0001725547-24-005802.txt : 20241011 0001725547-24-005802.hdr.sgml : 20241011 20241011122937 ACCESSION NUMBER: 0001725547-24-005802 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241011 DATE AS OF CHANGE: 20241011 EFFECTIVENESS DATE: 20241011 FILER: COMPANY DATA: COMPANY CONFORMED NAME: ANDREWS, LUCIA WEALTH MANAGEMENT LLC CENTRAL INDEX KEY: 0001906227 ORGANIZATION NAME: 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: 241366994 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 X0202 13F-HR LIVE false false false 0001906227 XXXXXXXX 09-30-2024 09-30-2024 false ANDREWS, LUCIA WEALTH MANAGEMENT LLC

939 HARTZ WAY SUITE 200 DANVILLE CA 94526-3440

13F HOLDINGS REPORT 028-21602 000130931 801-66974 N Robert Lucia 925-837-8355 Robert Lucia Danville CA 10-11-2024 0 27 141107670 false INFORMATION TABLE 2 Form13fInfoTable.xml DIMENSIONAL ETF TRUST US CORE EQT MKT 25434V104 4560954 121657 SH SOLE 0 0 121657 DIMENSIONAL ETF TRUST INTL CORE EQT MK 25434V203 5403480 182119 SH SOLE 0 0 182119 DIMENSIONAL ETF TRUST EMGR CRE EQT MNG 25434V302 3483239 134644 SH SOLE 0 0 134644 DIMENSIONAL ETF TRUST US EQUITY MARKET 25434V401 2769146 47054 SH SOLE 0 0 47054 DIMENSIONAL ETF TRUST US SMALL CAP ETF 25434V500 5391767 89743 SH SOLE 0 0 89743 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 13474200 259769 SH SOLE 0 0 259769 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 61905475 1920145 SH SOLE 0 0 1920145 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 14666316 373474 SH SOLE 0 0 373474 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 381758 14282 SH SOLE 0 0 14282 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 736608 27987 SH SOLE 0 0 27987 DIMENSIONAL ETF TRUST INTL SMALL CAP E 25434V773 376248 15276 SH SOLE 0 0 15276 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 1819256 67618 SH SOLE 0 0 67618 DIMENSIONAL ETF TRUST INTERNATNAL VAL 25434V807 7508606 208921 SH SOLE 0 0 208921 DIMENSIONAL ETF TRUST US REAL ESTATE E 25434V823 1279226 57884 SH SOLE 0 0 57884 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 1359255 42490 SH SOLE 0 0 42490 DIMENSIONAL ETF TRUST CORE FIXED INCOM 25434V872 361815 8710 SH SOLE 0 0 8710 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 9585362 377080 SH SOLE 0 0 377080 ISHARES TR RUS 1000 GRW ETF 464287614 259316 711 SH SOLE 0 0 711 ISHARES TR RUS 1000 ETF 464287622 1694788 5696 SH SOLE 0 0 5696 ISHARES TR RUSSELL 2000 ETF 464287655 724317 3570 SH SOLE 0 0 3570 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 786125 1469 SH SOLE 0 0 1469 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 449587 5782 SH SOLE 0 0 5782 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 245676 5390 SH SOLE 0 0 5390 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 243850 5000 SH SOLE 0 0 5000 VANGUARD BD INDEX FDS INTERMED TERM 921937819 400375 5346 SH SOLE 0 0 5346 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1030364 13434 SH SOLE 0 0 13434 VANGUARD INDEX FDS SM CP VAL ETF 922908611 210561 1154 SH SOLE 0 0 1154