Instuitional Investor - Andrews, Lucia Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Andrews, Lucia Wealth Management Llc |
| Portfolio Value | $168,248,486 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,848,865 | $73,196,562 | 43.51% | |
| 2. | Dimensional Etf Trust | 223,301 | $13,295,385 | 7.9% | |
| 3. | Dimensional Etf Trust | 259,133 | $12,073,028 | 7.18% | |
| 4. | Dimensional Etf Trust | 357,291 | $11,694,159 | 6.95% | |
| 5. | Dimensional Etf Trust | 209,201 | $10,439,094 | 6.2% |