WorthPointe, LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
La Jolla, CA
CIK
0001921448
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 80 237,619 DFAC, DFUV, AVUS, VOO 13F-HR 11/13/2024 000117266124004676
Q2 2024 70 219,316 DFAC, DFUV, AVUS, VOO 13F-HR 8/13/2024 000117266124003296
Q1 2024 66 198,620 DFAC, DFUV, AVUS, AVRE 13F-HR 5/14/2024 000117266124002275
Q4 2023 73 196,561 DFAC, DFUV, AVUS, AMERICAN CENTY ETF TR 13F-HR 2/12/2024 000117266124000713
Q3 2023 68 169,617 DFAC, DFUV, AVUS, AMERICAN CENTY ETF TR 13F-HR 11/14/2023 000117266123003932
Q2 2023 56 165,463 DFAC, DFUV, AVUS, AMERICAN CENTY ETF TR 13F-HR 8/11/2023 000117266123002941
Q1 2023 52 154,038 DFAC, DFUV, AMERICAN CENTY ETF TR, AVUS 13F-HR 5/11/2023 000117266123002009
Q4 2022 50 147,691 DFAC, DFUV, AVUS, SPY puts 13F-HR 2/14/2023 000117266123001008
Q3 2022 42 119,057 DFAC, DFUV, AVUS, SPY 13F-HR 11/3/2022 000160658722002123
Q2 2022 38 119,208 DFAC, DFUV, AVUS, SPY 13F-HR 8/8/2022 000160658722001650
Q1 2022 44 124,495 DFAC, SPY, AVUS, DFAS 13F-HR 5/4/2022 000160658722000898
Q4 2021 45 112,569 DFAC, SPY, DFAS, IWM 13F-HR 4/6/2022 000160658722000622