Investment Advisory Group, LLC Diversified Active

CIK: 0001910273 · Show all filings

Period: Q3 2024 (← Previous) (Next →)

Filing Date: Oct 15, 2024

Total Value ($000): $288,217 (100.0% shares, 0.0% debt)

Holdings (168)

VYM VANGUARD WHITEHALL FDS 6.8%
Value ($000) $19,498 Shares 152,093 Est. Cost $112.49 Unrealized
DFAC DIMENSIONAL ETF TRUST 6.7%
Value ($000) $19,177 Shares 559,259 Est. Cost $27.43 Unrealized
VUG VANGUARD INDEX FDS 6.3%
Value ($000) $18,020 Shares 46,936 Est. Cost $280.80 Unrealized
IJR ISHARES TR 4.7%
Value ($000) $13,500 Shares 115,426 Est. Cost $103.55 Unrealized
IVV ISHARES TR 3.9%
Value ($000) $11,292 Shares 19,576 Est. Cost $462.90 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $7,691 Shares 33,009 Est. Cost $156.79 Unrealized +41.6%
DFUS DIMENSIONAL ETF TRUST 2.5%
Value ($000) $7,175 Shares 115,356 Est. Cost $54.39 Unrealized
VTV VANGUARD INDEX FDS 2.2%
Value ($000) $6,443 Shares 36,908 Est. Cost $143.01 Unrealized
USMV ISHARES TR 2.2%
Value ($000) $6,381 Shares 69,883 Est. Cost $75.29 Unrealized
IVW ISHARES TR 2.2%
Value ($000) $6,271 Shares 65,497 Est. Cost $77.35 Unrealized
AOM ISHARES TR 2.0%
Value ($000) $5,881 Shares 130,380 Est. Cost $43.41 Unrealized
AOK ISHARES TR 1.9%
Value ($000) $5,509 Shares 142,492 Est. Cost $38.37 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.9%
Value ($000) $5,349 Shares 27,008 Est. Cost $159.29 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $5,327 Shares 12,381 Est. Cost $316.95 Unrealized +33.5%
ITOT ISHARES TR 1.7%
Value ($000) $4,938 Shares 39,310 Est. Cost $99.99 Unrealized
DFAX DIMENSIONAL ETF TRUST 1.7%
Value ($000) $4,811 Shares 178,132 Est. Cost $25.18 Unrealized
AMZN AMAZON COM INC 1.5%
Value ($000) $4,309 Shares 23,123 Est. Cost $123.53 Unrealized +47.7%
VYMI VANGUARD WHITEHALL FDS 1.4%
Value ($000) $4,116 Shares 56,059 Est. Cost $66.52 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.4%
Value ($000) $4,094 Shares 98,192 Est. Cost $32.32 Unrealized
PG PROCTER AND GAMBLE CO 1.3%
Value ($000) $3,683 Shares 21,266 Est. Cost $133.69 Unrealized +22.8%
DFAS DIMENSIONAL ETF TRUST 1.2%
Value ($000) $3,499 Shares 53,951 Est. Cost $56.86 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $3,260 Shares 11,512 Est. Cost $227.23 Unrealized
IJH ISHARES TR 1.1%
Value ($000) $3,164 Shares 50,769 Est. Cost $77.53 Unrealized
IVE ISHARES TR 1.1%
Value ($000) $3,062 Shares 15,528 Est. Cost $164.41 Unrealized
IGSB ISHARES TR 1.0%
Value ($000) $2,826 Shares 53,669 Est. Cost $52.18 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.0%
Value ($000) $2,803 Shares 59,978 Est. Cost $45.96 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,612 Shares 44,253 Est. Cost $58.21 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,556 Shares 5,238 Est. Cost $375.38 Unrealized
IUSB ISHARES TR 0.9%
Value ($000) $2,542 Shares 53,946 Est. Cost $47.12 Unrealized
ISTB ISHARES TR 0.8%
Value ($000) $2,298 Shares 47,202 Est. Cost $49.03 Unrealized
VB VANGUARD INDEX FDS 0.8%
Value ($000) $2,294 Shares 9,669 Est. Cost $210.24 Unrealized
IEFA ISHARES TR 0.8%
Value ($000) $2,284 Shares 29,268 Est. Cost $72.04 Unrealized
VOO VANGUARD INDEX FDS 0.8%
Value ($000) $2,261 Shares 4,284 Est. Cost $395.99 Unrealized
HDV ISHARES TR 0.7%
Value ($000) $2,140 Shares 18,197 Est. Cost $103.02 Unrealized
LQD ISHARES TR 0.7%
Value ($000) $2,096 Shares 18,554 Est. Cost $123.90 Unrealized
SCHD SCHWAB STRATEGIC TR 0.7%
Value ($000) $2,087 Shares 24,684 Est. Cost $75.64 Unrealized
SHY ISHARES TR 0.7%
Value ($000) $1,995 Shares 23,996 Est. Cost $82.92 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.7%
Value ($000) $1,962 Shares 3,444 Est. Cost $489.47 Unrealized
DVY ISHARES TR 0.7%
Value ($000) $1,894 Shares 14,025 Est. Cost $124.69 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.7%
