAC) 0.4 $853k 22k 38.86
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $621k 3.3k 189.59
American Centy Etf Tr Us Eqt Etf (AVUS) 0.3 $570k 5.1k 111.18
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $563k 1.8k 320.81
Dimensional Etf Trust Us Small Cap Val (DFSV) 0.2 $440k 13k 35.04
Dimensional Etf Trust Us Core Equity 1 (DCOR) 0.2 $427k 5.9k 72.08
Ishares Tr U.s. Tech Etf (IYW) 0.2 $426k 2.3k 181.42
Apple (AAPL) 0.2 $412k 1.6k 253.72
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.2 $364k 5.7k 64.08
Ishares Tr Core S&p500 Etf (IVV) 0.2 $297k 455.00 653.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $293k 508.00 577.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $293k 491.00 597.55
Amazon (AMZN) 0.1 $290k 1.4k 208.27
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $282k 2.2k 128.12
Microsoft Corporation (MSFT) 0.1 $247k 666.00 370.40
Vanguard World Consum Dis Etf (VCR) 0.1 $245k 681.00 359.03