Weinberger Asset Management, Inc
Q4 2024 13F Holdings
- Locationlos angeles, CA
- Num holdings
81
- Value ($000)
$239,412
- Date Filed02/04/2025
- Form type13F-HR
- CIK0002051705
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $33.51M | 14 % | 115,626 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $17.54M | 7 % | 629,207 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $15.52M | 7 % | 128,986 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $12.62M | 5 % | 555,774 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $11.04M | 5 % | 55,695 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $9.02M | 4 % | 222,870 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.69M | 4 % | 257,070 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.50M | 4 % | 50,202 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.35M | 4 % | 320,383 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.14M | 3 % | 17,406 |
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