13F HOLDINGS REPORT

ANDREWS, LUCIA WEALTH MANAGEMENT LLC

Quarter ended Q4 2024 · Filed January 15, 2025 · Accession 0001725547-25-000116

Total Value

$149.7M

Positions

Other Managers

Confidential Omitted

Holdings (26)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	DIMENSIONAL ETF TRUST	25434V708	1,906,971	$65.4M	43.67%
2	DIMENSIONAL ETF TRUST	25434V724	370,341	$15.4M	10.31%
3	DIMENSIONAL ETF TRUST	25434V609	259,327	$14.4M	9.63%
4	DIMENSIONAL ETF TRUST	25434V880	378,073	$10.2M	6.82%
5	DIMENSIONAL ETF TRUST	25434V807	208,744	$7.9M	5.31%
6	DIMENSIONAL ETF TRUST	25434V203	186,758	$5.9M	3.96%
7	DIMENSIONAL ETF TRUST	25434V500	90,037	$5.8M	3.90%
8	DIMENSIONAL ETF TRUST	25434V104	119,956	$4.8M	3.18%
9	DIMENSIONAL ETF TRUST	25434V302	134,940	$3.7M	2.47%
10	DIMENSIONAL ETF TRUST	25434V401	47,108	$2.9M	1.96%
11	DIMENSIONAL ETF TRUST	25434V781	68,477	$2.0M	1.33%
12	ISHARES TR	464287622	5,696	$1.8M	1.20%
13	DIMENSIONAL ETF TRUST	25434V823	61,353	$1.6M	1.05%
14	DIMENSIONAL ETF TRUST	25434V831	41,125	$1.4M	0.94%
15	VANGUARD BD INDEX FDS	921937827	13,051	$1.0M	0.69%
16	SPDR S&P MIDCAP 400 ETF TR	MDY	1,470	$837,252	0.56%
17	ISHARES TR	464287655	3,570	$788,577	0.53%
18	DIMENSIONAL ETF TRUST	25434V765	28,003	$775,676	0.52%
19	DIMENSIONAL ETF TRUST	25434V872	11,949	$516,082	0.34%
20	SCHWAB STRATEGIC TR	808524797	5,895	$498,341	0.33%
21	DIMENSIONAL ETF TRUST	25434V732	15,432	$434,411	0.29%
22	VANGUARD BD INDEX FDS	921937819	5,351	$419,341	0.28%
23	DIMENSIONAL ETF TRUST	25434V773	15,277	$409,891	0.27%
24	ISHARES TR	464287614	711	$267,049	0.18%
25	VANGUARD INDEX FDS	922908611	1,160	$232,925	0.16%
26	ISHARES TR	464287507	3,227	$201,115	0.13%