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| Name: |
Geometric Wealth Advisors |
| City: |
WASHINGTON |
| State: |
DC |
| Zip: |
20006 |
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data |
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Filing Period: |
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| Holdings
Found :
20 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AVUS |
Avantis Us Equity Etf |
5 |
- |
$0.00 |
$4,728,000 |
52,825 |
1.12% |
420,000 |
0 |
0.059 |
N/A |
|
|
AAPL |
Apple Inc |
6 |
- |
$192.25 |
$3,007,000 |
17,538 |
0.71% |
-370,000 |
0 |
0 |
Personal Computers |
|
|
SPY |
Standard & Poors Depository... |
7 |
- |
$527.37 |
$2,520,000 |
4,818 |
0.6% |
230,000 |
0 |
0 |
Closed - End Fund - E... |
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MSFT |
Microsoft Corp |
13 |
- |
$415.13 |
$932,000 |
2,216 |
0.22% |
99,000 |
0 |
0 |
Application Software |
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ETN |
Eaton Corp |
14 |
- |
$332.85 |
$915,000 |
2,926 |
0.22% |
210,000 |
0 |
0.001 |
Diversified Machinery |
|
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DFIC |
Dfa Dimensional Internation... |
15 |
- |
$0.00 |
$908,000 |
33,948 |
0.21% |
41,000 |
0 |
0.004 |
N/A |
|
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QQQ |
Invesco QQQ Trust Series I |
17 |
- |
$450.71 |
$864,000 |
1,946 |
0.2% |
67,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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GOOG |
Alphabet Inc |
18 |
- |
$173.96 |
$765,000 |
5,027 |
0.18% |
57,000 |
0 |
0 |
Search Engines & Info... |
|
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FB |
Meta Platforms Inc |
19 |
- |
$466.83 |
$715,000 |
1,472 |
0.17% |
194,000 |
0 |
0 |
Internet Service Prov... |
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DFUS |
Dimensional U S Equity Etf |
21 |
- |
$57.22 |
$563,000 |
9,885 |
0.13% |
51,000 |
0 |
0.001 |
N/A |
|
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BRK.B |
Berkshire Hathaway B |
23 |
- |
$414.40 |
$466,000 |
1,109 |
0.11% |
70,000 |
0 |
0 |
Property & Casualty I... |
|
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DFEM |
Dfa Dimensional Emerging Ma... |
27 |
- |
$0.00 |
$422,000 |
16,554 |
0.1% |
9,000 |
0 |
0.016 |
N/A |
|
|
DFAT |
Dimensional U S Targeted Va... |
29 |
- |
$53.83 |
$415,000 |
7,629 |
0.1% |
16,000 |
0 |
0.001 |
N/A |
|
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SCHG |
Schwab Strategic Trust |
30 |
- |
$94.45 |
$387,000 |
4,172 |
0.09% |
41,000 |
0 |
0 |
Closed - End Fund - Debt |
|
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CME |
CME Group Inc |
34 |
- |
$202.98 |
$323,000 |
1,500 |
0.08% |
7,000 |
0 |
0 |
Business Services |
|
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V |
Visa Inc |
37 |
- |
$272.46 |
$292,000 |
1,045 |
0.07% |
20,000 |
0 |
0 |
Business Services |
|
|
VT |
Vanguard Total World Stock ... |
38 |
- |
$111.44 |
$291,000 |
2,630 |
0.07% |
20,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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VB |
Vanguard Small Cap VIPERS |
41 |
- |
$222.29 |
$255,000 |
1,116 |
0.06% |
17,000 |
0 |
0.001 |
Closed - End Fund - E... |
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MRK |
Merck & Co Inc |
42 |
- |
$131.20 |
$251,000 |
1,903 |
0.06% |
44,000 |
0 |
0 |
Drug Manufacturers - ... |
|
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VO |
Vanguard Mid Cap VIPERS |
44 |
- |
$244.60 |
$229,000 |
915 |
0.05% |
16,000 |
0 |
0 |
Closed - End Fund - E... |
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