Investment Advisory Group, LLC Diversified Active

CIK: 0001910273 · Show all filings

Period: Q4 2024 (← Previous) (Next →)

Filing Date: Jan 17, 2025

Total Value ($000): $298,628 (100.0% shares, 0.0% debt)

Holdings (168)

VUG VANGUARD INDEX FDS 6.7%
Value ($000) $20,013 Shares 48,760 Est. Cost $285.65 Unrealized
VYM VANGUARD WHITEHALL FDS 6.6%
Value ($000) $19,713 Shares 154,503 Est. Cost $112.72 Unrealized
DFAC DIMENSIONAL ETF TRUST 6.5%
Value ($000) $19,390 Shares 560,569 Est. Cost $27.43 Unrealized
IJR ISHARES TR 4.5%
Value ($000) $13,437 Shares 116,620 Est. Cost $103.67 Unrealized
IVV ISHARES TR 4.1%
Value ($000) $12,095 Shares 20,545 Est. Cost $468.83 Unrealized
DFUS DIMENSIONAL ETF TRUST 2.9%
Value ($000) $8,517 Shares 133,598 Est. Cost $55.67 Unrealized
AAPL APPLE INC 2.7%
Value ($000) $8,089 Shares 32,301 Est. Cost $156.79 Unrealized +49.6%
IVW ISHARES TR 2.5%
Value ($000) $7,566 Shares 74,516 Est. Cost $80.27 Unrealized
VTV VANGUARD INDEX FDS 2.1%
Value ($000) $6,411 Shares 37,865 Est. Cost $143.68 Unrealized
USMV ISHARES TR 2.1%
Value ($000) $6,173 Shares 69,524 Est. Cost $75.29 Unrealized
AOM ISHARES TR 2.0%
Value ($000) $5,835 Shares 134,314 Est. Cost $43.41 Unrealized
AMZN AMAZON COM INC 1.8%
Value ($000) $5,468 Shares 24,924 Est. Cost $129.39 Unrealized +58.1%
MSFT MICROSOFT CORP 1.8%
Value ($000) $5,464 Shares 12,964 Est. Cost $321.69 Unrealized +31.3%
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $5,279 Shares 26,959 Est. Cost $159.29 Unrealized
AOK ISHARES TR 1.8%
Value ($000) $5,239 Shares 140,467 Est. Cost $38.37 Unrealized
ITOT ISHARES TR 1.7%
Value ($000) $5,217 Shares 40,559 Est. Cost $100.87 Unrealized
DFAX DIMENSIONAL ETF TRUST 1.4%
Value ($000) $4,328 Shares 174,077 Est. Cost $25.18 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.3%
Value ($000) $4,018 Shares 98,192 Est. Cost $32.32 Unrealized
IJH ISHARES TR 1.2%
Value ($000) $3,724 Shares 59,762 Est. Cost $75.24 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.2%
Value ($000) $3,666 Shares 54,008 Est. Cost $66.52 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $3,537 Shares 21,098 Est. Cost $133.69 Unrealized +24.0%
DFAS DIMENSIONAL ETF TRUST 1.2%
Value ($000) $3,519 Shares 54,075 Est. Cost $56.86 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $3,427 Shares 11,824 Est. Cost $228.88 Unrealized
IVE ISHARES TR 1.1%
Value ($000) $3,362 Shares 17,612 Est. Cost $167.54 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.1%
Value ($000) $3,259 Shares 72,632 Est. Cost $45.77 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,811 Shares 5,498 Est. Cost $381.80 Unrealized
IGSB ISHARES TR 0.9%
Value ($000) $2,781 Shares 53,797 Est. Cost $52.18 Unrealized
SHY ISHARES TR 0.9%
Value ($000) $2,658 Shares 32,424 Est. Cost $82.68 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $2,643 Shares 4,906 Est. Cost $414.10 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $2,602 Shares 10,827 Est. Cost $213.45 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.8%
Value ($000) $2,508 Shares 43,104 Est. Cost $58.21 Unrealized
IUSB ISHARES TR 0.8%
Value ($000) $2,456 Shares 54,346 Est. Cost $47.12 Unrealized
SCHD SCHWAB STRATEGIC TR 0.8%
Value ($000) $2,455 Shares 89,864 Est. Cost $40.59 Unrealized
TSLA TESLA INC 0.8%
Value ($000) $2,433 Shares 6,024 Est. Cost $279.82 Unrealized +15.0%
ISTB ISHARES TR 0.8%
Value ($000) $2,349 Shares 49,176 Est. Cost $48.98 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,096 Shares 32,674 Est. Cost $59.79 Unrealized
IWF ISHARES TR 0.7%
Value ($000) $2,065 Shares 5,142 Est. Cost $272.50 Unrealized
HDV ISHARES TR 0.7%
Value ($000) $2,034 Shares 18,123 Est. Cost $103.02 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $2,003 Shares 28,502 Est. Cost $72.04 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $1,913 Shares 3,359 Est. Cost $489.47 Unrealized
NVDA NVIDIA CORPORATION 0.6%
Value ($000) $1,864 Shares 13,881 Est. Cost $97.80 Unrealized +40.9%
