Yardley Wealth Management LLC Top Holdings and 13F Report (2024) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $168.60 thousand in total holdings as of September 30, 2024.Yardley Wealth Management LLC owns shares of 41 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional US Core Equity Market ETF $28,066Avantis International Equity ETF $21,852Alpha Architect Freedom 100 Emerging Market ETF $12,309Dimensional National Municipal Bond ETF $12,247Dimensional Inflation-Protected Securities ETF $9,958 Sector AllocationMap of 500 Largest Holdings ofYardley Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$28,066707,12216.6%ETFAVDEAvantis International Equity ETF$21,852326,00113.0%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$12,309344,0287.3%ETFDFNMDimensional National Municipal Bond ETF$12,247252,3057.3%ETFDFIPDimensional Inflation-Protected Securities ETF$9,958235,5145.9%ETFDIMENSIONAL ETF TRUST$9,736179,9365.8%GLOBAL EX US CORDFCFDimensional Core Fixed Income ETF$9,628222,9135.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,367175,2545.0%ETFDISVDimensional International Small Cap Value ETF$7,600261,5414.5%ETFDFUSDimensional U.S. Equity ETF$7,230116,2404.3%ETFDFASDimensional U.S. Small Cap ETF$6,854105,6774.1%ETFAVUVAvantis U.S. Small Cap Value ETF$6,84971,3774.1%ETFAVLVAvantis U.S. Large Cap Value ETF$6,18193,8923.7%ETFDFGRDimensional Global Real Estate ETF$2,66792,4111.6%ETFSPYSPDR S&P 500 ETF Trust$2,6064,5411.5%FinanceIWViShares Russell 3000 ETF$1,9676,0201.2%ETFAVGEAvantis All Equity Markets ETF$1,51320,4840.9%ETFMUBiShares National Muni Bond ETF$1,27211,7090.8%ETFLMTLockheed Martin$1,2362,1150.7%AerospaceMEARiShares Short Maturity Municipal Bond Active ETF$1,17323,3160.7%ETFROPRoper Technologies$8031,4430.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$7739,2410.5%FinanceDFACDimensional U.S. Core Equity 2 ETF$76422,2840.5%ETFCEGConstellation Energy$6932,6660.4%Oils/EnergyIWNiShares Russell 2000 Value ETF$5463,2750.3%ETFVTIVanguard Total Stock Market ETF$4971,7540.3%ETFAVUSAvantis U.S. Equity ETF$4875,1230.3%ETFVEAVanguard FTSE Developed Markets ETF$4688,8690.3%ETFQQQInvesco QQQ$4419040.3%FinanceIYWiShares U.S. Technology ETF$4272,8170.3%ManufacturingAAPLApple$3961,7010.2%Computer and TechnologyMSFTMicrosoft$3798800.2%Computer and TechnologyALLAllstate$3631,9120.2%FinanceVCRVanguard Consumer Discretionary ETF$3409980.2%ETFEXCExelon$3248,0000.2%UtilitiesVTEBVanguard Tax-Exempt Bond ETF$2915,6910.2%ETFAMZNAmazon.com$2811,5100.2%Retail/WholesaleIVViShares Core S&P 500 ETF$2764780.2%ETFLSATLeaderShares AlphaFactor Tactical Focused ETF$2686,4210.2%ETFIWPiShares Russell Mid-Cap Growth ETF$2582,2000.2%ETFLSAFLeaderShares AlphaFactor US Core Equity ETF$2165,2190.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
