TCI Wealth Advisors, Inc. Q1 2024 Filing
Filed May 7, 2024
Portfolio Value
$1.0B
Holdings
217
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (217 positions)
| Stock | Value |
|---|---|
DFASDIMENSIONAL ETF TRUST | $134.5M |
DFUSDIMENSIONAL ETF TRUST | $129.7M |
DFUVDIMENSIONAL ETF TRUST | $86.7M |
AVUVAMERICAN CENTY ETF TR | $69.9M |
DFACDIMENSIONAL ETF TRUST | $53.1M |
DFIVDIMENSIONAL ETF TRUST | $44.3M |
AVDVAMERICAN CENTY ETF TR | $39.5M |
DFATDIMENSIONAL ETF TRUST | $28.6M |
AGGISHARES TR | $23.4M |
AAPLAPPLE INC | $22.2M |
DFGPDIMENSIONAL ETF TRUST | $21.7M |
DFAXDIMENSIONAL ETF TRUST | $19.3M |
DFISDIMENSIONAL ETF TRUST | $18.5M |
DFGRDIMENSIONAL ETF TRUST | $18.5M |
AVEMAMERICAN CENTY ETF TR | $16.5M |
MSFTMICROSOFT CORP | $14.2M |
VTIVANGUARD INDEX FDS | $13.9M |
DUHPDIMENSIONAL ETF TRUST | $11.2M |
DIHPDIMENSIONAL ETF TRUST | $11.1M |
DFAEDIMENSIONAL ETF TRUST | $11.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8.5M |
AVDEAMERICAN CENTY ETF TR | $8.4M |
AMZNAMAZON COM INC | $7.9M |
IVVISHARES TR | $7.0M |
XOMEXXON MOBIL CORP | $6.7M |
LLYELI LILLY & CO | $6.3M |
CATCATERPILLAR INC | $6.3M |
JNJJOHNSON & JOHNSON | $6.1M |
MCDMCDONALDS CORP | $5.5M |
SPYSPDR S&P 500 ETF TR | $5.1M |
CVXCHEVRON CORP NEW | $4.5M |
COSTCOSTCO WHSL CORP NEW | $4.3M |
QUALISHARES TR | $4.2M |
NVDANVIDIA CORPORATION | $3.8M |
GOOGALPHABET INC | $3.7M |
DFAIDIMENSIONAL ETF TRUST | $3.4M |
HONHONEYWELL INTL INC | $3.3M |
JPMJPMORGAN CHASE & CO | $3.3M |
CLXCLOROX CO DEL | $3.2M |
ABBVABBVIE INC | $3.0M |
WWDWOODWARD INC | $2.9M |
HDHOME DEPOT INC | $2.9M |
VOOVANGUARD INDEX FDS | $2.9M |
GOOGLALPHABET INC | $2.8M |
KMBKIMBERLY-CLARK CORP | $2.6M |
PGPROCTER AND GAMBLE CO | $2.5M |
ABTABBOTT LABS | $2.2M |
PEPPEPSICO INC | $2.1M |
DHRDANAHER CORPORATION | $2.0M |
SMSM ENERGY CO | $1.9M |
VDEVANGUARD WORLD FD | $1.9M |
METAMETA PLATFORMS INC | $1.9M |
VBVANGUARD INDEX FDS | $1.7M |
VNQVANGUARD INDEX FDS | $1.7M |
TFLOISHARES TR | $1.7M |
NDQINVESCO QQQ TR | $1.6M |
DFLVDIMENSIONAL ETF TRUST | $1.6M |
BNDVANGUARD BD INDEX FDS | $1.5M |
VVISA INC | $1.5M |
UNPUNION PAC CORP | $1.4M |
MAMASTERCARD INCORPORATED | $1.4M |
VBKVANGUARD INDEX FDS | $1.4M |
ITWILLINOIS TOOL WKS INC | $1.4M |
IWDISHARES TR | $1.3M |
AQLTISHARES TR | $1.3M |
MMM3M CO | $1.3M |
IBMINTERNATIONAL BUSINESS MACHS | $1.3M |
EFAISHARES TR | $1.3M |
CVSCVS HEALTH CORP | $1.3M |
MRKMERCK & CO INC | $1.2M |
WMTWALMART INC | $1.1M |
AMGNAMGEN INC | $1.1M |
UPSTUPSTART HLDGS INC | $1.1M |
AXPAMERICAN EXPRESS CO | $1.1M |
NEARISHARES U S ETF TR | $1.1M |
TSLATESLA INC | $1.0M |
INTCINTEL CORP | $1.0M |
BACVERIZON COMMUNICATIONS INC | $1.0M |
QCOMQUALCOMM INC | $1.0M |
TXNTEXAS INSTRS INC | $968K |
UNHUNITEDHEALTH GROUP INC | $902K |
LMTLOCKHEED MARTIN CORP | $881K |
GEGENERAL ELECTRIC CO | $870K |
TAT&T INC | $870K |
ZSZSCALER INC | $855K |
BSVVANGUARD BD INDEX FDS | $846K |
MPCMARATHON PETE CORP | $835K |
DFSUDIMENSIONAL ETF TRUST | $828K |
MCKMCKESSON CORP | $822K |
IWFISHARES TR | $819K |
NOWSERVICENOW INC | $808K |
SCHWSCHWAB CHARLES CORP | $780K |
BACBANK AMERICA CORP | $774K |
VUGVANGUARD INDEX FDS | $768K |
VSSVANGUARD INTL EQUITY INDEX F | $766K |
AMDADVANCED MICRO DEVICES INC | $758K |
RTXRTX CORPORATION | $729K |
VIGVANGUARD SPECIALIZED FUNDS | $716K |
VTVVANGUARD INDEX FDS | $715K |
MDYSPDR S&P MIDCAP 400 ETF TR | $706K |
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