Filer Name: BEAIRD HARRIS WEALTH MANAGEMENT, LLC
CIK: 1908938
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 498
Portfolio Value: $1.16B

Beaird Harris Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFCF US DIMENSIONAL CORE FIXED INC 2,966,163 $122M 10.57% 2.4% -
DFSD US DIMENSIONAL SHORT DURATION 2,590,708 $121M 10.49% 4.1% -
AVLV US AVANTIS US LARGE CAP VALUE 1,055,799 $70M 6.09% 5.8% -
DFUV US DIMENSIONAL US MARKETWIDE VA 1,295,939 $53M 4.58% -1.2% -
AVUV US AVANTIS US SMALL CAP VALUE 547,456 $53M 4.56% 6.2% -
VOO US VANGUARD S&P 500 ETF 96,160 $52M 4.47% 7.9% -
DUHP US DIMENSIONAL US HIGH PROFI ET 1,364,296 $46M 3.98% 8.7% -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 862,263 $43M 3.73% -9.2% -
DFIV US DIMENSIONAL INTERNATIONAL VA 1,174,766 $42M 3.60% 8.0% -
VTIP US VANGUARD SHORT-TERM TIPS 843,016 $41M 3.52% 1.6% -
DFAR US DIMENSIONAL US REAL EST ETF 1,681,171 $39M 3.38% 3.4% -
DFNM US DIMENSIONAL NATIONAL MUNI BD 819,122 $39M 3.38% -4.0% -
DFAS US DIMENSIONAL US SMALL CAP ETF 589,596 $38M 3.31% -3.5% -
AVEM US AVANTIS EMERGING MARKETS EQ 558,885 $33M 2.84% 4.1% -
VEA US VANGUARD FTSE DEVELOPED ETF 643,859 $31M 2.66% 11.3% -
AVLC US AVANTIS US LG CAP EQ ETF 429,240 $29M 2.50% 6.8% -
DFAT US DIMENSIONAL US TARGET VALUE 499,289 $28M 2.40% -1.3% -
AVDV US AVANTIS INTL S/C VALUE ETF 418,034 $27M 2.35% 6.5% -
BITB US BITWISE BITCOIN ETF 349,802 $18M 1.54% 65.0% -
VTES US VANGUARD SH TERM TAX-EX BOND 129,899 $13M 1.12% -23.8% -
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