Value ($000) $1,884 Shares 29,747 Est. Cost $59.36 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $1,841 Shares 4,904 Est. Cost $266.24 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,715 Shares 14,120 Est. Cost $97.80 Unrealized +20.7%
TSLA TESLA INC 0.6%
Value ($000) $1,618 Shares 6,185 Est. Cost $279.82 Unrealized -18.5%
META META PLATFORMS INC 0.6%
Value ($000) $1,610 Shares 2,813 Est. Cost $193.99 Unrealized +164.0%
VNQ VANGUARD INDEX FDS 0.6%
Value ($000) $1,588 Shares 16,300 Est. Cost $99.32 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%
Value ($000) $1,571 Shares 3,414 Est. Cost $302.23 Unrealized +46.3%
O REALTY INCOME CORP 0.5%
Value ($000) $1,568 Shares 24,725 Est. Cost $55.44 Unrealized -0.8%
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,497 Shares 12,774 Est. Cost $60.02 Unrealized +83.3%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,441 Shares 2,512 Est. Cost $503.59 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.5%
Value ($000) $1,390 Shares 29,059 Est. Cost $46.28 Unrealized
BND VANGUARD BD INDEX FDS 0.5%
Value ($000) $1,389 Shares 18,497 Est. Cost $75.73 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,357 Shares 5,348 Est. Cost $235.65 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,275 Shares 7,628 Est. Cost $111.87 Unrealized +50.4%
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,229 Shares 15,473 Est. Cost $76.52 Unrealized
IYW ISHARES TR 0.4%
Value ($000) $1,150 Shares 7,583 Est. Cost $106.22 Unrealized
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $1,104 Shares 17,058 Est. Cost $53.77 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,085 Shares 5,147 Est. Cost $155.37 Unrealized +31.9%
IWD ISHARES TR 0.4%
Value ($000) $1,034 Shares 5,447 Est. Cost $153.00 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $966 Shares 5,388 Est. Cost $133.62 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.3%
Value ($000) $963 Shares 22,306 Est. Cost $42.51 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $960 Shares 2,780 Est. Cost $271.40 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $923 Shares 27,766 Est. Cost $33.84 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $918 Shares 17,923 Est. Cost $49.75 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $907 Shares 5,471 Est. Cost $117.20 Unrealized +42.3%
PLD PROLOGIS INC. 0.3%
Value ($000) $889 Shares 7,036 Est. Cost $135.45 Unrealized -12.8%
TPL TEXAS PACIFIC LAND CORPORATI 0.3%
Value ($000) $887 Shares 1,003 Est. Cost $272.35 Unrealized 0.0%
AGG ISHARES TR 0.3%
Value ($000) $882 Shares 8,710 Est. Cost $107.33 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $855 Shares 21,553 Est. Cost $34.33 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $855 Shares 4,331 Est. Cost $112.16 Unrealized +59.3%
FELV FIDELITY COVINGTON TRUST 0.3%
Value ($000) $835 Shares 26,984 Est. Cost $27.10 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $820 Shares 13,072 Est. Cost $55.21 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $808 Shares 17,837 Est. Cost $34.77 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $791 Shares 4,883 Est. Cost $145.38 Unrealized +5.0%
IWR ISHARES TR 0.3%
Value ($000) $763 Shares 8,652 Est. Cost $77.09 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $754 Shares 20,269 Est. Cost $24.93 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $750 Shares 9,037 Est. Cost $74.75 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $726 Shares 16,168 Est. Cost $38.90 Unrealized -1.3%
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $717 Shares 13,577 Est. Cost $50.48 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $699 Shares 3,160 Est. Cost $128.18 Unrealized +47.4%
GLD SPDR GOLD TR 0.2%
Value ($000) $698 Shares 2,871 Est. Cost $170.79 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $680 Shares 1,890 Est. Cost $319.12 Unrealized +2.0%
LLY ELI LILLY & CO 0.2%
Value ($000) $677 Shares 764 Est. Cost $412.75 Unrealized +115.7%
AMGN AMGEN INC 0.2%
