Adams Chetwood Wealth Management LLC
Q1 2022 13F Holdings
- Locationdurham, NC
- Num holdings
80
- Value ($000)
$176,424
- Date Filed04/13/2022
- Form type13F-HR
- CIK0001799752
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $32.60 M | 19 % | 680,711 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $21.39 M | 12 % | 397,189 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $12.09 M | 7 % | 329,128 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $11.06 M | 6 % | 350,777 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $9.66 M | 6 % | 122,433 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $5.77 M | 3 % | 204,963 | ||
DGRS WISDOMTREE TR | US S CAP QTY DIV | 97717X651 | $4.62 M | 3 % | 103,457 | ||
IQLT ISHARES TR | MSCI INTL QUALTY | 46434V456 | $4.18 M | 2 % | 113,340 | ||
DFAE DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 | $4.16 M | 2 % | 158,331 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.98 M | 2 % | 1,222 |
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