$131 Million is the total value of Lauterbach Financial Advisors, LLC's 61 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-02
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.