Loading…
CIK 0001906227 • 6 13F filings • Apr 21, 2025 – Jul 20, 2026
Import this data to Google Sheets with:
=jivedata("andrews-lucia-wealth-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | US EQT ETF | $810K | 0.5%Prev: 2.8% | 7,447 SH | Decreased-34,440 SH |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $364K | 0.2%Prev: 0.3% | 5,043 SH | Decreased-1,185 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $278K | 0.2%Prev: 0.2% | 2,795 SH | Decreased-869 SH |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $851K | 0.5% | 19,895 SH | New |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $662K | 0.4%Prev: 0.4% | 20,629 SH | Decreased+2,991 SH |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | $4.6M | 2.8%Prev: 3.0% | 145,261 SH | Decreased+2,268 SH |
| DIMENSIONAL ETF TRUST | INTERNATNAL VAL | $9.8M | 5.9%Prev: 5.8% | 212,490 SH | Decreased+5,614 SH |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | $7.9M | 4.8%Prev: 5.2% | 217,267 SH | Decreased-23,093 SH |
| DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | $892K | 0.5%Prev: 0.5% | 29,340 SH | Increased+3,626 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP E | $676K | 0.4%Prev: 0.4% | 21,373 SH | Decreased-1,554 SH |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | $2.7M | 1.7%Prev: 1.5% | 76,801 SH | Decreased+5,070 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $5.6M | 3.4%Prev: 3.2% | 121,603 SH | Decreased+3,809 SH |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | $469K | 0.3% | 6,519 SH | New |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | $71.6M | 43.1% | 1,855,317 SH | New |
| DIMENSIONAL ETF TRUST | US EQUITY MARKET | $3.4M | 2.1% | 47,430 SH | New |
| DIMENSIONAL ETF TRUST | US HIGH PROFITAB | $1.6M | 0.9% | 41,259 SH | New |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | $13.6M | 8.2%Prev: 7.8% | 303,328 SH | Decreased+33,620 SH |
| DIMENSIONAL ETF TRUST | US REAL ESTATE E | $1.8M | 1.1% | 76,666 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $6.2M | 3.7%Prev: 4.7% | 90,575 SH | Decreased-30,264 SH |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | $570K | 0.3% | 17,891 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $14.2M | 8.5%Prev: 7.5% | 243,616 SH | Decreased+37,730 SH |
| DIMENSIONAL ETF TRUST | WORLD EX US CORE | $11.2M | 6.8%Prev: 6.7% | 357,145 SH | Decreased+7,459 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $312K | 0.2% | 3,100 SH | New |
| ISHARES TR | CORE S&P MCP ETF | $211K | 0.1%Prev: 0.1% | 3,227 SH | Decreased |
| ISHARES TR | RUS 1000 ETF | $1.6M | 1.0%Prev: 0.9% | 4,501 SH | Increased+510 SH |
| ISHARES TR | RUS 1000 GRW ETF | $333K | 0.2%Prev: 0.2% | 711 SH | Decreased-2,135 SH |
| ISHARES TR | RUSSELL 2000 ETF | $864K | 0.5%Prev: 0.6% | 3,570 SH | Decreased-25 SH |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $501K | 0.3%Prev: 0.3% | 18,364 SH | Decreased-340 SH |
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | $824K | 0.5% | 1,382 SH | New |
| VANGUARD BD INDEX FDS | INTERMED TERM | $411K | 0.2%Prev: 0.1% | 5,267 SH | Increased+1,732 SH |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | $980K | 0.6%Prev: 0.4% | 12,415 SH | Increased+2,414 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $242K | 0.1%Prev: 0.1% | 1,160 SH | Decreased |
| 13F-HR |
| 0001725547-26-000238 |
| $191.1M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003406 | $153.9M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000128 | $167.3M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001422 | $148.9M | View |