0001725547-23-001700.txt : 20231102
0001725547-23-001700.hdr.sgml : 20231102
20231102132844
ACCESSION NUMBER: 0001725547-23-001700
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230930
FILED AS OF DATE: 20231102
DATE AS OF CHANGE: 20231102
EFFECTIVENESS DATE: 20231102
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0001906227
IRS NUMBER: 200717816
STATE OF INCORPORATION: CA
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-21602
FILM NUMBER: 231371212
BUSINESS ADDRESS:
STREET 1: 939 HARTZ WAY
STREET 2: SUITE 200
CITY: DANVILLE
STATE: CA
ZIP: 94526-3440
BUSINESS PHONE: 925-837-8355
MAIL ADDRESS:
STREET 1: 939 HARTZ WAY
STREET 2: SUITE 200
CITY: DANVILLE
STATE: CA
ZIP: 94526-3440
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001906227
XXXXXXXX
09-30-2023
09-30-2023
false
ANDREWS, LUCIA WEALTH MANAGEMENT LLC
939 HARTZ WAY
SUITE 200
DANVILLE
CA
94526-3440
13F HOLDINGS REPORT
028-21602
000130931
801-66974
N
Robert Lucia
Managing Member & CCO
925-837-8355
Robert Lucia
Danville
CA
11-02-2023
0
26
116280524
false
INFORMATION TABLE
2
Form13fInfoTable.xml
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
3749096
125178
SH
SOLE
0
0
125178
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
3668751
140511
SH
SOLE
0
0
140511
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
2699946
119625
SH
SOLE
0
0
119625
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
2292619
49251
SH
SOLE
0
0
49251
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
4518399
86081
SH
SOLE
0
0
86081
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
11611009
254126
SH
SOLE
0
0
254126
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
49681276
1896232
SH
SOLE
0
0
1896232
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
12502852
367515
SH
SOLE
0
0
367515
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
256457
11002
SH
SOLE
0
0
11002
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
490097
21134
SH
SOLE
0
0
21134
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
25434V773
336867
15354
SH
SOLE
0
0
15354
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
25434V781
1441277
60609
SH
SOLE
0
0
60609
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
6381498
195631
SH
SOLE
0
0
195631
DIMENSIONAL ETF TRUST
US REAL ESTATE E
25434V823
730829
37440
SH
SOLE
0
0
37440
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
1049308
40845
SH
SOLE
0
0
40845
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
340077
8424
SH
SOLE
0
0
8424
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
8799232
390730
SH
SOLE
0
0
390730
ISHARES TR
RUS 1000 ETF
464287622
1515404
6451
SH
SOLE
0
0
6451
ISHARES TR
RUSSELL 2000 ETF
464287655
630962
3570
SH
SOLE
0
0
3570
NASDAQ INC
COM
631103108
326282
6715
SH
SOLE
0
0
6715
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
731858
1603
SH
SOLE
0
0
1603
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
472675
6680
SH
SOLE
0
0
6680
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
238400
5390
SH
SOLE
0
0
5390
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
239700
5000
SH
SOLE
0
0
5000
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
402493
5566
SH
SOLE
0
0
5566
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1173160
15607
SH
SOLE
0
0
15607