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Yardley Wealth Management LLC 13F Holdings
Holdings from the most recent 13F from Yardley Wealth Management LLC
Filed: 2024-11-08 (Q3 2024) | Holdings: 41 | Value: $168.6M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| DFAU - DIMENSIONAL ETF TRUST | New Purchase | 16.65% | $28.1M | -2.63% | +0.52% | ||
| AVDE - AMERICAN CENTY ETF TR | New Purchase | 12.96% | $21.9M | +14.70% | +2.08% | ||
| FRDM - EA SERIES TRUST | New Purchase | 7.30% | $12.3M | +11.64% | +1.34% | ||
| DFNM - DIMENSIONAL ETF TRUST | New Purchase | 7.26% | $12.2M | +0.18% | +0.74% | ||
| DFIP - DIMENSIONAL ETF TRUST | New Purchase | 5.91% | $10.0M | +2.66% | +0.51% | ||
| DFGX - DIMENSIONAL ETF TRUST | New Purchase | 5.77% | $9.7M | +1.81% | +1.42% | ||
| DFCF - DIMENSIONAL ETF TRUST | New Purchase | 5.71% | $9.6M | +1.51% | +0.12% | ||
| DFSD - DIMENSIONAL ETF TRUST | New Purchase | 4.96% | $8.4M | +3.27% | +1.13% | ||
| DISV - DIMENSIONAL ETF TRUST | New Purchase | 4.51% | $7.6M | +17.75% | +2.73% | ||
| DFUS - DIMENSIONAL ETF TRUST | New Purchase | 4.29% | $7.2M | -1.77% | +1.13% | ||
| DFAS - DIMENSIONAL ETF TRUST | New Purchase | 4.07% | $6.9M | -11.55% | -4.14% | ||
| AVUV - AMERICAN CENTY ETF TR | New Purchase | 4.06% | $6.8M | -14.14% | -5.94% | ||
| AVLV - AMERICAN CENTY ETF TR | New Purchase | 3.67% | $6.2M | -4.85% | -0.05% | ||
| DFGR - DIMENSIONAL ETF TRUST | New Purchase | 1.58% | $2.7M | -1.63% | -3.87% | ||
| SPY - SPDR S&P 500 ETF TR | New Purchase | 1.55% | $2.6M | -1.00% | +1.18% | ||
| IWV - ISHARES TR | New Purchase | 1.17% | $2.0M | -1.95% | +1.07% | ||
| AVGE - AMERICAN CENTY ETF TR | New Purchase | 0.90% | $1.5M | -0.83% | -0.67% | ||
| MUB - ISHARES TR | New Purchase | 0.75% | $1.3M | -1.46% | +0.33% | ||
| LMT - LOCKHEED MARTIN CORP | New Purchase | 0.73% | $1.2M | -15.79% | -20.90% | ||
| MEAR - ISHARES U S ETF TR | New Purchase | 0.70% | $1.2M | +1.57% | +0.86% | ||
| ROP - ROPER TECHNOLOGIES INC | New Purchase | 0.48% | $803.0K | -0.31% | +1.35% | ||
| EFA - ISHARES TR | New Purchase | 0.46% | $773.0K | +13.20% | +2.31% | ||
| DFAC - DIMENSIONAL ETF TRUST | New Purchase | 0.45% | $764.0K | -4.51% | -0.78% | ||
| CEG - CONSTELLATION ENERGY CORP | New Purchase | 0.41% | $693.0K | +25.97% | +33.20% | ||
| IWN - ISHARES TR | New Purchase | 0.32% | $546.0K | -14.81% | -6.21% | ||
| VTI - VANGUARD INDEX FDS | New Purchase | 0.29% | $497.0K | -1.96% | +0.99% | ||
| AVUS - AMERICAN CENTY ETF TR | New Purchase | 0.29% | $487.0K | -3.42% | +0.28% | ||
| VEA - VANGUARD TAX-MANAGED FDS | New Purchase | 0.28% | $468.0K | +12.42% | +1.86% | ||
| QQQ - INVESCO QQQ TR | New Purchase | 0.26% | $441.0K | +1.20% | +2.86% | ||
| IYW - ISHARES TR | New Purchase | 0.25% | $427.0K | -1.35% | +1.08% | ||
| AAPL - APPLE INC | New Purchase | 0.23% | $396.0K | -10.92% | +1.29% | ||
| MSFT - MICROSOFT CORP | New Purchase | 0.22% | $379.0K | +9.19% | -2.24% | ||
| ALL - ALLSTATE CORP | New Purchase | 0.22% | $363.0K | +5.42% | -5.34% | ||
| VCR - VANGUARD WORLD FD | New Purchase | 0.20% | $340.0K | -2.70% | +2.96% | ||
| EXC - EXELON CORP | New Purchase | 0.19% | $324.0K | +16.83% | +9.74% | ||
| VTEB - VANGUARD MUN BD FDS | New Purchase | 0.17% | $291.0K | -1.52% | +0.39% | ||
| AMZN - AMAZON COM INC | New Purchase | 0.17% | $281.0K | -1.34% | +11.82% | ||
| IVV - ISHARES TR | New Purchase | 0.16% | $276.0K | -1.01% | +1.18% | ||
| LSAT - TWO RDS SHARED TR | New Purchase | 0.16% | $268.0K | -5.98% | -3.79% | ||
| IWP - ISHARES TR | New Purchase | 0.15% | $258.0K | +0.49% | +5.90% | ||
| LSAF - TWO RDS SHARED TR | New Purchase | 0.13% | $216.0K | -6.43% | -1.81% | ||