Andrews, Lucia Wealth Management LLC Portfolio Holdings by Sector
Andrews, Lucia Wealth Management LLC
- $140 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFUV DFAT DFIV DFAS DFAI DFAU DFAE 26 stocks |
$130,843
100.0% of portfolio
|
  14  
|
  7  
|
- | - |
0
Calls
0
Puts
|