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CIK: 0001905663
Total reported value
$1.6B
$1.6B
83 檔
9.7%
In Q1 2024, Earned Wealth Advisors, LLC's U.S. equity holdings reached a combined market value of $1.6B, distributed across 83 disclosed stock positions.
During Q1 2024, Earned Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 19.84% | +0.28% | +0.05% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 17.02% | +0.55% | -1.11% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 8.28% | +0.22% | -0.36% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 7.84% | +0.48% | -0.09% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.67% | +0.90% | -2.90% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 3.86% | -0.64% | -1.55% | |
| 7 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.46% | +0.02% | -0.84% | |
| 8 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.37% | +1.10% | -1.38% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.17% | -0.25% | +3.22% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.00% | -0.09% | +2.14% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.96% | +0.08% | +0.67% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | -0.07% | -2.17% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.47% | -0.15% | — | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.38% | — | +103.81% | |
| 15 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.37% | +0.02% | +0.00% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.06% | -0.08% | +99.76% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.98% | — | +5.06% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.97% | -0.17% | -5.17% | |
| 19 | VUG | Vanguard Growth ETF | ETF-Other | 0.94% | +0.02% | — | |
| 20 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.84% | -0.09% | +11.40% | |
| 21 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.79% | — | +2.68% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.74% | +0.03% | — | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.72% | +0.06% | +23.41% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.71% | -0.01% | +46.29% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.70% | +0.01% | +0.42% | |
| 26 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.64% | +0.01% | -1.59% | |
| 27 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.59% | +0.01% | +0.13% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.56% | +0.05% | — | |
| 29 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.48% | +0.01% | — | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.40% | — | -9.21% | |
| 31 | REET | Ishares Global Reit ETF | ETF-Other | 0.39% | — | +5.34% | |
| 32 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.35% | +0.02% | -15.96% | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.33% | -0.51% | +60.07% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | -0.01% | +1.23% | |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.29% | — | +3.22% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | -14.31% | |
| 37 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.27% | — | -4.75% | |
| 38 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.26% | -0.01% | — | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.26% | -0.09% | +1.85% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.26% | +0.17% | -27.94% | |
| 41 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.26% | +0.01% | +0.59% | |
| 42 | AVDE | Avantis International Equity | ETF-Other | 0.24% | — | +11.27% | |
| 43 | RHI | Robert Half Inc | Stock-Industrials | 0.24% | — | — | |
| 44 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.23% | — | +0.82% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.22% | -0.01% | +101.93% | |
| 46 | CRM | Salesforce Inc | Stock-Tech | 0.19% | -0.04% | +1.94% | |
| 47 | MAIN | Main Street Capital CORP | Stock-Financials | 0.19% | — | — | |
| 48 | IVLU | Ishares Msci International V | ETF-Other | 0.17% | — | -2.38% | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.17% | — | +4.26% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.16% | +0.08% | +3.26% |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 83 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFUV) accounted for 9.7% of total reported equity market value during Q1 2024.
During Q1 2024, Earned Wealth Advisors, LLC's top holdings by market value included DFAC (19.8%)、DFAT (17.0%)、DFUV (8.3%). The largest single position, DFAC, represented 19.8% of total portfolio value.
In Q1 2024, Earned Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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