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The Analysis of Yardley Wealth Management LLC's Holdings & P&L

Currently, Yardley Wealth Management LLC holds 37 types of securities in its portfolio with a total value $220.1M. In the most recent quarter, they have increased their positions in DFAC (+34.1K shares, valued at $1.5M), AVDE (+14.2K shares, valued at $1.3M), DFIP (+26.9K shares, valued at $1.1M); decreased their positions in FRDM (-32.9K shares, valued at $2.4M), IYW (-475 shares, valued at $119.8K), VEA (-780 shares, valued at $55.6K); initiated new positions in AVEM (+2.2K shares, valued at $208.7K).

1M P&L

+1.5M+0.69%

3M P&L

+6.7M+3.17%

HY P&L

+16.5M+8.14%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A214.1M

99.0%

2Aerospace & Defense1.1M

0.5%

3Consumer Electronics469.2K

0.2%

Top Industries by Stock Count

1N/A30 stocks

88.2%

2Internet Retail1 stocks

2.9%

3Consumer Electronics1 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFAU DIMENSIONAL ETF TRUST731.6K shares2.68%2026-06-302026-07-16

AVDE AMERICAN CENTY ETF TR319.2K shares4.66%2026-06-302026-07-16

FRDM EA SERIES TRUST242.7K shares-11.93%2026-06-302026-07-16

DFNM DIMENSIONAL ETF TRUST328.2K shares2.36%2026-06-302026-07-16

DFGX DIMENSIONAL ETF TRUST253.0K shares8.65%2026-06-302026-07-16

DFIP DIMENSIONAL ETF TRUST315.1K shares9.35%2026-06-302026-07-16

DFCF DIMENSIONAL ETF TRUST287.9K shares7.75%2026-06-302026-07-16

DFSD DIMENSIONAL ETF TRUST230.0K shares10.34%2026-06-302026-07-16

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DFUS DIMENSIONAL ETF TRUST117.9K shares2.15%2026-06-302026-07-16

DISV DIMENSIONAL ETF TRUST236.7K shares3.91%2026-06-302026-07-16

AVUV AMERICAN CENTY ETF TR73.1K shares-0.22%2026-06-302026-07-16

DFAS DIMENSIONAL ETF TRUST110.0K shares1.32%2026-06-302026-07-16

AVLV AMERICAN CENTY ETF TR97.0K shares1.49%2026-06-302026-07-16

AVGE AMERICAN CENTY ETF TR33.8K shares0.92%2026-06-302026-07-16

DFGR DIMENSIONAL ETF TRUST113.8K shares5.48%2026-06-302026-07-16

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T3.8K shares0.03%2026-06-302026-07-16

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DFAC DIMENSIONAL ETF TRUST56.0K shares155.36%2026-06-302026-07-16

IWV ISHARES TR5.7K shares-0.09%2026-06-302026-07-16

MUB ISHARES TR12.1K shares-0.02%2026-06-302026-07-16

LMT LOCKHEED MARTIN CORP2.2K shares0.64%2026-06-302026-07-16

EFA ISHARES TR8.9K shares0.00%2026-06-302026-07-16

IWN ISHARES TR3.3K shares0.00%2026-06-302026-07-16

AVUS AMERICAN CENTY ETF TR5.1K shares0.00%2026-06-302026-07-16

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares0.00%2026-06-302026-07-16

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DFSV DIMENSIONAL ETF TRUST12.6K shares0.00%2026-06-302026-07-16

DCOR DIMENSIONAL ETF TRUST5.8K shares-1.89%2026-06-302026-07-16

IYW ISHARES TR1.9K shares-20.24%2026-06-302026-07-16

AAPL APPLE INC1.6K shares0.00%2026-06-302026-07-16

VEA VANGUARD TAX-MANAGED FDS4.9K shares-13.73%2026-06-302026-07-16

AMZN AMAZON COM INC1.4K shares0.00%2026-06-302026-07-16

QQQ INVESCO QQQ TR440 shares-13.39%2026-06-302026-07-16

VOO VANGUARD INDEX FDS470 shares-4.28%2026-06-302026-07-16

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ISHARES TR ISHARES TR428 shares-5.93%2026-06-302026-07-16

