LFA
Lauterbach Financial Advisors Portfolio holdings
AUM
$199M
1-Year Est. Return
16.35%
1 Year Est. Return
+16.35%
AUM
$199M
AUM Growth
+$17.1M
(+9.4%)
Holding
84
Top Buys
| 1 | +$1.05M | |
| 2 | +$388K | |
| 3 | +$365K | |
| 4 |
Dimensional International Core Equity Market ETF
DFAI
|
+$340K |
| 5 |
Oracle
ORCL
|
+$241K |
Top Sells
| 1 | +$205K | |
| 2 | +$173K | |
| 3 | +$168K | |
| 4 |
EA Bridgeway Omni Small-Cap Value ETF
BSVO
|
+$115K |
| 5 |
Dimensional US Core Equity Market ETF
DFAU
|
+$84.8K |
Sector Composition
| 1 | Financials | 6.37% |
| 2 | Technology | 4.99% |
| 3 | Energy | 1.62% |
| 4 | Consumer Staples | 1.56% |
| 5 | Consumer Discretionary | 1.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
General Motors
GM
$76.1B
| $235K | 0.12% |
+3,847
|
|
||
77
Vanguard Small-Cap Value ETF
VBR
$32.3B
| $233K | 0.12% |
1,117
|
|
||
78
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.9B
| $211K | 0.11% |
1,907
+20
|
|
||
79
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
| $207K | 0.1% |
1,456
|
|
||
80
Vanguard S&P 500 Growth ETF
VOOG
$21.3B
| $207K | 0.1% |
+475
|
|
||
81
Visa
V
$666B
| $203K | 0.1% |
596
|
|
||
82
International Paper
IP
$20.4B
| $203K | 0.1% |
4,385
+37
|
|
||
83
Innoviz Technologies
INVZ
$248M
| $65.8K | 0.03% |
32,270
|
|
||
84
Dutch Bros
BROS
$7.87B
| – | – |
-3,000
|
|