Wealth Advisors Northwest LLC
Q4 2024 13F Holdings
- Locationportland, OR
- Num holdings
55
- Value ($000)
$146,818
- Date Filed01/29/2025
- Form type13F-HR
- CIK0002053892
- 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 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $38.76M | 26 % | 1,120,522 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $11.25M | 8 % | 435,180 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $10.96M | 8 % | 356,030 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.68M | 7 % | 286,537 | ||
AMZN AMAZON COM INC | COM | 023135106 | $9.68M | 7 % | 44,100 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $6.32M | 4 % | 156,019 | ||
DISV DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 25434V781 | $4.42M | 3 % | 166,438 | ||
DFGP DIMENSIONAL ETF TRUST | GLOBAL CORE PLUS | 25434V583 | $4.19M | 3 % | 79,405 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $4.10M | 3 % | 156,567 | ||
DIHP DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $3.95M | 3 % | 156,650 |
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