Lauterbach Financial Advisors, LLC
Q1 2025 13F Holdings
- Locationel paso, TX
- Num holdings
73
- Value ($000)
$160,499
- Date Filed05/05/2025
- Form type13F-HR
- CIK0001909828
- 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 | $41.83M | 26 % | 1,267,864 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $19.63M | 12 % | 381,167 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $12.08M | 8 % | 461,089 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $10.81M | 7 % | 262,352 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $10.64M | 7 % | 270,246 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $7.01M | 4 % | 28,588 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $6.75M | 4 % | 347,255 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $3.54M | 2 % | 58,553 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $2.40M | 2 % | 5,108 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $2.26M | 1 % | 20,880 |
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