LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$182M
1-Year Return
14.6%
This Quarter Return
+0.08%
1 Year Return
+14.6%
3 Year Return
+58.07%
5 Year Return
–
10 Year Return
–
AUM
$152M
AUM Growth
-$507K
(-0.33%)
Cap. Flow
+$496K
Cap. Flow
% of AUM
0.33%
Top 10 Holdings %
Top 10 Hldgs %
75.87%
Holding
68
New
2
Increased
30
Reduced
14
Closed
4
Top Buys
| 1 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
$789K |
| 2 |
Dimensional US Equity ETF
DFUS
|
$265K |
| 3 |
Dimensional International Value ETF
DFIV
|
$248K |
| 4 |
Dimensional US Marketwide Value ETF
DFUV
|
$244K |
| 5 |
Tesla
TSLA
|
$226K |
Top Sells
| 1 |
Dimensional US Core Equity 2 ETF
DFAC
|
$751K |
| 2 |
Starbucks
SBUX
|
$270K |
| 3 |
Coinbase
COIN
|
$255K |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
$236K |
| 5 |
lululemon athletica
LULU
|
$234K |
Sector Composition
| 1 | Financials | 4.98% |
| 2 | Technology | 4.77% |
| 3 | Consumer Staples | 2.27% |
| 4 | Energy | 2.23% |
| 5 | Consumer Discretionary | 1.5% |
