Dixon Hughes Goodman Wealth Advisors LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Dixon Hughes Goodman Wealth Advisors LLC 13F Holdings
CIK 0001906545 · ASHEVILLE, NC
As of Mar 31, 2022, Dixon Hughes Goodman Wealth Advisors LLC reported
1,034 positions worth $332.2K in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 1,635,931 | $45.1K | 13.58% |
| DIMENSIONAL US TARGETED VALUE ETF | DFAT | — | 798,535 | $37.2K | 11.20% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 526,988 | $29.5K | 8.89% |
| DIMENSIONAL INTERNATIONAL VALUE ETF | DFIV | — | 657,942 | $22.0K | 6.63% |
| VANGUARD VALUE INDEX FUND | VTV | — | 109,330 |
|
6.2K4.86% |
| APPLE INC | AAPL | Technology | 42,561 | $7.4K | 2.24% |
| INNOVATOR US EQUITY POWER BUFFER ETF - APRIL | PAPR | — | 243,858 | $7.2K | 2.18% |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 44,988 | $6.9K | 2.07% |
| INNOVATOR US EQUITY POWER BUFFER ETF - OCTOBER | POCT | — | 213,025 | $6.4K | 1.94% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JANUARY | PJAN | — | 194,625 | $6.3K | 1.91% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 12,846 | $4.5K | 1.36% |
| MICROSOFT CORP | MSFT | Technology | 14,517 | $4.5K | 1.35% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,837 | $4.4K | 1.34% |
| INNOVATOR US EQUITY POWER BUFFER ETF - JULY | PJUL | — | 135,546 | $4.2K | 1.25% |
| VANGUARD ULTRA-SHORT BOND ETF | VUSB | — | 78,522 | $3.9K | 1.17% |
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND | VCSH | — | 42,711 | $3.3K | 1.00% |
| EXXON MOBIL CORP | XOM | Energy | 39,321 | $3.2K | 0.98% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 14,022 | $3.2K | 0.96% |
| DIMENSIONAL WORLD EX US CORE EQUITY 2 ETF | DFAX | — | 107,963 | $2.7K | 0.81% |
| INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL | IAPR | — | 101,965 | $2.5K | 0.76% |
| INNOVATOR ETFS TRUST | — | — | 87,256 | $2.3K | 0.69% |
| TRUIST FINANCIAL CORP | TFC | Financial Services | 40,024 | $2.3K | 0.68% |
| INNOVATOR US EQUITY POWER BUFFER ETF - FEBRUARY | PFEB | — | 73,477 | $2.2K | 0.65% |
| DUKE ENERGY CORP | DUK | Utilities | 18,968 | $2.1K | 0.64% |
| INNOVATOR ETFS TRUST | — | — | 82,154 | $2.0K | 0.60% |