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CIK: 0001900576
Total reported value
$924.5M
$924.5M
68 檔
52.6%
During the Q4 2024 filing period, Geometric Wealth Advisors (CIK: 0001900576) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $924.5M across 68 reported positions.
During Q4 2024, Geometric Wealth Advisors'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 | 47.17% | +1.13% | +2.33% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 34.19% | -0.71% | +5.07% | |
| 3 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.32% | -0.30% | +4.94% | |
| 4 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 2.16% | -0.24% | +8.42% | |
| 5 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.53% | -0.02% | +4.46% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.97% | +0.06% | +145.30% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.91% | +0.11% | +0.35% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.80% | — | -0.01% | |
| 9 | CVNA | Carvana Co | Stock-Consumer Disc | 0.73% | -0.03% | -12.12% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | +2.51% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.51% | +0.01% | +0.68% | |
| 12 | BND | Vanguard Total Bond Market | ETF-Other | 0.40% | — | +803.74% | |
| 13 | VUG | Vanguard Growth ETF | ETF-Other | 0.39% | — | — | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.37% | +0.02% | +209.03% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.28% | -0.02% | +1.47% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.26% | — | +4.31% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | -0.01% | +0.08% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | +0.02% | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.22% | +0.02% | +2.22% | |
| 20 | ETN | Eaton Corporation plc | Stock-Industrials | 0.20% | +0.01% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.20% | +0.01% | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-Tech | 0.17% | +0.03% | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | +0.01% | +0.93% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.17% | -0.05% | +121.25% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.17% | — | +8.53% | |
| 26 | DFIC | Dimensional International Co | ETF-Other | 0.16% | -0.01% | — | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.15% | — | +15.16% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.15% | -0.01% | +0.43% | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.14% | — | -2.17% | |
| 30 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.13% | -0.01% | +0.09% | |
| 31 | VTV | Vanguard Value ETF | ETF-Other | 0.13% | -0.01% | +8.11% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.13% | — | — | |
| 33 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 34 | SO | Southern Co/the | Stock-Utilities | 0.12% | -0.02% | +0.21% | |
| 35 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.11% | — | — | |
| 36 | DFSD | Dimensional Short Duration | ETF-Other | 0.11% | -0.02% | +19.07% | |
| 37 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.11% | -0.01% | +27.34% | |
| 38 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.10% | — | +1.61% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.10% | — | -1.31% | |
| 40 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.09% | — | +21.49% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.09% | — | +2.07% | |
| 42 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.09% | — | — | |
| 43 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.08% | -0.02% | +119.11% | |
| 44 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.08% | — | +300.00% | |
| 45 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.08% | — | +18.57% | |
| 46 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.08% | -0.01% | +132.88% | |
| 47 | DFAT | Dimensional US Target Value | ETF-Other | 0.08% | — | -2.37% | |
| 48 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.08% | — | +389.87% | |
| 49 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 0.07% | — | — | |
| 50 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.07% | — | — |
According to official SEC Form 13F filings, Geometric Wealth Advisors reported a total U.S. public equity portfolio value of $924.5M across 68 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, DFIP) accounted for 52.6% of total reported equity market value during Q4 2024.
During Q4 2024, Geometric Wealth Advisors's top holdings by market value included DFAC (47.2%)、DFAX (34.2%)、DFIP (3.3%). The largest single position, DFAC, represented 47.2% of total portfolio value.
In Q4 2024, Geometric Wealth Advisors 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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