Yardley Wealth Management LLC Top Holdings and 13F Report (2025) About Yardley Wealth Management LLCInvestment ActivityYardley Wealth Management LLC has $205.85 thousand in total holdings as of December 31, 2024.Yardley Wealth Management LLC owns shares of 41 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 20.24% of the portfolio was purchased this quarter.About 0.11% of the portfolio was sold this quarter.This quarter, Yardley Wealth Management LLC has purchased 41 new stocks and bought additional shares in 32 stocks.Yardley Wealth Management LLC sold shares of 2 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional US Core Equity Market ETF $34,094Avantis International Equity ETF $23,901Dimensional National Municipal Bond ETF $14,786Alpha Architect Freedom 100 Emerging Market ETF $13,835DIMENSIONAL ETF TRUST $11,530 Largest New Holdings this Quarter Morgan Stanley $724 Holding Largest Purchases this Quarter Dimensional US Core Equity Market ETF 137,134 shares (about $5.54K)Avantis International Equity ETF 59,190 shares (about $3.67K)Dimensional National Municipal Bond ETF 56,550 shares (about $2.71K)Alpha Architect Freedom 100 Emerging Market ETF 73,645 shares (about $2.44K)SPDR S&P 500 ETF Trust 3,960 shares (about $2.30K) Largest Sales this Quarter iShares Russell 3000 ETF 45 shares (about $15.04)iShares National Muni Bond ETF 46 shares (about $4.90) 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$34,094$5,538 ▲19.4%844,25616.6%ETFAVDEAvantis International Equity ETF$23,901$3,673 ▲18.2%385,19111.6%ETFDFNMDimensional National Municipal Bond ETF$14,786$2,707 ▲22.4%308,8557.2%ETFFRDMAlpha Architect Freedom 100 Emerging Market ETF$13,835$2,439 ▲21.4%417,6736.7%ETFDIMENSIONAL ETF TRUST$11,530$2,068 ▲21.9%219,2545.6%GLOBAL EX US CORDFIPDimensional Inflation-Protected Securities ETF$11,137$1,547 ▲16.1%273,5045.4%ETFDFCFDimensional Core Fixed Income ETF$10,723$1,473 ▲15.9%258,4105.2%ETFDFSDDimensional Short-Duration Fixed Income ETF$9,677$1,440 ▲17.5%205,9044.7%ETFDFUSDimensional U.S. Equity ETF$8,623$1,237 ▲16.7%135,7074.2%ETFDISVDimensional International Small Cap Value ETF$8,613$1,574 ▲22.4%320,0434.2%ETFAVUVAvantis U.S. Small Cap Value ETF$8,354$1,470 ▲21.4%86,6194.1%ETFDFASDimensional U.S. Small Cap ETF$8,243$1,368 ▲19.9%126,7134.0%ETFAVLVAvantis U.S. Large Cap Value ETF$7,475$1,218 ▲19.5%112,1613.6%ETFSPYSPDR S&P 500 ETF Trust$4,938$2,300 ▲87.2%8,5012.4%FinanceDFGRDimensional Global Real Estate ETF$2,886$479 ▲19.9%110,8001.4%ETFMEARiShares Short Maturity Municipal Bond Active ETF$2,338$1,169 ▲100.0%46,6321.1%ETFIWViShares Russell 3000 ETF$1,997$15 ▼-0.7%5,9751.0%ETFEFAiShares MSCI EAFE ETF$1,968$1,250 ▲173.9%25,3121.0%FinanceIYWiShares U.S. Technology ETF$1,752$1,314 ▲300.0%11,2680.9%ManufacturingDFACDimensional U.S. Core Equity 2 ETF$1,527$760 ▲99.0%44,3460.7%ETFAVGEAvantis All Equity Markets ETF$1,493$10 ▲0.7%20,6280.7%ETFCEGConstellation Energy$1,290$645 ▲100.0%5,3320.6%Oils/EnergyMSFTMicrosoft$1,264$890 ▲238.0%2,9740.6%Computer and TechnologyIWNiShares Russell 2000 Value ETF$1,256$717 ▲133.2%7,6380.6%ETFMUBiShares National Muni Bond ETF$1,243$5 ▼-0.4%11,6630.6%ETFVTEBVanguard Tax-Exempt Bond ETF$1,152$864 ▲300.0%22,7640.6%ETFIWPiShares Russell Mid-Cap Growth ETF$1,074$806 ▲300.0%8,8000.5%ETFLMTLockheed Martin$1,035$7 ▲0.7%2,1290.5%AerospaceIVViShares Core S&P 500 ETF$808$529 ▲189.1%1,3820.4%ETFROPRoper Technologies$7500.0%1,4430.4%Computer and TechnologyALLAllstate$731$366 ▲100.0%3,8240.4%FinanceMSMorgan Stanley$724$724 ▲New Holding6,3040.4%FinanceVCRVanguard Consumer Discretionary ETF$714$357 ▲100.0%1,9960.3%ETFAAPLApple$663$248 ▲59.7%2,7170.3%Computer and TechnologyEXCExelon$626$313 ▲100.0%16,0000.3%UtilitiesVTIVanguard Total Stock Market ETF$5080.0%1,7540.2%ETFAVUSAvantis U.S. Equity ETF$4970.0%5,1230.2%ETFAMZNAmazon.com$485$171 ▲54.5%2,3330.2%Retail/WholesaleQQQInvesco QQQ$4620.0%9040.2%FinanceVEAVanguard FTSE Developed Markets ETF$4240.0%8,8690.2%ETFLSATLeaderShares AlphaFactor Tactical Focused ETF$2580.0%6,4210.1%ETFLSAFLeaderShares AlphaFactor US Core Equity ETF$0$216 ▼-100.0%00.0%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. 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