Investment Advisory Group, LLC Q1 2025 Filing

Filed April 14, 2025

Portfolio Value

$298.9M

Holdings

168

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (168 positions)

#	Stock	Shares	Value	% Portfolio
1	VYMVANGUARD WHITEHALL FDS	161,475	$20.8M	6.97%
2	VUGVANGUARD INDEX FDS	53,236	$19.7M	6.60%
3	DFACDIMENSIONAL ETF TRUST	567,641	$18.7M	6.26%
4	IJRISHARES TR	117,693	$12.3M	4.12%
5	IVVISHARES TR	21,083	$11.8M	3.96%
6	DFUSDIMENSIONAL ETF TRUST	151,216	$9.1M	3.06%
7	AAPLAPPLE INC	31,950	$7.1M	2.37%
8	IVWISHARES TR	75,425	$7.0M	2.34%
9	VTVVANGUARD INDEX FDS	39,585	$6.8M	2.29%
10	USMVISHARES TR	68,609	$6.4M	2.15%
11	AOMISHARES TR	136,066	$6.0M	2.00%
12	AOKISHARES TR	144,566	$5.4M	1.82%
13	VIGVANGUARD SPECIALIZED FUNDS	26,997	$5.2M	1.75%
14	ITOTISHARES TR	41,333	$5.0M	1.69%
15	AMZNAMAZON COM INC	25,069	$4.8M	1.60%
16	DFAXDIMENSIONAL ETF TRUST	174,914	$4.6M	1.53%
17	MSFTMICROSOFT CORP	11,300	$4.2M	1.42%
18	IJHISHARES TR	71,316	$4.2M	1.39%
19	DFUVDIMENSIONAL ETF TRUST	98,192	$4.0M	1.35%
20	VYMIVANGUARD WHITEHALL FDS	50,035	$3.7M	1.23%
21	PGPROCTER AND GAMBLE CO	20,526	$3.5M	1.17%
22	IVEISHARES TR	17,931	$3.4M	1.14%
23	VTIVANGUARD INDEX FDS	12,075	$3.3M	1.11%
24	DFASDIMENSIONAL ETF TRUST	54,088	$3.2M	1.08%
25	FBNDFIDELITY MERRIMACK STR TR	69,820	$3.2M	1.07%
26	IGSBISHARES TR	57,199	$3.0M	1.00%
27	SCHDSCHWAB STRATEGIC TR	106,004	$3.0M	0.99%
28	SHYISHARES TR	34,147	$2.8M	0.95%
29	VGSHVANGUARD SCOTTSDALE FDS	45,802	$2.7M	0.90%
30	NDQINVESCO QQQ TR	5,706	$2.7M	0.90%
31	VOOVANGUARD INDEX FDS	5,142	$2.6M	0.88%
32	IUSBISHARES TR	56,403	$2.6M	0.87%
33	VBVANGUARD INDEX FDS	11,692	$2.6M	0.87%
34	ISTBISHARES TR	50,286	$2.4M	0.81%
35	HDVISHARES TR	18,130	$2.2M	0.73%
36	DCORDIMENSIONAL ETF TRUST	35,276	$2.2M	0.72%
37	AQLTISHARES TR	28,387	$2.1M	0.72%
38	BRK/BBERKSHIRE HATHAWAY INC DEL	3,688	$2.0M	0.66%
39	BNDVANGUARD BD INDEX FDS	25,530	$1.9M	0.63%
40	IWFISHARES TR	5,156	$1.9M	0.62%
41	MDYSPDR S&P MIDCAP 400 ETF TR	3,470	$1.9M	0.62%
42	AQLTISHARES TR	13,626	$1.8M	0.61%
43	LQDISHARES TR	16,598	$1.8M	0.60%
44	METAMETA PLATFORMS INC	2,998	$1.7M	0.58%
45	VPLSVANGUARD MALVERN FDS	21,179	$1.6M	0.55%
46	TSLATESLA INC	5,941	$1.5M	0.52%
47	VCSHVANGUARD SCOTTSDALE FDS	19,218	$1.5M	0.51%
48	VTHRVANGUARD SCOTTSDALE FDS	6,033	$1.5M	0.50%