DVY ISHARES TR 0.6%
Value ($000) $1,815 Shares 13,822 Est. Cost $124.69 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $1,790 Shares 16,752 Est. Cost $123.90 Unrealized
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,788 Shares 24,870 Est. Cost $74.75 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,660 Shares 3,662 Est. Cost $313.03 Unrealized +47.5%
META META PLATFORMS INC 0.6%
Value ($000) $1,647 Shares 2,813 Est. Cost $193.99 Unrealized +201.4%
VTHR VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,550 Shares 5,966 Est. Cost $238.15 Unrealized
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,476 Shares 2,518 Est. Cost $503.59 Unrealized
GOOG ALPHABET INC 0.5%
Value ($000) $1,463 Shares 7,684 Est. Cost $111.87 Unrealized +57.0%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,453 Shares 16,316 Est. Cost $99.32 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 0.4%
Value ($000) $1,335 Shares 17,108 Est. Cost $76.66 Unrealized
XOM EXXON MOBIL CORP 0.4%
Value ($000) $1,328 Shares 12,343 Est. Cost $60.02 Unrealized +87.2%
O REALTY INCOME CORP 0.4%
Value ($000) $1,276 Shares 23,883 Est. Cost $55.44 Unrealized -1.7%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $1,241 Shares 21,054 Est. Cost $54.75 Unrealized
IYW ISHARES TR 0.4%
Value ($000) $1,198 Shares 7,511 Est. Cost $106.22 Unrealized
VPLS VANGUARD MALVERN FDS 0.4%
Value ($000) $1,182 Shares 15,555 Est. Cost $77.50 Unrealized
FELV FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,126 Shares 36,968 Est. Cost $28.01 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $1,116 Shares 25,335 Est. Cost $46.28 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.4%
Value ($000) $1,109 Shares 1,003 Est. Cost $272.35 Unrealized +49.1%
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,104 Shares 4,607 Est. Cost $155.37 Unrealized +46.8%
GOOGL ALPHABET INC 0.4%
Value ($000) $1,066 Shares 5,632 Est. Cost $118.83 Unrealized +46.6%
VOOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $1,020 Shares 2,787 Est. Cost $271.40 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $1,016 Shares 5,488 Est. Cost $153.00 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $970 Shares 19,213 Est. Cost $49.80 Unrealized
QUAL ISHARES TR 0.3%
Value ($000) $960 Shares 5,389 Est. Cost $133.62 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.3%
Value ($000) $912 Shares 22,101 Est. Cost $42.51 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $885 Shares 21,851 Est. Cost $34.41 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $864 Shares 17,875 Est. Cost $34.77 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.3%
Value ($000) $860 Shares 18,597 Est. Cost $39.52 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $860 Shares 27,349 Est. Cost $33.84 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $838 Shares 13,665 Est. Cost $55.48 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $837 Shares 23,588 Est. Cost $34.48 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $774 Shares 4,354 Est. Cost $112.16 Unrealized +58.2%
DFSU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $768 Shares 20,269 Est. Cost $24.93 Unrealized
PLD PROLOGIS INC. 0.3%
Value ($000) $765 Shares 7,236 Est. Cost $134.75 Unrealized -18.2%
IWR ISHARES TR 0.3%
Value ($000) $760 Shares 8,598 Est. Cost $77.09 Unrealized
AGG ISHARES TR 0.3%
Value ($000) $747 Shares 7,705 Est. Cost $107.33 Unrealized
GLD SPDR GOLD TR 0.2%
Value ($000) $733 Shares 3,026 Est. Cost $174.45 Unrealized
XLP SELECT SECTOR SPDR TR 0.2%
Value ($000) $729 Shares 9,278 Est. Cost $74.85 Unrealized
VGIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $694 Shares 11,958 Est. Cost $58.46 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.2%
Value ($000) $688 Shares 14,377 Est. Cost $50.33 Unrealized
JNJ JOHNSON & JOHNSON 0.2%
Value ($000) $680 Shares 4,700 Est. Cost $145.38 Unrealized +2.9%
