0001725547-22-000070.txt : 20220421 0001725547-22-000070.hdr.sgml : 20220421 20220421152022 ACCESSION NUMBER: 0001725547-22-000070 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220421 DATE AS OF CHANGE: 20220421 EFFECTIVENESS DATE: 20220421 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ANDREWS, LUCIA WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001906227 IRS NUMBER: 200717816 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21602 FILM NUMBER: 22841156 BUSINESS ADDRESS: STREET 1: 939 HARTZ WAY STREET 2: SUITE 200 CITY: DANVILLE STATE: CA ZIP: 94526-3440 BUSINESS PHONE: 925-837-8355 MAIL ADDRESS: STREET 1: 939 HARTZ WAY STREET 2: SUITE 200 CITY: DANVILLE STATE: CA ZIP: 94526-3440 13F-HR 1 primary_doc.xml 13F-HR LIVE false false 0001906227 XXXXXXXX 03-31-2022 03-31-2022 false ANDREWS, LUCIA WEALTH MANAGEMENT LLC

939 HARTZ WAY SUITE 200 DANVILLE CA 94526-3440

13F HOLDINGS REPORT 028-21602 N Robert Lucia 925-837-8355 Robert Lucia Danville CA 04-21-2022 0 19 111628 false INFORMATION TABLE 2 Form13fInfoTable.xml DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 6231 188830 SH SOLE 0 0 188830 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 3098 104764 SH SOLE 0 0 104764 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1167 42655 SH SOLE 0 0 42655 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 3706 71690 SH SOLE 0 0 71690 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5640 94015 SH SOLE 0 0 94015 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 11709 246409 SH SOLE 0 0 246409 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 51559 1779755 SH SOLE 0 0 1779755 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 7300 222418 SH SOLE 0 0 222418 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 12056 461736 SH SOLE 0 0 461736 ISHARES TR RUS 1000 GRW ETF 464287614 217 711 SH SOLE 0 0 711 ISHARES TR RUS 1000 ETF 464287622 1868 7066 SH SOLE 0 0 7066 ISHARES TR RUSSELL 2000 ETF 464287655 855 3845 SH SOLE 0 0 3845 NASDAQ INC COM 631103108 450 2525 SH SOLE 0 0 2525 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 886 1711 SH SOLE 0 0 1711 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 432 5343 SH SOLE 0 0 5343 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 1382 27171 SH SOLE 0 0 27171 VANGUARD BD INDEX FDS INTERMED TERM 921937819 892 10176 SH SOLE 0 0 10176 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1785 22078 SH SOLE 0 0 22078 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 395 8552 SH SOLE 0 0 8552