Delap Wealth Advisory, LLC
Q1 2025 13F Holdings
- Locationlake oswego, OR
- Num holdings
78
- Value ($000)
$179,373
- Date Filed05/08/2025
- Form type13F-HR
- CIK0001927705
- 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 |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $20.62M | 12 % | 169,038 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $16.09M | 9 % | 233,496 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $12.85M | 7 % | 389,464 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $11.54M | 6 % | 227,118 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $11.12M | 6 % | 159,487 | ||
VTI VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $10.08M | 6 % | 36,689 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $9.79M | 6 % | 164,845 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $9.62M | 5 % | 363,419 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $5.93M | 3 % | 226,431 | ||
AAPL APPLE INC | COM | 037833100 | $3.92M | 2 % | 17,649 |
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