TCI Wealth Advisors, Inc. Q2 2024 Filing

Filed July 30, 2024

Portfolio Value

$1.1B

Holdings

221

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (221 positions)

#StockSharesValue% PortfolioType
1
DFUSDIMENSIONAL ETF TRUST
2,316,163$136.3T12858882.88%
2
DFASDIMENSIONAL ETF TRUST
2,257,202$135.6T12793456.33%
3
DFUVDIMENSIONAL ETF TRUST
2,173,330$85.3T8051452.34%
4
AVUVAMERICAN CENTY ETF TR
769,153$69.0T6510128.81%
5
DFACDIMENSIONAL ETF TRUST
1,787,140$57.6T5435521.16%
6
DFIVDIMENSIONAL ETF TRUST
1,245,340$44.8T4222344.38%
7
AVDVAMERICAN CENTY ETF TR
611,370$39.7T3746029.12%
8
AAPLAPPLE INC
140,730$29.6T2796228.64%
9
DFATDIMENSIONAL ETF TRUST
514,581$26.7T2518008.41%
10
DFGRDIMENSIONAL ETF TRUST
970,061$24.2T2286930.29%
11
DFGPDIMENSIONAL ETF TRUST
428,388$22.7T2138271.50%
12
DFISDIMENSIONAL ETF TRUST
909,343$22.4T2112903.20%
13
AGGISHARES TR
217,624$21.1T1992868.32%
14
DFAXDIMENSIONAL ETF TRUST
826,924$21.0T1983028.37%
15
DFAEDIMENSIONAL ETF TRUST
651,003$16.8T1588792.91%
16
AVEMAMERICAN CENTY ETF TR
269,000$16.4T1550279.71%
17
DUHPDIMENSIONAL ETF TRUST
491,043$15.7T1481908.86%
18
MSFTMICROSOFT CORP
33,980$15.2T1432746.30%
19
VTIVANGUARD INDEX FDS
53,722$14.4T1355749.82%
20
DIHPDIMENSIONAL ETF TRUST
483,677$12.7T1200961.02%
21
AMZNAMAZON COM INC
44,510$8.6T811452.28%
22
BRK/BBERKSHIRE HATHAWAY INC DEL
20,813$8.5T798739.26%
23
AVDEAMERICAN CENTY ETF TR
132,165$8.2T776270.64%
24
LLYELI LILLY & CO
8,157$7.4T696729.77%
25
XOMEXXON MOBIL CORP
58,332$6.7T633495.44%
26
IVVISHARES TR
12,146$6.6T627012.80%
27
NVDANVIDIA CORPORATION
48,506$6.0T565316.28%
28
JNJJOHNSON & JOHNSON
39,208$5.7T540615.52%
29
SPYSPDR S&P 500 ETF TR
9,739$5.3T500023.58%
30
CATCATERPILLAR INC
15,548$5.2T488575.36%
31
COSTCOSTCO WHSL CORP NEW
5,876$5.0T471189.68%
32
MCDMCDONALDS CORP
19,394$4.9T466251.55%
33
GOOGALPHABET INC
24,795$4.5T429040.13%
34
CVXCHEVRON CORP NEW
28,483$4.5T420303.84%
35
QUALISHARES TR
25,121$4.3T404678.99%
36
DFAIDIMENSIONAL ETF TRUST
131,125$3.9T367019.46%
37
GOOGLALPHABET INC
18,767$3.4T322487.77%
38
HONHONEYWELL INTL INC
15,909$3.4T320486.48%
39
WWDWOODWARD INC
18,928$3.3T311378.79%
40
JPMJPMORGAN CHASE & CO.
16,167$3.3T308484.87%
41
CLXCLOROX CO DEL
21,155$2.9T272356.55%
42
ABBVABBVIE INC
16,368$2.8T264844.68%
43
KMBKIMBERLY-CLARK CORP
20,145$2.8T262645.56%
44
PGPROCTER AND GAMBLE CO
15,154$2.5T235772.76%
45
VOOVANGUARD INDEX FDS
4,996$2.5T235695.78%
46
PEPPEPSICO INC
14,912$2.5T232022.16%
47
HDHOME DEPOT INC
