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| Name: |
ANDREWS LUCIA WEALTH MANAGEMENT LLC |
| City: |
DANVILLE |
| State: |
CA |
| Zip: |
94526-3440 |
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data |
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| Holdings
Found :
8 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DFAX |
Dimensional Funds plc - Wor... |
4 |
- |
$25.95 |
$9,560,000 |
375,804 |
6.81% |
382,000 |
-41 |
0.042 |
N/A |
|
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DFUS |
Dimensional U S Equity Etf |
10 |
- |
$58.66 |
$2,692,000 |
47,246 |
1.92% |
218,000 |
-485 |
0.005 |
N/A |
|
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IWB |
ishares trust Russell 1000 |
12 |
- |
$295.52 |
$1,641,000 |
5,696 |
1.17% |
-51,000 |
-755 |
0.004 |
Closed - End Fund - E... |
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BSV |
Vanguard Short-Term Bond |
14 |
- |
$76.56 |
$1,133,000 |
14,772 |
0.81% |
-53,000 |
-631 |
0.003 |
Closed - End Fund - E... |
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MDY |
Standrd Poor Mdcp 400 SPDR |
16 |
- |
$540.46 |
$817,000 |
1,469 |
0.58% |
4,000 |
-134 |
0.003 |
Closed - End Fund - E... |
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SCHD |
Schwab US Dividend Equity ETF |
19 |
- |
$77.44 |
$466,000 |
5,782 |
0.33% |
-47,000 |
-956 |
0.002 |
N/A |
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DFIS |
Dfa Dimensional Internation... |
21 |
- |
$0.00 |
$379,000 |
15,106 |
0.27% |
-2,000 |
-675 |
0.017 |
N/A |
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DFCF |
Dfa Dimensional Core Fixed ... |
23 |
- |
$0.00 |
$326,000 |
7,779 |
0.23% |
-5,000 |
-26 |
0.009 |
N/A |
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