Yardley Wealth Management LLC Top Holdings and 13F Report (2025) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $169.76 thousand in total holdings as of March 31, 2025.Yardley Wealth Management LLC owns shares of 40 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.32% of the portfolio was purchased this quarter.About 20.93% of the portfolio was sold this quarter.This quarter, Yardley Wealth Management LLC has purchased 41 new stocks and bought additional shares in 3 stocks.Yardley Wealth Management LLC sold shares of 32 stocks and completely divested from 2 stocks this quarter.Largest Holdings Dimensional US Core Equity Market ETF $27,637Avantis International Equity ETF $22,777Dimensional National Municipal Bond ETF $14,142Alpha Architect Freedom 100 Emerging Market ETF $12,830Dimensional Inflation-Protected Securities ETF $10,166 Largest New Holdings this Quarter 25434V625 - DIMENSIONAL ETF TRUST $358 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 5,845 shares (about $358.00)Avantis All Equity Markets ETF 2,533 shares (about $180.34)Lockheed Martin 16 shares (about $7.15)iShares National Muni Bond ETF 15 shares (about $1.58) Largest Sales this Quarter Dimensional US Core Equity Market ETF 125,280 shares (about $4.82K)Avantis International Equity ETF 41,494 shares (about $2.75K)SPDR S&P 500 ETF Trust 4,415 shares (about $2.47K)Alpha Architect Freedom 100 Emerging Market ETF 51,641 shares (about $1.81K)DIMENSIONAL ETF TRUST 32,556 shares (about $1.70K) Sector Allocation Over TimeMap of 500 Largest Holdings ofYardley Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFAUDimensional US Core Equity Market ETF$27,637$4,816 ▼-14.8%718,97616.3%ETFAVDEAvantis International Equity ETF$22,777$2,750 ▼-10.8%343,69713.4%ETFDFNMDimensional National Municipal Bond ETF$14,142$550 ▼-3.7%297,2868.3%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$12,830$1,810 ▼-12.4%366,0327.6%ETFDFIPDimensional Inflation-Protected Securities ETF$10,166$1,352 ▼-11.7%241,4016.0%ETFDIMENSIONAL ETF TRUST$9,755$1,701 ▼-14.8%186,6985.7%GLOBAL EX US CORDFCFDimensional Core Fixed Income ETF$9,728$1,141 ▼-10.5%231,2875.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$8,799$986 ▼-10.1%185,1565.2%ETFDISVDimensional International Small Cap Value ETF$8,109$1,211 ▼-13.0%278,4614.8%ETFDFUSDimensional U.S. Equity ETF$7,117$1,091 ▼-13.3%117,6694.2%ETFDFASDimensional U.S. Small Cap ETF$6,416$1,155 ▼-15.3%107,3803.8%ETFAVLVAvantis U.S. Large Cap Value ETF$6,386$928 ▼-12.7%97,9263.8%ETFAVUVAvantis U.S. Small Cap Value ETF$6,355$1,196 ▼-15.8%72,8983.7%ETFDFGRDimensional Global Real Estate ETF$2,546$364 ▼-12.5%96,9491.5%ETFSPYSPDR S&P 500 ETF Trust$2,286$2,470 ▼-51.9%4,0861.3%FinanceIWViShares Russell 3000 ETF$1,853$45 ▼-2.4%5,8331.1%ETFAVGEAvantis All Equity Markets ETF$1,649$180 ▲12.3%23,1611.0%ETFMUBiShares National Muni Bond ETF$1,231$2 ▲0.1%11,6780.7%ETFLMTLockheed Martin$958$7 ▲0.8%2,1450.6%AerospaceROPRoper Technologies$8510.0%1,4430.5%Computer and TechnologyEFAiShares MSCI EAFE ETF$755$1,313 ▼-63.5%9,2410.4%FinanceDFACDimensional U.S. Core Equity 2 ETF$728$735 ▼-50.3%22,0620.4%ETFCEGConstellation Energy$538$538 ▼-50.0%2,6660.3%EnergyIWNiShares Russell 2000 Value ETF$494$658 ▼-57.1%3,2750.3%ETFVTIVanguard Total Stock Market ETF$4820.0%1,7540.3%ETFAVUSAvantis U.S. Equity ETF$4730.0%5,1230.3%ETFVEAVanguard FTSE Developed Markets ETF$4510.0%8,8690.3%ETFALLAllstate$396$396 ▼-50.0%1,9120.2%FinanceIYWiShares U.S. Technology ETF$396$1,188 ▼-75.0%2,8170.2%ManufacturingAAPLApple$378$226 ▼-37.4%1,7010.2%Computer and TechnologyEXCExelon$369$369 ▼-50.0%8,0000.2%UtilitiesQQQInvesco QQQ$361$63 ▼-14.9%7690.2%FinanceDIMENSIONAL ETF TRUST$358$358 ▲New Holding5,8450.2%US CORE EQUITY 1MSFTMicrosoft$330$785 ▼-70.4%8800.2%Computer and TechnologyVCRVanguard Consumer Discretionary ETF$325$325 ▼-50.0%9980.2%ETFAMZNAmazon.com$287$156 ▼-35.3%1,5100.2%Retail/WholesaleVTEBVanguard Tax-Exempt Bond ETF$282$846 ▼-75.0%5,6910.2%ETFIVViShares Core S&P 500 ETF$264$512 ▼-66.0%4700.2%ETFIWPiShares Russell Mid-Cap Growth ETF$258$774 ▼-75.0%2,2000.2%ETFLSATLeaderShares AlphaFactor Tactical Focused ETF$246$12 ▼-4.6%6,1240.1%ETFMEARiShares Short Maturity Municipal Bond Active ETF$0$2,338 ▼-100.0%00.0%ETFMSMorgan Stanley$0$724 ▼-100.0%00.0%FinanceShowing 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. 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