Geometric Wealth Advisors Portfolio Holdings
Geometric Wealth Advisors
- $479 Million
- Q2 2024
Geometric Wealth Advisors has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $479 Million distributed in 58 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 $231M, Dimensional ETF Tr with a value of $186M, Dimensional ETF Tr Inflation P with a value of $15.6M, American Centy ETF Tr Avantis with a value of $4.47M, and Apple Inc. with a value of $3.81M.
Examining the 13F form we can see an increase of $62.7M in the current position value, from $417M to 479M.
Below you can find more details about Geometric Wealth Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$479 Million
ETFs: $278 Million
Technology: $6.02 Million
Communication Services: $3.05 Million
Consumer Cyclical: $2.45 Million
Financial Services: $1.57 Million
Industrials: $1.06 Million
Consumer Defensive: $724,000
Utilities: $620,000
Other: $506,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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