HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 DIMENSIONAL ETF TRUST (DFAU) |
643,530 | +643,530 | $21,397 |
| DFAU | 643,530 | +643,530 | $21,397 |
| DIMENSIONAL ETF TRUST (DFAT) |
302,824 | +302,824 | $15,847 |
| DFAT | 302,824 | +302,824 | $15,847 |
| DIMENSIONAL ETF TRUST (DFSD) |
322,944 | +322,944 | $14,978 |
| DFSD | 322,944 | +322,944 | $14,978 |
| DIMENSIONAL ETF TRUST (DFAI) |
490,778 | +490,778 | $12,814 |
| DFAI | 490,778 | +490,778 | $12,814 |
| AMERICAN CENTY ETF TR (AVDV) |
116,891 | +116,891 | $6,762 |
| AVDV | 116,891 | +116,891 | $6,762 |
| AMERICAN CENTY ETF TR (AVLV) |
124,078 | +124,078 | $6,536 |
| AVLV | 124,078 | +124,078 | $6,536 |
| DIMENSIONAL ETF TRUST (DFAE) |
276,264 | +276,264 | $6,235 |
| DFAE | 276,264 | +276,264 | $6,235 |
| DIMENSIONAL ETF TRUST (DFAC) |
202,724 | +202,724 | $5,926 |
| DFAC | 202,724 | +202,724 | $5,926 |
| AMERICAN CENTY ETF TR (AVUV) |
32,920 | +32,920 | $2,956 |
| AVUV | 32,920 | +32,920 | $2,956 |
| AMERICAN CENTY ETF TR (AVDE) |
44,993 | +44,993 | $2,504 |
| AVDE | 44,993 | +44,993 | $2,504 |
| AMERICAN CENTY ETF TR (AVRE) |
50,063 | +50,063 | $2,168 |
| AVRE | 50,063 | +50,063 | $2,168 |
| SCHWAB STRATEGIC TR |
83,294 | +83,294 | $1,725 |
| SCHH | 83,294 | +83,294 | $1,725 |
| DIMENSIONAL ETF TRUST (DFUV) |
44,929 | +44,929 | $1,528 |
| DFUV | 44,929 | +44,929 | $1,528 |
| SCHWAB STRATEGIC TR |
37,665 | +37,665 | $1,211 |
| FNDC | 37,665 | +37,665 | $1,211 |
| AMERICAN CENTY ETF TR (AVUS) |
14,002 | +14,002 | $1,142 |
| AVUS | 14,002 | +14,002 | $1,142 |
| ISHARES TR (IVLU) |
29,349 | +29,349 | $744 |
| IVLU | 29,349 | +29,349 | $744 |
| INVESCO EXCHANGE TRADED FD T (XSVM) |
12,774 | +12,774 | $692 |
| XSVM | 12,774 | +12,774 | $692 |
| AMERICAN CENTY ETF TR (AVEM) |
13,035 | +13,035 | $688 |
| AVEM | 13,035 | +13,035 | $688 |
| APPLE INC |
3,551 | +3,551 | $684 |
| AAPL | 3,551 | +3,551 | $684 |
| DIMENSIONAL ETF TRUST (DFUS) |
11,813 | +11,813 | $612 |
| DFUS | 11,813 | +11,813 | $612 |
| SPDR INDEX SHS FDS (SPEM) |
17,272 | +17,272 | $580 |
| SPEM | 17,272 | +17,272 | $580 |
| DIMENSIONAL ETF TRUST (DFIV) |
16,924 | +16,924 | $552 |
| DFIV | 16,924 | +16,924 | $552 |
| MICROSOFT CORP |
1,024 | +1,024 | $385 |
| MSFT | 1,024 | +1,024 | $385 |
| AMERICAN CENTY ETF TR (AVSF) |
6,809 | +6,809 | $310 |
| AVSF | 6,809 | +6,809 | $310 |
| ISHARES TR (ISVL) |
8,948 | +8,948 | $305 |
| ISVL | 8,948 | +8,948 | $305 |
| SCHWAB STRATEGIC TR |
11,462 | +11,462 | $274 |
| SCHE | 11,462 | +11,462 | $274 |
| PROLOGIS INC. |
2,017 | +2,017 | $269 |
| PLD | 2,017 | +2,017 | $269 |
| ISHARES TR (IJR) |
1,850 | +1,850 | $200 |
| IJR | 1,850 | +1,850 | $200 |
| ISHARES TR (IVV) |
376 | +376 | $180 |
| IVV | 376 | +376 | $180 |
| ALPHABET INC |
1,123 | +1,123 | $148 |
| GOOG | 1,123 | +1,123 | $148 |
| AMAZON COM INC |
863 | +863 | $131 |
| AMZN | 863 | +863 | $131 |
| HOME DEPOT INC |
378 | +378 | $131 |
| HD | 378 | +378 | $131 |
| EXXON MOBIL CORP |
1,215 | +1,215 | $121 |
| XOM | 1,215 | +1,215 | $121 |
| TESLA INC |
399 | +399 | $100 |
| TSLA | 399 | +399 | $100 |
| UNITEDHEALTH GROUP INC |
173 | +173 | $87 |
| UNH | 173 | +173 | $87 |
| META PLATFORMS INC |
240 | +240 | $85 |
| META | 240 | +240 | $85 |
| JPMORGAN CHASE & CO |
489 | +489 | $83 |
| JPM | 489 | +489 | $83 |
| BOSTON SCIENTIFIC CORP |
1,540 | +1,540 | $81 |
| BSX | 1,540 | +1,540 | $81 |
| JOHNSON & JOHNSON |
504 | +504 | $78 |
| JNJ | 504 | +504 | $78 |
| VANGUARD INDEX FDS (VNQ) |
798 | +798 | $71 |
| VNQ | 798 | +798 | $71 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
516 | +516 | $66 |
| ICE | 516 | +516 | $66 |
| AUTOMATIC DATA PROCESSING IN |
268 | +268 | $65 |
| ADP | 268 | +268 | $65 |
| TEXAS INSTRS INC |
382 | +382 | $61 |
| TXN | 382 | +382 | $61 |
| WASTE MGMT INC DEL |
331 | +331 | $59 |
| WM | 331 | +331 | $59 |
| VANGUARD INDEX FDS (VBK) |
235 | +235 | $57 |
| VBK | 235 | +235 | $57 |
| ALPHABET INC |
419 | +419 | $55 |
| GOOGL | 419 | +419 | $55 |
| UNITED PARCEL SERVICE INC |
352 | +352 | $55 |
| UPS | 352 | +352 | $55 |
| BROADCOM INC |
48 | +48 | $54 |
| AVGO | 48 | +48 | $54 |
| DIMENSIONAL ETF TRUST (DFAS) |
898 | +898 | $54 |
| DFAS | 898 | +898 | $54 |
| NXP SEMICONDUCTORS N V |
236 | +236 | $54 |
| NXPI | 236 | +236 | $54 |
See Full List: All Stocks Held By Valued Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By Valued Wealth Advisors LLC
|
Size ($ in 1000's)
At 12/31/2023: $114,760 At 09/30/2023: $0 Valued Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Valued Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings |
