Instuitional Investor - Andrews, Lucia Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Andrews, Lucia Wealth Management Llc |
| Portfolio Value | $167,310,489 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,698,938 | $66,020,742 | 39.46% | |
| 2. | Dimensional Etf Trust | 206,222 | $12,878,541 | 7.7% | |
| 3. | Dimensional Etf Trust | 260,431 | $12,620,479 | 7.54% | |
| 4. | Dimensional Etf Trust | 346,394 | $11,767,001 | 7.03% | |
| 5. | Dimensional Etf Trust | 210,747 | $11,123,248 | 6.65% |