Adams Chetwood Wealth Management LLC 13F Holdings

CIK 0001799752 · Durham, NC

As of Mar 31, 2022, Adams Chetwood Wealth Management LLC reported 80 positions worth 76.4K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DIMENSIONAL SHORT-DURATION FIXED INCOME ETFDFSD—680,711$32.6K18.48%
SCHWAB US LARGE-CAP ETFSCHXEquity397,189$21.4K12.12%
SCHWAB INTERNATIONAL EQUITY ETFSCHF—329,128 2.1K6.85%
DIMENSIONAL US CORE EQUITY MARKET ETFDFAU—350,777 1.1K6.27%
SCHWAB US DIVIDEND EQUITY ETFSCHDEquity122,433$9.7K5.47%
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI—204,963$5.8K3.27%
WISDOMTREE US SMALLCAP QUALITY DIVIDEND GROWTH FUNDDGRS—103,457$4.6K2.62%
ISHARES MSCI INTL QUALITY FACTOR ETFIQLT—113,340$4.2K2.37%
DIMENSIONAL EMERGING CORE EQUITY MARKET ETFDFAE—158,331$4.2K2.36%
AMAZON.COM INCAMZNEquity1,222$4.0K2.26%
THE REAL ESTATE SELECT SECTOR SPDR FUNDXLRE—80,275$3.9K2.20%
INVESCO EXCH TRADED FD TR IIPDN—92,500$3.2K1.81%
APPLE INCAAPLTechnology17,748$3.1K1.76%
SCHWAB US MID-CAP ETFSCHMEquity37,153$2.8K1.60%
MICROSOFT CORPMSFTTechnology8,568$2.6K1.50%
SPDR S&P 500 ETF TRUSTSPY—5,424$2.5K1.39%
WISDOMTREE TR——61,092$2.4K1.38%
INVESCO EXCHANGE TRADED FD TPID—116,314$2.3K1.29%
WISDOMTREE TRDGRE—73,774 .9K1.09%
ALPHABET INCGOOGLEquity613 .7K0.97%
JOHNSON & JOHNSONJNJHealthcare9,389 .7K0.94%
ALPHABET INCGOOGEquity570 .6K0.90%
UNITED PARCEL SERVICE INCUPSIndustrials7,182 .5K0.87%
PROCTER & GAMBLE COPGConsumer Defensive9,731 .5K0.84%
MCDONALDS CORPMCDConsumer Cyclical5,466 .4K0.77%