CMF ISHARES TR 0.2%
Value ($000) $653 Shares 11,400 Est. Cost $54.84 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $644 Shares 1,735 Est. Cost $319.12 Unrealized +14.6%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $629 Shares 15,725 Est. Cost $38.90 Unrealized +1.3%
WELL WELLTOWER INC 0.2%
Value ($000) $616 Shares 4,889 Est. Cost $79.54 Unrealized +61.8%
SDY SPDR SER TR 0.2%
Value ($000) $610 Shares 4,615 Est. Cost $124.71 Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $602 Shares 9,020 Est. Cost $66.01 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $592 Shares 767 Est. Cost $412.75 Unrealized +98.9%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $582 Shares 2,648 Est. Cost $128.18 Unrealized +68.8%
MTUM ISHARES TR 0.2%
Value ($000) $577 Shares 2,787 Est. Cost $168.46 Unrealized
T AT&T INC 0.2%
Value ($000) $559 Shares 24,545 Est. Cost $14.96 Unrealized +43.8%
NOBL PROSHARES TR 0.2%
Value ($000) $555 Shares 5,578 Est. Cost $99.90 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $532 Shares 2,041 Est. Cost $185.15 Unrealized +54.5%
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $522 Shares 6,499 Est. Cost $82.49 Unrealized
AME AMETEK INC 0.2%
Value ($000) $490 Shares 2,716 Est. Cost $133.10 Unrealized +35.8%
IXUS ISHARES TR 0.2%
Value ($000) $487 Shares 7,366 Est. Cost $67.80 Unrealized
SLQD ISHARES TR 0.2%
Value ($000) $487 Shares 9,785 Est. Cost $49.42 Unrealized
BOND PIMCO ETF TR 0.2%
Value ($000) $480 Shares 5,308 Est. Cost $91.77 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $478 Shares 5,058 Est. Cost $54.17 Unrealized +64.2%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $478 Shares 1,809 Est. Cost $224.07 Unrealized
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $445 Shares 486 Est. Cost $868.16 Unrealized +6.3%
WMT WALMART INC 0.1%
Value ($000) $413 Shares 4,574 Est. Cost $58.70 Unrealized +46.2%
RTX RTX CORPORATION 0.1%
Value ($000) $409 Shares 3,536 Est. Cost $79.28 Unrealized +49.2%
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $403 Shares 12,274 Est. Cost $27.79 Unrealized
PYLD PIMCO ETF TR 0.1%
Value ($000) $397 Shares 15,298 Est. Cost $25.92 Unrealized
IUSV ISHARES TR 0.1%
Value ($000) $379 Shares 4,093 Est. Cost $75.70 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $375 Shares 3,314 Est. Cost $113.99 Unrealized -0.6%
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $374 Shares 710 Est. Cost $392.76 Unrealized +31.0%
IYR ISHARES TR 0.1%
Value ($000) $371 Shares 3,984 Est. Cost $103.77 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $361 Shares 2,168 Est. Cost $122.48 Unrealized +43.6%
IWO ISHARES TR 0.1%
Value ($000) $357 Shares 1,242 Est. Cost $211.69 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $353 Shares 3,817 Est. Cost $93.04 Unrealized
BWX SPDR SER TR 0.1%
Value ($000) $346 Shares 16,164 Est. Cost $23.36 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $343 Shares 18,548 Est. Cost $28.66 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $340 Shares 7,734 Est. Cost $28.85 Unrealized +48.5%
IGEB ISHARES TR 0.1%
Value ($000) $339 Shares 7,644 Est. Cost $45.67 Unrealized
MO ALTRIA GROUP INC 0.1%
Value ($000) $336 Shares 6,432 Est. Cost $33.20 Unrealized +47.1%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $330 Shares 4,271 Est. Cost $77.27 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $326 Shares 5,509 Est. Cost $50.40 Unrealized +9.9%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $324 Shares 1,604 Est. Cost $146.36 Unrealized +44.2%
DFAW DIMENSIONAL ETF TRUST 0.1%
Value ($000) $319 Shares 5,102 Est. Cost $59.58 Unrealized
KORP AMERICAN CENTY ETF TR 0.1%
Value ($000) $308 Shares 6,700 Est. Cost $50.00 Unrealized
IYF ISHARES TR 0.1%
Value ($000) $302 Shares 2,735 Est. Cost $74.60 Unrealized
IEMG ISHARES INC 0.1%
Value ($000) $299 Shares 5,718 Est. Cost $53.99 Unrealized
V VISA INC 0.1%
