WALDEN WEALTH PARTNERS LLC
Q2 2024 13F Holdings
- Locationbeachwood, OH
- Num holdings
87
- Value ($000)
$179,152
- Date Filed 07/11/2024
- Form type13F-HR
- CIK 0002015425
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
D DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $27.09M | 15 % | 840,299 | ||
M MICROSOFT CORP | COM | 594918104 | $20.75M | 12 % | 46,425 | ||
A ISHARES TR | CORE US AGGBD ET | 464287226 | $11.26M | 6 % | 116,038 | ||
D DIMENSIONAL ETF TRUST | US EQUITY ETF | 25434V401 | $9.96M | 6 % | 169,322 | ||
D DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $9.35M | 5 % | 249,371 | ||
D DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 25434V765 | $9.00M | 5 % | 341,981 | ||
M VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $7.88M | 4 % | 66,481 | ||
A APPLE INC | COM | 037833100 | $7.75M | 4 % | 36,789 | ||
D DIMENSIONAL ETF TRUST | US HIGH PROFITAB | 25434V831 | $5.58M | 3 % | 174,403 | ||
D DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $5.17M | 3 % | 203,356 |
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