Lauterbach Financial Advisors, LLC
Q3 2025 13F Holdings
- Locationel paso, TX
- Num holdings
83
- Value ($000)
$198,886
- Date Filed11/12/2025
- Form type13F-HR
- CIK0001909828
- 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 |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $48.74M | 25 % | 1,263,621 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $23.16M | 12 % | 397,849 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $14.33M | 7 % | 456,562 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $12.34M | 6 % | 267,565 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $11.65M | 6 % | 260,697 | ||
JPMORGAN CHASE & CO. | COM | 46625H100 | $9.03M | 5 % | 28,621 | ||
EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $7.61M | 4 % | 335,894 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $7.35M | 4 % | 101,414 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.92M | 2 % | 21,035 | ||
ISHARES TR | CORE S&P TTL STK | 464287150 | $3.06M | 2 % | 20,994 |
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