GEOMETRIC WEALTH ADVISORS 13F Portfolio
GEOMETRIC WEALTH ADVISORS runs GEOMETRIC WEALTH ADVISORS and currently holds 94 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $924.51M. Their top holdings are DFAC, DFAX, AVUS, DFIP, DFGR. The top five represent 84.4% of reported portfolio weight. GEOMETRIC WEALTH ADVISORS ranks #636 out of 1000 investors tracked by Alpha Score. In the most recent quarter, GEOMETRIC WEALTH ADVISORS initiated 10 new positions. They added to 44 existing positions. They trimmed 18 positions. Their current best-performing preview position is SOXX with returns of +94.96%.
Portfolio Value
$924.51M
Alpha Score
48.9
#636 of 1000
Holdings
94
GEOMETRIC WEALTH ADVISORS Current 13F Holdings
Reported holdings from GEOMETRIC WEALTH ADVISORS's latest SEC 13F filing, ranked by portfolio weight.
94 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DFAC DIMENSIONAL ETF TRUST | 43.45% | $27.52 | $45.31 | +64.63% | Added +4.11% |
 DFAX DIMENSIONAL ETF TRUST | 31.00% | $23.56 | $37.06 | +57.30% | Added +4.36% |
 AVUS AMERICAN CENTY ETF TR | 6.18% | $95.07 | $130.49 | +37.25% | Added +2.22% |
 DFIP DIMENSIONAL ETF TRUST | 2.37% | $41.19 | $39.21 | -4.82% | Added +3.80% |
 DFGR DIMENSIONAL ETF TRUST | 1.46% | $25.68 | $27.19 | +5.86% | Added +4.71% |
 VTI VANGUARD INDEX FDS | 0.62% | $287.60 | $381.92 | +32.80% | Added +10.35% |
 AAPL APPLE INC | 0.54% | $180.86 | $336.68 | +86.16% | Added +1.65% |
 SPY STATE STR SPDR S&P 500 ETF T | 0.38% | $461.95 | $778.54 | +68.53% | Added +0.15% |
 VUG VANGUARD INDEX FDS | 0.34% | $62.61 | $91.99 | +46.93% | Added +499.98% |
 CVNA CARVANA CO | 0.34% | $34.83 | $63.73 | +82.97% | Added +400.21% |
Showing 1-10 of 94