0001725547-24-000504.txt : 20240209
0001725547-24-000504.hdr.sgml : 20240209
20240209104358
ACCESSION NUMBER: 0001725547-24-000504
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240209
DATE AS OF CHANGE: 20240209
EFFECTIVENESS DATE: 20240209
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: ANDREWS, LUCIA WEALTH MANAGEMENT LLC
CENTRAL INDEX KEY: 0001906227
ORGANIZATION NAME:
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: 24612863
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
12-31-2023
12-31-2023
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
02-09-2024
0
28
129627295
false
INFORMATION TABLE
2
Form13fInfoTable.xml
DIMENSIONAL ETF TRUST
US CORE EQT MKT
25434V104
4041883
121561
SH
SOLE
0
0
121561
DIMENSIONAL ETF TRUST
INTL CORE EQT MK
25434V203
4392524
153371
SH
SOLE
0
0
153371
DIMENSIONAL ETF TRUST
EMGR CRE EQT MNG
25434V302
2966770
123052
SH
SOLE
0
0
123052
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
2473921
47731
SH
SOLE
0
0
47731
DIMENSIONAL ETF TRUST
US SMALL CAP ETF
25434V500
5245553
87983
SH
SOLE
0
0
87983
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
13593623
259768
SH
SOLE
0
0
259768
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
55351216
1893644
SH
SOLE
0
0
1893644
DIMENSIONAL ETF TRUST
US MKTWIDE VALUE
25434V724
13624681
366058
SH
SOLE
0
0
366058
DIMENSIONAL ETF TRUST
EMERGING MKTS CO
25434V732
332018
13302
SH
SOLE
0
0
13302
DIMENSIONAL ETF TRUST
INTL HIGH PROFIT
25434V765
507016
19759
SH
SOLE
0
0
19759
DIMENSIONAL ETF TRUST
INTL SMALL CAP E
25434V773
381427
15781
SH
SOLE
0
0
15781
DIMENSIONAL ETF TRUST
INTL SMALL CAP V
25434V781
1681808
65224
SH
SOLE
0
0
65224
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
25434V807
6965353
202717
SH
SOLE
0
0
202717
DIMENSIONAL ETF TRUST
US REAL ESTATE E
25434V823
998969
43930
SH
SOLE
0
0
43930
DIMENSIONAL ETF TRUST
US HIGH PROFITAB
25434V831
1094476
38255
SH
SOLE
0
0
38255
DIMENSIONAL ETF TRUST
CORE FIXED INCOM
25434V872
330932
7805
SH
SOLE
0
0
7805
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
9178141
375845
SH
SOLE
0
0
375845
ISHARES TR
RUS 1000 GRW ETF
464287614
215678
711
SH
SOLE
0
0
711
ISHARES TR
RUS 1000 ETF
464287622
1691839
6451
SH
SOLE
0
0
6451
ISHARES TR
RUSSELL 2000 ETF
464287655
716535
3570
SH
SOLE
0
0
3570
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
813470
1603
SH
SOLE
0
0
1603
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
512933
6738
SH
SOLE
0
0
6738
SCHWAB STRATEGIC TR
US AGGREGATE B
808524839
251282
5390
SH
SOLE
0
0
5390
SCHWAB STRATEGIC TR
INT-TRM U.S TRES
808524854
248600
5000
SH
SOLE
0
0
5000
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
407777
5339
SH
SOLE
0
0
5339
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
1186359
15403
SH
SOLE
0
0
15403
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
215930
494
SH
SOLE
0
0
494
VANGUARD INDEX FDS
SM CP VAL ETF
922908611
206581
1148
SH
SOLE
0
0
1148