ANDREWS, LUCIA WEALTH MANAGEMENT LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$148.9B
Holdings
27
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,903,820 | $65.9B | 44.23% | |
| 2 | DFUVDIMENSIONAL ETF TRUST | 371,556 | $15.2B | 10.21% | |
| 3 | DFATDIMENSIONAL ETF TRUST | 262,612 | $14.6B | 9.82% | |
| 4 | DFAXDIMENSIONAL ETF TRUST | 363,346 | $9.0B | 6.07% | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 213,176 | $7.6B | 5.08% | |
| 6 | DFASDIMENSIONAL ETF TRUST | 91,970 | $6.0B | 4.02% | |
| 7 | DFAIDIMENSIONAL ETF TRUST | 199,759 | $5.8B | 3.92% | |
| 8 | DFAUDIMENSIONAL ETF TRUST | 119,972 | $4.9B | 3.26% | |
| 9 | DFAEDIMENSIONAL ETF TRUST | 145,488 | $3.7B | 2.48% | |
| 10 | DFUSDIMENSIONAL ETF TRUST | 47,212 | $3.0B | 2.02% | |
| 11 | DISVDIMENSIONAL ETF TRUST | 71,030 | $1.9B | 1.27% | |
| 12 | IWBISHARES TR | 5,696 | $1.8B | 1.23% | |
| 13 | DFARDIMENSIONAL ETF TRUST | 66,701 | $1.6B | 1.04% | |
| 14 | DUHPDIMENSIONAL ETF TRUST | 40,143 | $1.4B | 0.91% | |
| 15 | BSVVANGUARD BD INDEX FDS | 12,779 | $987.4M | 0.66% | |
| 16 | MDYSPDR S&P MIDCAP 400 ETF TR | 1,470 | $837.4M | 0.56% | |
| 17 | IWMISHARES TR | 3,570 | $788.8M | 0.53% | |
| 18 | DIHPDIMENSIONAL ETF TRUST | 28,478 | $718.5M | 0.48% | |
| 19 | DFCFDIMENSIONAL ETF TRUST | 15,544 | $641.5M | 0.43% | |
| 20 | SCHDSCHWAB STRATEGIC TR | 17,852 | $487.7M | 0.33% | |
| 21 | DFISDIMENSIONAL ETF TRUST | 16,642 | $408.7M | 0.27% | |
| 22 | DFEMDIMENSIONAL ETF TRUST | 15,491 | $405.7M | 0.27% | |
| 23 | BIVVANGUARD BD INDEX FDS | 5,372 | $401.5M | 0.27% | |
| 24 | IWFISHARES TR | 711 | $285.7M | 0.19% | |
| 25 | VBRVANGUARD INDEX FDS | 1,160 | $229.9M | 0.15% | |
| 26 | VOOVANGUARD INDEX FDS | 379 | $204.3M | 0.14% | |
| 27 | IJHISHARES TR | 3,227 | $201.1M | 0.14% |