Andrews, Lucia Wealth Management LLC Portfolio Holdings

Andrews, Lucia Wealth Management LLC

  • $147 Million
  • Q4 2024

Andrews, Lucia Wealth Management LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Million distributed in 26 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 $66M, Dimensional ETF Tr Us Marketwi with a value of $15.2M, Dimensional ETF Tr U S Target with a value of $14.4M, Dimensional ETF Tr with a value of $9.4M, and Dimensional ETF Tr with a value of $7.4M.

Examining the 13F form we can see an decrease of $2.97M in the current position value, from $150M to 147M.

Below you can find more details about Andrews, Lucia Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $147 Million
ETFs: $138 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

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

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $147 Million
  • Prior Value $150 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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