Lauterbach Financial Advisors, LLC Portfolio Holdings

Lauterbach Financial Advisors, LLC

  • $157 Million
  • Q3 2024

Lauterbach Financial Advisors, LLC has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $157 Million distributed in 70 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 $44.6M, Dimensional ETF Tr U S Target with a value of $21.6M, Dimensional ETF Tr with a value of $12.5M, Dimensional ETF Tr Us Marketwi with a value of $11.2M, and Dimensional ETF Tr with a value of $10.5M.

Examining the 13F form we can see an increase of $11.9M in the current position value, from $145M to 157M.

Below you can find more details about Lauterbach Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $157 Million
ETFs: $116 Million
Financial Services: $8.02 Million
Technology: $7.81 Million
Consumer Defensive: $3.69 Million
Energy: $3.33 Million
Consumer Cyclical: $2.52 Million
Healthcare: $1.79 Million
Industrials: $733,000
Other: $29,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $157 Million
  • Prior Value $145 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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