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CIK: 0002044323
Total reported value
$220.1M
$220.1M
41 檔
44.6%
According to the latest 13F quarterly dataset, Yardley Wealth Management LLC managed an equity portfolio of $220.1M at the end of Q4 2024, spanning 41 distinct U.S. exchange-listed positions.
In Q4 2024, Yardley Wealth Management LLC displayed an active expansion posture, initiating 1 new positions and adding to 32 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAU | Dimensional US Core Equity M | ETF-Other | 16.56% | +0.71% | +19.39% | |
| 2 | AVDE | Avantis International Equity | ETF-Other | 11.61% | -0.33% | +18.16% | |
| 3 | DFNM | Dimensional National Muni Bd | ETF-Other | 7.18% | -0.66% | +22.41% | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 6.72% | +0.32% | +21.41% | |
| 5 | DFGX | Dimsnl Intr Cf In Etf-usd In | ETF-Other | 5.60% | -0.10% | +21.85% | |
| 6 | DFIP | Dimensional Inflation-protec | ETF-Other | 5.41% | -0.26% | +16.13% | |
| 7 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 5.21% | -0.26% | +15.92% | |
| 8 | DFSD | Dimensional Short Duration | ETF-Other | 4.70% | -0.12% | +17.49% | |
| 9 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 4.19% | +0.20% | +16.75% | |
| 10 | DISV | Dimensional International Sm | ETF-Other | 4.18% | -0.28% | +22.37% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 4.06% | — | +21.35% | |
| 12 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 4.00% | +0.15% | +19.91% | |
| 13 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 3.63% | +0.07% | +19.46% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.40% | +0.02% | +87.21% | |
| 15 | DFGR | Dim Global Real Estate ETF | ETF-Other | 1.40% | +0.03% | +19.90% | |
| 16 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 1.14% | — | +100.00% | |
| 17 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.97% | +0.02% | -0.75% | |
| 18 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.96% | -0.02% | +173.91% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.85% | -0.01% | +300.00% | |
| 20 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.74% | +0.69% | +99.00% | |
| 21 | AVGE | Avantis All Eqty Mrkts ETF | ETF-Other | 0.73% | +0.01% | +0.70% | |
| 22 | CEG | Constellation Energy | Stock-Utilities | 0.63% | — | +100.00% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.61% | -0.02% | +237.95% | |
| 24 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.61% | +0.01% | +133.22% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-Other | 0.60% | -0.07% | -0.39% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.56% | — | +300.00% | |
| 27 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.52% | — | +300.00% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.50% | -0.17% | +0.66% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.39% | — | +189.12% | |
| 30 | ROP | Roper Technologies Inc | Stock-Tech | 0.36% | — | — | |
| 31 | ALL | Allstate CORP | Stock-Financials | 0.36% | — | +100.00% | |
| 32 | MS | Morgan Stanley | Stock-Financials | 0.35% | — | — | |
| 33 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.35% | -0.01% | +100.00% | |
| 34 | AAPL | Apple Inc | Stock-Tech | 0.32% | — | +59.73% | |
| 35 | EXC | Exelon CORP | Stock-Utilities | 0.30% | — | +100.00% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.25% | — | — | |
| 37 | AVUS | Avantis U.s. Equity ETF | ETF-Other | 0.24% | +0.01% | — | |
| 38 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.24% | — | +54.50% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.22% | — | — | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | -0.03% | — | |
