The Analysis of Lauterbach Financial Advisors, LLC's Holdings
Currently, Lauterbach Financial Advisors, LLC holds 83 types of securities in its portfolio with a total value $198.9M. In the most recent quarter, they have increased their positions in DFUS (+14.5K shares, valued at $1.1M), VGIT (+6.5K shares, valued at $388.3K), DFSD (+7.6K shares, valued at $365.0K); decreased their positions in DFIV (-3.8K shares, valued at $173.1K), DFAC (-4.4K shares, valued at $168.0K), BSVO (-5.1K shares, valued at $114.6K); initiated new positions in DFSD (+7.6K shares, valued at $365.0K), ORCL (+858 shares, valued at $241.3K), GM (+3.8K shares, valued at $234.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST1.3M shares-0.34%2025-09-302025-11-12
DFAT DIMENSIONAL ETF TRUST397.8K shares0.49%2025-09-302025-11-12 DFAX DIMENSIONAL ETF TRUST456.6K shares-0.50%2025-09-302025-11-12 DFIV DIMENSIONAL ETF TRUST267.6K shares-1.38%2025-09-302025-11-12 DFUV DIMENSIONAL ETF TRUST260.7K shares-0.33%2025-09-302025-11-12 JPM JPMORGAN CHASE & CO.28.6K shares0.05%2025-09-302025-11-12 BSVO EA SERIES TRUST335.9K shares-1.48%2025-09-302025-11-12 DFUS DIMENSIONAL ETF TRUST101.4K shares16.69%2025-09-302025-11-12 NVDA NVIDIA CORPORATION21.0K shares0.00%2025-09-302025-11-12 ITOT ISHARES TR21.0K shares-0.25%2025-09-302025-11-12 QQQ INVESCO QQQ TR5.1K shares-1.54%2025-09-302025-11-12 AVDV AMERICAN CENTY ETF TR32.4K shares3.95%2025-09-302025-11-12 IDEV ISHARES TR33.8K shares3.89%2025-09-302025-11-12 DFAI DIMENSIONAL ETF TRUST73.7K shares14.52%2025-09-302025-11-12 AVUV AMERICAN CENTY ETF TR26.0K shares9.51%2025-09-302025-11-12 AAPL APPLE INC9.0K shares-0.65%2025-09-302025-11-12 XOM EXXON MOBIL CORP18.2K shares0.31%2025-09-302025-11-12 DFAU DIMENSIONAL ETF TRUST35.1K shares-5.01%2025-09-302025-11-12 IEMG ISHARES INC24.1K shares0.71%2025-09-302025-11-12 PG PROCTER AND GAMBLE CO10.1K shares0.08%2025-09-302025-11-12 DFAS DIMENSIONAL ETF TRUST22.1K shares-3.43%2025-09-302025-11-12 VGIT VANGUARD SCOTTSDALE FDS23.8K shares37.30%2025-09-302025-11-12 BRK.B BERKSHIRE HATHAWAY INC DEL2.4K shares0.00%2025-09-302025-11-12 MSFT MICROSOFT CORP2.3K shares-3.01%2025-09-302025-11-12 PFE PFIZER INC45.7K shares1.18%2025-09-302025-11-12 GS GOLDMAN SACHS GROUP INC1.4K shares8.16%2025-09-302025-11-12 AMZN AMAZON COM INC4.9K shares1.23%2025-09-302025-11-12 DFAE DIMENSIONAL ETF TRUST32.0K shares7.63%2025-09-302025-11-12 DRI DARDEN RESTAURANTS INC4.8K shares0.00%2025-09-302025-11-12 UBER UBER TECHNOLOGIES INC8.7K shares0.00%2025-09-302025-11-12 VGT VANGUARD WORLD FD1.1K shares0.00%2025-09-302025-11-12 PANW PALO ALTO NETWORKS INC4.0K shares0.00%2025-09-302025-11-12 IWF ISHARES TR1.7K shares0.00%2025-09-302025-11-12 GE GE AEROSPACE2.6K shares0.04%2025-09-302025-11-12 IVOG VANGUARD ADMIRAL FDS INC6.1K shares0.00%2025-09-302025-11-12 WFC WELLS FARGO CO