Andrews, Lucia Wealth Management 13F annual report
Andrews, Lucia Wealth Management is an investment fund managing more than $143 billion ran by Robert Lucia. There are currently 6 companies in Mr. Lucia’s portfolio. The largest investments include Dimensional Etf Trust and Ishares Tr, together worth $140 billion.
$143 billion Assets Under Management (AUM)
As of 18th July 2024, Andrews, Lucia Wealth Management’s top holding is 3,892,694 shares of Dimensional Etf Trust currently worth over $134 billion and making up 93.8% of the portfolio value.
In addition, the fund holds 19,954 shares of Ishares Tr worth $5.31 billion.
The third-largest holding is Vanguard Bd Index Fds worth $1.54 billion and the next is Spdr S&p Midcap 400 Etf Tr worth $817 million, with 1,469 shares owned.
Currently, Andrews, Lucia Wealth Management's portfolio is worth at least $143 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Andrews, Lucia Wealth Management
The Andrews, Lucia Wealth Management office and employees reside in Danville, California. According to the last 13-F report filed with the SEC, Robert Lucia serves as the Managing Member & CCO at Andrews, Lucia Wealth Management.
Recent trades
In the most recent 13F filing, Andrews, Lucia Wealth Management revealed that it had increased its stake in Ishares Tr and bought 9,977 additional shares worth around .
One of the smallest hedge funds
The two most similar investment funds to Andrews, Lucia Wealth Management are Melfa Wealth Management, Inc and Burr Financial Services. They manage $143 billion and $143 billion respectively.
The complete list of Andrews, Lucia Wealth Management trades based on 13F SEC filings
These positions were updated on July 25th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Dimensional Etf Trust |
No change
3,892,694
|
$134,252,304,000 | 93.82% |
| Ishares Tr |
100.00%
19,954
|
$5,309,592,000 | 3.71% |
| Vanguard Bd Index Fds |
No change
20,114
|
$1,535,340,000 | 1.07% |
| Spdr S&p Midcap 400 Etf Tr |
No change
1,469
|
$817,279,000 | 0.57% |
| Schwab Strategic Tr |
No change
16,172
|
$959,371,000 | 0.67% |
| Vanguard Index Fds |
No change
1,154
|
$221,359,000 | 0.15% |
| No transactions found | |||
| Showing first 500 out of 6 holdings | |||
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