ANDREWS, LUCIA WEALTH MANAGEMENT LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Danville, CA
CIK
0001906227
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 27 141,107 DFAC, DFUV, DFAT, DFAX 13F-HR 10/11/2024 000172554724005802
Q2 2024 27 143,095 DFAC, DFUV, DFAT, DFAX 13F-HR 7/25/2024 000172554724003477
Q1 2024 27 140,416 DFAC, DFUV, DFAT, DFAX 13F-HR 5/14/2024 000172554724002146
Q4 2023 28 129,627 DFAC, DFUV, DFAT, DFAX 13F-HR 2/9/2024 000172554724000504
Q3 2023 26 116,280 DFAC, DFUV, DFAT, DFAX 13F-HR 11/2/2023 000172554723001700
Q2 2023 26 120,258 DFAC, DFUV, DFAT, DFAX 13F-HR 8/4/2023 000172554723000163
Q1 2023 24 112,892 DFAC, DFUV, DFAT, DFAX 13F-HR 5/3/2023 000172554723000098
Q4 2022 25 107,518 DFAC, DFUV, DFAT, DFAX 13F-HR 2/13/2023 000172554723000063
Q3 2022 23 94,940 DFAC, DFUV, DFAT, DFAX 13F-HR 11/1/2022 000172554722000175
Q2 2022 18 105,740 DFAC, DFAX, DFAT, DFIV 13F-HR 7/28/2022 000172554722000126
Q1 2022 19 111,628 DFAC, DFAX, DFAT, DFIV 13F-HR 4/21/2022 000172554722000070
Q4 2021 19 110,387 DFAC, DFAX, DFAT, DFIV 13F-HR 2/4/2022 000172554722000030