Andrews, Lucia Wealth Management LLC Portfolio Holdings by Sector
Andrews, Lucia Wealth Management LLC
- $147 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFAC DFUV DFAT DFIV DFAS DFAI DFAU DFAE 25 stocks |
$137,926
100.0% of portfolio
|
  15  
|
  7  
|
  1  
|
- |
0
Calls
0
Puts
|