$98.2 Million is the total value of Lauterbach Financial Advisors, LLC's 49 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
IUSV | Exit | ISHARES TRcore s&p us vlu | $0 | – | -3,133 | -100.0% | -0.20% | – |
DVY | Exit | ISHARES TRselect divid etf | $0 | – | -1,790 | -100.0% | -0.20% | – |
DTE | Exit | DTE ENERGY CO | $0 | – | -2,246 | -100.0% | -0.27% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-28
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 33.0% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 17.8% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 10.6% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 8.7% |
JPMORGAN CHASE & CO. | 11 | Q2 2024 | 4.4% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 2.3% |
INVESCO QQQ TR | 11 | Q2 2024 | 1.9% |
EXXON MOBIL CORP | 11 | Q2 2024 | 1.7% |
APPLE INC | 11 | Q2 2024 | 1.6% |
DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 1.7% |
View Lauterbach Financial Advisors, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-16 |
13F-HR | 2024-08-12 |
13F-HR | 2024-05-08 |
13F-HR | 2024-01-18 |
13F-HR | 2023-10-30 |
13F-HR | 2023-08-02 |
13F-HR | 2023-05-02 |
13F-HR | 2023-01-26 |
13F-HR | 2022-10-28 |
13F-HR | 2022-07-29 |
View Lauterbach Financial Advisors, 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.