Lauterbach Financial Advisors, LLC

Q3 2025 13F Holdings

  • Location
    el paso, TX
  • Num holdings

    83

  • Value ($000)

    $198,886

  • Date Filed
    11/12/2025
  • Form type
    13F-HR
  • CIK
    0001909828
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$48.74M
25 %

1,263,621

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$23.16M
12 %

397,849

D
DFAX

DIMENSIONAL ETF TRUST

WORLD EX US CORE
25434V880
$14.33M
7 %

456,562

D
DFIV

DIMENSIONAL ETF TRUST

INTERNATNAL VAL
25434V807
$12.34M
6 %

267,565

D
DFUV

DIMENSIONAL ETF TRUST

US MKTWIDE VALUE
25434V724
$11.65M
6 %

260,697

J
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$9.03M
5 %

28,621

B
BSVO

EA SERIES TRUST

EA BRIDGEWAY OMN
02072L532
$7.61M
4 %

335,894

D
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
25434V401
$7.35M
4 %

101,414

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$3.92M
2 %

21,035

I
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$3.06M
2 %

20,994

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