Investment Advisory Group, LLC Q1 2025 Filing
Filed April 14, 2025
Portfolio Value
$298.9B
Holdings
168
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (168 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VYMVANGUARD WHITEHALL FDS | 161,475 | $20.8B | 6.97% | |
| 2 | VUGVANGUARD INDEX FDS | 53,236 | $19.7B | 6.60% | |
| 3 | DFACDIMENSIONAL ETF TRUST | 567,641 | $18.7B | 6.26% | |
| 4 | IJRISHARES TR | 117,693 | $12.3B | 4.12% | |
| 5 | IVVISHARES TR | 21,083 | $11.8B | 3.96% | |
| 6 | DFUSDIMENSIONAL ETF TRUST | 151,216 | $9.1B | 3.06% | |
| 7 | AAPLAPPLE INC | 31,950 | $7.1B | 2.37% | |
| 8 | IVWISHARES TR | 75,425 | $7.0B | 2.34% | |
| 9 | VTVVANGUARD INDEX FDS | 39,585 | $6.8B | 2.29% | |
| 10 | USMVISHARES TR | 68,609 | $6.4B | 2.15% | |
| 11 | AOMISHARES TR | 136,066 | $6.0B | 2.00% | |
| 12 | AOKISHARES TR | 144,566 | $5.4B | 1.82% | |
| 13 | VIGVANGUARD SPECIALIZED FUNDS | 26,997 | $5.2B | 1.75% | |
| 14 | ITOTISHARES TR | 41,333 | $5.0B | 1.69% | |
| 15 | AMZNAMAZON COM INC | 25,069 | $4.8B | 1.60% | |
| 16 | DFAXDIMENSIONAL ETF TRUST | 174,914 | $4.6B | 1.53% | |
| 17 | MSFTMICROSOFT CORP | 11,300 | $4.2B | 1.42% | |
| 18 | IJHISHARES TR | 71,316 | $4.2B | 1.39% | |
| 19 | DFUVDIMENSIONAL ETF TRUST | 98,192 | $4.0B | 1.35% | |
| 20 | VYMIVANGUARD WHITEHALL FDS | 50,035 | $3.7B | 1.23% | |
| 21 | PGPROCTER AND GAMBLE CO | 20,526 | $3.5B | 1.17% | |
| 22 | IVEISHARES TR | 17,931 | $3.4B | 1.14% | |
| 23 | VTIVANGUARD INDEX FDS | 12,075 | $3.3B | 1.11% | |
| 24 | DFASDIMENSIONAL ETF TRUST | 54,088 | $3.2B | 1.08% | |
| 25 | FBNDFIDELITY MERRIMACK STR TR | 69,820 | $3.2B | 1.07% | |
| 26 | IGSBISHARES TR | 57,199 | $3.0B | 1.00% | |
| 27 | SCHDSCHWAB STRATEGIC TR | 106,004 | $3.0B | 0.99% | |
| 28 | SHYISHARES TR | 34,147 | $2.8B | 0.95% | |
| 29 | VGSHVANGUARD SCOTTSDALE FDS | 45,802 | $2.7B | 0.90% | |
| 30 | NDQINVESCO QQQ TR | 5,706 | $2.7B | 0.90% | |
| 31 | VOOVANGUARD INDEX FDS | 5,142 | $2.6B | 0.88% | |
| 32 | IUSBISHARES TR | 56,403 | $2.6B | 0.87% | |
| 33 | VBVANGUARD INDEX FDS | 11,692 | $2.6B | 0.87% | |
| 34 | ISTBISHARES TR | 50,286 | $2.4B | 0.81% | |
| 35 | HDVISHARES TR | 18,130 | $2.2B | 0.73% | |
| 36 | DCORDIMENSIONAL ETF TRUST | 35,276 | $2.2B | 0.72% | |
| 37 | AQLTISHARES TR | 28,387 | $2.1B | 0.72% | |
| 38 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,688 | $2.0B | 0.66% | |
| 39 | BNDVANGUARD BD INDEX FDS | 25,530 | $1.9B | 0.63% | |
| 40 | IWFISHARES TR | 5,156 | $1.9B | 0.62% | |
| 41 | MDYSPDR S&P MIDCAP 400 ETF TR | 3,470 | $1.9B | 0.62% | |
| 42 | AQLTISHARES TR | 13,626 | $1.8B | 0.61% | |
| 43 | LQDISHARES TR | 16,598 | $1.8B | 0.60% | |
| 44 | METAMETA PLATFORMS INC | 2,998 | $1.7B | 0.58% | |
| 45 | VPLSVANGUARD MALVERN FDS | 21,179 | $1.6B | 0.55% | |
| 46 | TSLATESLA INC | 5,941 | $1.5B | 0.52% | |
| 47 | VCSHVANGUARD SCOTTSDALE FDS | 19,218 | $1.5B | 0.51% | |
| 48 | VTHRVANGUARD SCOTTSDALE FDS | 6,033 | $1.5B | 0.50% | |
| 49 | XOMEXXON MOBIL CORP | 12,467 | $1.5B | 0.50% | |
