Geometric Wealth Advisors Portfolio Holdings by Sector

Geometric Wealth Advisors

$518 Million
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs DFAC DFIP AVUS SPY VUG SCHB IVV VOO 40 stocks	$301,317 92.99% of portfolio	19	8	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CVNA AMZN 2 stocks	$6,293 1.94% of portfolio	1	1	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$4,106 1.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL META 3 stocks	$2,781 0.86% of portfolio	1	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$2,131 0.66% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,522 0.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN 1 stocks	$1,118 0.35% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$818 0.25% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$783 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$721 0.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$510 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare MRK JNJ 2 stocks	$506 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services ALL 1 stocks	$355 0.11% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services CME 1 stocks	$330 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$304 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$243 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$210 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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