Yardley Wealth Management LLC
Q1 2025 13F Holdings
- Locationyardley, PA
- Num holdings
40
- Value ($000)
$170
- Date Filed04/25/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $27.64K | 16 % | 718,976 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $22.78K | 13 % | 343,697 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $14.14K | 8 % | 297,286 | ||
FRDM EA SERIES TRUST | FREEDOM 100 EM | 02072L607 | $12.83K | 8 % | 366,032 | ||
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $10.17K | 6 % | 241,401 | ||
DFGX DIMENSIONAL ETF TRUST | GLOBAL EX US COR | 25434V575 | $9.76K | 6 % | 186,698 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $9.73K | 6 % | 231,287 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $8.80K | 5 % | 185,156 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $8.11K | 5 % | 278,461 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $7.12K | 4 % | 117,669 |
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