| 41 | LSAT | Leadershares Alphafact Tact | ETF-Other | 0.13% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.9% | +87.21% | Add |
| 2 | IYW | Ishares Ustechnology ETF | +0.6% | +300.00% | Add |
| 3 | EFA | Ishares Msci Eafe ETF | +0.5% | +173.91% | Add |
| 4 | MEAR | Ishrs Short Mat Muni Act ETF | +0.4% | +100.00% | Add |
| 5 | MSFT | Microsoft CORP | +0.4% | +237.95% | Add |
| 6 | VTEB | Vanguard Tax-exempt Bond ETF | +0.4% | +300.00% | Add |
| 7 | IWP | Ishares Russell Mid-cap Grow | +0.4% | +300.00% | Add |
| 8 | MS | Morgan Stanley | +0.4% | NEW | New buy |
| 9 | DFAC | Dimensional US Core Equity 2 | +0.3% | +99.00% | Add |
| 10 | IWN | Ishares Russell 2000 Value E | +0.3% | +133.22% | Add |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.2% | +189.12% | Add |
| 12 | CEG | Constellation Energy | +0.2% | +100.00% | Add |
| 13 | VCR | Vanguard Consumer Discre ETF | +0.2% | +100.00% | Add |
| 14 | ALL | Allstate CORP | +0.1% | +100.00% | Add |
| 15 | EXC | Exelon CORP | +0.1% | +100.00% | Add |
| 16 | AAPL | Apple Inc | +0.1% | +59.73% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +54.50% | Add |
| 18 | AVUV | Avantis US Small Cap Value | — | +21.35% | Add |
| 19 | LSAT | Leadershares Alphafact Tact | 0% | — | Unchanged |
| 20 | AVLV | Avantis US Large Cap Value | 0% | +19.46% | Add |
| 21 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 22 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | Unchanged |
| 23 | AVUS | Avantis U.s. Equity ETF | -0.1% | — | Unchanged |
| 24 | DFAS | Dimensional US Small Cap ETF | -0.1% | +19.91% | Add |
| 25 | VEA | Vanguard Ftse Developed ETF | -0.1% | — | Unchanged |
| 26 | DFNM | Dimensional National Muni Bd | -0.1% | +22.41% | Add |
| 27 | DFAU | Dimensional US Core Equity M | -0.1% | +19.39% | Add |
| 28 | DFUS | Dimensional US Eq Mkt ETF | -0.1% | +16.75% | Add |
| 29 | ROP | Roper Technologies Inc | -0.1% | — | Unchanged |
| 30 | LSAF | Leadershares Alphafactor US | -0.1% | EXIT | Sold out |
| 31 | MUB | Ishares National Muni Bond E | -0.2% | -0.39% | Trim |
| 32 | DFGX | Dimsnl Intr Cf In Etf-usd In | -0.2% | +21.85% | Add |
| 33 | AVGE | Avantis All Eqty Mrkts ETF | -0.2% | +0.70% | Add |
| 34 | DFGR | Dim Global Real Estate ETF | -0.2% | +19.90% | Add |
| 35 | IWV | Ishares Russell 3000 ETF | -0.2% | -0.75% | Trim |
| 36 | LMT | Lockheed Martin CORP | -0.2% | +0.66% | Add |
| 37 | DFSD | Dimensional Short Duration | -0.3% | +17.49% | Add |
| 38 | DISV | Dimensional International Sm | -0.3% | +22.37% | Add |
| 39 | DFIP | Dimensional Inflation-protec | -0.5% | +16.13% | Add |
| 40 | DFCF | Dimensional Core Fixed Inc | -0.5% | +15.92% | Add |
| 41 | FRDM | Freedom 100 Emeging Mrkt ETF | -0.6% | +21.41% | Add |
| 42 | AVDE | Avantis International Equity | -1.4% | +18.16% | Add |
According to official SEC Form 13F filings, Yardley Wealth Management LLC reported a total U.S. public equity portfolio value of $220.1M across 41 disclosed positions in Q4 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 DFAU, AVDE, DFNM) accounted for 44.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
MS
市值: $724.0K
Top Position Liquidated / Trimmed
LSAF
前期市值: $216.0K
During Q4 2024, Yardley Wealth Management LLC's top holdings by market value included DFAU (16.6%)、AVDE (11.6%)、DFNM (7.2%). The largest single position, DFAU, represented 16.6% of total portfolio value.
In Q4 2024, Yardley Wealth Management LLC made 36 total portfolio adjustments, initiating 1 new buys, adding to 32 positions, trimming 2 holdings, and fully liquidating 1 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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