TCI Wealth Advisors, Inc. Q3 2023 Filing

Filed October 31, 2023

Portfolio Value

$783.6B

Holdings

193

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (193 positions)

#StockSharesValue% PortfolioType
1
DFASDIMENSIONAL ETF TRUST
2,049,675$107K0.00%
2
DFUSDIMENSIONAL ETF TRUST
2,273,302$105K0.00%
3
DFUVDIMENSIONAL ETF TRUST
2,059,578$70K0.00%
4
AVUVAMERICAN CENTY ETF TR
725,955$56K0.00%
5
DFACDIMENSIONAL ETF TRUST
1,565,293$41K0.00%
6
DFIVDIMENSIONAL ETF TRUST
1,136,391$37K0.00%
7
AVDVAMERICAN CENTY ETF TR
570,868$33K0.00%
8
DFATDIMENSIONAL ETF TRUST
551,763$25K0.00%
9
AAPLAPPLE INC
128,064$21K0.00%
10
DFAXDIMENSIONAL ETF TRUST
696,170$15K0.00%
11
AVEMAMERICAN CENTY ETF TR
295,026$15K0.00%
12
DFISDIMENSIONAL ETF TRUST
608,989$13K0.00%
13
VTIVANGUARD INDEX FDS
63,290$13K0.00%
14
MSFTMICROSOFT CORP
33,543$10K0.00%
15
DIHPDIMENSIONAL ETF TRUST
367,500$8K0.00%
16
DFAEDIMENSIONAL ETF TRUST
315,867$7K0.00%
17
AVDEAMERICAN CENTY ETF TR
128,161$7K0.00%
18
DUHPDIMENSIONAL ETF TRUST
284,271$7K0.00%
19
BRK/BBERKSHIRE HATHAWAY INC DEL
21,090$7K0.00%
20
JNJJOHNSON & JOHNSON
39,246$6K0.00%
21
XOMEXXON MOBIL CORP
57,762$6K0.00%
22
AMZNAMAZON COM INC
44,983$5K0.00%
23
MCDMCDONALDS CORP
19,210$5K0.00%
24
AGGISHARES TR
61,064$5K0.00%
25
IVVISHARES TR
13,502$5K0.00%
26
SPYSPDR S&P 500 ETF TR
10,019$4K0.00%
27
CVXCHEVRON CORP NEW
29,058$4K0.00%
28
LLYELI LILLY & CO
7,464$4K0.00%
29
CATCATERPILLAR INC
15,355$4K0.00%
30
GOOGALPHABET INC
25,554$3K0.00%
31
COSTCOSTCO WHSL CORP NEW
6,121$3K0.00%
32
QUALISHARES TR
26,945$3K0.00%
33
HDHOME DEPOT INC
7,576$2K0.00%
34
HONHONEYWELL INTL INC
15,998$2K0.00%
35
JPMJPMORGAN CHASE & CO
15,204$2K0.00%
36
KMBKIMBERLY-CLARK CORP
20,648$2K0.00%
37
WWDWOODWARD INC
18,928$2K0.00%
38
VOOVANGUARD INDEX FDS
5,325$2K0.00%
39
VDEVANGUARD WORLD FDS
16,182$2K0.00%
40
CLXCLOROX CO DEL
19,406$2K0.00%
41
GOOGLALPHABET INC
19,719$2K0.00%
42
ABBVABBVIE INC
16,878$2K0.00%
43
PEPPEPSICO INC
12,431$2K0.00%
44
DFGRDIMENSIONAL ETF TRUST
104,002$2K0.00%
45
EFAISHARES TR
16,217$1K0.00%
46
NDQINVESCO QQQ TR
2,804$1K0.00%
47
VNQVANGUARD INDEX FDS
19,444$1K0.00%
48
ABTABBOTT LABS
19,005$1K0.00%
49
PGPROCTER AND GAMBLE CO
13,007$1K0.00%
50
DFAIDIMENSIONAL ETF TRUST
69,591$1K0.00%
51
AMGNAMGEN INC
4,031$1K0.00%
52
VBVANGUARD INDEX FDS
7,388$1K0.00%
53
IBMINTERNATIONAL BUSINESS MACHS
7,150$1K0.00%
54
METAMETA PLATFORMS INC
3,793$1K0.00%
55
VVISA INC
5,067$1K0.00%
56
DHRDANAHER CORPORATION
7,787$1K0.00%
57
VBKVANGUARD INDEX FDS
5,460$1K0.00%
58
TSLATESLA INC
6,003$1K0.00%
59
NEARISHARES U S ETF TR
20,627$1K0.00%
60
IWDISHARES TR
8,498$1K0.00%
61
PNWPINNACLE WEST CAP CORP
15,156$1K0.00%
62
ITWILLINOIS TOOL WKS INC
5,181$1K0.00%
63
TFLOISHARES TR
31,437$1K0.00%
64
SMSM ENERGY CO
38,898$1K0.00%
65
CVSCVS HEALTH CORP
16,469$1K0.00%
66
UNPUNION PAC CORP
5,975$1K0.00%
67
AQLTISHARES TR
11,285$1K0.00%
68
WMTWALMART INC
6,878$1K0.00%
69
MAMASTERCARD INCORPORATED
3,174$1K0.00%
70
MMM3M CO
12,155$1K0.00%
71
NVDANVIDIA CORPORATION
4,003$1K0.00%
72
QCOMQUALCOMM INC
5,800$00.00%
73
BXBLACKSTONE INC
3,403$00.00%
74
DISDISNEY WALT CO
5,620$00.00%
75
DNPDNP SELECT INCOME FD INC
11,374$00.00%
76
IFRAISHARES TR
10,516$00.00%
77
AVSUAMERICAN CENTY ETF TR
6,229$00.00%
78
CSCOCISCO SYS INC
11,242$00.00%
79
ELVELEVANCE HEALTH INC
483$00.00%
80
FFORD MTR CO DEL
14,787$00.00%
81
MPCMARATHON PETE CORP
3,782$00.00%
82
DFSVDIMENSIONAL ETF TRUST
15,300$00.00%
83
GWXSPDR INDEX SHS FDS
10,120$00.00%
84
COPCONOCOPHILLIPS
1,823$00.00%
85
TGNATEGNA INC
10,235$00.00%
86
GSGOLDMAN SACHS GROUP INC
1,411$00.00%
87
AONAON PLC
668$00.00%
88
BKNGBOOKING HOLDINGS INC
120$00.00%
89
IWMISHARES TR
1,699$00.00%
90
LOWLOWES COS INC
1,680$00.00%
91
CXCEMEX SAB DE CV
22,237$00.00%
92
TJXTJX COS INC NEW
4,251$00.00%
93
CSQCALAMOS STRATEGIC TOTAL RETU
38,900$00.00%
94
SYKSTRYKER CORPORATION
898$00.00%
95
SCHXSCHWAB STRATEGIC TR
18,504$00.00%
96
VEUVANGUARD INTL EQUITY INDEX F
10,137$00.00%
97
MRKMERCK & CO INC
8,520$00.00%
98
MCWMISTER CAR WASH INC
52,512$00.00%
99
DFSUDIMENSIONAL ETF TRUST
21,900$00.00%
100
NUENUCOR CORP
2,236$00.00%
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