Beaird Harris Wealth Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BH Beaird Harris Wealth Management, LLC | Institutional Filer | ▲ 1.33% | $1.47B | 686 |
Current Portfolio Holdings
Showing all 686 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | — | 3.1M | $148.9M | 10.12% |
| 2 | DFCF | DIMENSIONAL ETF TRUST | — | 3.2M | $136.3M | 9.27% |
| 3 | AVLV | AMERICAN CENTY ETF TR | — | 1.3M | $108.2M | 7.36% |
| 4 | VOO | VANGUARD INDEX FDS | — | 154K | $92.2M | 6.27% |
| 5 | AVUV | AMERICAN CENTY ETF TR | — | 748K | $82.6M | 5.62% |
| 6 | DUHP | DIMENSIONAL ETF TRUST | — | 2.1M | $78.6M | 5.35% |
| 7 | DFIV | DIMENSIONAL ETF TRUST | — | 1.1M | $60.6M | 4.12% |
| 8 | DFUV | DIMENSIONAL ETF TRUST | — | 1.2M | $59.4M | 4.03% |
| 9 | AVLC | AMERICAN CENTY ETF TR | — | 745K | $57.8M | 3.93% |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | — | 742K | $47.5M | 3.23% |
| 11 | AVEM | AMERICAN CENTY ETF TR | — | 573K | $46.2M | 3.14% |
| 12 | VTEB | VANGUARD MUN BD FDS | — | 894K | $44.6M | 3.03% |
| 13 | AVDV | AMERICAN CENTY ETF TR | — | 427K | $42.6M | 2.90% |
| 14 | DFNM | DIMENSIONAL ETF TRUST | — | 796K | $38.1M | 2.59% |
| 15 | DFAS | DIMENSIONAL ETF TRUST | — | 529K | $37.7M | 2.56% |
Showing 1 to 15 of 686 holdings