Weinberger Asset Management, Inc
Q2 2025 13F Holdings
- Locationlos angeles, CA
- Num holdings
81
- Value ($000)
$259,024
- Date Filed07/10/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $34.87M | 14 % | 114,720 | ||
PM PHILIP MORRIS INTL INC | COM | 718172109 | $23.37M | 9 % | 128,325 | ||
SCHG SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 | $18.31M | 7 % | 626,941 | ||
SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $12.69M | 5 % | 532,427 | ||
VBR VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 | $11.63M | 5 % | 59,630 | ||
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $9.66M | 4 % | 228,055 | ||
DUHP DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $9.34M | 4 % | 262,687 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $9.26M | 4 % | 52,412 | ||
SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 808524409 | $8.31M | 3 % | 300,487 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $7.58M | 3 % | 17,298 |
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