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 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