GWA
Geometric Wealth Advisors Portfolio holdings
AUM
$669M
This Quarter Return
+5.54%
1 Year Return
+14.31%
3 Year Return
+49.38%
5 Year Return
–
10 Year Return
–
AUM
$210M
AUM Growth
–
Cap. Flow
+$210M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
98.17%
Holding
21
New
21
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$103M |
| 2 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
$94.5M |
| 3 |
Apple
AAPL
|
$2.51M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$959K |
| 5 |
Invesco QQQ Trust
QQQ
|
$915K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 1.42% |
| 2 | Communication Services | 0.88% |
| 3 | Consumer Discretionary | 0.43% |
| 4 | Financials | 0.41% |
