Geometric Wealth Advisors
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwashington, DC
- CIK0001900576
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
68 | $549.85M | DFAC, DFAX, DFIP, AVNM | 13F-HR | Feb 7, 2025 | 000190057625000002 | ||
66 | $540.72M | DFAC, DFAX, DFIP, AVNM | 13F-HR | Oct 25, 2024 | 000190057624000006 | ||
58 | $486.91M | DFAC, DFAX, DFIP, DFGR | 13F-HR | Aug 14, 2024 | 000190057624000004 | ||
47 | $423.52M | DFAC, DFAX, DFGR, DFIP | 13F-HR | May 8, 2024 | 000190057624000003 | ||
44 | $376.87M | DFAC, DFAX, DFIP, AVUS | 13F-HR | Jan 19, 2024 | 000190057624000001 | ||
36 | $320.82M | DFAC, DFAX, VANGUARD SCOTTSDALE FDS, AVUS | 13F-HR | Oct 12, 2023 | 000190057623000006 | ||
39 | $321.30M | DFAC, DFAX, AVUS, AAPL | 13F-HR | Jul 17, 2023 | 000190057623000005 | ||
36 | $286.41M | DFAC, DFAX, AVUS, AAPL | 13F-HR | May 1, 2023 | 000190057623000004 | ||
32 | $247.16M | DFAC, DFAX, AVUS, AAPL | 13F-HR | Jan 9, 2023 | 000190057623000001 | ||
30 | $208.01M | DFAC, DFAX, AAPL, AVUS | 13F-HR | Oct 11, 2022 | 000190057622000005 | ||
32 | $200.39M | DFAC, DFAX, AVUS, DFIC | 13F-HR | Jul 20, 2022 | 000190057622000003 | ||
30 | $33.38M | DFAI, DFAE, AAPL, DFAU | 13F-HR | Apr 18, 2022 | 000190057622000002 | ||
21 | $209.83M | DFAC, DFAX, AAPL, VTI | 13F-HR | Feb 23, 2022 | 000190057622000001 |