Yardley Wealth Management LLC 13F Holdings
CIK 0002044323
As of Sep 30, 2025, Yardley Wealth Management LLC reported 36 positions worth
CIK 0002044323
As of Sep 30, 2025, Yardley Wealth Management LLC reported 36 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 663,198 | $30.3M | 16.95% |
| AVANTIS INTERNATIONAL EQUITY ETF | AVDE | Equity | 304,232 | $24.0M | 13.41% |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | — | 327,658 | 4.5M | 8.11% |
| DIMENSIONAL NATIONAL MUNICIPAL BOND ETF | DFNM | — | 284,228 | 3.6M | 7.62% |
| DIMENSIONAL GLOBAL EX US CORE FIXED INCOME ETF | DFGX | — | 188,032 | 0.1M | 5.67% |
| DIMENSIONAL ETF TRUST | DFIP | — | 238,528 | 0.1M | 5.63% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 232,822 | 0.0M | 5.56% |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | DISV | — | 242,196 | $8.6M | 4.83% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 177,132 | $8.5M | 4.77% |
| DIMENSIONAL US EQUITY MARKET ETF | DFUS | — | 110,118 | $8.0M | 4.46% |
| DIMENSIONAL US SMALL CAP ETF | DFAS | — | 107,235 | $7.3M | 4.10% |
| AVANTIS US SMALL CAP VALUE ETF | AVUV | — | 70,183 | $7.0M | 3.90% |
| AVANTIS US LARGE CAP VALUE ETF | AVLV | — | 93,324 | $6.7M | 3.77% |
| SPDR S&P 500 ETF TRUST | SPY | — | 4,208 | $2.8M | 1.57% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 90,802 | $2.5M | 1.39% |
| AMERICAN CENTY ETF TR | — | — | 26,765 | $2.2M | 1.25% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 5,804 | $2.2M | 1.23% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 12,268 | .3M | 0.73% |
| LOCKHEED MARTIN CORP | LMT | Industrials | 2,175 | .1M | 0.61% |
| ISHARES MSCI EAFE ETF | EFA | — | 9,241 | $862.8K | 0.48% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 22,062 | $850.9K | 0.48% |
| ISHARES RUSSELL 2000 VALUE ETF | IWN | — | 3,275 | $579.1K | 0.32% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 1,754 | $575.6K | 0.32% |
| AVANTIS US EQUITY ETF | AVUS | — | 5,123 | $556.9K | 0.31% |
| ISHARES US TECHNOLOGY ETF | IYW | — | 2,723 | $533.3K | 0.30% |