0001900576-22-000003.txt : 20220720 0001900576-22-000003.hdr.sgml : 20220720 20220720092252 ACCESSION NUMBER: 0001900576-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Geometric Wealth Advisors CENTRAL INDEX KEY: 0001900576 IRS NUMBER: 471137290 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22324 FILM NUMBER: 221092969 BUSINESS ADDRESS: STREET 1: 1717 K STREET NW STREET 2: SUITE 900 CITY: WASHINGTON STATE: DC ZIP: 20006 BUSINESS PHONE: 2027652211 MAIL ADDRESS: STREET 1: 1717 K STREET NW STREET 2: SUITE 900 CITY: WASHINGTON STATE: DC ZIP: 20006 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001900576 XXXXXXXX 06-30-2022 06-30-2022 Geometric Wealth Advisors

1717 K STREET NW SUITE 900 WASHINGTON DC 20006

13F HOLDINGS REPORT 028-22324 N Patrick S. McGough 8478739580 Patrick S. McGough Arlington Heights X1 07-20-2022 0 32 200388 false INFORMATION TABLE 2 Q22022Geometric13F.xml ALPHABET INC CAP STK CL A 02079K305 460 211 SH SOLE 0 0 0 211 ALPHABET INC CAP STK CL C 02079K107 464 212 SH SOLE 0 0 0 212 AMAZON COM INC COM 023135106 678 6380 SH SOLE 0 0 0 6380 AMERICAN CENTY ETF TR US EQT ETF 025072885 10287 158161 SH SOLE 0 0 0 158161 APPLE INC COM 037833100 2388 17468 SH SOLE 0 0 0 17468 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 241 883 SH SOLE 0 0 0 883 CME GROUP INC COM 12572Q105 307 1500 SH SOLE 0 0 0 1500 DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 2868 108513 SH SOLE 0 0 0 108513 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 403 9885 SH SOLE 0 0 0 9885 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 88159 3783638 SH SOLE 0 0 0 3783638 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1005 24994 SH SOLE 0 0 0 24994 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 75673 3529524 SH SOLE 0 0 0 3529524 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 238 5071 SH SOLE 0 0 0 5071 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 239 5478 SH SOLE 0 0 0 5478 DIMENSIONAL ETF TRUST INTL CORE EQUITY 25434V799 6269 291304 SH SOLE 0 0 0 291304 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 3239 137655 SH SOLE 0 0 0 137655 EATON CORP PLC SHS G29183103 364 2891 SH SOLE 0 0 0 2891 INVESCO QQQ TR UNIT SER 1 46090E103 544 1942 SH SOLE 0 0 0 1942 META PLATFORMS INC CL A 30303M102 294 1826 SH SOLE 0 0 0 1826 MICROSOFT CORP COM 594918104 465 1812 SH SOLE 0 0 0 1812 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 334 6967 SH SOLE 0 0 0 6967 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 1216 27515 SH SOLE 0 0 0 27515 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 547 17396 SH SOLE 0 0 0 17396 SCHWAB STRATEGIC TR US SML CAP ETF 808524607 233 5979 SH SOLE 0 0 0 5979 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 242 4172 SH SOLE 0 0 0 4172 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 246 3934 SH SOLE 0 0 0 3934 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 808524706 280 11013 SH SOLE 0 0 0 11013 SPDR S&P 500 ETF TR TR UNIT 78462F103 1031 2732 SH SOLE 0 0 0 2732 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 481 1388 SH SOLE 0 0 0 1388 VANGUARD INDEX FDS TOTAL STK MKT 922908769 744 3944 SH SOLE 0 0 0 3944 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 224 2630 SH SOLE 0 0 0 2630 VISA INC COM CL A 92826C839 225 1142 SH SOLE 0 0 0 1142