UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC
Q4 2024 13F Holdings
- Locationpittsburgh, PA
- Num holdings
79
- Value ($000)
$99,999
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002011649
- 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 |
|---|---|---|---|---|---|---|---|
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $16.07M | 16 % | 336,096 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $9.39M | 9 % | 405,095 | ||
IWB ISHARES TR | RUS 1000 ETF | 464287622 | $6.93M | 7 % | 21,509 | ||
AAPL APPLE INC | COM | 037833100 | $5.79M | 6 % | 23,108 | ||
DFVX DIMENSIONAL ETF TRUST | US LARGE CAP VEC | 25434V641 | $5.46M | 6 % | 83,630 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $5.30M | 5 % | 39,441 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $4.27M | 4 % | 33,172 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $3.93M | 4 % | 51,823 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.41M | 3 % | 8,083 | ||
AMZN AMAZON COM INC | COM | 023135106 | $2.72M | 3 % | 12,380 |
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