6,599$2.3T214299.78%
48
NDQINVESCO QQQ TR
4,445$2.1T200912.91%
49
DFLVDIMENSIONAL ETF TRUST
69,064$2.0T188359.52%
50
ABTABBOTT LABS
19,188$2.0T188093.95%
51
METAMETA PLATFORMS INC
3,953$2.0T188033.77%
52
DHRDANAHER CORPORATION
7,851$2.0T185051.26%
53
VDEVANGUARD WORLD FD
14,552$1.9T175129.34%
54
BNDVANGUARD BD INDEX FDS
25,095$1.8T170572.90%
55
SMSM ENERGY CO
38,898$1.7T158635.44%
56
VNQVANGUARD INDEX FDS
19,322$1.6T152678.92%
57
VBVANGUARD INDEX FDS
7,350$1.6T151186.02%
58
AVLVAMERICAN CENTY ETF TR
23,955$1.5T142010.40%
59
VBKVANGUARD INDEX FDS
5,408$1.4T127618.07%
60
MAMASTERCARD INCORPORATED
3,015$1.3T125487.35%
61
UNPUNION PAC CORP
5,875$1.3T125400.75%
62
TSLATESLA INC
6,646$1.3T124066.90%
63
VVISA INC
4,977$1.3T123235.31%
64
WMTWALMART INC
18,888$1.3T120648.84%
65
EFAISHARES TR
16,034$1.3T118481.42%
66
MMM3M CO
12,177$1.2T117394.27%
67
AQLTISHARES TR
10,251$1.2T116996.25%
68
AMGNAMGEN INC
3,946$1.2T116310.41%
69
ITWILLINOIS TOOL WKS INC
5,201$1.2T116265.13%
70
MRKMERCK & CO INC
9,805$1.2T114509.88%
71
QCOMQUALCOMM INC
5,969$1.2T112153.21%
72
IWDISHARES TR
6,467$1.1T106433.39%
73
IBMINTERNATIONAL BUSINESS MACHS
6,462$1.1T105431.05%
74
TFLOISHARES TR
21,704$1.1T103727.21%
75
TXNTEXAS INSTRS INC
5,456$1.1T100132.26%
76
AXPAMERICAN EXPRESS CO
4,544$1.1T99259.26%
77
BACVERIZON COMMUNICATIONS INC
24,609$1.0T95741.39%
78
UPSTUPSTART HLDGS INC
42,024$991.3B93521.89%
79
SCHWSCHWAB CHARLES CORP
12,810$944.0B89053.09%
80
BSVVANGUARD BD INDEX FDS
12,277$941.7B88834.13%
81
TAT&T INC
49,171$939.7B88646.49%
82
DFSUDIMENSIONAL ETF TRUST
26,537$925.1B87270.38%
83
LMTLOCKHEED MARTIN CORP
1,951$911.3B85971.63%
84
UNHUNITEDHEALTH GROUP INC
1,776$904.4B85323.81%
85
MCKMCKESSON CORP
1,520$887.6B83731.38%
86
CVSCVS HEALTH CORP
14,984$885.0B83485.15%
87
AVGOBROADCOM INC
536$860.1B81144.81%
88
ZSZSCALER INC
4,441$853.5B80519.16%
89
NOWSERVICENOW INC
1,084$852.8B80446.99%
90
VUGVANGUARD INDEX FDS
2,189$818.8B77248.08%
91
BACBANK AMERICA CORP
20,536$816.7B77048.84%
92
VSSVANGUARD INTL EQUITY INDEX F
6,559$770.6B72699.19%
93
INTCINTEL CORP
24,776$767.3B72385.98%
94
GEGE AEROSPACE
4,823$766.7B72328.44%
95
RTXRTX CORPORATION
7,506$753.6B71091.10%
96
VIGVANGUARD SPECIALIZED FUNDS
3,891$710.2B67000.03%
97
VTVVANGUARD INDEX FDS
4,388$703.9B66402.77%
98
MDYSPDR S&P MIDCAP 400 ETF TR
1,268$678.5B64006.77%
99
DDOMINION ENERGY INC
13,821$677.2B63888.56%
100
AMDADVANCED MICRO DEVICES INC
4,170$676.4B63808.66%
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