49	XOMEXXON MOBIL CORP	12,467	$1.5M	0.50%
50	OREALTY INCOME CORP	25,512	$1.5M	0.50%
51	VNQVANGUARD INDEX FDS	16,319	$1.5M	0.49%
52	NVDANVIDIA CORPORATION	13,312	$1.4M	0.48%
53	SPYSPDR S&P 500 ETF TR	2,524	$1.4M	0.47%
54	TPLTEXAS PACIFIC LAND CORPORATI	1,003	$1.3M	0.44%
55	VXUSVANGUARD STAR FDS	21,369	$1.3M	0.44%
56	GOOGALPHABET INC	7,799	$1.2M	0.41%
57	FEMRFIDELITY COVINGTON TRUST	37,879	$1.2M	0.39%
58	JPMJPMORGAN CHASE & CO.	4,681	$1.1M	0.38%
59	IYWISHARES TR	7,738	$1.1M	0.36%
60	VEAVANGUARD TAX-MANAGED FDS	20,437	$1.0M	0.35%
61	IWDISHARES TR	5,488	$1.0M	0.35%
62	DFIVDIMENSIONAL ETF TRUST	26,149	$1.0M	0.34%
63	VWOVANGUARD INTL EQUITY INDEX F	21,942	$993K	0.33%
64	NEARISHARES U S ETF TR	19,183	$976K	0.33%
65	VOOGVANGUARD ADMIRAL FDS INC	2,791	$934K	0.31%
66	DFCFDIMENSIONAL ETF TRUST	22,116	$930K	0.31%
67	XLFSELECT SECTOR SPDR TR	18,667	$930K	0.31%
68	ABBVABBVIE INC	4,403	$922K	0.31%
69	QUALISHARES TR	5,391	$921K	0.31%
70	GQ9SPDR GOLD TR	3,126	$901K	0.30%
71	GOOGLALPHABET INC	5,686	$879K	0.29%
72	VGITVANGUARD SCOTTSDALE FDS	14,793	$879K	0.29%
73	DFAUDIMENSIONAL ETF TRUST	22,265	$856K	0.29%
74	DGROISHARES TR	13,685	$845K	0.28%
75	PFFISHARES TR	27,333	$840K	0.28%
76	PLDPROLOGIS INC.	7,319	$818K	0.27%
77	AGGISHARES TR	8,086	$800K	0.27%
78	JNJJOHNSON & JOHNSON	4,777	$792K	0.27%
79	XLFISELECT SECTOR SPDR TR	9,315	$761K	0.25%
80	WELLWELLTOWER INC	4,889	$749K	0.25%
81	IWRISHARES TR	8,642	$735K	0.25%
82	DFSUDIMENSIONAL ETF TRUST	20,053	$718K	0.24%
83	FBCGFIDELITY COVINGTON TRUST	17,905	$716K	0.24%
84	AVLVAMERICAN CENTY ETF TR	10,830	$706K	0.24%
85	LLYELI LILLY & CO	846	$698K	0.23%
86	BACVERIZON COMMUNICATIONS INC	14,755	$669K	0.22%
87	IBMINTERNATIONAL BUSINESS MACHS	2,628	$653K	0.22%
88	AMGNAMGEN INC	2,066	$644K	0.22%
89	CMFISHARES TR	11,400	$642K	0.21%
90	SDYSPDR SER TR	4,615	$626K	0.21%
91	WATWATERS CORP	1,601	$590K	0.20%
92	NOBLPROSHARES TR	5,578	$570K	0.19%
93	MTUMISHARES TR	2,787	$563K	0.19%
94	VCITVANGUARD SCOTTSDALE FDS	6,499	$531K	0.18%
95	IXUSISHARES TR	7,466	$521K	0.17%
96	TAT&T INC	18,125	$513K	0.17%
97	SLQDISHARES TR	9,876	$497K	0.17%
98	BONDPIMCO ETF TR	5,308	$491K	0.16%
99	FTNTFORTINET INC	5,060	$487K	0.16%
100	VOVANGUARD INDEX FDS	1,872	$484K	0.16%

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