Beaird Harris Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dallas, TX
CIK
0001908938
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 599 953,084 DIMENSIONAL ETF TRUST, DFAS, AMERICAN CENTY ETF TR, DFUV 13F-HR 2/27/2024 000190893824000001
Q3 2023 455 835,343 DIMENSIONAL ETF TRUST, DFAS, VTEB, DFUV 13F-HR 11/15/2023 000190893823000004
Q2 2023 472 835,455 DIMENSIONAL ETF TRUST, DFAS, VTEB, DFUV 13F-HR 7/26/2023 000190893823000003
Q1 2023 487 557,083 DFAS, DFUV, VTIP, DFIV 13F-HR 4/24/2023 000190893823000002
Q4 2022 740 535,023 DFUV, DFAS, VTIP, DFIV 13F-HR 2/14/2023 000190893823000001
Q3 2022 521 456,288 VTIP, DFUV, DFAS, DFIV 13F-HR 11/2/2022 000190893822000005
Q2 2022 429 362,855 VTIP, DFUV, DFAS, DFIV 13F-HR 8/12/2022 000190893822000004
Q1 2022 633 276,741 VTIP, DFAS, DFAT, DFIV 13F-HR 5/27/2022 000190893822000003
Q4 2021 686 273,671 VTIP, DFAS, DFAT, DFIV 13F-HR 5/17/2022 000190893822000002