Andrews, Lucia Wealth Management LLC Top Holdings and 13F Report (2024) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Andrews, Lucia Wealth Management LLCInvestment ActivityAndrews, Lucia Wealth Management LLC has $140.42 million in total holdings as of March 31, 2024.Andrews, Lucia Wealth Management LLC owns shares of 27 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 1.28% of the portfolio was purchased this quarter.About 0.48% of the portfolio was sold this quarter.This quarter, Andrews, Lucia Wealth Management LLC has purchased 28 new stocks and bought additional shares in 14 stocks.Andrews, Lucia Wealth Management LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $61,170,675Dimensional US Marketwide Value ETF $15,064,192Dimensional U.S. Targeted Value ETF $14,155,603Dimensional World ex U.S. Core Equity 2 ETF $9,560,446Dimensional International Value ETF $7,488,597 Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 20,932 shares (about $668.78K)Dimensional International Core Equity Market ETF 8,242 shares (about $249.07K)Dimensional International High Profitability ETF 7,585 shares (about $204.34K)Dimensional Emerging Core Equity Market ETF 8,237 shares (about $203.62K)Dimensional US High Profitability ETF 4,725 shares (about $149.36K) Largest Sales this Quarter iShares Russell 1000 ETF 755 shares (about $217.46K)Schwab US Dividend Equity ETF 956 shares (about $77.08K)SPDR S&P MidCap 400 ETF Trust 134 shares (about $74.55K)Vanguard Short-Term Bond ETF 631 shares (about $48.38K)Dimensional U.S. Equity ETF 485 shares (about $27.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAndrews, Lucia Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$61,170,675$668,777 ▲1.1%1,914,57643.6%ETFDFUVDimensional US Marketwide Value ETF$15,064,192$92,434 ▲0.6%368,31810.7%ETFDFATDimensional U.S. Targeted Value ETF$14,155,603$16,438 ▲0.1%260,07010.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$9,560,446$1,043 ▼0.0%375,8046.8%ETFDFIVDimensional International Value ETF$7,488,597$38,771 ▲0.5%203,7725.3%ETFDFASDimensional U.S. Small Cap ETF$5,574,829$90,018 ▲1.6%89,4274.0%ETFDFAIDimensional International Core Equity Market ETF$4,883,951$249,074 ▲5.4%161,6133.5%ETFDFAUDimensional US Core Equity Market ETF$4,443,262$1,425 ▲0.0%121,6003.2%ETFDFAEDimensional Emerging Core Equity Market ETF$3,245,449$203,618 ▲6.7%131,2892.3%ETFDFUSDimensional U.S. Equity ETF$2,692,058$27,635 ▼-1.0%47,2461.9%ETFDISVDimensional International Small Cap Value ETF$1,794,598$21,154 ▲1.2%66,0021.3%ETFIWBiShares Russell 1000 ETF$1,640,619$217,463 ▼-11.7%5,6961.2%ETFDUHPDimensional US High Profitability ETF$1,358,598$149,357 ▲12.4%42,9801.0%ETFBSVVanguard Short-Term Bond ETF$1,132,584$48,379 ▼-4.1%14,7720.8%ETFDFARDimensional US Real Estate ETF$1,039,444$56,730 ▲5.8%46,4660.7%ETFMDYSPDR S&P MidCap 400 ETF Trust$817,279$74,551 ▼-8.4%1,4690.6%ETFIWMiShares Russell 2000 ETF$750,7710.0%3,5700.5%FinanceDIHPDimensional International High Profitability ETF$736,649$204,340 ▲38.4%27,3440.5%ETFSCHDSchwab US Dividend Equity ETF$466,181$77,079 ▼-14.2%5,7820.3%ETFBIVVanguard Intermediate-Term Bond ETF$402,756$226 ▲0.1%5,3420.3%ETFDFISDimensional International Small Cap ETF$378,556$16,915 ▼-4.3%15,1060.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$339,0680.0%13,3020.2%ETFDFCFDimensional Core Fixed Income ETF$326,329$1,091 ▼-0.3%7,7790.2%ETFSCHZSchwab U.S. Aggregate Bond ETF$247,9400.0%5,3900.2%ETFSCHRSchwab Intermediate-Term U.S. Treasury ETF$245,2500.0%5,0000.2%ETFIWFiShares Russell 1000 Growth ETF$239,7810.0%7110.2%ETFVBRVanguard Small-Cap Value ETF$221,359$1,151 ▲0.5%1,1540.2%ETFVOOVanguard S&P 500 ETF$0$215,930 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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