Instuitional Investor - Andrews, Lucia Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Andrews, Lucia Wealth Management Llc |
| Portfolio Value | $153,941,486 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,860,710 | $66,687,845 | 43.32% | |
| 2. | Dimensional Etf Trust | 253,652 | $13,687,031 | 8.89% | |
| 3. | Dimensional Etf Trust | 310,126 | $13,112,122 | 8.52% | |
| 4. | Dimensional Etf Trust | 360,272 | $10,581,187 | 6.87% | |
| 5. | Dimensional Etf Trust | 213,438 | $9,141,546 | 5.94% |
