EARNED WEALTH ADVISORS, LLC
Q1 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
260
- Value ($000)
$455,631
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001905663
- 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 |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $52.59M | 12 % | 1,594,069 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $40.84M | 9 % | 793,086 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $29.44M | 7 % | 52,389 | ||
AAPL APPLE INC | COM | 037833100 | $22.61M | 5 % | 101,786 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $22.27M | 5 % | 565,892 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $22.11M | 5 % | 536,471 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $16.68M | 4 % | 168,628 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $10.64M | 2 % | 214,413 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $10.23M | 2 % | 169,217 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $9.50M | 2 % | 17,837 |
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