HoldingsChannel.com
All Stocks Held By Lauterbach Financial Advisors LLC
As of  12/31/2023, we find all stocks held by Lauterbach Financial Advisors LLC to be as follows, presented in the table below with each row detailing each Lauterbach Financial Advisors LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Lauterbach Financial Advisors LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Lauterbach Financial Advisors LLC as of the latest filing.

   EntityAmountChange
 09/30/2023 to 12/31/2023		 Position Size
($ in 1000's)
DIMENSIONAL ETF TRUST (DFAC) 1,335,745 -2,874 $39,044
     DFAC1,335,745-2,874$39,044
DIMENSIONAL ETF TRUST (DFAT) 423,021 -8,391 $22,137
     DFAT423,021-8,391$22,137
DIMENSIONAL ETF TRUST (DFAX) 483,987 -2,249 $11,819
     DFAX483,987-2,249$11,819
DIMENSIONAL ETF TRUST (DFUV) 296,459 +376 $11,034
     DFUV296,459+376$11,034
DIMENSIONAL ETF TRUST (DFIV) 273,551 -1,321 $9,399
     DFIV273,551-1,321$9,399
EA SERIES TRUST 332,778 +15,041 $6,993
     BSVO332,778+15,041$6,993
JPMORGAN CHASE & CO 29,535 +210 $5,024
     JPM29,535+210$5,024
DIMENSIONAL ETF TRUST (DFUS) 49,873 +2,217 $2,585
     DFUS49,873+2,217$2,585
INVESCO QQQ TR 5,606 +25 $2,296
     QQQ5,606+25$2,296
APPLE INC 10,417 -107 $2,005
     AAPL10,417-107$2,005
DIMENSIONAL ETF TRUST (DFAS) 30,778 -21 $1,835
     DFAS30,778-21$1,835
EXXON MOBIL CORP 17,845 +50 $1,784
     XOM17,845+50$1,784
PROCTER AND GAMBLE CO 10,454 UNCH $1,532
     PG10,454UNCH$1,532
ISHARES TR (ITOT) 12,702 +5,238 $1,337
     ITOT12,702+5,238$1,337
AMERICAN CENTY ETF TR (AVUV) 13,983 -68 $1,256
     AVUV13,983-68$1,256
ISHARES TR (IDEV) 18,185 +5,888 $1,158
     IDEV18,185+5,888$1,158
NVIDIA CORPORATION 2,218 -38 $1,099
     NVDA2,218-38$1,099
MICROSOFT CORP 2,890 UNCH $1,087
     MSFT2,890UNCH$1,087
DIMENSIONAL ETF TRUST (DFAU) 30,806 +1,350 $1,024
     DFAU30,806+1,350$1,024
AMERICAN CENTY ETF TR (AVDV) 15,086 +4,057 $943
     AVDV15,086+4,057$943
AMAZON COM INC 6,006 UNCH $913
     AMZN6,006UNCH$913
GENERAL MLS INC 12,800 UNCH $834
     GIS12,800UNCH$834
DARDEN RESTAURANTS INC 4,800 UNCH $789
     DRI4,800UNCH$789
INTERNATIONAL BUSINESS MACHS 4,483 +208 $733
     IBM4,483+208$733
HALLIBURTON CO 19,641 UNCH $710
     HAL19,641UNCH$710
PAYCOM SOFTWARE INC 3,014 +6 $623
     PAYC3,014+6$623
VANGUARD SCOTTSDALE FDS (VGIT) 10,425 -240 $618
     VGIT10,425-240$618
ISHARES INC (IEMG) 12,017 +1,556 $608
     IEMG12,017+1,556$608
UBER TECHNOLOGIES INC 9,673 UNCH $596
     UBER9,673UNCH$596
JOHNSON & JOHNSON 3,531 UNCH $553
     JNJ3,531UNCH$553
MARATHON PETE CORP 3,578 UNCH $531
     MPC3,578UNCH$531
VANGUARD WORLD FDS (VGT) 1,098 UNCH $531
     VGT1,098UNCH$531
ISHARES TR (IWF) 1,747 UNCH $530
     IWF1,747UNCH$530
GOLDMAN SACHS GROUP INC 1,256 -168 $484
     GS1,256-168$484
DIMENSIONAL ETF TRUST (DFAE) 19,594 +6,771 $472
     DFAE19,594+6,771$472
PFIZER INC 15,713 +437 $452
     PFE15,713+437$452
