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CIK: 0001905663
Total reported value
$1.6B
$1.6B
92 檔
9.6%
During the Q2 2024 filing period, Earned Wealth Advisors, LLC (CIK: 0001905663) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.6B across 92 reported positions.
During Q2 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 | 19.80% | +0.28% | -0.49% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 16.01% | +0.55% | -0.68% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 7.84% | +0.22% | -0.80% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 7.74% | +0.48% | +1.61% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.07% | -0.64% | +7.71% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.73% | +0.90% | -1.95% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.48% | +1.10% | +0.59% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 3.29% | +0.02% | -0.68% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.33% | -0.25% | +1.54% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.97% | +0.08% | +5.44% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.93% | -0.09% | +0.27% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.64% | -0.07% | -3.33% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.44% | -0.15% | -1.39% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.36% | +0.02% | -0.16% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | -0.17% | +12.91% | |
| 16 | VUG | Vanguard Growth ETF | ETF-Other | 1.02% | +0.02% | +0.22% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.96% | — | +4.42% | |
| 18 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.09% | +2.55% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.83% | — | +7.30% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.03% | +0.09% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.81% | +0.06% | +13.50% | |
| 22 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.71% | +0.01% | +1.14% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.71% | -0.01% | -1.30% | |
| 24 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.68% | — | -50.06% | |
| 25 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.66% | +0.01% | +2.16% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.60% | +0.05% | -0.71% | |
| 27 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.56% | +0.01% | +0.33% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.53% | -0.08% | -49.55% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.52% | -0.51% | +1068.97% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.47% | +0.01% | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.43% | +0.02% | +20.32% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.41% | — | +5.87% | |
| 33 | REET | Ishares Global Reit ETF | ETF-Other | 0.38% | — | +0.49% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.04% | +19.54% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.33% | -0.01% | -0.64% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.31% | -0.09% | +2.56% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | +0.17% | +10.92% | |
| 38 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.28% | +0.01% | +3.12% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.27% | — | +5.85% | |
| 40 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.26% | — | +3.88% | |
| 41 | AVDE | Avantis International Equity | ETF-Other | 0.24% | — | +3.78% | |
| 42 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.22% | -0.01% | +0.46% | |
| 43 | DFAI | Dimensional International Co | ETF-Other | 0.21% | +0.06% | +89.72% | |
| 44 | MAIN | Main Street Capital CORP | Stock-Financials | 0.20% | — | — | |
| 45 | RHI | Robert Half Inc | Stock-Industrials | 0.19% | — | +0.76% | |
| 46 | DCOR | Dimensional US Core Eq 1 ETF | ETF-Other | 0.19% | — | — | |
| 47 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.17% | — | +16.15% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.17% | -0.16% | +16.35% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.17% | -0.04% | +1.13% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.16% | — | +11.21% |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 92 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAT, DFUV) accounted for 9.6% of total reported equity market value during Q2 2024.
During Q2 2024, Earned Wealth Advisors, LLC's top holdings by market value included DFAC (19.8%)、DFAT (16.0%)、DFUV (7.8%). The largest single position, DFAC, represented 19.8% of total portfolio value.
In Q2 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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