Investment Advisory Group, LLC Diversified Active

CIK: 0001910273 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: Apr 14, 2025

Total Value ($000): $298,932 (100.0% shares, 0.0% debt)

Holdings (168)

VYM VANGUARD WHITEHALL FDS 7.0%
Value ($000) $20,824 Shares 161,475 Est. Cost $113.43 Unrealized
VUG VANGUARD INDEX FDS 6.6%
Value ($000) $19,741 Shares 53,236 Est. Cost $292.81 Unrealized
DFAC DIMENSIONAL ETF TRUST 6.3%
Value ($000) $18,726 Shares 567,641 Est. Cost $27.49 Unrealized
IJR ISHARES TR 4.1%
Value ($000) $12,307 Shares 117,693 Est. Cost $103.67 Unrealized
IVV ISHARES TR 4.0%
Value ($000) $11,846 Shares 21,083 Est. Cost $471.21 Unrealized
DFUS DIMENSIONAL ETF TRUST 3.1%
Value ($000) $9,146 Shares 151,216 Est. Cost $56.23 Unrealized
AAPL APPLE INC 2.4%
Value ($000) $7,097 Shares 31,950 Est. Cost $156.79 Unrealized +47.2%
IVW ISHARES TR 2.3%
Value ($000) $7,002 Shares 75,425 Est. Cost $80.42 Unrealized
VTV VANGUARD INDEX FDS 2.3%
Value ($000) $6,838 Shares 39,585 Est. Cost $144.94 Unrealized
USMV ISHARES TR 2.1%
Value ($000) $6,426 Shares 68,609 Est. Cost $75.29 Unrealized
AOM ISHARES TR 2.0%
Value ($000) $5,971 Shares 136,066 Est. Cost $43.42 Unrealized
AOK ISHARES TR 1.8%
Value ($000) $5,440 Shares 144,566 Est. Cost $38.35 Unrealized
VIG VANGUARD SPECIALIZED FUNDS 1.8%
Value ($000) $5,237 Shares 26,997 Est. Cost $159.29 Unrealized
ITOT ISHARES TR 1.7%
Value ($000) $5,043 Shares 41,333 Est. Cost $101.27 Unrealized
AMZN AMAZON COM INC 1.6%
Value ($000) $4,770 Shares 25,069 Est. Cost $129.39 Unrealized +67.7%
DFAX DIMENSIONAL ETF TRUST 1.5%
Value ($000) $4,583 Shares 174,914 Est. Cost $25.18 Unrealized
MSFT MICROSOFT CORP 1.4%
Value ($000) $4,242 Shares 11,300 Est. Cost $321.69 Unrealized +25.9%
IJH ISHARES TR 1.4%
Value ($000) $4,161 Shares 71,316 Est. Cost $72.50 Unrealized
DFUV DIMENSIONAL ETF TRUST 1.4%
Value ($000) $4,046 Shares 98,192 Est. Cost $32.32 Unrealized
VYMI VANGUARD WHITEHALL FDS 1.2%
Value ($000) $3,687 Shares 50,035 Est. Cost $66.52 Unrealized
PG PROCTER AND GAMBLE CO 1.2%
Value ($000) $3,498 Shares 20,526 Est. Cost $133.69 Unrealized +22.6%
IVE ISHARES TR 1.1%
Value ($000) $3,417 Shares 17,931 Est. Cost $167.95 Unrealized
VTI VANGUARD INDEX FDS 1.1%
Value ($000) $3,319 Shares 12,075 Est. Cost $229.84 Unrealized
DFAS DIMENSIONAL ETF TRUST 1.1%
Value ($000) $3,232 Shares 54,088 Est. Cost $56.86 Unrealized
FBND FIDELITY MERRIMACK STR TR 1.1%
Value ($000) $3,187 Shares 69,820 Est. Cost $45.77 Unrealized
IGSB ISHARES TR 1.0%
Value ($000) $2,996 Shares 57,199 Est. Cost $52.19 Unrealized
SCHD SCHWAB STRATEGIC TR 1.0%
Value ($000) $2,964 Shares 106,004 Est. Cost $38.67 Unrealized
SHY ISHARES TR 0.9%
Value ($000) $2,825 Shares 34,147 Est. Cost $82.68 Unrealized
VGSH VANGUARD SCOTTSDALE FDS 0.9%
Value ($000) $2,688 Shares 45,802 Est. Cost $58.23 Unrealized
QQQ INVESCO QQQ TR 0.9%
Value ($000) $2,675 Shares 5,706 Est. Cost $384.98 Unrealized
VOO VANGUARD INDEX FDS 0.9%
Value ($000) $2,643 Shares 5,142 Est. Cost $418.68 Unrealized
IUSB ISHARES TR 0.9%