WELLS FARGO CO NEW 8,086 -2,249 $398
     WFC8,086-2,249$398
BERKSHIRE HATHAWAY INC DEL      $392
     BRK.B1,100-35$392
GENERAL ELECTRIC CO 2,698 +74 $344
     GE2,698+74$344
ISHARES TR (IVLU) 12,663 +573 $336
     IVLU12,663+573$336
VANGUARD INDEX FDS (VTI) 1,358 +17 $322
     VTI1,358+17$322
SCHWAB STRATEGIC TR 8,866 -390 $309
     FNDC8,866-390$309
LULULEMON ATHLETICA INC 600 UNCH $307
     LULU600UNCH$307
WALMART INC 1,925 UNCH $303
     WMT1,925UNCH$303
ISHARES TR (IVV) 633 +633 $302
     IVV633+633$302
ISHARES TR (IWV) 1,094 +1,094 $300
     IWV1,094+1,094$300
ISHARES TR (EFV) 5,746 -96 $299
     EFV5,746-96$299
SCHWAB STRATEGIC TR 8,757 -920 $295
     FNDF8,757-920$295
TESLA INC 1,089 UNCH $271
     TSLA1,089UNCH$271
SPDR S&P 500 ETF TR (SPY) 566 +6 $269
     SPY566+6$269
DIMENSIONAL ETF TRUST (DFSV) 8,912 +8,912 $260
     DFSV8,912+8,912$260
VANGUARD WORLD FD (MGK) 1,002 +1,002 $260
     MGK1,002+1,002$260
ISHARES TR (IUSV) 3,024 +151 $255
     IUSV3,024+151$255
AMERICAN CENTY ETF TR (AVUS) 2,991 -574 $244
     AVUS2,991-574$244
AMERICAN CENTY ETF TR (AVEM) 4,266 -117 $241
     AVEM4,266-117$241
STRYKER CORPORATION 800 UNCH $240
     SYK800UNCH$240
VANGUARD BD INDEX FDS (BSV) 3,075 -105 $237
     BSV3,075-105$237
SCHWAB STRATEGIC TR 4,861 +45 $235
     SCHO4,861+45$235
SOUTHWEST AIRLS CO 8,038 UNCH $232
     LUV8,038UNCH$232
DIMENSIONAL ETF TRUST (DFAI) 8,082 +8,082 $231
     DFAI8,082+8,082$231
KELLANOVA 4,032 UNCH $225
     K4,032UNCH$225
ISHARES TR (DVY) 1,790 +1,790 $210
     DVY1,790+1,790$210
ISHARES TR (IWM) 1,046 +1,046 $210
     IWM1,046+1,046$210
STARBUCKS CORP 2,186 -1,622 $210
     SBUX2,186-1,622$210
GENERAL MTRS CO 5,810 +5,810 $209
     GM5,810+5,810$209
NUVEEN AMT FREE QLTY MUN INC 12,237 UNCH $135
     NEA12,237UNCH$135
INNOVIZ TECHNOLOGIES LTD 35,770 +0 $90
     INVZ35,770UNCH$90
GEVO INC 0 -11,000 $0 (exited)
     GEVO0-11,000$0

See Summary: Lauterbach Financial Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Lauterbach Financial Advisors LLC

Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
IVV +633+$302
IWV +1,094+$300
DFSV +8,912+$260
MGK +1,002+$260
DFAI +8,082+$231
DVY +1,790+$210
IWM +1,046+$210
GM +5,810+$209
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
GEVO -11,000-$13
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
BSVO +15,041+$1,187
DFAE +6,771+$183
IDEV +5,888+$441
ITOT +5,238+$634
AVDV +4,057+$305
DFUS +2,217+$367
IEMG +1,556+$110
DFAU +1,350+$142
IVLU +573+$29
PFE +437-$55
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
DFAT -8,391+$2,426
DFAC -2,874+$3,972
WFC -2,249-$24
DFAX -2,249+$869
SBUX -1,622-$138
DFIV -1,321+$433
FNDF -920-$11
AVUS -574-$17
FNDC -390+$12
Lauterbach Financial Advisors LLC Info
Size ($ in 1000's)
At 12/31/2023: $143,539
At 09/30/2023: $127,321

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

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