VANCE WEALTH, LLC
Q4 2024 13F Holdings
- Locationsanta clarita, CA
- Num holdings
101
- Value ($000)
$258,981
- Date Filed02/13/2025
- Form type13F-HR
- CIK0001910854
- 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 | $56.42M | 22 % | 1,631,220 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $27.69M | 11 % | 1,113,860 | ||
PG PROCTER AND GAMBLE CO | COM | 742718109 | $14.56M | 6 % | 86,859 | ||
VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | $12.69M | 5 % | 122,856 | ||
AAPL APPLE INC | COM | 037833100 | $9.32M | 4 % | 37,205 | ||
VONV VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | $8.64M | 3 % | 106,347 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $7.56M | 3 % | 245,754 | ||
IWP ISHARES TR | RUS MD CP GR ETF | 464287481 | $6.82M | 3 % | 53,806 | ||
QQQM INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 | $6.49M | 3 % | 30,818 | ||
IWS ISHARES TR | RUS MDCP VAL ETF | 464287473 | $5.73M | 2 % | 44,314 |
Rows Per Page
1 - 10 of 10110
- 10
- 50
- 100