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Yardley Wealth Management LLC 13F Holdings
Holdings from the most recent 13F from Yardley Wealth Management LLC
Filed: 2025-02-10 (Q4 2024) | Holdings: 49 | Value: $205.9M | 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 | Add 19% ($5.5M) | 16.56% | $34.1M | -2.76% | -3.60% | ||
| AVDE - AMERICAN CENTY ETF TR | Add 18% ($3.7M) | 11.61% | $23.9M | +12.38% | +8.67% | ||
| DFNM - DIMENSIONAL ETF TRUST | Add 22% ($2.7M) | 7.18% | $14.8M | -0.57% | -0.80% | ||
| FRDM - EA SERIES TRUST | Add 21% ($2.4M) | 6.72% | $13.8M | +10.20% | +8.82% | ||
| DFGX - DIMENSIONAL ETF TRUST | Add 22% ($2.1M) | 5.60% | $11.5M | +0.65% | -0.30% | ||
| DFIP - DIMENSIONAL ETF TRUST | Add 16% ($1.5M) | 5.41% | $11.1M | +2.28% | +1.49% | ||
| DFCF - DIMENSIONAL ETF TRUST | Add 16% ($1.5M) | 5.21% | $10.7M | +1.61% | +1.03% | ||
| DFSD - DIMENSIONAL ETF TRUST | Add 17% ($1.4M) | 4.70% | $9.7M | +2.20% | +1.58% | ||
| DFUS - DIMENSIONAL ETF TRUST | Add 17% ($1.2M) | 4.19% | $8.6M | -2.52% | -3.59% | ||
| DISV - DIMENSIONAL ETF TRUST | Add 22% ($1.6M) | 4.18% | $8.6M | +14.91% | +10.84% | ||
| AVUV - AMERICAN CENTY ETF TR | Add 21% ($1.5M) | 4.06% | $8.4M | -8.20% | -7.13% | ||
| DFAS - DIMENSIONAL ETF TRUST | Add 20% ($1.4M) | 4.00% | $8.2M | -7.16% | -5.97% | ||
| AVLV - AMERICAN CENTY ETF TR | Add 19% ($1.2M) | 3.63% | $7.5M | -4.65% | -4.00% | ||
| SPY - SPDR S&P 500 ETF TR | Add 87% ($2.3M) | 2.40% | $4.9M | -1.78% | -2.96% | ||
| DFGR - DIMENSIONAL ETF TRUST | Add 20% ($479.0K) | 1.40% | $2.9M | +2.69% | +1.88% | ||
| MEAR - ISHARES U S ETF TR | Add 100% ($1.2M) | 1.14% | $2.3M | +0.70% | +0.40% | ||
| IWV - ISHARES TR | Reduce 1% $(15.0K) | 0.97% | $2.0M | -2.60% | -3.56% | ||
| DFAC - DIMENSIONAL ETF TRUST | Add 99% ($759.7K) | 0.74% | $1.5M | -3.41% | -3.72% | ||
| AVGE - AMERICAN CENTY ETF TR | Add 1% ($10.4K) | 0.73% | $1.5M | -0.36% | -1.37% | ||
| CEG - CONSTELLATION ENERGY CORP | Add 100% ($645.0K) | 0.63% | $1.3M | -4.08% | -9.93% | ||
| MUB - ISHARES TR | 0.60% | $1.2M | -1.69% | -1.48% | |||
| LMT - LOCKHEED MARTIN CORP | Add 1% ($6.8K) | 0.50% | $1.0M | +6.54% | +6.42% | ||
| EFA - ISHARES TR | Add 37% ($265.5K) | 0.48% | $984.0K | +10.77% | +7.93% | ||
| IYW - ISHARES TR | Add 100% ($438.0K) | 0.43% | $876.0K | -1.85% | -3.96% | ||
| ROP - ROPER TECHNOLOGIES INC | 0.36% | $750.0K | -0.95% | +1.08% | |||
| ALL - ALLSTATE CORP | Add 100% ($365.5K) | 0.36% | $731.0K | +11.18% | +8.88% | ||
| VCR - VANGUARD WORLD FD | Add 100% ($357.0K) | 0.35% | $714.0K | -4.89% | -5.78% | ||
| AAPL - APPLE INC | Add 60% ($247.9K) | 0.32% | $663.0K | -12.26% | -7.51% | ||
| MSFT - MICROSOFT CORP | Add 69% ($258.0K) | 0.31% | $632.0K | +12.40% | +9.89% | ||
| IWN - ISHARES TR | Add 17% ($89.5K) | 0.31% | $628.0K | -8.62% | -7.28% | ||
| EXC - EXELON CORP | Add 100% ($313.0K) | 0.30% | $626.0K | +6.84% | +6.62% | ||
| VTEB - VANGUARD MUN BD FDS | Add 100% ($288.0K) | 0.28% | $576.0K | -1.84% | -1.68% | ||
| IWP - ISHARES TR | Add 100% ($268.5K) | 0.26% | $537.0K | -4.61% | -5.00% | ||
| VTI - VANGUARD INDEX FDS | 0.25% | $508.0K | -2.54% | -3.50% | |||
| AVUS - AMERICAN CENTY ETF TR | 0.24% | $497.0K | -3.38% | -3.79% | |||
| AMZN - AMAZON COM INC | Add 55% ($171.1K) | 0.24% | $485.0K | -11.31% | -10.04% | ||
| QQQ - INVESCO QQQ TR | 0.22% | $462.0K | -1.00% | -3.30% | |||
| VEA - VANGUARD TAX-MANAGED FDS | 0.21% | $424.0K | +10.56% | +7.43% | |||
| IVV - ISHARES TR | Add 45% ($124.5K) | 0.20% | $404.0K | -1.79% | -2.96% | ||
| MS - MORGAN STANLEY | New Purchase | 0.18% | $362.0K | -5.57% | -6.38% | ||
| LSAT - TWO RDS SHARED TR | 0.13% | $258.0K | -2.34% | -1.35% | |||
| LSAF - TWO RDS SHARED TR | Reduce 100% | 0.00% | $0.00 | ||||