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CIK: 0001905663
Total reported value
$1.6B
$1.6B
2898 檔
10.2%
At the close of Q3 2024, Earned Wealth Advisors, LLC disclosed equity holdings valued at approximately $1.6B, spread across 2898 reported holdings.
During Q3 2024, Earned Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 2898 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 16.69% | +0.28% | -0.98% | |
| 2 | DFAT | Dimensional US Target Value | ETF-Other | 13.59% | +0.55% | -1.14% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-Other | 6.75% | +0.22% | +1.28% | |
| 4 | DFIV | Dimensional International Va | ETF-Other | 6.43% | +0.48% | -2.13% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.68% | -0.64% | +4.16% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.84% | +0.90% | -3.85% | |
| 7 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 3.07% | +1.10% | +4.29% | |
| 8 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 2.85% | +0.02% | +0.04% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.97% | -0.25% | +9.68% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.73% | +0.08% | +2.80% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.09% | -4.76% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.48% | -0.07% | +6.79% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.22% | -0.15% | -2.73% | |
| 14 | DFAX | Dimensional World Ex US Core | ETF-Other | 1.15% | +0.02% | +0.01% | |
| 15 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.14% | -0.17% | +26.70% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.89% | -0.09% | +10.13% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.86% | — | +1.32% | |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.84% | +0.02% | -0.06% | |
| 19 | AVDV | Avantis Intl S/c Value ETF | ETF-Other | 0.74% | — | +1.74% | |
| 20 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.73% | +0.06% | +8.41% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.66% | +0.03% | -2.25% | |
| 22 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.65% | -0.01% | +14.02% | |
| 23 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.64% | +0.01% | +13.75% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.62% | -0.51% | +50.25% | |
| 25 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.59% | +0.01% | -1.31% | |
| 26 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.58% | — | +2.61% | |
| 27 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-Other | 0.58% | +0.01% | +17.83% | |
| 28 | XLK | Ss Technology Select Sector | ETF-Tech | 0.48% | +0.05% | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.45% | -0.08% | +3.10% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.41% | +0.01% | — | |
| 31 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.36% | +0.02% | -1.10% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.36% | — | +2.09% | |
| 33 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | -0.09% | +33.30% | |
| 34 | REET | Ishares Global Reit ETF | ETF-Other | 0.32% | — | -9.27% | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.04% | +58.60% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | -0.01% | — | |
| 37 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.27% | +0.01% | +11.50% | |
| 38 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.24% | — | +0.32% | |
| 39 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.24% | — | +58.47% | |
| 40 | AVDE | Avantis International Equity | ETF-Other | 0.22% | — | +6.09% | |
| 41 | DISV | Dimensional International Sm | ETF-Other | 0.22% | +0.04% | +124.39% | |
| 42 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | -0.04% | +65.22% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.20% | +0.17% | -19.75% | |
| 44 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.17% | -0.01% | — | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.17% | -0.05% | +33.37% | |
| 46 | V | Visa Inc-class A Shares | Stock-Financials | 0.16% | -0.03% | +69.97% | |
| 47 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.16% | — | +3.12% | |
| 48 | CRM | Salesforce Inc | Stock-Tech | 0.16% | -0.04% | +15.27% | |
| 49 | MAIN | Main Street Capital CORP | Stock-Financials | 0.16% | — | — | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.14% | -0.09% | — |
According to official SEC Form 13F filings, Earned Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $1.6B across 2898 disclosed positions in Q3 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 10.2% of total reported equity market value during Q3 2024.
During Q3 2024, Earned Wealth Advisors, LLC's top holdings by market value included DFAC (16.7%)、DFAT (13.6%)、DFUV (6.8%). The largest single position, DFAC, represented 16.7% of total portfolio value.
In Q3 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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