Weinberger Asset Management, Inc
Q1 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
80
- Value ($000)
$233,150
- Date Filed04/08/2025
- Form type13F-HR
- CIK0002051705
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $31.47M | 14 % | 114,506 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $20.48M | 9 % | 129,007 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $15.51M | 7 % | 619,259 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $11.64M | 5 % | 540,867 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $10.31M | 4 % | 55,344 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $8.68M | 4 % | 225,742 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.57M | 4 % | 49,586 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $8.47M | 4 % | 255,501 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.30M | 4 % | 312,324 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $6.39M | 3 % | 322,847 |
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