Filling information for Lauterbach Financial Advisors, LLC as Treemap, investor disclosed 61 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 417583 | 9673 | |
| 037833100 | 037833100 | APPLE INC | COM | 2053216 | 10585 | |
| 46435G326 | 46435G326 | ISHARES TR | CORE MSCI INTL | 751104 | 12289 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 20009852 | 431340 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 244072 | 800 | |
| 25434V708 | 25434V708 | DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 36473922 | 1343423 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 4265017 | 29325 | |
| 464287150 | 464287150 | ISHARES TR | CORE S&P TTL STK | 730182 | 7463 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 984161 | 2890 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 2021848 | 5473 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 224483 | 4671 | |
| 844741108 | 844741108 | SOUTHWEST AIRLS CO | COM | 291056 | 8038 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 795978 | 6106 | |
| 949746101 | 949746101 | WELLS FARGO CO NEW | COM | 438374 | 10271 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 299758 | 6125 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 8993602 | 273778 | |
| 025072604 | 025072604 | AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 221051 | 4108 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 1699768 | 31018 | |
| 464287168 | 464287168 | ISHARES TR | SELECT DIVID ETF | 202807 | 1790 | |
| 406216101 | 406216101 | HALLIBURTON CO | COM | 647957 | 19641 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 2318762 | 48147 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 230096 | 879 | |
| 46435G409 | 46435G409 | ISHARES TR | MSCI INTL VLU FT | 295999 | 11631 | |
| 855244109 | 855244109 | STARBUCKS CORP | COM | 377241 | 3808 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 584451 | 3531 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 457234 | 1418 | |
| 931142103 | 931142103 | WALMART INC | COM | 302496 | 1925 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 248237 | 560 | |
| 025072877 | 025072877 | AMERICAN CENTY ETF TR | US SML CP VALU | 1081418 | 13934 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1888351 | 17607 | |
| 717081103 | 717081103 | PFIZER INC | COM | 560324 | 15276 | |
| 92204A702 | 92204A702 | VANGUARD WORLD FDS | INF TECH ETF | 485349 | 1098 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 11264617 | 483253 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 981760 | 12800 | |
| 56585A102 | 56585A102 | MARATHON PETE CORP | COM | 417150 | 3578 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1647485 | 10857 | |
| 670657105 | 670657105 | NUVEEN AMT FREE QLTY MUN INC | COM | 133750 | 12237 | |
| 464287614 | 464287614 | ISHARES TR | RUS 1000 GRW ETF | 455423 | 1655 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 375100 | 1100 | |
| 487836108 | 487836108 | KELLOGG CO | COM | 271764 | 4032 | |
| 37045V100 | 37045V100 | GENERAL MTRS CO | COM | 222909 | 5781 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 933108 | 2206 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 515471 | 10458 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 928894 | 29974 | |
| 808524748 | 808524748 | SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 307207 | 9256 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 10232505 | 296594 | |
| M5R635108 | M5R635108 | INNOVIZ TECHNOLOGIES LTD | SHS | 101587 | 35770 | |
| 808524755 | 808524755 | SCHWAB STRATEGIC TR | SCHWB FDT INT LG | 312470 | 9677 | |
| 464287663 | 464287663 | ISHARES TR | CORE S&P US VLU | 230241 | 2942 | |
| 92206C706 | 92206C706 | VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 625576 | 10664 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 572067 | 4275 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 290162 | 1317 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 288180 | 2623 | |
| 025072885 | 025072885 | AMERICAN CENTY ETF TR | US EQT ETF | 267526 | 3558 | |
| 02072L532 | 02072L532 | EA SERIES TRUST | EA BRIDGEWAY OMN | 5705921 | 320018 | |
| 25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 297825 | 12695 | |
| 025072802 | 025072802 | AMERICAN CENTY ETF TR | INTL SMCP VLU | 622339 | 10812 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 240336 | 3180 | |
| 237194105 | 237194105 | DARDEN RESTAURANTS INC | COM | 801984 | 4800 | |
| 550021109 | 550021109 | LULULEMON ATHLETICA INC | COM | 227100 | 600 | |
| 70432V102 | 70432V102 | PAYCOM SOFTWARE INC | COM | 964864 | 3004 |