Delap Wealth Advisory, LLC
Q4 2024 13F Holdings
- Locationlake oswego, OR
- Num holdings
75
- Value ($000)
$167,375
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001927705
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $23.01M | 14 % | 178,899 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $14.16M | 9 % | 219,578 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $13.27M | 8 % | 383,779 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $10.12M | 6 % | 211,568 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $8.60M | 5 % | 148,215 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.93M | 5 % | 302,866 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $7.26M | 4 % | 111,542 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $6.63M | 4 % | 15,720 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $5.69M | 3 % | 228,993 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $4.48M | 3 % | 15,472 |
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