GWA
Geometric Wealth Advisors Portfolio holdings
AUM
$751M
1-Year Est. Return
14.97%
1 Year Est. Return
+14.97%
AUM
$751M
AUM Growth
+$81M
(+12%)
Holding
80
Top Buys
| 1 | +$18M | |
| 2 | +$9.27M | |
| 3 | +$1.05M | |
| 4 |
Dimensional Inflation-Protected Securities ETF
DFIP
|
+$946K |
| 5 |
Dimensional Global Real Estate ETF
DFGR
|
+$895K |
Top Sells
| 1 | +$961K | |
| 2 | +$279K | |
| 3 | +$160K | |
| 4 |
Netflix
NFLX
|
+$70.7K |
| 5 |
Dimensional International Sustainability Core 1 ETF
DFSI
|
+$56.8K |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Communication Services | 0.37% |
| 4 | Financials | 0.29% |
| 5 | Industrials | 0.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Vanguard Extended Market ETF
VXF
$26.5B
| $284K | 0.04% |
1,355
+3
|
|
||
77
Schwab US TIPS ETF
SCHP
$14.6B
| $242K | 0.03% |
+8,993
|
|
||
78
Invesco FTSE RAFI US 1000 ETF
PRF
$8.9B
| $234K | 0.03% |
5,180
|
|
||
79
Listed Funds Trust Roundhill Magnificent Seven ETF
MAGS
$3.78B
| $225K | 0.03% |
+3,465
|
|
||
80
Home Depot
HD
$377B
| $202K | 0.03% |
+498
|
|