EARNED WEALTH ADVISORS, LLC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$455.6B
Holdings
260
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (260 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 1,594,069 | $52.6B | 11.54% | |
| 2 | DFATDIMENSIONAL ETF TRUST | 793,086 | $40.8B | 8.96% | |
| 3 | IVVISHARES TR | 52,389 | $29.4B | 6.46% | |
| 4 | AAPLAPPLE INC | 101,786 | $22.6B | 4.96% | |
| 5 | DFIVDIMENSIONAL ETF TRUST | 565,892 | $22.3B | 4.89% | |
| 6 | DFUVDIMENSIONAL ETF TRUST | 536,471 | $22.1B | 4.85% | |
| 7 | AGGISHARES TR | 168,628 | $16.7B | 3.66% | |
| 8 | VTEBVANGUARD MUN BD FDS | 214,413 | $10.6B | 2.34% | |
| 9 | DFUSDIMENSIONAL ETF TRUST | 169,217 | $10.2B | 2.25% | |
| 10 | BRK/BBERKSHIRE HATHAWAY INC DEL | 17,837 | $9.5B | 2.08% | |
| 11 | MSFTMICROSOFT CORP | 24,129 | $9.1B | 1.99% | |
| 12 | DFASDIMENSIONAL ETF TRUST | 147,465 | $8.8B | 1.93% | |
| 13 | AQLTISHARES TR | 88,361 | $6.7B | 1.47% | |
| 14 | VTIVANGUARD INDEX FDS | 23,925 | $6.6B | 1.44% | |
| 15 | NVDANVIDIA CORPORATION | 56,940 | $6.2B | 1.35% | |
| 16 | AVUVAMERICAN CENTY ETF TR | 69,196 | $6.0B | 1.32% | |
| 17 | UCONFIRST TR EXCHNG TRADED FD VI | 236,711 | $5.9B | 1.29% | |
| 18 | AMZNAMAZON COM INC | 30,638 | $5.8B | 1.28% | |
| 19 | RLYSSGA ACTIVE ETF TR | 183,560 | $5.2B | 1.15% | |
| 20 | METAMETA PLATFORMS INC | 8,540 | $4.9B | 1.08% | |
| 21 | VBVANGUARD INDEX FDS | 20,519 | $4.6B | 1.00% | |
| 22 | VIGVANGUARD SPECIALIZED FUNDS | 21,292 | $4.1B | 0.91% | |
| 23 | DFAXDIMENSIONAL ETF TRUST | 145,885 | $3.8B | 0.84% | |
| 24 | VUGVANGUARD INDEX FDS | 10,158 | $3.8B | 0.83% | |
| 25 | SPYSPDR S&P 500 ETF TR | 6,319 | $3.5B | 0.78% | |
| 26 | USRTISHARES TR | 59,137 | $3.4B | 0.75% | |
| 27 | COSTCOSTCO WHSL CORP NEW | 3,094 | $2.9B | 0.64% | |
| 28 | VWOVANGUARD INTL EQUITY INDEX F | 59,726 | $2.7B | 0.59% | |
| 29 | VBRVANGUARD INDEX FDS | 14,410 | $2.7B | 0.59% | |
| 30 | VGITVANGUARD SCOTTSDALE FDS | 44,814 | $2.7B | 0.58% | |
| 31 | AVDVAMERICAN CENTY ETF TR | 37,270 | $2.6B | 0.57% | |
| 32 | VTIPVANGUARD MALVERN FDS | 46,287 | $2.3B | 0.51% | |
| 33 | JPMJPMORGAN CHASE & CO. | 9,239 | $2.3B | 0.50% | |
| 34 | AVUSAMERICAN CENTY ETF TR | 24,173 | $2.2B | 0.49% | |
| 35 | LLYELI LILLY & CO | 2,689 | $2.2B | 0.49% | |
| 36 | IVWISHARES TR | 23,629 | $2.2B | 0.48% | |
| 37 | DFAUDIMENSIONAL ETF TRUST | 52,818 | $2.0B | 0.45% | |
| 38 | BIVVANGUARD BD INDEX FDS | 25,111 | $1.9B | 0.42% | |
| 39 | CTEFEA SERIES TRUST | 96,668 | $1.9B | 0.41% | |
| 40 | KALVKALVISTA PHARMACEUTICALS INC | 3,845 | $1.8B | 0.40% | |
| 41 | BSVVANGUARD BD INDEX FDS | 22,840 | $1.8B | 0.39% | |
| 42 | TSLATESLA INC | 6,252 | $1.6B | 0.36% | |
| 43 | VVISA INC | 4,570 | $1.6B | 0.35% | |
| 44 | GOOGLALPHABET INC | 9,875 | $1.5B | 0.34% | |
| 45 | XLKSELECT SECTOR SPDR TR | 7,292 | $1.5B | 0.33% | |
| 46 | IWDISHARES TR | 7,506 | $1.4B | 0.31% | |
| 47 | AVGOBROADCOM INC | 8,285 | $1.4B | 0.30% | |
| 48 | SCHFSCHWAB STRATEGIC TR | 69,830 | $1.4B | 0.30% | |
| 49 | SCHBSCHWAB STRATEGIC TR | 63,941 | $1.4B | 0.30% | |
