Beaird Harris Wealth Management, LLC
572 holdingsFiling period: 2026-06-30Current AUM: $1.60Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFSD | Dimensional ETF Trust | 3.20M | $152.8M | $150.0M | 9.37% | +89.7K | 2026-06-30 |
| 2 | DFCF | Dimensional ETF Trust | 3.30M | $139.1M | $134.9M | 8.42% | +66.9K | 2026-06-30 |
| 3 | AVLV | American Centy ETF TR | 1.33M | $121.1M | $124.8M | 7.80% | -15,170 | 2026-06-30 |
| 4 | VOO | Vanguard Index Fds | 156.2K | $107.3M | $108.5M | 6.78% | +1.9K | 2026-06-30 |
| 5 | AVUV | American Centy ETF TR | 749.9K | $93.6M | $92.6M | 5.78% | +1.9K | 2026-06-30 |
| 6 | DUHP | Dimensional ETF Trust | 2.05M | $85.4M | $87.3M | 5.45% | -91,847 | 2026-06-30 |
| 7 | AVLC | American Centy ETF TR | 841.6K | $75.7M | $75.7M | 4.73% | +96.8K | 2026-06-30 |
| 8 | DFUV | Dimensional ETF Trust | 1.19M | $65.6M | $67.8M | 4.23% | -31,556 | 2026-06-30 |
| 9 | DFIV | Dimensional ETF Trust | 1.14M | $61.8M | $64.5M | 4.03% | -4,623 | 2026-06-30 |
| 10 | AVEM | American Centy ETF TR | 554.7K | $53.5M | $47.7M | 2.98% | -18,028 | 2026-06-30 |
| 11 | VEA | Vanguard Tax-Managed Fds | 743.1K | $52.9M | $51.6M | 3.22% | +1.1K | 2026-06-30 |
| 12 | VTEB | Vanguard Mun BD Fds | 875.6K | $44.3M | $42.8M | 2.67% | -18,582 | 2026-06-30 |
| 13 | AVDV | American Centy ETF TR | 427.0K | $44.0M | $44.9M | 2.80% | +278 | 2026-06-30 |
| 14 | DFAS | Dimensional ETF Trust | 505.3K | $41.6M | $40.2M | 2.51% | -24,207 | 2026-06-30 |
| 15 | DFGP | Dimensional ETF Trust | 743.4K | $40.5M | $39.2M | 2.45% | +110.7K | 2026-06-30 |
| 16 | DFNM | Dimensional ETF Trust | 796.4K | $38.5M | $37.6M | 2.35% | +681 | 2026-06-30 |
| 17 | DFAT | Dimensional ETF Trust | 472.4K | $33.0M | $33.1M | 2.07% | -12,459 | 2026-06-30 |
| 18 | BITB | Bitwise Bitcoin ETF TR | 937.9K | $29.9M | $39.0M | 2.44% | +3.7K | 2026-06-30 |
| 19 | VSDB | Vanguard Malvern Fds | 204.0K | $15.6M | $15.3M | 0.96% | +69.3K | 2026-06-30 |
| 20 | VTI | Vanguard Index Fds | 40.7K | $15.1M | $15.1M | 0.95% | +906 | 2026-06-30 |
| 21 | IVV | iShares TR | 19.8K | $14.8M | $15.0M | 0.94% | +288 | 2026-06-30 |
| 22 | VTIP | Vanguard Malvern Fds | 266.4K | $13.4M | $13.0M | 0.82% | -38,253 | 2026-06-30 |
| 23 | TSLA | Tesla Inc | 26.5K | $11.2M | $10.6M | 0.66% | -109 | 2026-06-30 |
| 24 | VEU | Vanguard Intl Equity Index F | 125.3K | $10.5M | $10.1M | 0.63% | -1,846 | 2026-06-30 |
| 25 | DFAE | Dimensional ETF Trust | 257.8K | $10.4M | $9.3M | 0.58% | -9,545 | 2026-06-30 |
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