Lauterbach Financial Advisors, LLC
Q4 2024 13F Holdings
- Locationel paso, TX
- Num holdings
74
- Value ($000)
$164,784
- Date Filed02/07/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $44.41M | 27 % | 1,283,881 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $21.04M | 13 % | 377,989 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $11.54M | 7 % | 464,030 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $10.75M | 7 % | 262,718 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $9.71M | 6 % | 273,779 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $7.49M | 5 % | 345,890 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $6.85M | 4 % | 28,572 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $4.08M | 3 % | 64,044 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $3.29M | 2 % | 6,432 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.80M | 2 % | 20,831 |
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