| 50 | AVDEAMERICAN CENTY ETF TR | 20,007 | $1.3B | 0.29% | |
| 51 | JNJJOHNSON & JOHNSON | 7,859 | $1.3B | 0.29% | |
| 52 | CRMSALESFORCE INC | 4,774 | $1.3B | 0.28% | |
| 53 | SCHXSCHWAB STRATEGIC TR | 53,685 | $1.2B | 0.26% | |
| 54 | NFLXNETFLIX INC | 1,257 | $1.2B | 0.26% | |
| 55 | PHYLPGIM ETF TR | 33,131 | $1.2B | 0.25% | |
| 56 | ITOTISHARES TR | 8,949 | $1.1B | 0.24% | |
| 57 | HDHOME DEPOT INC | 2,869 | $1.1B | 0.23% | |
| 58 | WMTWALMART INC | 11,474 | $1.0B | 0.22% | |
| 59 | GOOGALPHABET INC | 6,443 | $1.0B | 0.22% | |
| 60 | REETISHARES TR | 40,981 | $994.2M | 0.22% | |
| 61 | DISVDIMENSIONAL ETF TRUST | 31,307 | $911.7M | 0.20% | |
| 62 | AVEMAMERICAN CENTY ETF TR | 14,949 | $899.5M | 0.20% | |
| 63 | XOMEXXON MOBIL CORP | 7,498 | $891.7M | 0.20% | |
| 64 | GEGE AEROSPACE | 4,263 | $853.2M | 0.19% | |
| 65 | DFSVDIMENSIONAL ETF TRUST | 29,436 | $828.6M | 0.18% | |
| 66 | BACBANK AMERICA CORP | 19,572 | $816.7M | 0.18% | |
| 67 | 4I1PHILIP MORRIS INTL INC | 5,061 | $803.3M | 0.18% | |
| 68 | MDGLMADRIGAL PHARMACEUTICALS INC | 2,422 | $802.2M | 0.18% | |
| 69 | BRK-BBERKSHIRE HATHAWAY INC DEL | 1 | $798.4M | 0.18% | |
| 70 | DONSPDR DOW JONES INDL AVERAGE | 1,823 | $765.4M | 0.17% | |
| 71 | MAMASTERCARD INCORPORATED | 1,375 | $753.7M | 0.17% | |
| 72 | SCHRSCHWAB STRATEGIC TR | 29,317 | $728.8M | 0.16% | |
| 73 | GBTCGRAYSCALE BITCOIN TRUST ETF | 10,947 | $713.4M | 0.16% | |
| 74 | MCDMCDONALDS CORP | 2,209 | $690.2M | 0.15% | |
| 75 | ABBVABBVIE INC | 2,986 | $625.5M | 0.14% | |
| 76 | CGHMCAPITAL GRP FIXED INCM ETF T | 24,702 | $619.1M | 0.14% | |
| 77 | PGPROCTER AND GAMBLE CO | 3,629 | $618.4M | 0.14% | |
| 78 | TAT&T INC | 21,554 | $609.6M | 0.13% | |
| 79 | HWMHOWMET AEROSPACE INC | 4,694 | $609.0M | 0.13% | |
| 80 | DISDISNEY WALT CO | 6,033 | $595.4M | 0.13% | |
| 81 | MAINMAIN STR CAP CORP | 10,516 | $594.8M | 0.13% | |
| 82 | IEMGISHARES INC | 10,952 | $591.1M | 0.13% | |
| 83 | CMECME GROUP INC | 2,227 | $590.8M | 0.13% | |
| 84 | LRCXLAM RESEARCH CORP | 8,074 | $587.0M | 0.13% | |
| 85 | UNHUNITEDHEALTH GROUP INC | 1,119 | $586.0M | 0.13% | |
| 86 | MDTMEDTRONIC PLC | 6,509 | $584.9M | 0.13% | |
| 87 | GILDGILEAD SCIENCES INC | 5,187 | $581.3M | 0.13% | |
| 88 | FTNTFORTINET INC | 5,918 | $569.7M | 0.13% | |
| 89 | WFCWELLS FARGO CO NEW | 7,861 | $564.3M | 0.12% | |
| 90 | PLTRPALANTIR TECHNOLOGIES INC | 6,607 | $557.6M | 0.12% | |
| 91 | GMGENERAL MTRS CO | 11,776 | $553.8M | 0.12% | |
| 92 | ABTABBOTT LABS | 4,157 | $551.4M | 0.12% | |
| 93 | DIHPDIMENSIONAL ETF TRUST | 20,257 | $545.7M | 0.12% | |
| 94 | IWMISHARES TR | 4,208 | $542.3M | 0.12% | |
| 95 | VRSNVERISIGN INC | 2,107 | $534.9M | 0.12% | |
| 96 | ORCLORACLE CORP | 3,807 | $532.2M | 0.12% | |
| 97 | BKNGBOOKING HOLDINGS INC | 114 | $527.3M | 0.12% | |
| 98 | SCHISCHWAB STRATEGIC TR | 23,280 | $522.9M | 0.11% | |
| 99 | DFEMDIMENSIONAL ETF TRUST | 19,250 | $509.4M | 0.11% | |
| 100 | KOCOCA COLA CO | 7,083 | $507.3M | 0.11% |
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