Lauterbach Financial Advisors, LLC
Q1 2026 13F Holdings
- Locationel paso, TX
- Num holdings
79
- Value ($000)
$204,751
- Date Filed 05/14/2026
- Form type13F-HR
- CIK 0001909828
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $47.67M | 23 % | 1,226,668 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $24.32M | 12 % | 389,508 | ||
DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $15.2M | 7 % | 447,358 | ||
DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 25434V807 | $13.79M | 7 % | 261,264 | ||
DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 25434V724 | $12.52M | 6 % | 258,255 | ||
EA SERIES TRUST | EA BRIDGEWAY OMN | 02072L532 | $8.48M | 4 % | 334,410 | ||
JPMORGAN CHASE & CO | COM | 46625H100 | $8.28M | 4 % | 28,134 | ||
DIMENSIONAL ETF TRUST | US EQUITY MARKET | 25434V401 | $7.61M | 4 % | 107,283 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $3.85M | 2 % | 34,828 | ||
NVIDIA CORPORATION | COM | 67066G104 | $3.72M | 2 % | 21,347 |
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