Yardley Wealth Management LLC
Q4 2024 13F Holdings
- Locationyardley, PA
- Num holdings
41
- Value ($000)
$206
- Date Filed02/10/2025
- Form type13F-HR
- CIK0002044323
- 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 |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $34.09K | 17 % | 844,256 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $23.90K | 12 % | 385,191 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $14.79K | 7 % | 308,855 | ||
FRDM EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | $13.84K | 7 % | 417,673 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $11.53K | 6 % | 219,254 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $11.14K | 5 % | 273,504 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $10.72K | 5 % | 258,410 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $9.68K | 5 % | 205,904 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $8.62K | 4 % | 135,707 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $8.61K | 4 % | 320,043 |
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