Andrews, Lucia Wealth Management LLC Portfolio Holdings by Sector
Andrews, Lucia Wealth Management LLC
- $146 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFUV DFAT DFIV DFAI DFAS DFAU DFAE 26 stocks |
$136,243
100.0% of portfolio
|
  17  
|
  3  
|
  1  
|
- |
0
Calls
0
Puts
|