LF

Lauterbach Financial Advisors, LLC

13F
Lauterbach Financial Advisors, LLC
Last update 2024-08-12 64 Stocks (2 new)
Value $152.00 Mil Turnover 2 %
Countries:
Top Holdings: DFAC(26.92%)DFAT(13.71%)DFAX(7.61%)DFUV(6.94%)DFIV(6.32%)
Portfolio Report
Summary Stock Picks Current Portfolio
Lauterbach Financial Advisors,... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC 		Dimensional U.S. Core Equity 2 ETF
1,277,296
40873.470
-1.80%
26.920
-0.49%
-
+5.19%
+18.58%
31905.038
 
DFAT 		Dimensional U.S. Targeted Value ETF
390,850
20820.550
-0.18%
13.710
-0.02%
-
-1.85%
+5.69%
10553.697
 
DFAX 		Dimensional World ex U.S. Core Equity 2 ETF
462,576
11559.760
-0.72%
7.610
-0.06%
-
+1.86%
+6.65%
7232.602
 
DFUV 		Dimensional US Marketwide Value ETF
266,936
10533.300
+2.38%
6.940
+0.16%
-
+2.15%
+12.39%
11355.376
 
DFIV 		Dimensional International Value ETF
270,151
9601.180
+2.65%
6.320
+0.16%
-
-0.05%
+7.01%
7882.533
 
BSVO 		EA Bridgeway Omni Small-Cap Value ETF
379,998
8071.150
+10.84%
5.310
+0.52%
-
-4.06%
+3.57%
1444.563
 
JPM 		JPMorgan Chase & Co
29,058
5786.530
+0.10%
3.810
0%
0.000
+6.64%
+34.52%
628628.338
Banks
QQQ 		INVESCO QQQ Trust
6,405
2874.100
+0.19%
1.890
0%
-
+7.64%
+21.94%
301351.897
 
DFUS 		Dimensional U.S. Equity ETF
49,570
2860.680
+10.22%
1.880
+0.17%
-
+6.64%
+21.86%
11513.675
 
NVDA 		NVIDIA Corp
20,810
2232.300
+3.38%
1.470
+0.05%
0.000
+26.78%
+185.71%
3468296.700
Semiconductors

Lauterbach Financial Advisors, LLC's Historical Top Holdings Breakdowns

Lauterbach Financial Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BSVO 		EA Bridgeway Omni Small-Cap Value ETF2024-06-30Add
+0.52%
●
19.57 ($20.47) 21.23
$21.75
6.25%
Add 10.84%
379,998
37,170
DFAC 		Dimensional U.S. Core Equity 2 ETF2024-06-30Reduce
-0.49%
●
30.09 ($31.54) 32.37
$34.66
9.88%
Reduce -1.8%
1,277,296
-23,471
SBUX 		Starbucks Corp2024-06-30Sold Out
-0.18%
●
72.5 ($81.44) 91.53
$97.84
20.14%
Sold Out
0
-2,951
DFUS 		Dimensional U.S. Equity ETF2024-06-30Add
+0.17%
●
53.83 ($56.85) 59.14
$63.08
10.96%
Add 10.22%
49,570
4,595
COIN 		Coinbase Global Inc2024-06-30Sold Out
-0.17%
●
199.17 ($230.1) 263.01
$221.05
-3.93%
Sold Out
0
-963
DFIV 		Dimensional International Value ETF2024-06-30Add
+0.16%
●
35.5 ($36.82) 38.02
$36.77
-0.12%
Add 2.65%
270,151
6,978
DFUV 		Dimensional US Marketwide Value ETF2024-06-30Add
+0.16%
●
38.53 ($39.57) 40.76
$41.82
5.69%
Add 2.38%
266,936
6,196
AVDV 		Avantis International Small Cap Value ETF2024-06-30Reduce
-0.15%
●
63.81 ($66.03) 68.36
$67.07
1.57%
Reduce -10.65%
28,957
-3,452
TSLA 		Tesla Inc2024-06-30New Buy
+0.15%
●
142.05 ($174.77) 197.88
$259.33
48.38%
New holding
1,089
1,089
BSV 		Vanguard Short-Term Bond ETF2024-06-30Sold Out
-0.15%
●
75.81 ($76.3) 76.76
$77.72
1.86%
Sold Out
0
-3,075

Lauterbach Financial Advisors, LLC Total Holding History ($B)

To

Lauterbach Financial Advisors, LLC's Asset Allocation

To

Lauterbach Financial Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lauterbach Financial Advisors, LLC's Hypothetical Growth since 2024-06-30

Lauterbach Financial Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Lauterbach Financial Advisors, LLC's Holdings Heat Map

Size field:

Lauterbach Financial Advisors, LLC's Holdings Bubble Chart

Lauterbach Financial Advisors, LLC News

  • 1

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