Delap Wealth Advisory, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $217 Billion distributed in 119 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 $27.6B, Ishares Core Msci Intl Develop with a value of $22.4B, Ishares Core S&P Total U.S. St with a value of $18.3B, Dimensional ETF Tr Emerging Mk with a value of $14.2B, and Dimensional ETF Tr with a value of $12.3B.
Examining the 13F form we can see an decrease of $30.1B in the current position value, from $247B to 217B.
Delap Wealth Advisory, LLC is based out at Lake Oswego, OR
Below you can find more details about Delap Wealth Advisory, LLC portfolio as well as his latest detailed transactions.
