Beaird Harris Wealth Management, LLC
712 holdingsFiling period: 2026-06-30Current AUM: $1.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | 3.20M | $152.8M | $149.9M | 9.32% | +89.7K | 2026-06-30 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 3.30M | $139.1M | $134.8M | 8.38% | +66.9K | 2026-06-30 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 1.33M | $121.1M | $123.6M | 7.69% | -15,170 | 2026-06-30 |
| 4 | VOO | VANGUARD INDEX FDS | 156.2K | $107.3M | $108.7M | 6.76% | +1.9K | 2026-06-30 |
| 5 | AVUV | AMERICAN CENTY ETF TR | 749.9K | $93.6M | $92.9M | 5.78% | +1.9K | 2026-06-30 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 2.05M | $85.4M | $84.9M | 5.28% | -91,847 | 2026-06-30 |
| 7 | AVLC | AMERICAN CENTY ETF TR | 841.6K | $75.7M | $75.8M | 4.72% | +96.8K | 2026-06-30 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 1.19M | $65.6M | $67.7M | 4.21% | -31,556 | 2026-06-30 |
| 9 | DFIV | DIMENSIONAL ETF TRUST | 1.14M | $61.8M | $66.5M | 4.14% | -4,623 | 2026-06-30 |
| 10 | AVEM | AMERICAN CENTY ETF TR | 554.7K | $53.5M | $51.3M | 3.19% | -18,028 | 2026-06-30 |
| 11 | VEA | VANGUARD TAX-MANAGED FDS | 743.1K | $52.9M | $53.2M | 3.31% | +1.1K | 2026-06-30 |
| 12 | VTEB | VANGUARD MUN BD FDS | 875.6K | $44.3M | $42.2M | 2.63% | -18,582 | 2026-06-30 |
| 13 | AVDV | AMERICAN CENTY ETF TR | 427.0K | $44.0M | $47.2M | 2.93% | +278 | 2026-06-30 |
| 14 | DFAS | DIMENSIONAL ETF TRUST | 505.3K | $41.6M | $40.3M | 2.51% | -24,207 | 2026-06-30 |
| 15 | DFGP | DIMENSIONAL ETF TRUST | 743.4K | $40.5M | $39.0M | 2.43% | +110.7K | 2026-06-30 |
| 16 | DFNM | DIMENSIONAL ETF TRUST | 796.4K | $38.5M | $37.2M | 2.32% | +681 | 2026-06-30 |
| 17 | DFAT | DIMENSIONAL ETF TRUST | 472.4K | $33.0M | $33.1M | 2.06% | -12,459 | 2026-06-30 |
| 18 | BITB | BITWISE BITCOIN ETF TR | 937.9K | $29.9M | $38.8M | 2.41% | +3.7K | 2026-06-30 |
| 19 | VSDB | VANGUARD MALVERN FDS | 204.0K | $15.6M | $15.3M | 0.95% | +69.3K | 2026-06-30 |
| 20 | VTI | VANGUARD INDEX FDS | 40.7K | $15.1M | $15.2M | 0.94% | +906 | 2026-06-30 |
| 21 | IVV | ISHARES TR | 19.8K | $14.8M | $15.0M | 0.93% | +288 | 2026-06-30 |
| 22 | VTIP | VANGUARD MALVERN FDS | 266.4K | $13.4M | $13.2M | 0.82% | -38,253 | 2026-06-30 |
| 23 | TSLA | TESLA INC | 26.5K | $11.2M | $9.5M | 0.59% | -109 | 2026-06-30 |
| 24 | VEU | VANGUARD INTL EQUITY INDEX F | 125.3K | $10.5M | $10.5M | 0.65% | -1,846 | 2026-06-30 |
| 25 | DFAE | DIMENSIONAL ETF TRUST | 257.8K | $10.4M | $10.0M | 0.62% | -9,545 | 2026-06-30 |
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