EARNED WEALTH ADVISORS, LLC
Q3 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
346
- Value ($000)
$607,159
- Date Filed10/22/2025
- Form type13F-HR
- CIK0001905663
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $57.83 M | 10 % | 1,499,464 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $50.22 M | 8 % | 75,027 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $43.49 M | 7 % | 747,201 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $28.12 M | 5 % | 280,541 | ||
AAPL APPLE INC | COM | 037833100 | $26.46 M | 4 % | 103,917 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $25.09 M | 4 % | 543,967 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $23.84 M | 4 % | 533,531 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $13.38 M | 2 % | 184,752 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $13.28 M | 2 % | 265,324 | ||
IEFA ISHARES TR | CORE MSCI EAFE | 46432F842 | $13.19 M | 2 % | 151,048 |
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