Lauterbach Financial Advisors, LLC Incresed Positions in Q4 2024

Lauterbach Financial Advisors, LLC

  • $157 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
4.62K
+ 7.77%
$61.52 - $66.5 $284K - $307K
64K $4.09M
PFE
Pfizer Inc

Healthcare
13.9K
+ 40.75%
$24.8 - $30.19 $344K - $419K
47.9K $1.27M
NVDA
Nvidia Corp

Technology
3
+ 0.01%
$117.0 - $148.88 $351 - $447
20.8K $2.8M
AAPL
Apple Inc.

Technology
3
+ 0.03%
$221.69 - $259.02 $665 - $777
9.83K $2.46M
QQQ
Invesco Qqq Trust, Series 1

ETFs
14
+ 0.22%
$481.22 - $538.17 $6.74K - $7.53K
6.43K $3.29M
ITOT
Ishares Core S&P Total U.S. St

ETFs
790
+ 4.99%
$124.26 - $134.12 $98.2K - $106K
16.6K $2.14M
WFC
Wells Fargo & Company

Financial Services
48
+ 0.53%
$54.98 - $77.35 $2.64K - $3.71K
9.06K $636K
PAYC
Paycom Software, Inc.

Technology
5
+ 0.16%
$159.94 - $240.25 $800 - $1.2K
3.04K $622K
GS
Goldman Sachs Group Inc

Financial Services
7
+ 0.53%
$486.1 - $608.57 $3.4K - $4.26K
1.32K $757K
IEMG
Ishares Inc

ETFs
1.85K
+ 9.76%
N/A
20.8K $1.11M
IDEV
Ishares Core Msci Intl Develop

ETFs
3.69K
+ 13.69%
$64.18 - $70.42 $237K - $259K
30.6K $1.97M
DFAI
Dimensional ETF Tr

ETFs
5.66K
+ 12.53%
$29.0 - $31.6 $164K - $179K
50.8K $1.48M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.63K
+ 9.81%
$30.18 - $33.87 $49.2K - $55.2K
18.3K $561K
PANW
Palo Alto Networks Inc

Technology
2K
+ 100.0%
$181.96 - $405.9 $364K - $812K
4K $727K
DUHP
Dimensional ETF Tr Dimensional

ETFs
860
+ 13.95%
$33.62 - $35.69 $28.9K - $30.7K
7.03K $237K
IP
International Paper CO

Consumer Cyclical
28
+ 0.66%
$46.64 - $59.57 $1.31K - $1.67K
4.28K $230K
MGK
Vanguard Mega Cap Growth ETF

ETFs
1
+ 0.1%
$316.94 - $357.88 $317 - $358
1.01K $345K
VTI
Vanguard Total Stock Market Et

ETFs
33
+ 3.76%
$280.04 - $302.45 $9.24K - $9.98K
911 $264K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.35K
+ 12.25%
$26.16 - $28.82 $35.4K - $39K
12.4K $324K
MSFT
Microsoft Corp

Technology
71
+ 2.65%
$406.35 - $454.46 $28.9K - $32.3K
2.75K $1.16M
AVUS
American Centy ETF Tr Avantis

ETFs
7
+ 0.23%
$94.36 - $102.06 $661 - $714
3.02K $292K
EFV
Msci Eafe Value ETF

ETFs
718
+ 11.17%
$51.78 - $57.15 $37.2K - $41K
7.15K $374K
SHV
Ishares Tr

ETFs
30
+ 1.64%
$109.92 - $110.57 $3.3K - $3.32K
1.86K $204K
SCHO
Schwab Short Term Us Treasury

ETFs
5.44K
+ 101.89%
$24.06 - $48.88 $131K - $266K
10.8K $259K
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
874
+ 5.99%
$26.65 - $29.34 $23.3K - $25.6K
15.5K $419K
FNDC
Schwab Fundamental Intl Small

ETFs
216
+ 2.5%
$33.92 - $38.03 $7.33K - $8.21K
8.85K $302K
FNDF
Schwab Fundamental Intl Large

ETFs
220
+ 2.58%
$32.92 - $37.15 $7.24K - $8.17K
8.76K $290K
AVEM
American Centy ETF Tr Avantis

ETFs
42
+ 0.72%
$58.59 - $66.14 $2.46K - $2.78K
5.86K $344K
AVDV
American Centy ETF Tr Avantis

ETFs
1.59K
+ 5.95%
$63.85 - $70.4 $101K - $112K
28.3K $1.84M
DFAE
Dimensional ETF Tr

ETFs
166
+ 0.6%
$25.36 - $28.15 $4.21K - $4.67K
27.9K $706K
PG
Procter & Gamble CO

Consumer Defensive
7
+ 0.07%
$161.05 - $179.7 $1.13K - $1.26K
10.1K $1.69M
GE
General Electric CO

Industrials
1
+ 0.04%
$159.95 - $194.23 $160 - $194
2.63K $438K
XOM
Exxon Mobil Corp

Energy
52
+ 0.28%
$105.51 - $125.37 $5.49K - $6.52K
18.7K $2.01M
Activity Summary
Buys All Purchases 41 New Holdings 7 Increased Positions 34 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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