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Home > Institutional Investor > Yardley Wealth Management Llc > 13F Holdings

Instuitional Investor - Yardley Wealth Management Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 752,735 $39,413,217 17.21%
2.
American Centy Etf Tr - INTL EQT ETF
 328,571 $29,607,551 12.93%
3.
Ea Series Trust
 256,887 $17,971,792 7.85%
4.
Dimensional Etf Trust
 DFAC 370,108 $17,036,073 7.44%
5.
Dimensional Etf Trust
 DFAC 270,580 $13,837,031 6.04%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.