0001900576-22-000001.txt : 20220223
0001900576-22-000001.hdr.sgml : 20220223
20220223165557
ACCESSION NUMBER: 0001900576-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220223
DATE AS OF CHANGE: 20220223
EFFECTIVENESS DATE: 20220223
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Geometric Wealth Advisors
CENTRAL INDEX KEY: 0001900576
IRS NUMBER: 471137290
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-22324
FILM NUMBER: 22664724
BUSINESS ADDRESS:
STREET 1: 1717 K STREET NW
STREET 2: SUITE 900
CITY: WASHINGTON
STATE: DC
ZIP: 20006
BUSINESS PHONE: 2027652211
MAIL ADDRESS:
STREET 1: 1717 K STREET NW
STREET 2: SUITE 900
CITY: WASHINGTON
STATE: DC
ZIP: 20006
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
true
true
0001900576
XXXXXXXX
12-31-2021
12-31-2021
Geometric Wealth Advisors
1717 K STREET NW
SUITE 900
WASHINGTON
DC
20006
13F HOLDINGS REPORT
028-22324
N
Patrick McGough
Chief Compliance Officer
847-873-9580
Patrick McGough
Arlington Heights
IL
02-23-2022
0
21
209833
false
INFORMATION TABLE
2
Q42021Geometric13F.xml
GEOMETRIC'S 13-F XML TABLE
ALPHABET INC
CAP STK CL A
02079K305
611
211
SH
SOLE
0
0
0
211
ALPHABET INC
CAP STK CL C
02079K107
613
212
SH
SOLE
0
0
0
212
AMAZON COM INC
COM
023135106
894
268
SH
SOLE
0
0
0
268
APPLE INC
COM
037833100
2508
14122
SH
SOLE
0
0
0
14122
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
264
883
SH
SOLE
0
0
0
883
CME GROUP INC
COM
12572Q105
343
1500
SH
SOLE
0
0
0
1500
DIMENSIONAL ETF TRUST
US EQUITY ETF
25434V401
511
9885
SH
SOLE
0
0
0
9885
DIMENSIONAL ETF TRUST
US CORE EQUITY 2
25434V708
103471
3571656
SH
SOLE
0
0
0
3571656
DIMENSIONAL ETF TRUST
US TARGETED VLU
25434V609
363
7629
SH
SOLE
0
0
0
7629
DIMENSIONAL ETF TRUST
WORLD EX US CORE
25434V880
94513
3619808
SH
SOLE
0
0
0
3619808
INVESCO QQQ TR
UNIT SER 1
46090E103
915
2301
SH
SOLE
0
0
0
2301
ISHARES TR
S&P 500 GRWT ETF
464287309
223
2671
SH
SOLE
0
0
0
2671
ISHARES TR
CORE S&P TTL STK
464287150
230
2151
SH
SOLE
0
0
0
2151
META PLATFORMS INC
CL A
30303M102
629
1870
SH
SOLE
0
0
0
1870
MICROSOFT CORP
COM
594918104
475
1413
SH
SOLE
0
0
0
1413
SCHWAB STRATEGIC TR
US BRD MKT ETF
808524102
236
2090
SH
SOLE
0
0
0
2090
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
342
2086
SH
SOLE
0
0
0
2086
SPDR S&P 500 ETF TR
TR UNIT
78462F103
773
1628
SH
SOLE
0
0
0
1628
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
959
3973
SH
SOLE
0
0
0
3973
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
713
1634
SH
SOLE
0
0
0
1634
VISA INC
COM CL A
92826C839
247
1142
SH
SOLE
0
0
0
1142