Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
DIMENSIONAL ETF TRUST (DFAS) | 2,104,887 | +55,212 | $125,493 |
DFAS | 2,104,887 | +55,212 | $125,493 |
DIMENSIONAL ETF TRUST (DFUS) | 2,284,352 | +11,050 | $118,398 |
DFUS | 2,284,352 | +11,050 | $118,398 |
DIMENSIONAL ETF TRUST (DFUV) | 2,081,645 | +22,067 | $77,479 |
DFUV | 2,081,645 | +22,067 | $77,479 |
AMERICAN CENTY ETF TR (AVUV) | 742,714 | +16,759 | $66,696 |
AVUV | 742,714 | +16,759 | $66,696 |
DIMENSIONAL ETF TRUST (DFAC) | 1,579,148 | +13,855 | $46,159 |
DFAC | 1,579,148 | +13,855 | $46,159 |
DIMENSIONAL ETF TRUST (DFIV) | 1,175,954 | +39,563 | $40,406 |
DFIV | 1,175,954 | +39,563 | $40,406 |
AMERICAN CENTY ETF TR (AVDV) | 588,031 | +17,163 | $36,746 |
AVDV | 588,031 | +17,163 | $36,746 |
DIMENSIONAL ETF TRUST (DFAT) | 538,685 | -13,078 | $28,189 |
DFAT | 538,685 | -13,078 | $28,189 |
APPLE INC | 126,302 | -1,762 | $24,317 |
AAPL | 126,302 | -1,762 | $24,317 |
ISHARES TR (AGG) | 243,571 | +182,507 | $24,174 |
AGG | 243,571 | +182,507 | $24,174 |
DIMENSIONAL ETF TRUST (DFGP) | 394,746 | +394,746 | $21,025 |
DFGP | 394,746 | +394,746 | $21,025 |
DIMENSIONAL ETF TRUST (DFGR) | 672,575 | +568,573 | $17,473 |
DFGR | 672,575 | +568,573 | $17,473 |
AMERICAN CENTY ETF TR (AVEM) | 306,408 | +11,382 | $17,278 |
AVEM | 306,408 | +11,382 | $17,278 |
DIMENSIONAL ETF TRUST (DFAX) | 698,198 | +2,028 | $17,050 |
DFAX | 698,198 | +2,028 | $17,050 |
DIMENSIONAL ETF TRUST (DFIS) | 690,672 | +81,683 | $16,694 |
DFIS | 690,672 | +81,683 | $16,694 |
VANGUARD INDEX FDS (VTI) | 64,203 | +913 | $15,230 |
VTI | 64,203 | +913 | $15,230 |
MICROSOFT CORP | 34,087 | +544 | $12,818 |
MSFT | 34,087 | +544 | $12,818 |
DIMENSIONAL ETF TRUST (DIHP) | 398,762 | +31,262 | $10,232 |
DIHP | 398,762 | +31,262 | $10,232 |
DIMENSIONAL ETF TRUST (DUHP) | 316,046 | +31,775 | $9,042 |
DUHP | 316,046 | +31,775 | $9,042 |
DIMENSIONAL ETF TRUST (DFAE) | 372,490 | +56,623 | $8,981 |
DFAE | 372,490 | +56,623 | $8,981 |
AMERICAN CENTY ETF TR (AVDE) | 132,694 | +4,533 | $8,019 |
AVDE | 132,694 | +4,533 | $8,019 |
BERKSHIRE HATHAWAY INC DEL | $7,403 | ||
BRK.B | 20,755 | -335 | $7,403 |
AMAZON COM INC | 44,270 | -713 | $6,726 |
AMZN | 44,270 | -713 | $6,726 |
ISHARES TR (IVV) | 13,278 | -224 | $6,342 |
IVV | 13,278 | -224 | $6,342 |
JOHNSON & JOHNSON | 39,021 | -225 | $6,116 |
JNJ | 39,021 | -225 | $6,116 |
EXXON MOBIL CORP | 58,984 | +1,222 | $5,897 |
XOM | 58,984 | +1,222 | $5,897 |
MCDONALDS CORP | 19,356 | +146 | $5,739 |
MCD | 19,356 | +146 | $5,739 |
CHEVRON CORP NEW | 31,794 | +2,736 | $4,742 |
CVX | 31,794 | +2,736 | $4,742 |
ELI LILLY & CO | 8,101 | +637 | $4,722 |
LLY | 8,101 | +637 | $4,722 |
SPDR S&P 500 ETF TR (SPY) | 9,849 | -170 | $4,681 |
SPY | 9,849 | -170 | $4,681 |
CATERPILLAR INC | 15,187 | -168 | $4,490 |
CAT | 15,187 | -168 | $4,490 |
ISHARES TR (QUAL) | 26,297 | -648 | $3,869 |
QUAL | 26,297 | -648 | $3,869 |
COSTCO WHSL CORP NEW | 5,838 | -283 | $3,854 |
COST | 5,838 | -283 | $3,854 |
ALPHABET INC | 24,263 | -1,291 | $3,419 |
GOOG | 24,263 | -1,291 | $3,419 |
HONEYWELL INTL INC | 16,039 | +41 | $3,364 |
HON | 16,039 | +41 | $3,364 |
JPMORGAN CHASE & CO | 16,213 | +1,009 | $2,758 |
JPM | 16,213 | +1,009 | $2,758 |
CLOROX CO DEL | 19,295 | -111 | $2,751 |
CLX | 19,295 | -111 | $2,751 |
HOME DEPOT INC | 7,670 | +94 | $2,658 |
HD | 7,670 | +94 | $2,658 |
ABBVIE INC | 17,043 | +165 | $2,641 |
ABBV | 17,043 | +165 | $2,641 |
DIMENSIONAL ETF TRUST (DFAI) | 90,263 | +20,672 | $2,585 |
DFAI | 90,263 | +20,672 | $2,585 |
WOODWARD INC | 18,928 | UNCH | $2,577 |
WWD | 18,928 | UNCH | $2,577 |
ALPHABET INC | 18,214 | -1,505 | $2,544 |
GOOGL | 18,214 | -1,505 | $2,544 |
NVIDIA CORPORATION | 5,070 | +1,067 | $2,511 |
NVDA | 5,070 | +1,067 | $2,511 |
KIMBERLY CLARK CORP | 20,094 | -554 | $2,442 |
KMB | 20,094 | -554 | $2,442 |
PROCTER AND GAMBLE CO | 15,164 | +2,157 | $2,222 |
PG | 15,164 | +2,157 | $2,222 |
VANGUARD INDEX FDS (VOO) | 4,837 | -488 | $2,113 |
VOO | 4,837 | -488 | $2,113 |
PEPSICO INC | 12,387 | -44 | $2,104 |
PEP | 12,387 | -44 | $2,104 |
ABBOTT LABS | 18,744 | -261 | $2,063 |
ABT | 18,744 | -261 | $2,063 |
DANAHER CORPORATION | 7,816 | +29 | $1,808 |
DHR | 7,816 | +29 | $1,808 |
VANGUARD WORLD FDS (VDE) | 15,182 | -1,000 | $1,781 |
VDE | 15,182 | -1,000 | $1,781 |
See Full List: All Stocks Held By TCI Wealth Advisors Inc.
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
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See Details: Top 10 Stocks Held By TCI Wealth Advisors Inc.
Size ($ in 1000's)
At 12/31/2023: $937,720 At 09/30/2023: $783,631 TCI Wealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from TCI Wealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings |