HoldingsChannel.com
Investment Advisory Group LLC Top Holdings
As of  09/30/2022, below is a summary of the Investment Advisory Group LLC top holdings by largest position size, as per the latest 13f filing made by Investment Advisory Group LLC. In the Investment Advisory Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Investment Advisory Group LLC in that top holding, then the share count change between reporting periods, and finally the Investment Advisory Group LLC top holding position size for that row.

   EntityAmountChange
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
VANGUARD WHITEHALL FDS (VYM) 110,777 +4,829 $10,510
     VYM110,777+4,829$10,510
DIMENSIONAL ETF TRUST (DFAC) 434,408 +19,130 $9,661
     DFAC434,408+19,130$9,661
VANGUARD INDEX FDS (VUG) 32,835 +3,467 $7,025
     VUG32,835+3,467$7,025
ISHARES TR (IVV) 15,805 +128 $5,668
     IVV15,805+128$5,668
ISHARES TR (IJR) 64,214 +3,494 $5,599
     IJR64,214+3,494$5,599
ISHARES TR (AOK) 167,741 -3,892 $5,472
     AOK167,741-3,892$5,472
ISHARES TR (USMV) 64,760 +432 $4,281
     USMV64,760+432$4,281
APPLE INC 30,175 -259 $4,170
     AAPL30,175-259$4,170
ISHARES TR (AOM) 108,981 +1,035 $3,990
     AOM108,981+1,035$3,990
VANGUARD SPECIALIZED FUNDS (VIG) 23,888 +135 $3,229
     VIG23,888+135$3,229
VANGUARD INDEX FDS (VTV) 25,751 +2,759 $3,180
     VTV25,751+2,759$3,180
DIMENSIONAL ETF TRUST (DFAX) 166,090 +7,154 $3,137
     DFAX166,090+7,154$3,137
ISHARES TR (IVW) 50,549 +189 $2,924
     IVW50,549+189$2,924
ISHARES TR (ITOT) 33,319 -1,135 $2,650
     ITOT33,319-1,135$2,650
PROCTER AND GAMBLE CO 20,269 +54 $2,559
     PG20,269+54$2,559
VANGUARD WHITEHALL FDS (VYMI) 47,321 +3,382 $2,463
     VYMI47,321+3,382$2,463
ISHARES TR (IGSB) 46,125 +200 $2,273
     IGSB46,125+200$2,273
MICROSOFT CORP 9,368 +73 $2,182
     MSFT9,368+73$2,182
ISHARES TR (LQD) 20,510 -968 $2,101
     LQD20,510-968$2,101
ISHARES TR (ISTB) 44,371 +1,957 $2,045
     ISTB44,371+1,957$2,045
DIMENSIONAL ETF TRUST (DFUV) 65,468 +816 $1,939
     DFUV65,468+816$1,939
ISHARES TR (DVY) 16,686 +193 $1,789
     DVY16,686+193$1,789
AMAZON COM INC 15,660 +180 $1,770
     AMZN15,660+180$1,770
REALTY INCOME CORP 27,980 +1,160 $1,628
     O27,980+1,160$1,628
ISHARES TR (IEFA) 30,391 -596 $1,601
     IEFA30,391-596$1,601
TESLA INC 5,730 +4,804 $1,520
     TSLA5,730+4,804$1,520
ISHARES TR (HDV) 16,323 +137 $1,490
     HDV16,323+137$1,490
SPDR S&P MIDCAP 400 ETF TR (MDY) 3,683 +1 $1,479
     MDY3,683+1$1,479
ISHARES TR (IVE) 10,814 +116 $1,390
     IVE10,814+116$1,390
DIMENSIONAL ETF TRUST (DFAS) 29,605 +1 $1,377
     DFAS29,605+1$1,377
DIMENSIONAL ETF TRUST (DFUS) 33,329 +1,409 $1,294
     DFUS33,329+1,409$1,294
EXXON MOBIL CORP 14,666 -108 $1,280
     XOM14,666-108$1,280
INVESCO QQQ TR 4,130 +115 $1,104
     QQQ4,130+115$1,104
ISHARES TR (SHY) 13,512 +630 $1,097
     SHY13,512+630$1,097
VANGUARD INDEX FDS (VNQ) 13,400 +56 $1,074
     VNQ13,400+56$1,074
VANGUARD INDEX FDS (VB) 6,136 -24 $1,049
     VB6,136-24$1,049
JOHNSON & JOHNSON 6,288 -39 $1,027
     JNJ6,288-39$1,027
VANGUARD INDEX FDS (VTI) 5,567 +3,958 $999
     VTI5,567+3,958$999
ISHARES TR (FIBR) 11,876 -310 $973
     FIBR11,876-310$973
ISHARES TR (IUSB) 21,156 +545 $941
     IUSB21,156+545$941
VANGUARD MUN BD FDS (VTEB) 19,191 UNCH $924
     VTEB19,191UNCH$924
ISHARES TR (IWF) 4,051 +803 $852
     IWF4,051+803$852
ISHARES U S ETF TR (NEAR) 15,783 -1,339 $777
     NEAR15,783-1,339$777
ISHARES TR (IJH) 3,480 +58 $763
     IJH3,480+58$763
ISHARES TR (AGG) 7,815 -27 $753
     AGG7,815-27$753
PROLOGIS INC. 7,226 UNCH $734
     PLD7,226UNCH$734
ISHARES TR (TIP) 6,804 -3 $714
     TIP6,804-3$714
VANGUARD INTL EQUITY INDEX F (VWO) 19,126 +1,538 $698
     VWO19,126+1,538$698
ALPHABET INC 6,826 +6,489 $656
     GOOG6,826+6,489$656
ISHARES TR (IWD) 4,679 +2,262 $636
     IWD4,679+2,262$636

See Full List: All Stocks Held By Investment Advisory Group LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Investment Advisory Group LLC

Size ($ in 1000's)
At 09/30/2022: $144,110
At 06/30/2022: $147,035

Investment Advisory Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Investment Advisory Group LLC 13F filings. Link to 13F filings: SEC filings

Investment Advisory Group LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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