Andrews, Lucia Wealth Management LLC Portfolio Holdings by Sector
Andrews, Lucia Wealth Management LLC
- $166 Million
- Q3 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFAT DFUV DFIV DFAI DFAS DFAU DFAE 29 stocks |
$153,944
100.0% of portfolio
|
  15  
|
  10  
|
  3  
|
- |
0
Calls
0
Puts
|