GeoWealth Management, LLC
Q4 2024 13F Holdings
- Locationchicago, IL
- Num holdings
1,792
- Value ($000)
$3,058,272
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001593387
- 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 |
|---|---|---|---|---|---|---|---|
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $202.75M | 7 % | 4,485,596 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $185.53M | 6 % | 5,363,687 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $162.97M | 5 % | 302,477 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $116.86M | 4 % | 433,305 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $97.01M | 3 % | 1,935,172 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $90.17M | 3 % | 311,124 | ||
SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 | $82.90M | 3 % | 2,429,024 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $68.41M | 2 % | 2,751,747 | ||
IAGG ISHARES TR | CORE INTL AGGR | 46435G672 | $56.07M | 2 % | 1,123,280 | ||
VANGUARD STAR FDS | VG TL INTL STK F | 921909768 | $53.66M | 2 % | 910,616 |
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