32 is the total number of securities ANDREWS, LUCIA WEALTH MANAGEMENT LLC has owned. The longest ANDREWS, LUCIA WEALTH MANAGEMENT LLC has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| DFAC | DIMENSIONAL ETF TRUST | 8 | 8 | 41.51% | 43.90% | 46.80% | Q4 2021 | Q3 2023 | 8 |
| DFAT | DIMENSIONAL ETF TRUST | 8 | 8 | 9.77% | 10.19% | 10.80% | Q4 2021 | Q3 2023 | 8 |
| DIMENSIONAL ETF TRUST | 8 | 8 | 7.57% | 9.26% | 10.92% | Q4 2021 | Q3 2023 | 8 | |
| DIMENSIONAL ETF TRUST | 8 | 8 | 5.37% | 5.95% | 6.86% | Q4 2021 | Q3 2023 | 8 | |
| DFAS | DIMENSIONAL ETF TRUST | 8 | 8 | 3.89% | 4.39% | 5.13% | Q4 2021 | Q3 2023 | 8 |
| DFAU | DIMENSIONAL ETF TRUST | 8 | 8 | 3.18% | 4.14% | 5.65% | Q4 2021 | Q3 2023 | 8 |
| DFAI | DIMENSIONAL ETF TRUST | 8 | 8 | 2.19% | 2.72% | 3.16% | Q4 2021 | Q3 2023 | 8 |
| DFUS | DIMENSIONAL ETF TRUST | 8 | 8 | 1.97% | 2.66% | 3.41% | Q4 2021 | Q3 2023 | 8 |
| DFAE | DIMENSIONAL ETF TRUST | 8 | 8 | 0.98% | 1.68% | 2.32% | Q4 2021 | Q3 2023 | 8 |
| IWB | ISHARES TR | 8 | 8 | 1.26% | 1.45% | 1.69% | Q4 2021 | Q3 2023 | 8 |
| BSV | VANGUARD BD INDEX FDS | 8 | 8 | 1.01% | 1.38% | 1.72% | Q4 2021 | Q3 2023 | 8 |
| MDY | SPDR S&P MIDCAP 400 ET... | 8 | 8 | 0.63% | 0.70% | 0.79% | Q4 2021 | Q3 2023 | 8 |
| IWM | ISHARES TR | 8 | 8 | 0.54% | 0.65% | 0.78% | Q4 2021 | Q3 2023 | 8 |
| BIV | VANGUARD BD INDEX FDS | 8 | 8 | 0.35% | 0.55% | 0.81% | Q4 2021 | Q3 2023 | 8 |
| NDAQ | NASDAQ INC | 8 | 8 | 0.28% | 0.38% | 0.48% | Q4 2021 | Q3 2023 | 8 |
| SCHD | SCHWAB STRATEGIC TR | 5 | 1 | 0.39% | 0.42% | 0.46% | Q1 2022 | Q3 2023 | 6 |
| DIMENSIONAL ETF TRUST | 5 | 5 | 10.47% | 10.71% | 10.99% | Q3 2022 | Q3 2023 | 5 | |
| DIMENSIONAL ETF TRUST | 5 | 5 | 0.68% | 1.06% | 1.24% | Q3 2022 | Q3 2023 | 5 | |
| DIMENSIONAL ETF TRUST | 5 | 5 | 0.90% | 0.95% | 1.01% | Q3 2022 | Q3 2023 | 5 | |
| DIMENSIONAL ETF TRUST | 5 | 5 | 0.51% | 0.58% | 0.63% | Q3 2022 | Q3 2023 | 5 | |
| DIMENSIONAL ETF TRUST | 5 | 5 | 0.37% | 0.44% | 0.61% | Q3 2022 | Q3 2023 | 5 | |
| DIMENSIONAL ETF TRUST | 5 | 5 | 0.29% | 0.34% | 0.53% | Q3 2022 | Q3 2023 | 5 | |
| DIMENSIONAL ETF TRUST | 5 | 5 | 0.22% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 | |
| DIMENSIONAL ETF TRUST | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 | |
| SCHO | SCHWAB STRATEGIC TR | 3 | 3 | 0.35% | 0.65% | 1.24% | Q4 2021 | Q2 2022 | 3 |
| VWO | VANGUARD INTL EQUITY I... | 3 | 3 | 0.35% | 0.37% | 0.38% | Q4 2021 | Q2 2022 | 3 |
| SCHZ | SCHWAB STRATEGIC TR | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
| SCHR | SCHWAB STRATEGIC TR | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
| IWF | ISHARES TR | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2021 | Q1 2022 | 2 |
| VBR | VANGUARD INDEX FDS | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
| GLD | SPDR GOLD TR | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
| MSA | MSA SAFETY INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
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The securities at the top of the list , including DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and DIMENSIONAL ETF TRUST, are the highest-conviction holdings of ANDREWS, LUCIA WEALTH MANAGEMENT LLC.
The conviction is calculated by counting the number of quarters a security has been reported by ANDREWS, LUCIA WEALTH MANAGEMENT LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ANDREWS, LUCIA WEALTH MANAGEMENT LLC owns currently or has owned in the past.