Value ($000) $664 Shares 2,060 Est. Cost $185.15 Unrealized +69.1%
CMF ISHARES TR 0.2%
Value ($000) $662 Shares 11,400 Est. Cost $54.84 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $662 Shares 4,659 Est. Cost $124.71 Unrealized
WELL WELLTOWER INC 0.2%
Value ($000) $615 Shares 4,804 Est. Cost $78.67 Unrealized +44.7%
NOBL PROSHARES TR 0.2%
Value ($000) $595 Shares 5,578 Est. Cost $99.90 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.2%
Value ($000) $577 Shares 15,164 Est. Cost $33.92 Unrealized
SHV ISHARES TR 0.2%
Value ($000) $566 Shares 5,116 Est. Cost $110.24 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $565 Shares 2,786 Est. Cost $168.46 Unrealized
VPLS VANGUARD MALVERN FDS 0.2%
Value ($000) $561 Shares 7,068 Est. Cost $79.32 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.2%
Value ($000) $552 Shares 12,896 Est. Cost $36.54 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $544 Shares 6,499 Est. Cost $82.49 Unrealized
T AT&T INC 0.2%
Value ($000) $541 Shares 24,589 Est. Cost $14.96 Unrealized +25.5%
IXUS ISHARES TR 0.2%
Value ($000) $506 Shares 6,967 Est. Cost $67.90 Unrealized
BOND PIMCO ETF TR 0.2%
Value ($000) $502 Shares 5,308 Est. Cost $91.77 Unrealized
WMT WALMART INC 0.2%
Value ($000) $499 Shares 6,182 Est. Cost $58.70 Unrealized +23.5%
SLQD ISHARES TR 0.2%
Value ($000) $488 Shares 9,685 Est. Cost $49.42 Unrealized
DFAE DIMENSIONAL ETF TRUST 0.2%
Value ($000) $485 Shares 17,685 Est. Cost $22.38 Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $483 Shares 7,340 Est. Cost $65.83 Unrealized
VO VANGUARD INDEX FDS 0.2%
Value ($000) $473 Shares 1,795 Est. Cost $224.07 Unrealized
AME AMETEK INC 0.2%
Value ($000) $466 Shares 2,716 Est. Cost $133.10 Unrealized +24.2%
IEMG ISHARES INC 0.2%
Value ($000) $449 Shares 7,828 Est. Cost $53.99 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $439 Shares 7,260 Est. Cost $58.76 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.2%
Value ($000) $439 Shares 12,274 Est. Cost $27.79 Unrealized
RTX RTX CORPORATION 0.1%
Value ($000) $426 Shares 3,516 Est. Cost $79.28 Unrealized +40.1%
IYR ISHARES TR 0.1%
Value ($000) $406 Shares 3,984 Est. Cost $103.77 Unrealized
FTNT FORTINET INC 0.1%
Value ($000) $392 Shares 5,058 Est. Cost $54.17 Unrealized +26.1%
IUSV ISHARES TR 0.1%
Value ($000) $391 Shares 4,093 Est. Cost $75.70 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $387 Shares 436 Est. Cost $861.91 Unrealized 0.0%
KORP AMERICAN CENTY ETF TR 0.1%
Value ($000) $384 Shares 7,950 Est. Cost $50.00 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $381 Shares 9,274 Est. Cost $38.83 Unrealized
BWX SPDR SER TR 0.1%
Value ($000) $375 Shares 16,051 Est. Cost $23.36 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $367 Shares 3,736 Est. Cost $93.05 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $357 Shares 1,258 Est. Cost $211.69 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $347 Shares 3,040 Est. Cost $114.04 Unrealized -6.1%
MO ALTRIA GROUP INC 0.1%
Value ($000) $344 Shares 6,748 Est. Cost $33.20 Unrealized +37.1%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $343 Shares 695 Est. Cost $390.13 Unrealized +18.3%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $339 Shares 1,635 Est. Cost $146.36 Unrealized +39.6%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $338 Shares 5,976 Est. Cost $44.46 Unrealized +23.4%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $338 Shares 2,057 Est. Cost $104.80 Unrealized +45.0%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $334 Shares 718 Est. Cost $369.42 Unrealized +30.0%
ORCL ORACLE CORP 0.1%
Value ($000) $329 Shares 1,928 Est. Cost $115.84 Unrealized +23.5%
DFAW DIMENSIONAL ETF TRUST 0.1%
Value ($000) $319 Shares 5,024 Est. Cost $59.54 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $311 Shares 856 Est. Cost $265.09 Unrealized +15.6%
TIP ISHARES TR 0.1%
