Lauterbach Financial Advisors, LLC
Q2 2025 13F Holdings
- Locationel paso, TX
- Num holdings
80
- Value ($000)
$181,774
- Date Filed07/17/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $45.44M | 25 % | 1,267,977 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $21.36M | 12 % | 395,898 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $13.48M | 7 % | 458,844 | ||
DFIV DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $11.62M | 6 % | 271,319 | ||
DFUV DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $11.06M | 6 % | 261,559 | ||
JPM JPMORGAN CHASE & CO. | COM | 46625H100 | $8.29M | 5 % | 28,606 | ||
BSVO EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $6.95M | 4 % | 340,954 | ||
DFUS DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $5.82M | 3 % | 86,910 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.32M | 2 % | 21,034 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $2.84M | 2 % | 21,046 |
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