Andrews, Lucia Wealth Management LLC Portfolio Holdings

Andrews, Lucia Wealth Management LLC

  • $142 Million
  • Q2 2024

Andrews, Lucia Wealth Management LLC has filed its 13F form on July 25, 2024 for Q2 2024 where it was disclosed a total value porftolio of $142 Million distributed in 27 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $61.7M, Dimensional ETF Tr Us Marketwi with a value of $14.5M, Dimensional ETF Tr U S Target with a value of $13.5M, Dimensional ETF Tr with a value of $9.55M, and Dimensional ETF Tr with a value of $7.32M.

Examining the 13F form we can see an increase of $1.82M in the current position value, from $140M to 142M.

Below you can find more details about Andrews, Lucia Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $142 Million
ETFs: $133 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 27
  • Current Value $142 Million
  • Prior Value $140 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 25, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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