Adams Chetwood Wealth Management LLC

Q1 2022 13F Holdings

  • Location
    durham, NC
  • Num holdings

    80

  • Value ($000)

    $176,424

  • Date Filed
    04/13/2022
  • Form type
    13F-HR
  • CIK
    0001799752
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2022 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$32.60M
19 %

680,711

S
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$21.39M
12 %

397,189

S
SCHF

SCHWAB STRATEGIC TR

INTL EQTY ETF
808524805
$12.09M
7 %

329,128

D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$11.06M
6 %

350,777

S
SCHD

SCHWAB STRATEGIC TR

US DIVIDEND EQ
808524797
$9.66M
6 %

122,433

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$5.77M
3 %

204,963

D
DGRS

WISDOMTREE TR

US S CAP QTY DIV
97717X651
$4.62M
3 %

103,457

I
IQLT

ISHARES TR

MSCI INTL QUALTY
46434V456
$4.18M
2 %

113,340

D
DFAE

DIMENSIONAL ETF TRUST

EMGR CRE EQT MNG
25434V302
$4.16M
2 %

158,331

A
AMZN

AMAZON COM INC

COM
023135106
$3.98M
2 %

1,222

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