LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$182M
1-Year Est. Return
14.6%
1 Year Est. Return
+14.6%
AUM
$182M
AUM Growth
+$21.3M
(+13%)
Holding
81
Top Buys
| 1 | +$1.9M | |
| 2 | +$964K | |
| 3 | +$795K | |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$529K |
| 5 |
Dimensional International Core Equity Market ETF
DFAI
|
+$434K |
Top Sells
| 1 | +$226K | |
| 2 | +$213K | |
| 3 | +$157K | |
| 4 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$128K |
| 5 |
Dimensional World ex US Core Equity 2 ETF
DFAX
|
+$65.9K |
Sector Composition
| 1 | Financials | 6.41% |
| 2 | Technology | 4.77% |
| 3 | Consumer Staples | 1.75% |
| 4 | Energy | 1.62% |
| 5 | Consumer Discretionary | 1.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Short Treasury Bond ETF
SHV
$20.7B
| $208K | 0.11% |
1,887
+19
|
|
||
77
Dutch Bros
BROS
$7.05B
| $205K | 0.11% |
+3,000
|
|
||
78
International Paper
IP
$20.4B
| $204K | 0.11% |
4,348
+35
|
|
||
79
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
| $202K | 0.11% |
+1,456
|
|
||
80
Innoviz Technologies
INVZ
$373M
| $52.9K | 0.03% |
32,270
|
|
||
81
Coca-Cola
KO
$296B
| – | – |
-2,975
|
|