| 50 | OREALTY INCOME CORP | 25,512 | $1.5B | 0.50% | |
| 51 | VNQVANGUARD INDEX FDS | 16,319 | $1.5B | 0.49% | |
| 52 | NVDANVIDIA CORPORATION | 13,312 | $1.4B | 0.48% | |
| 53 | SPYSPDR S&P 500 ETF TR | 2,524 | $1.4B | 0.47% | |
| 54 | TPLTEXAS PACIFIC LAND CORPORATI | 1,003 | $1.3B | 0.44% | |
| 55 | VXUSVANGUARD STAR FDS | 21,369 | $1.3B | 0.44% | |
| 56 | GOOGALPHABET INC | 7,799 | $1.2B | 0.41% | |
| 57 | FEMRFIDELITY COVINGTON TRUST | 37,879 | $1.2B | 0.39% | |
| 58 | JPMJPMORGAN CHASE & CO. | 4,681 | $1.1B | 0.38% | |
| 59 | IYWISHARES TR | 7,738 | $1.1B | 0.36% | |
| 60 | VEAVANGUARD TAX-MANAGED FDS | 20,437 | $1.0B | 0.35% | |
| 61 | IWDISHARES TR | 5,488 | $1.0B | 0.35% | |
| 62 | DFIVDIMENSIONAL ETF TRUST | 26,149 | $1.0B | 0.34% | |
| 63 | VWOVANGUARD INTL EQUITY INDEX F | 21,942 | $993.1M | 0.33% | |
| 64 | NEARISHARES U S ETF TR | 19,183 | $975.8M | 0.33% | |
| 65 | VOOGVANGUARD ADMIRAL FDS INC | 2,791 | $933.6M | 0.31% | |
| 66 | DFCFDIMENSIONAL ETF TRUST | 22,116 | $930.2M | 0.31% | |
| 67 | XLFSELECT SECTOR SPDR TR | 18,667 | $929.8M | 0.31% | |
| 68 | ABBVABBVIE INC | 4,403 | $922.4M | 0.31% | |
| 69 | QUALISHARES TR | 5,391 | $921.2M | 0.31% | |
| 70 | GQ9SPDR GOLD TR | 3,126 | $900.7M | 0.30% | |
| 71 | GOOGLALPHABET INC | 5,686 | $879.3M | 0.29% | |
| 72 | VGITVANGUARD SCOTTSDALE FDS | 14,793 | $878.7M | 0.29% | |
| 73 | DFAUDIMENSIONAL ETF TRUST | 22,265 | $855.9M | 0.29% | |
| 74 | DGROISHARES TR | 13,685 | $845.5M | 0.28% | |
| 75 | PFFISHARES TR | 27,333 | $840.0M | 0.28% | |
| 76 | PLDPROLOGIS INC. | 7,319 | $818.2M | 0.27% | |
| 77 | AGGISHARES TR | 8,086 | $799.9M | 0.27% | |
| 78 | JNJJOHNSON & JOHNSON | 4,777 | $792.2M | 0.27% | |
| 79 | XLFISELECT SECTOR SPDR TR | 9,315 | $760.8M | 0.25% | |
| 80 | WELLWELLTOWER INC | 4,889 | $749.0M | 0.25% | |
| 81 | IWRISHARES TR | 8,642 | $735.2M | 0.25% | |
| 82 | DFSUDIMENSIONAL ETF TRUST | 20,053 | $718.1M | 0.24% | |
| 83 | FBCGFIDELITY COVINGTON TRUST | 17,905 | $715.6M | 0.24% | |
| 84 | AVLVAMERICAN CENTY ETF TR | 10,830 | $706.2M | 0.24% | |
| 85 | LLYELI LILLY & CO | 846 | $698.3M | 0.23% | |
| 86 | BACVERIZON COMMUNICATIONS INC | 14,755 | $669.3M | 0.22% | |
| 87 | IBMINTERNATIONAL BUSINESS MACHS | 2,628 | $653.5M | 0.22% | |
| 88 | AMGNAMGEN INC | 2,066 | $643.7M | 0.22% | |
| 89 | CMFISHARES TR | 11,400 | $641.6M | 0.21% | |
| 90 | SDYSPDR SER TR | 4,615 | $626.2M | 0.21% | |
| 91 | WATWATERS CORP | 1,601 | $590.1M | 0.20% | |
| 92 | NOBLPROSHARES TR | 5,578 | $569.9M | 0.19% | |
| 93 | MTUMISHARES TR | 2,787 | $563.4M | 0.19% | |
| 94 | VCITVANGUARD SCOTTSDALE FDS | 6,499 | $531.4M | 0.18% | |
| 95 | IXUSISHARES TR | 7,466 | $521.2M | 0.17% | |
| 96 | TAT&T INC | 18,125 | $512.6M | 0.17% | |
| 97 | SLQDISHARES TR | 9,876 | $496.6M | 0.17% | |
| 98 | BONDPIMCO ETF TR | 5,308 | $490.8M | 0.16% | |
| 99 | FTNTFORTINET INC | 5,060 | $487.1M | 0.16% | |
| 100 | VOVANGUARD INDEX FDS | 1,872 | $484.0M | 0.16% |
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