IWP ISHARES TR2.2K shares-1.09%2026-06-302026-07-16

VCR VANGUARD WORLD FD681 shares0.00%2026-06-302026-07-16

MSFT MICROSOFT CORP667 shares0.15%2026-06-302026-07-16

AVEM AMERICAN CENTY ETF TR2.2K sharesnew addition2026-06-302026-07-16

DFAU

DIMENSIONAL ETF TRUST

2.68%

Shares731.6K

Event2026-06-30

Filed2026-07-16

AVDE

AMERICAN CENTY ETF TR

4.66%

Shares319.2K

Event2026-06-30

Filed2026-07-16

FRDM

EA SERIES TRUST

-11.93%

Shares242.7K

Event2026-06-30

Filed2026-07-16

DFNM

DIMENSIONAL ETF TRUST

2.36%

Shares328.2K

Event2026-06-30

Filed2026-07-16

DFGX

DIMENSIONAL ETF TRUST

8.65%

Shares253.0K

Event2026-06-30

Filed2026-07-16

DFIP

DIMENSIONAL ETF TRUST

9.35%

Shares315.1K

Event2026-06-30

Filed2026-07-16

DFCF

DIMENSIONAL ETF TRUST

7.75%

Shares287.9K

Event2026-06-30

Filed2026-07-16

DFSD

DIMENSIONAL ETF TRUST

10.34%

Shares230.0K

Event2026-06-30

Filed2026-07-16

DFUS

DIMENSIONAL ETF TRUST

2.15%

Shares117.9K

Event2026-06-30

Filed2026-07-16

DISV

DIMENSIONAL ETF TRUST

3.91%

Shares236.7K

Event2026-06-30

Filed2026-07-16

AVUV

AMERICAN CENTY ETF TR

-0.22%

Shares73.1K

Event2026-06-30

Filed2026-07-16

DFAS

DIMENSIONAL ETF TRUST

1.32%

Shares110.0K

Event2026-06-30

Filed2026-07-16

AVLV

AMERICAN CENTY ETF TR

1.49%

Shares97.0K

Event2026-06-30

Filed2026-07-16

AVGE

AMERICAN CENTY ETF TR

0.92%

Shares33.8K

Event2026-06-30

Filed2026-07-16

DFGR

DIMENSIONAL ETF TRUST

5.48%

Shares113.8K

Event2026-06-30

Filed2026-07-16

STATE STR SPDR S&P 500 ETF T

0.03%

Shares3.8K

Event2026-06-30

Filed2026-07-16

DFAC

DIMENSIONAL ETF TRUST

155.36%

Shares56.0K

Event2026-06-30

Filed2026-07-16

IWV

ISHARES TR

-0.09%

Shares5.7K

Event2026-06-30

Filed2026-07-16

MUB

ISHARES TR

-0.02%

Shares12.1K

Event2026-06-30

Filed2026-07-16

LMT

LOCKHEED MARTIN CORP

0.64%

Shares2.2K

Event2026-06-30

Filed2026-07-16

EFA

ISHARES TR

0.00%

Shares8.9K

Event2026-06-30

Filed2026-07-16

IWN

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-16

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares5.1K

Event2026-06-30

Filed2026-07-16

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-16

DFSV

DIMENSIONAL ETF TRUST

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-16

DCOR

DIMENSIONAL ETF TRUST

-1.89%

Shares5.8K

Event2026-06-30

Filed2026-07-16

IYW

ISHARES TR

-20.24%

Shares1.9K

Event2026-06-30

Filed2026-07-16

AAPL

APPLE INC

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-16

VEA

VANGUARD TAX-MANAGED FDS

-13.73%

Shares4.9K

Event2026-06-30

Filed2026-07-16

AMZN

AMAZON COM INC

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-16

QQQ

INVESCO QQQ TR

-13.39%

Shares440

Event2026-06-30

Filed2026-07-16

VOO

VANGUARD INDEX FDS

-4.28%

Shares470

Event2026-06-30

Filed2026-07-16

ISHARES TR

-5.93%

Shares428

Event2026-06-30

Filed2026-07-16

IWP

ISHARES TR

-1.09%

Shares2.2K

Event2026-06-30

Filed2026-07-16

VCR

VANGUARD WORLD FD

0.00%

Shares681

Event2026-06-30

Filed2026-07-16

MSFT

MICROSOFT CORP

0.15%

Shares667

Event2026-06-30

Filed2026-07-16

AVEM

AMERICAN CENTY ETF TR

New

Shares2.2K

Event2026-06-30

Filed2026-07-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available