Filer Name: YARDLEY WEALTH MANAGEMENT LLC
CIK: 2044323
Period: 2024-12-31
Filed At: 2025-02-10
Number of Holdings: 41
Portfolio Value: $0.21B

Yardley Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAU US DIMENSIONAL US CORE EQUITY M 844,256 $34M 16.56% 19.4% -
AVDE US AVANTIS INTERNATIONAL EQUITY 385,191 $24M 11.61% 18.2% -
DFNM US DIMENSIONAL NATIONAL MUNI BD 308,855 $15M 7.18% 22.4% -
FRDM US FREEDOM 100 EMEGING MRKT ETF 417,673 $14M 6.72% 21.4% -
DFGX US DIM GBL EX US C FIXED INC 219,254 $12M 5.60% 21.9% -
DFIP US DIMENSIONAL INFLATION-PROTEC 273,504 $11M 5.41% 16.1% -
DFCF US DIMENSIONAL CORE FIXED INC 258,410 $11M 5.21% 15.9% -
DFSD US DIMENSIONAL SHORT DURATION 205,904 $10M 4.70% 17.5% -
DFUS US DIMENSIONAL US EQ MKT ETF 135,707 $9M 4.19% 16.7% -
DISV US DIMENSIONAL INTERNATIONAL SM 320,043 $9M 4.18% 22.4% -
AVUV US AVANTIS US SMALL CAP VALUE 86,619 $8M 4.06% 21.4% -
DFAS US DIMENSIONAL US SMALL CAP ETF 126,713 $8M 4.00% 19.9% -
AVLV US AVANTIS US LARGE CAP VALUE 112,161 $7M 3.63% 19.5% -
SPY US SPDR S&P 500 ETF TRUST 8,501 $5M 2.40% 87.2% -
DFGR US DIM GLOBAL REAL ESTATE ETF 110,800 $3M 1.40% 19.9% -
MEAR US ISHRS SHORT MMBA ETF USD INC 46,632 $2M 1.14% 100.0% -
IWV US ISHARES RUSSELL 3000 ETF 5,975 $2M 0.97% -0.7% -
EFA US ISHARES MSCI EAFE ETF 25,312 $2M 0.96% 173.9% -
IYW US ISHARES USTECHNOLOGY ETF 11,268 $2M 0.85% 300.0% -
DFAC US DIMENSIONAL US CORE EQUITY 2 44,346 $2M 0.74% 99.0% -
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