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Valued Wealth Advisors LLC

All holdings · as of Dec 31, 2025

643 positions

CompanyClassValueShares% of portfolio
DIMENSIONAL ETF TRUST$42.22M902,08518.6%
DIMENSIONAL ETF TRUST$29.34M769,80812.9%
AMERICAN CENTY ETF TR$28.54M279,90312.6%
DIMENSIONAL ETF TRUST$26.20M546,43511.5%
AMERICAN CENTY ETF TR$15.29M162,6906.7%
AMERICAN CENTY ETF TR$13.58M176,3736.0%
AMERICAN CENTY ETF TR$13.51M178,2445.9%
DIMENSIONAL ETF TRUST$6.20M104,1342.7%
DIMENSIONAL ETF TRUST$6.13M154,7482.7%
AMERICAN CENTY ETF TR$4.77M57,9002.1%
AMERICAN CENTY ETF TR$4.07M93,5141.8%
SCHWAB STRATEGIC TR$2.87M64,4191.3%
AMERICAN CENTY ETF TR$2.82M25,1991.2%
iShares MSCI UAE ETF$2.61M68,5371.1%
DIMENSIONAL ETF TRUST$2.34M71,9681.0%
DIMENSIONAL ETF TRUST$2.15M46,1150.9%
DIMENSIONAL ETF TRUST$1.78M35,6050.8%
Apple Inc.$1.29M4,7350.6%
DIMENSIONAL ETF TRUST$1.21M16,2600.5%
INVESCO EXCHANGE TRADED FD T$1.08M18,8610.5%
SPDR INDEX SHS FDS$1.01M21,6500.4%
ISHARES TR$917.5K19,2840.4%
DIMENSIONAL ETF TRUST$775.0K23,5630.3%
MICROSOFT CORP$766.1K1,5840.3%
SCHWAB STRATEGIC TR$751.4K22,9450.3%
NVIDIA Corp$582.7K3,1240.3%
SCHWAB STRATEGIC TR$543.4K26,0120.2%
SmartStop Self Storage REIT, Inc.$514.5K16,5880.2%
ISHARES TR$498.0K7270.2%
AMERICAN CENTY ETF TR$472.6K10,0360.2%
Warren E. Buffett$441.8K8790.2%
Amazon.com Inc$423.6K1,8350.2%
Alphabet Inc.$403.9K1,2900.2%
Alphabet Inc.$346.0K1,1030.2%
ISHARES TR$329.6K3,2140.1%
EXXON MOBIL CORP$303.7K2,5240.1%
Meta Platforms Inc$299.4K4540.1%
DIMENSIONAL ETF TRUST$291.8K4,1880.1%
JPMORGAN CHASE & CO$255.0K7910.1%
VANGUARD INDEX FDS$254.9K7600.1%
Broadcom Inc.$238.1K6880.1%
ISHARES TR$230.6K1,9190.1%
ISHARES TR$207.8K1,7090.1%
Tesla Inc$199.2K4430.1%
ISHARES TR$189.4K2,7290.1%
COSTCO WHOLESALE CORP /NEW$170.0K1970.1%
Visa Inc$167.8K4790.1%
VANGUARD INDEX FDS$149.9K7850.1%
Walmart Inc.$143.3K1,2860.1%
VANGUARD INDEX FDS$140.7K1,5900.1%
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