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CIK: 0001900576
Total reported value
$924.5M
$924.5M
71 檔
56.3%
At the close of Q1 2025, Geometric Wealth Advisors disclosed equity holdings valued at approximately $924.5M, spread across 71 reported holdings.
During Q1 2025, 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 | 43.77% | +1.13% | +3.54% | |
| 2 | DFAX | Dimensional World Ex US Core | ETF-Other | 35.51% | -0.71% | +4.87% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 3.95% | +0.11% | +386.45% | |
| 4 | DFIP | Dimensional Inflation-protec | ETF-Other | 3.58% | -0.30% | +10.39% | |
| 5 | AVNM | Avantis All Intl Mkts Eq ETF | ETF-Other | 2.18% | -0.24% | +0.49% | |
| 6 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.55% | -0.02% | +5.05% | |
| 7 | CVNA | Carvana Co | Stock-Consumer Disc | 0.71% | -0.03% | — | |
| 8 | AAPL | Apple Inc | Stock-Tech | 0.67% | — | +0.52% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.55% | +0.06% | -36.34% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.51% | -0.01% | -1.47% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.01% | +2.63% | |
| 12 | VUG | Vanguard Growth ETF | ETF-Other | 0.40% | — | +21.59% | |
| 13 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.33% | +0.02% | +0.64% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 0.24% | -0.02% | +2.87% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | — | — | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.22% | -0.01% | +3.21% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.20% | +0.02% | +8.01% | |
| 18 | VTV | Vanguard Value ETF | ETF-Other | 0.19% | -0.01% | +60.93% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.18% | -0.05% | +4.54% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.17% | +0.01% | +1.42% | |
| 21 | DFIC | Dimensional International Co | ETF-Other | 0.16% | -0.01% | — | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.16% | — | +3.19% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 0.16% | +0.01% | +0.03% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 0.15% | — | +0.66% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 0.14% | — | -0.16% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.14% | +0.03% | — | |
| 27 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.01% | +2.34% | |
| 28 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.14% | -0.01% | +0.25% | |
| 29 | SO | Southern Co/the | Stock-Utilities | 0.13% | -0.02% | -0.21% | |
| 30 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.12% | +0.02% | -29.12% | |
| 31 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.12% | — | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.11% | -0.02% | +73.03% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.11% | — | — | |
| 34 | XLV | Ss Health Care Select Sector | ETF-Other | 0.10% | -0.01% | +53.30% | |
| 35 | BNDW | Vanguard Total World Bond Et | ETF-Other | 0.10% | -0.02% | — | |
| 36 | DFSB | Dim Glb Sustain Fix Inc ETF | ETF-Other | 0.10% | -0.01% | — | |
| 37 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.10% | — | — | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.10% | — | -1.59% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.10% | — | +4.91% | |
| 40 | DFSD | Dimensional Short Duration | ETF-Other | 0.09% | -0.02% | -13.45% | |
| 41 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.09% | — | — | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.09% | — | +101.08% | |
| 43 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.09% | — | — | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.08% | -0.02% | +1.14% | |
| 45 | XMAG | Defiance Le Cap Ex-mag 7 ETF | ETF-Other | 0.08% | — | — | |
| 46 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.08% | — | +0.25% | |
| 47 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.08% | — | — | |
| 48 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.07% | -0.01% | -26.68% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.07% | — | — | |
| 50 | DFEM | Dimensional Emrg Mrkt Core | 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 71 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFAX, AVUS) accounted for 56.3% of total reported equity market value during Q1 2025.
During Q1 2025, Geometric Wealth Advisors's top holdings by market value included DFAC (43.8%)、DFAX (35.5%)、AVUS (4.0%). The largest single position, DFAC, represented 43.8% of total portfolio value.
In Q1 2025, 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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