0001725547-22-000175.txt : 20221101 0001725547-22-000175.hdr.sgml : 20221101 20221101103648 ACCESSION NUMBER: 0001725547-22-000175 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221101 DATE AS OF CHANGE: 20221101 EFFECTIVENESS DATE: 20221101 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: 221348927 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 09-30-2022 09-30-2022 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 11-01-2022 0 23 94940 false INFORMATION TABLE 2 Form13fInfoTable.xml DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 3154 125424 SH SOLE 0 0 125424 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 2083 96549 SH SOLE 0 0 96549 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 1188 59105 SH SOLE 0 0 59105 DIMENSIONAL ETF TRUST US EQUITY ETF 25434V401 2189 56378 SH SOLE 0 0 56378 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 3864 83052 SH SOLE 0 0 83052 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 9446 242396 SH SOLE 0 0 242396 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 39995 1798335 SH SOLE 0 0 1798335 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 10164 343238 SH SOLE 0 0 343238 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 582 30533 SH SOLE 0 0 30533 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 507 27409 SH SOLE 0 0 27409 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 642 34612 SH SOLE 0 0 34612 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 5242 203485 SH SOLE 0 0 203485 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 488 23764 SH SOLE 0 0 23764 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 959 44953 SH SOLE 0 0 44953 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 225 5504 SH SOLE 0 0 5504 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 8741 462721 SH SOLE 0 0 462721 ISHARES TR RUS 1000 ETF 464287622 1319 6686 SH SOLE 0 0 6686 ISHARES TR RUSSELL 2000 ETF 464287655 634 3845 SH SOLE 0 0 3845 NASDAQ INC COM 631103108 392 6915 SH SOLE 0 0 6915 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 688 1713 SH SOLE 0 0 1713 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 430 6480 SH SOLE 0 0 6480 VANGUARD BD INDEX FDS INTERMED TERM 921937819 525 7148 SH SOLE 0 0 7148 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1483 19829 SH SOLE 0 0 19829