Beaird Harris Wealth Management, LLC
688 holdingsFiling period: 2026-03-31Current AUM: $1.57Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFSD | DIMENSIONAL ETF TRUST | 3.11M | $148.9M | $147.1M | 9.35% | -95,101 | 2026-03-31 |
| 2 | DFCF | DIMENSIONAL ETF TRUST | 3.23M | $136.3M | $134.0M | 8.52% | +6.0K | 2026-03-31 |
| 3 | AVLV | AMERICAN CENTY ETF TR | 1.34M | $108.2M | $123.7M | 7.86% | +13.1K | 2026-03-31 |
| 4 | VOO | VANGUARD INDEX FDS | 154.3K | $92.2M | $105.9M | 6.73% | +8.2K | 2026-03-31 |
| 5 | AVUV | AMERICAN CENTY ETF TR | 748.0K | $82.6M | $93.7M | 5.96% | +10.7K | 2026-03-31 |
| 6 | DUHP | DIMENSIONAL ETF TRUST | 2.14M | $78.6M | $88.1M | 5.60% | +90.9K | 2026-03-31 |
| 7 | DFIV | DIMENSIONAL ETF TRUST | 1.15M | $60.6M | $65.8M | 4.18% | -22,884 | 2026-03-31 |
| 8 | DFUV | DIMENSIONAL ETF TRUST | 1.22M | $59.4M | $68.1M | 4.33% | -44,214 | 2026-03-31 |
| 9 | AVLC | AMERICAN CENTY ETF TR | 744.8K | $57.8M | $66.4M | 4.22% | +83.4K | 2026-03-31 |
| 10 | VEA | VANGUARD TAX-MANAGED FDS | 742.0K | $47.5M | $52.4M | 3.33% | +12.9K | 2026-03-31 |
| 11 | AVEM | AMERICAN CENTY ETF TR | 572.8K | $46.2M | $51.3M | 3.26% | -9,851 | 2026-03-31 |
| 12 | VTEB | VANGUARD MUN BD FDS | 894.2K | $44.6M | $44.4M | 2.82% | -4,054 | 2026-03-31 |
| 13 | AVDV | AMERICAN CENTY ETF TR | 426.7K | $42.6M | $44.7M | 2.84% | -10,351 | 2026-03-31 |
| 14 | DFNM | DIMENSIONAL ETF TRUST | 795.7K | $38.1M | $37.9M | 2.41% | -52,157 | 2026-03-31 |
| 15 | DFAS | DIMENSIONAL ETF TRUST | 529.5K | $37.7M | $42.9M | 2.73% | -25,588 | 2026-03-31 |
| 16 | BITB | BITWISE BITCOIN ETF TR | 934.2K | $34.4M | $31.9M | 2.03% | +165.5K | 2026-03-31 |
| 17 | DFGP | DIMENSIONAL ETF TRUST | 632.7K | $34.2M | $33.7M | 2.14% | +204.7K | 2026-03-31 |
| 18 | DFAT | DIMENSIONAL ETF TRUST | 484.9K | $30.3M | $34.3M | 2.18% | -11,972 | 2026-03-31 |
| 19 | VTIP | VANGUARD MALVERN FDS | 304.6K | $15.2M | $15.1M | 0.96% | -91,891 | 2026-03-31 |
| 20 | VTI | VANGUARD INDEX FDS | 39.8K | $12.8M | $14.7M | 0.93% | +2.4K | 2026-03-31 |
| 21 | IVV | ISHARES TR | 19.5K | $12.7M | $14.6M | 0.93% | -1,225 | 2026-03-31 |
| 22 | VSDB | VANGUARD MALVERN FDS | 134.7K | $10.3M | $10.2M | 0.65% | +134.0K | 2026-03-31 |
| 23 | VTES | VANGUARD WELLINGTON FD | 98.9K | $10.0M | $9.9M | 0.63% | -2,550 | 2026-03-31 |
| 24 | TSLA | TESLA INC | 26.6K | $9.9M | $8.3M | 0.53% | -4,592 | 2026-03-31 |
| 25 | VSS | VANGUARD INTL EQUITY INDEX F | 67.8K | $9.9M | $10.2M | 0.65% | -7,549 | 2026-03-31 |
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