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  Name: Geometric Wealth Advisors
  City: WASHINGTON
  State: DC
  Zip: 20006
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $423,520,000
  Total Value Change : $46,653,000
  Securities Held Change : 3
   
All Securities Held : 47
  New Positions : 4
  Closed Positions : 1
  Increased Positions : 18
  Unchanged Positions : 20
  Decreased Positions : 5

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 4     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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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
   (HOG)1 Year Chart         HOG Harley Davidson Inc 28 New $39.10 $417,000 9,530 0.1% 417,000 9,530 0.006    Recreational Vehicles
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 43 New $204.79 $231,000 1,153 0.05% 231,000 1,153 0    Domestic Money Center...
   (IBM)1 Year Chart         IBM International Business Mach... 45 New $169.03 $226,000 1,182 0.05% 226,000 1,182 0    Diversified Computer ...
   (XLK)1 Year Chart         XLK SPDR Technology Sector 47 New $211.82 $204,000 979 0.05% 204,000 979 0    Closed - End Fund - E...

      4 Records Found
  1    
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