ANDREWS, LUCIA WEALTH MANAGEMENT LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 25, 2024
Value $
$143M
Signature - Title
Robert Lucia - Managing Member & CCO
Location
939 Hartz Way, Suite 200, Danville, CA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 27 $143M +$2.65M $0 +$2.65M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 7/25/2024, 09:07 AM
Q1 2024 27 $140M +$1.79M -$680K +$1.11M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 5/14/2024, 02:32 PM
Q4 2023 28 $130M +$2.08M -$1.19M +$893K DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 2/9/2024, 10:43 AM
Q3 2023 26 $116M +$507K -$927K -$420K DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 11/2/2023, 01:28 PM
Q2 2023 26 $120M +$2.86M -$620K +$2.23M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 8/4/2023, 12:22 PM
Q1 2023 24 $113M +$1.9M -$794K +$1.1M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 5/3/2023, 06:14 PM
Q4 2022 25 $108M +$3.96M -$1.75M +$2.21M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 2/13/2023, 06:10 PM
Q3 2022 23 $94.9M +$14.9M -$3.91M +$11M DFAC, DFUV, DFAT, DFAX, DFIV 13F-HR 11/1/2022, 10:36 AM
Q2 2022 15 $99.6M +$938K -$1.76M -$820K DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 7/28/2022, 12:02 PM
Q1 2022 19 $112M +$1.56M +$1.56M DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 4/21/2022, 03:20 PM
Q4 2021 19 $110M DFAC, DFAX, DFAT, DFIV, DFAU 13F-HR 2/4/2022, 01:28 PM