EARNED WEALTH ADVISORS, LLC
Q2 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
272
- Value ($000)
$510,103
- Date Filed08/04/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $56.22M | 11 % | 1,568,588 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $41.89M | 8 % | 776,401 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $39.24M | 8 % | 63,203 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $24.15M | 5 % | 563,749 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $22.97M | 5 % | 543,210 | ||
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $21.80M | 4 % | 219,780 | ||
AAPL APPLE INC | COM | 037833100 | $20.84M | 4 % | 101,596 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $12.19M | 2 % | 181,909 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $11.34M | 2 % | 22,791 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $10.66M | 2 % | 217,373 |
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