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Robert Lucia

@Andrews, Lucia Wealth Management Llc

Latest period2024 - Q4ReportedManaged Assets$149.744MTotal holdings26
Assets growth rate6.13%Assets growth rate (2-Q avg)2.37%Continuous growth in asset value1 quarters

Portfolio positions

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.

Assets under management

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.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DISVDimensional Etf Trust
Recent Activity
Increased 1.28%
1.33%
$1.99M
68,477 shares@ $29.07 avg price
IWBIshares Tr
Recent Activity
1.2%
$1.791M
5,696 shares@ $314.39 avg price
DFARDimensional Etf Trust
Recent Activity
Increased 6%
1.06%
$1.573M
61,353 shares@ $25.64 avg price
DUHPDimensional Etf Trust
Recent Activity
Decreased -3.21%
0.94%
$1.401M
41,125 shares@ $34.08 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -2.85%
0.69%
$1.027M
13,051 shares@ $78.69 avg price
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Increased 0.07%
0.56%
$837,252
1,470 shares@ $569.56 avg price
IWMIshares Tr
Recent Activity
0.53%
$788,577
3,570 shares@ $220.89 avg price
DIHPDimensional Etf Trust
Recent Activity
Increased 0.06%
0.52%
$775,676
28,003 shares@ $27.7 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 37.19%
0.35%
$516,082
11,949 shares@ $43.2 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 1.96%
0.34%
$498,341
5,895 shares@ $84.54 avg price