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Yardley Wealth Management LLC 13F Holdings
Holdings from the most recent 13F from Yardley Wealth Management LLC
Filed: 2025-04-25 (Q1 2025) | Holdings: 40 | Value: $169.8M | 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 | Reduce 15% $(4.8M) | 16.28% | $27.6M | +6.56% | |||
| AVDE - AMERICAN CENTY ETF TR | Reduce 11% $(2.7M) | 13.42% | $22.8M | +5.92% | |||
| DFNM - DIMENSIONAL ETF TRUST | Reduce 4% $(550.3K) | 8.33% | $14.1M | +0.56% | |||
| FRDM - EA SERIES TRUST | Reduce 12% $(1.8M) | 7.56% | $12.8M | ||||
| DFIP - DIMENSIONAL ETF TRUST | Reduce 12% $(1.4M) | 5.99% | $10.2M | -0.43% | |||
| DFGX - DIMENSIONAL ETF TRUST | Reduce 15% $(1.7M) | 5.75% | $9.8M | +0.13% | |||
| DFCF - DIMENSIONAL ETF TRUST | Reduce 10% $(1.1M) | 5.73% | $9.7M | -0.37% | |||
| DFSD - DIMENSIONAL ETF TRUST | Reduce 10% $(986.0K) | 5.18% | $8.8M | +0.32% | |||
| DISV - DIMENSIONAL ETF TRUST | Reduce 13% $(1.2M) | 4.78% | $8.1M | +5.98% | |||
| DFUS - DIMENSIONAL ETF TRUST | Reduce 13% $(1.1M) | 4.19% | $7.1M | +6.73% | |||
| DFAS - DIMENSIONAL ETF TRUST | Reduce 15% $(1.2M) | 3.78% | $6.4M | +6.24% | |||
| AVLV - AMERICAN CENTY ETF TR | Reduce 13% $(928.3K) | 3.76% | $6.4M | +4.93% | |||
| AVUV - AMERICAN CENTY ETF TR | Reduce 16% $(1.2M) | 3.74% | $6.4M | +6.76% | |||
| DFGR - DIMENSIONAL ETF TRUST | Reduce 13% $(363.7K) | 1.50% | $2.5M | +2.93% | |||
| SPY - SPDR S&P 500 ETF TR | Reduce 52% $(2.5M) | 1.35% | $2.3M | ||||
| IWV - ISHARES TR | Reduce 2% $(45.1K) | 1.09% | $1.9M | +6.60% | |||
| AVGE - AMERICAN CENTY ETF TR | Add 12% ($180.3K) | 0.97% | $1.6M | ||||
| MUB - ISHARES TR | 0.73% | $1.2M | +0.19% | ||||
| LMT - LOCKHEED MARTIN CORP | Add 1% ($7.1K) | 0.56% | $958.0K | -1.95% | |||
| ROP - ROPER TECHNOLOGIES INC | 0.50% | $851.0K | +5.80% | ||||
| EFA - ISHARES TR | Reduce 27% $(279.0K) | 0.44% | $755.0K | +4.82% | |||
| DFAC - DIMENSIONAL ETF TRUST | Reduce 50% $(735.3K) | 0.43% | $728.0K | +6.25% | |||
| CEG - CONSTELLATION ENERGY CORP | Reduce 50% $(538.0K) | 0.32% | $538.0K | ||||
| IWN - ISHARES TR | Reduce 14% $(82.1K) | 0.29% | $494.0K | +4.23% | |||
| VTI - VANGUARD INDEX FDS | 0.28% | $482.0K | +6.70% | ||||
| AVUS - AMERICAN CENTY ETF TR | 0.28% | $473.0K | +6.27% | ||||
| VEA - VANGUARD TAX-MANAGED FDS | 0.27% | $451.0K | +5.31% | ||||
| IYW - ISHARES TR | Reduce 50% $(396.0K) | 0.23% | $396.0K | +11.17% | |||
| ALL - ALLSTATE CORP | Reduce 50% $(396.0K) | 0.23% | $396.0K | ||||
| AAPL - APPLE INC | Reduce 37% $(225.8K) | 0.22% | $378.0K | -4.44% | |||
| EXC - EXELON CORP | Reduce 50% $(369.0K) | 0.22% | $369.0K | ||||
| QQQ - INVESCO QQQ TR | Reduce 15% $(63.4K) | 0.21% | $361.0K | +9.70% | |||
| DCOR - DIMENSIONAL ETF TRUST | New Purchase | 0.21% | $358.0K | +6.35% | |||
| MSFT - MICROSOFT CORP | Reduce 41% $(227.6K) | 0.19% | $330.0K | +16.90% | |||
| VCR - VANGUARD WORLD FD | Reduce 50% $(325.0K) | 0.19% | $325.0K | ||||
| AMZN - AMAZON COM INC | Reduce 35% $(156.4K) | 0.17% | $287.0K | +7.69% | |||
| VTEB - VANGUARD MUN BD FDS | Reduce 50% $(282.0K) | 0.17% | $282.0K | +0.26% | |||
| IVV - ISHARES TR | Reduce 32% $(124.1K) | 0.16% | $264.0K | +6.58% | |||
| IWP - ISHARES TR | Reduce 50% $(258.0K) | 0.15% | $258.0K | +9.63% | |||
| LSAT - TWO RDS SHARED TR | Reduce 5% $(11.9K) | 0.14% | $246.0K | +2.89% | |||
| MEAR - ISHARES U S ETF TR | Reduce 100% | 0.00% | $0.00 | ||||
| MS - MORGAN STANLEY | Reduce 100% | 0.00% | $0.00 | ||||