Geometric Wealth Advisors Portfolio Holdings
Geometric Wealth Advisors
- $518 Million
- Q3 2024
Geometric Wealth Advisors has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $518 Million distributed in 66 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 $251M, Dimensional ETF Tr with a value of $194M, Dimensional ETF Tr Inflation P with a value of $18.2M, American Centy ETF Tr Avantis with a value of $4.88M, and Apple Inc. with a value of $4.11M.
Examining the 13F form we can see an increase of $39.1M in the current position value, from $479M to 518M.
Below you can find more details about Geometric Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$518 Million
ETFs: $303 Million
Consumer Cyclical: $6.5 Million
Technology: $6.41 Million
Communication Services: $2.78 Million
Financial Services: $1.74 Million
Industrials: $1.12 Million
Consumer Defensive: $818,000
Utilities: $721,000
Other: $506,000