Value ($000) $311 Shares 2,816 Est. Cost $121.91 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $308 Shares 7,759 Est. Cost $28.85 Unrealized +34.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $303 Shares 4,804 Est. Cost $44.66 Unrealized
SYSB ISHARES TR 0.1%
Value ($000) $302 Shares 3,404 Est. Cost $94.94 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $299 Shares 512 Est. Cost $465.62 Unrealized +17.8%
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $294 Shares 4,713 Est. Cost $55.80 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $293 Shares 5,507 Est. Cost $50.40 Unrealized -7.2%
IYF ISHARES TR 0.1%
Value ($000) $292 Shares 2,814 Est. Cost $74.60 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $283 Shares 2,493 Est. Cost $85.24 Unrealized +32.5%
MINT PIMCO ETF TR 0.1%
Value ($000) $282 Shares 2,800 Est. Cost $100.56 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $279 Shares 690 Est. Cost $285.90 Unrealized +23.3%
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $276 Shares 2,800 Est. Cost $77.70 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $258 Shares 5,193 Est. Cost $39.03 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $257 Shares 1,050 Est. Cost $284.68 Unrealized -17.0%
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $257 Shares 9,115 Est. Cost $26.73 Unrealized
RGEN REPLIGEN CORP 0.1%
Value ($000) $256 Shares 1,721 Est. Cost $269.41 Unrealized -46.8%
EEM ISHARES TR 0.1%
Value ($000) $256 Shares 5,584 Est. Cost $45.86 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $256 Shares 1,738 Est. Cost $125.48 Unrealized +11.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $253 Shares 480 Est. Cost $478.00 Unrealized 0.0%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $250 Shares 3,194 Est. Cost $72.68 Unrealized
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $249 Shares 1,238 Est. Cost $158.81 Unrealized
V VISA INC 0.1%
Value ($000) $247 Shares 897 Est. Cost $244.11 Unrealized +9.7%
SYK STRYKER CORPORATION 0.1%
Value ($000) $245 Shares 679 Est. Cost $331.11 Unrealized +2.8%
KO COCA COLA CO 0.1%
Value ($000) $243 Shares 3,378 Est. Cost $59.18 Unrealized +10.9%
SBUX STARBUCKS CORP 0.1%
Value ($000) $234 Shares 2,396 Est. Cost $86.52 Unrealized -4.3%
MMM 3M CO 0.1%
Value ($000) $233 Shares 1,701 Est. Cost $119.14 Unrealized 0.0%
FHLC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $231 Shares 3,173 Est. Cost $63.12 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $230 Shares 4,498 Est. Cost $50.62 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $227 Shares 7,996 Est. Cost $26.57 Unrealized
FELC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $225 Shares 7,025 Est. Cost $29.51 Unrealized
VALQ AMERICAN CENTY ETF TR 0.1%
Value ($000) $224 Shares 3,600 Est. Cost $58.30 Unrealized
IGEB ISHARES TR 0.1%
Value ($000) $220 Shares 4,732 Est. Cost $46.47 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $218 Shares 2,092 Est. Cost $83.20 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $216 Shares 2,240 Est. Cost $98.50 Unrealized -8.0%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $215 Shares 885 Est. Cost $235.79 Unrealized
FLV AMERICAN CENTY ETF TR 0.1%
Value ($000) $213 Shares 3,050 Est. Cost $69.96 Unrealized
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $211 Shares 4,225 Est. Cost $48.84 Unrealized
RLI RLI CORP 0.1%
Value ($000) $210 Shares 1,358 Est. Cost $45.65 Unrealized +51.6%
PSN PARSONS CORP DEL 0.1%
Value ($000) $209 Shares 2,014 Est. Cost $89.72 Unrealized 0.0%
PEP PEPSICO INC 0.1%
Value ($000) $208 Shares 1,223 Est. Cost $146.68 Unrealized +11.1%
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $206 Shares 2,348 Est. Cost $94.14 Unrealized
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $159 Shares 18,000 Est. Cost $10.40 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $64 Shares 21,500 Est. Cost $2.72 Unrealized -22.2%