NEW8.5K shares4.25%2025-09-302025-11-12 MPC MARATHON PETE CORP3.6K shares0.00%2025-09-302025-11-12 DFEM DIMENSIONAL ETF TRUST21.4K shares17.54%2025-09-302025-11-12 GIS GENERAL MLS INC12.8K shares0.00%2025-09-302025-11-12 PAYC PAYCOM SOFTWARE INC3.1K shares0.16%2025-09-302025-11-12 VIG VANGUARD SPECIALIZED FUNDS2.9K shares0.00%2025-09-302025-11-12 VOE VANGUARD INDEX FDS3.5K shares0.00%2025-09-302025-11-12 JNJ JOHNSON & JOHNSON3.2K shares0.00%2025-09-302025-11-12 WMT WALMART INC5.6K shares-5.21%2025-09-302025-11-12 IVLU ISHARES TR15.8K shares0.00%2025-09-302025-11-12 VTI VANGUARD INDEX FDS1.6K shares-0.49%2025-09-302025-11-12 EFV ISHARES TR7.5K shares-4.04%2025-09-302025-11-12 TSLA TESLA INC1.1K shares0.00%2025-09-302025-11-12 AVUS AMERICAN CENTY ETF TR4.4K shares46.65%2025-09-302025-11-12 HAL HALLIBURTON CO19.6K shares0.00%2025-09-302025-11-12 AVEM AMERICAN CENTY ETF TR6.3K shares8.82%2025-09-302025-11-12 DUHP DIMENSIONAL ETF TRUST12.2K shares3.57%2025-09-302025-11-12 VOO VANGUARD INDEX FDS698 shares32.45%2025-09-302025-11-12 IVV ISHARES TR633 shares0.00%2025-09-302025-11-12 IWV ISHARES TR1.1K shares0.09%2025-09-302025-11-12 DFSV DIMENSIONAL ETF TRUST13.0K shares10.78%2025-09-302025-11-12 MGK VANGUARD WORLD FD1.0K shares0.10%2025-09-302025-11-12 GEV GE VERNOVA INC657 shares0.00%2025-09-302025-11-12 COIN COINBASE GLOBAL INC1.1K shares0.00%2025-09-302025-11-12 FNDC SCHWAB STRATEGIC TR8.4K shares-1.32%2025-09-302025-11-12 IUSV ISHARES TR3.7K shares-0.35%2025-09-302025-11-12 DFSD DIMENSIONAL ETF TRUST7.6K sharesnew addition2025-09-302025-11-12 FNDF SCHWAB STRATEGIC TR8.3K shares-1.20%2025-09-302025-11-12 RBLX ROBLOX CORP2.5K shares0.00%2025-09-302025-11-12 SCHO SCHWAB STRATEGIC TR14.3K shares30.98%2025-09-302025-11-12 SPY SPDR S&P 500 ETF TR519 shares15.08%2025-09-302025-11-12 DIHP DIMENSIONAL ETF TRUST11.4K shares1.02%2025-09-302025-11-12 K KELLANOVA4.0K shares0.00%2025-09-302025-11-12 STRV EA SERIES TRUST7.4K shares0.27%2025-09-302025-11-12 SYK STRYKER CORPORATION800 shares0.00%2025-09-302025-11-12 LUV SOUTHWEST AIRLS CO8.0K shares0.00%2025-09-302025-11-12 DVY ISHARES TR1.8K shares0.00%2025-09-302025-11-12 IWM ISHARES TR1.0K shares0.00%2025-09-302025-11-12 VEA VANGUARD TAX-MANAGED FDS4.1K shares0.49%2025-09-302025-11-12 ORCL ORACLE CORP858 sharesnew addition2025-09-302025-11-12 GM GENERAL MTRS CO3.8K sharesnew addition2025-09-302025-11-12 VBR VANGUARD INDEX FDS1.1K shares0.00%2025-09-302025-11-12 SHV ISHARES TR1.9K shares1.06%2025-09-302025-11-12 IWP ISHARES TR1.5K shares0.00%2025-09-302025-11-12 VOOG VANGUARD ADMIRAL FDS INC475 sharesnew addition2025-09-302025-11-12 V VISA INC596 shares0.00%2025-09-302025-11-12 IP INTERNATIONAL PAPER CO4.4K shares0.85%2025-09-302025-11-12 INVZ INNOVIZ TECHNOLOGIES LTD32.3K shares0.00%2025-09-302025-11-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available