Instuitional Investor - Andrews, Lucia Wealth Management Llc
Fund Profile
Filing Period:
| Fund Name: | Andrews, Lucia Wealth Management Llc |
| Portfolio Value | $129,627,295 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,893,644 | $55,351,216 | 42.7% | |
| 2. | Dimensional Etf Trust | 366,058 | $13,624,681 | 10.51% | |
| 3. | Dimensional Etf Trust | 259,768 | $13,593,623 | 10.48% | |
| 4. | Dimensional Etf Trust | 375,845 | $9,178,141 | 7.08% | |
| 5. | Dimensional Etf Trust | 202,717 | $6,965,353 | 5.37% |
