$113 Million is the total value of ANDREWS, LUCIA WEALTH MANAGEMENT LLC's 24 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GLD | Exit | SPDR GOLD TR | $0 | – | -1,340 | -100.0% | -0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-04
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 46.8% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 10.8% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 10.9% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 6.9% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.1% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 5.7% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 3.2% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 3.4% |
DIMENSIONAL ETF TRUST | 8 | Q3 2023 | 2.3% |
ISHARES TR | 8 | Q3 2023 | 1.7% |
View ANDREWS, LUCIA WEALTH MANAGEMENT LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-14 |
13F-HR | 2024-02-09 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-04 |
13F-HR | 2023-05-04 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-01 |
13F-HR | 2022-07-28 |
13F-HR | 2022-04-21 |
13F-HR | 2022-02-04 |
View ANDREWS, LUCIA WEALTH MANAGEMENT LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.