Andrews, Lucia Wealth Management LLC Portfolio Holdings by Sector
Andrews, Lucia Wealth Management LLC
- $163 Million
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
DFAC DFAT DFUV DFIV DFAI DFAS DFAU DFAE 29 stocks |
$151,345
100.0% of portfolio
|
  11  
|
  13  
|
- | - |
0
Calls
0
Puts
|