ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CIK: 0001906227SEC EDGAR →
Portfolio Value
$168.2M
Holdings
33
As of
Q4 2025
New Positions
4
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 1,848,865 | $73.2M | 43.50% |
| 2 | DIMENSIONAL ETF TRUST | 223,301 | $13.3M | 7.90% |
| 3 | DIMENSIONAL ETF TRUST | 259,133 | $12.1M | 7.18% |
| 4 | DIMENSIONAL ETF TRUST | 357,291 | $11.7M | 6.95% |
| 5 | DIMENSIONAL ETF TRUST | 209,201 | $10.4M | 6.20% |
| 6 | DIMENSIONAL ETF TRUST | 220,293 | $8.4M | 4.99% |
| 7 | DIMENSIONAL ETF TRUST | 89,797 | $6.3M | 3.72% |
| 8 | DIMENSIONAL ETF TRUST | 121,714 | $5.7M | 3.39% |
| 9 | DIMENSIONAL ETF TRUST | 146,772 | $4.8M | 2.84% |
| 10 | DIMENSIONAL ETF TRUST | 47,493 | $3.5M | 2.09% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 33 | $168.2M | 100.0% |