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Geometric Wealth Advisors

All holdings · as of Dec 31, 2025

80 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST—$211.8K6,4400.0%
LISTED FDS TR—$228.6K3,4650.0%
Merck & Co., Inc.—$230.6K2,1910.0%
INVESCO EXCHANGE TRADED FD T—$243.0K5,1800.0%
ISHARES TR—$271.2K5730.0%
ISHARES TR—$278.7K3,1150.0%
VANGUARD INDEX FDS—$283.9K1,3580.0%
Axon Enterprise Inc—$284.0K5000.0%
VANGUARD INTL EQUITY INDEX F—$305.9K3,6590.0%
Visa Inc—$312.5K8910.0%
SCHWAB STRATEGIC TR—$326.8K7,1770.0%
VANGUARD INTL EQUITY INDEX F—$336.5K6,2590.0%
Netflix Inc—$351.6K3,7500.0%
DIMENSIONAL ETF TRUST—$353.8K6,9860.0%
ISHARES TR—$354.4K9,4770.0%
JOHNSON & JOHNSON—$366.7K1,7720.0%
SCHWAB STRATEGIC TR—$376.8K14,2240.0%
DIMENSIONAL ETF TRUST—$388.3K6,5220.0%
ALLSTATE CORP—$391.7K1,8820.1%
CME Group Inc—$410.2K1,5020.1%
NVIDIA Corp—$418.7K2,2450.1%
DIMENSIONAL ETF TRUST—$422.9K9,8710.1%
JPMORGAN CHASE & CO—$426.9K1,3250.1%
SCHWAB STRATEGIC TR—$431.6K13,1800.1%
SELECT SECTOR SPDR TR—$433.8K2,8020.1%
SCHWAB STRATEGIC TR—$439.1K14,8280.1%
VANGUARD INTL EQUITY INDEX F—$475.6K3,3720.1%
SCHWAB STRATEGIC TR—$479.8K16,8470.1%
SCHWAB STRATEGIC TR—$492.9K18,3150.1%
Warren E. Buffett—$496.1K9870.1%
TIDAL TRUST II—$506.3K22,4320.1%
DIMENSIONAL ETF TRUST—$519.7K15,7090.1%
Alphabet Inc.—$527.4K1,6850.1%
ISHARES TR—$536.4K5,5370.1%
SCHWAB STRATEGIC TR—$544.4K16,6880.1%
VANGUARD INDEX FDS—$591.9K2,0400.1%
ISHARES TR—$595.5K4,2220.1%
DIMENSIONAL ETF TRUST—$618.2K14,2350.1%
VANGUARD STAR FDS—$654.5K8,6760.1%
DIMENSIONAL ETF TRUST—$682.7K16,0410.1%
DIMENSIONAL ETF TRUST—$685.5K13,2330.1%
SOUTHERN CO—$700.0K8,0270.1%
ISHARES TR—$707.1K6,4200.1%
iShares MSCI UAE ETF—$723.6K4,8670.1%
DIMENSIONAL ETF TRUST—$733.2K9,8850.1%
ISHARES TR—$756.0K3,5650.1%
COCA COLA CO—$810.8K11,5980.1%
Meta Platforms Inc—$813.2K1,2320.1%
ISHARES TR—$842.1K6,8320.1%
SCHWAB STRATEGIC TR—$929.1K39,7540.1%
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