Yardley Wealth Management LLC
37 holdingsFiling period: 2026-06-30Current AUM: $219.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 731.6K | $37.8M | $38.2M | 17.45% | +19.1K | 2026-06-30 |
| 2 | AVDE | AMERICAN CENTY ETF TR | 319.2K | $28.5M | $29.3M | 13.38% | +14.2K | 2026-06-30 |
| 3 | FRDM | EA SERIES TRUST | 242.7K | $17.7M | $16.6M | 7.58% | -32,860 | 2026-06-30 |
| 4 | DFNM | DIMENSIONAL ETF TRUST | 328.2K | $15.9M | $15.3M | 7.00% | +7.6K | 2026-06-30 |
| 5 | DFGX | DIMENSIONAL ETF TRUST | 253.0K | $13.6M | $13.0M | 5.91% | +20.1K | 2026-06-30 |
| 6 | DFIP | DIMENSIONAL ETF TRUST | 315.1K | $13.0M | $12.5M | 5.71% | +26.9K | 2026-06-30 |
| 7 | DFCF | DIMENSIONAL ETF TRUST | 287.9K | $12.2M | $11.8M | 5.37% | +20.7K | 2026-06-30 |
| 8 | DFSD | DIMENSIONAL ETF TRUST | 230.0K | $11.0M | $10.8M | 4.92% | +21.5K | 2026-06-30 |
| 9 | DFUS | DIMENSIONAL ETF TRUST | 117.9K | $9.7M | $9.7M | 4.44% | +2.5K | 2026-06-30 |
| 10 | DISV | DIMENSIONAL ETF TRUST | 236.7K | $9.5M | $10.4M | 4.76% | +8.9K | 2026-06-30 |
| 11 | AVUV | AMERICAN CENTY ETF TR | 73.1K | $9.1M | $9.1M | 4.13% | -164 | 2026-06-30 |
| 12 | DFAS | DIMENSIONAL ETF TRUST | 110.0K | $9.1M | $8.8M | 4.00% | +1.4K | 2026-06-30 |
| 13 | AVLV | AMERICAN CENTY ETF TR | 97.0K | $8.8M | $9.0M | 4.12% | +1.4K | 2026-06-30 |
| 14 | AVGE | AMERICAN CENTY ETF TR | 33.8K | $3.4M | $3.4M | 1.54% | +309 | 2026-06-30 |
| 15 | DFGR | DIMENSIONAL ETF TRUST | 113.8K | $3.3M | $3.2M | 1.46% | +5.9K | 2026-06-30 |
| 16 | SPY | STATE STR SPDR S&P 500 ETF T | 3.8K | $2.8M | $2.9M | 1.32% | +1 | 2026-06-30 |
| 17 | DFAC | DIMENSIONAL ETF TRUST | 56.0K | $2.5M | $2.5M | 1.14% | +34.1K | 2026-06-30 |
| 18 | IWV | ISHARES TR | 5.7K | $2.4M | $2.5M | 1.12% | -5 | 2026-06-30 |
| 19 | MUB | ISHARES TR | 12.1K | $1.3M | $1.2M | 0.57% | -2 | 2026-06-30 |
| 20 | LMT | LOCKHEED MARTIN CORP | 2.2K | $1.1M | $1.2M | 0.54% | +14 | 2026-06-30 |
| 21 | EFA | ISHARES TR | 8.9K | $925K | $939K | 0.43% | -- | 2026-06-30 |
| 22 | IWN | ISHARES TR | 3.3K | $724K | $712K | 0.33% | -- | 2026-06-30 |
| 23 | AVUS | AMERICAN CENTY ETF TR | 5.1K | $656K | $658K | 0.30% | -- | 2026-06-30 |
| 24 | VTI | VANGUARD INDEX FDS | 1.8K | $649K | $654K | 0.30% | -- | 2026-06-30 |
| 25 | DFSV | DIMENSIONAL ETF TRUST | 12.6K | $487K | $497K | 0.23% | -- | 2026-06-30 |
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