Value ($000) $289 Shares 915 Est. Cost $245.18 Unrealized +21.7%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $288 Shares 716 Est. Cost $369.42 Unrealized +25.5%
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $285 Shares 2,800 Est. Cost $77.70 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $282 Shares 2,806 Est. Cost $100.56 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $279 Shares 2,616 Est. Cost $121.91 Unrealized
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $278 Shares 929 Est. Cost $269.08 Unrealized +17.4%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $276 Shares 4,804 Est. Cost $44.66 Unrealized
WDAY WORKDAY INC 0.1%
Value ($000) $271 Shares 1,050 Est. Cost $284.68 Unrealized -10.3%
HD HOME DEPOT INC 0.1%
Value ($000) $270 Shares 695 Est. Cost $285.90 Unrealized +39.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $269 Shares 2,413 Est. Cost $98.86 Unrealized +4.7%
DFAE DIMENSIONAL ETF TRUST 0.1%
Value ($000) $268 Shares 10,581 Est. Cost $22.38 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $268 Shares 529 Est. Cost $468.42 Unrealized +18.0%
EWX SPDR INDEX SHS FDS 0.1%
Value ($000) $264 Shares 4,505 Est. Cost $55.80 Unrealized
SYSB ISHARES TR 0.1%
Value ($000) $257 Shares 2,959 Est. Cost $94.94 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $257 Shares 5,193 Est. Cost $39.03 Unrealized
CVX CHEVRON CORP NEW 0.1%
Value ($000) $255 Shares 1,760 Est. Cost $125.73 Unrealized +15.7%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $253 Shares 2,098 Est. Cost $105.56 Unrealized +36.3%
MRK MERCK & CO INC 0.1%
Value ($000) $250 Shares 2,518 Est. Cost $85.37 Unrealized +15.6%
RGEN REPLIGEN CORP 0.1%
Value ($000) $248 Shares 1,721 Est. Cost $269.41 Unrealized -46.8%
SYK STRYKER CORPORATION 0.1%
Value ($000) $245 Shares 680 Est. Cost $331.11 Unrealized +10.6%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $239 Shares 3,194 Est. Cost $72.68 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $237 Shares 9,186 Est. Cost $26.73 Unrealized
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $233 Shares 8,369 Est. Cost $41.70 Unrealized
FELC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $231 Shares 7,025 Est. Cost $29.51 Unrealized
FLOT ISHARES TR 0.1%
Value ($000) $229 Shares 4,498 Est. Cost $50.62 Unrealized
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $225 Shares 480 Est. Cost $478.00 Unrealized +3.1%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $225 Shares 3,206 Est. Cost $44.46 Unrealized +49.9%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $225 Shares 885 Est. Cost $235.79 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $223 Shares 2,441 Est. Cost $86.65 Unrealized +8.4%
VBR VANGUARD INDEX FDS 0.1%
Value ($000) $220 Shares 1,108 Est. Cost $158.81 Unrealized
VALQ AMERICAN CENTY ETF TR 0.1%
Value ($000) $220 Shares 3,600 Est. Cost $58.30 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $214 Shares 3,443 Est. Cost $59.25 Unrealized +6.5%
FLV AMERICAN CENTY ETF TR 0.1%
Value ($000) $210 Shares 3,150 Est. Cost $69.86 Unrealized
VUSB VANGUARD BD INDEX FDS 0.1%
Value ($000) $210 Shares 4,233 Est. Cost $48.84 Unrealized
MMM 3M CO 0.1%
Value ($000) $207 Shares 1,601 Est. Cost $119.14 Unrealized +7.8%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $205 Shares 2,293 Est. Cost $88.03 Unrealized 0.0%
SLV ISHARES SILVER TR 0.1%
Value ($000) $205 Shares 7,770 Est. Cost $26.57 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $203 Shares 4,858 Est. Cost $45.86 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $201 Shares 2,348 Est. Cost $94.14 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $200 Shares 716 Est. Cost $279.86 Unrealized
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $161 Shares 18,000 Est. Cost $10.40 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $104 Shares 21,500 Est. Cost $2.72 Unrealized +19.0%
MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $30 Shares 32,000 Est. Cost $0.95 Unrealized