This chart displays the top 10 holdings in Andrews, Lucia Wealth Management Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 26 positions.

The assets under management (AUM) of Andrews, Lucia Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 149.744M in assets, with a quarterly growth rate of 6.13% and a 2-quarter average growth rate of 2.37%. The portfolio is managed by Robert Lucia, and others.