EARNED WEALTH ADVISORS, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EW EARNED WEALTH ADVISORS, LLC | Institutional Filer | ▲ 59.60% | $1.50B | 466 |
Current Portfolio Holdings
Showing all 466 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | DFUS | DIMENSIONAL ETF TRUST | — | 1.7M | $119.9M | 8.02% |
| 2 | DFAT | DIMENSIONAL ETF TRUST | — | 1.5M | $93.4M | 6.24% |
| 3 | IVV | ISHARES TR | — | 96K | $62.8M | 4.20% |
| 4 | SPYM | SPDR SERIES TRUST | — | 803K | $61.5M | 4.11% |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | — | 1.1M | $61.2M | 4.09% |
| 6 | DFIV | DIMENSIONAL ETF TRUST | — | 1.0M | $53.3M | 3.57% |
| 7 | DFAC | DIMENSIONAL ETF TRUST | — | 1.4M | $53.3M | 3.57% |
| 8 | AAPL | Apple Inc. | Technology | 199K | $50.6M | 3.38% |
| 9 | IEFA | ISHARES TR | — | 496K | $44.9M | 3.00% |
| 10 | DFUV | DIMENSIONAL ETF TRUST | — | 800K | $38.8M | 2.59% |
| 11 | DFAI | DIMENSIONAL ETF TRUST | — | 969K | $37.7M | 2.52% |
| 12 | AGG | ISHARES TR | — | 379K | $37.7M | 2.52% |
| 13 | DGRO | ISHARES TR | — | 531K | $37.2M | 2.49% |
| 14 | VTV | VANGUARD INDEX FDS | — | 159K | $31.3M | 2.09% |
| 15 | VGIT | VANGUARD SCOTTSDALE FDS | — | 464K | $27.6M | 1.85% |
Showing 1 to 15 of 466 holdings