Value ($000) $2,599 Shares 56,403 Est. Cost $47.08 Unrealized
VB VANGUARD INDEX FDS 0.9%
Value ($000) $2,593 Shares 11,692 Est. Cost $214.06 Unrealized
ISTB ISHARES TR 0.8%
Value ($000) $2,431 Shares 50,286 Est. Cost $48.97 Unrealized
HDV ISHARES TR 0.7%
Value ($000) $2,196 Shares 18,130 Est. Cost $103.02 Unrealized
DCOR DIMENSIONAL ETF TRUST 0.7%
Value ($000) $2,163 Shares 35,276 Est. Cost $59.91 Unrealized
IEFA ISHARES TR 0.7%
Value ($000) $2,147 Shares 28,387 Est. Cost $72.04 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.7%
Value ($000) $1,964 Shares 3,688 Est. Cost $313.03 Unrealized +55.3%
BND VANGUARD BD INDEX FDS 0.6%
Value ($000) $1,875 Shares 25,530 Est. Cost $74.72 Unrealized
IWF ISHARES TR 0.6%
Value ($000) $1,862 Shares 5,156 Est. Cost $272.50 Unrealized
MDY SPDR S&P MIDCAP 400 ETF TR 0.6%
Value ($000) $1,851 Shares 3,470 Est. Cost $490.88 Unrealized
DVY ISHARES TR 0.6%
Value ($000) $1,830 Shares 13,626 Est. Cost $124.69 Unrealized
LQD ISHARES TR 0.6%
Value ($000) $1,804 Shares 16,598 Est. Cost $123.90 Unrealized
META META PLATFORMS INC 0.6%
Value ($000) $1,728 Shares 2,998 Est. Cost $221.71 Unrealized +190.1%
VPLS VANGUARD MALVERN FDS 0.5%
Value ($000) $1,643 Shares 21,179 Est. Cost $77.52 Unrealized
TSLA TESLA INC 0.5%
Value ($000) $1,540 Shares 5,941 Est. Cost $279.82 Unrealized +19.1%
VCSH VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,517 Shares 19,218 Est. Cost $76.91 Unrealized
VTHR VANGUARD SCOTTSDALE FDS 0.5%
Value ($000) $1,489 Shares 6,033 Est. Cost $238.24 Unrealized
XOM EXXON MOBIL CORP 0.5%
Value ($000) $1,483 Shares 12,467 Est. Cost $60.48 Unrealized +77.2%
O REALTY INCOME CORP 0.5%
Value ($000) $1,480 Shares 25,512 Est. Cost $55.25 Unrealized -4.8%
VNQ VANGUARD INDEX FDS 0.5%
Value ($000) $1,478 Shares 16,319 Est. Cost $99.32 Unrealized
NVDA NVIDIA CORPORATION 0.5%
Value ($000) $1,443 Shares 13,312 Est. Cost $97.80 Unrealized +29.6%
SPY SPDR S&P 500 ETF TR 0.5%
Value ($000) $1,412 Shares 2,524 Est. Cost $503.59 Unrealized
TPL TEXAS PACIFIC LAND CORPORATI 0.4%
Value ($000) $1,329 Shares 1,003 Est. Cost $272.35 Unrealized +62.8%
VXUS VANGUARD STAR FDS 0.4%
Value ($000) $1,327 Shares 21,369 Est. Cost $54.86 Unrealized
GOOG ALPHABET INC 0.4%
Value ($000) $1,218 Shares 7,799 Est. Cost $112.91 Unrealized +61.6%
FELV FIDELITY COVINGTON TRUST 0.4%
Value ($000) $1,164 Shares 37,879 Est. Cost $28.07 Unrealized
JPM JPMORGAN CHASE & CO. 0.4%
Value ($000) $1,148 Shares 4,681 Est. Cost $156.88 Unrealized +59.9%
IYW ISHARES TR 0.4%
Value ($000) $1,087 Shares 7,738 Est. Cost $107.22 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.3%
Value ($000) $1,039 Shares 20,437 Est. Cost $50.48 Unrealized
IWD ISHARES TR 0.3%
Value ($000) $1,033 Shares 5,488 Est. Cost $153.00 Unrealized
DFIV DIMENSIONAL ETF TRUST 0.3%
Value ($000) $1,029 Shares 26,149 Est. Cost $34.96 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 0.3%
Value ($000) $993 Shares 21,942 Est. Cost $46.28 Unrealized
NEAR ISHARES U S ETF TR 0.3%
Value ($000) $976 Shares 19,183 Est. Cost $49.80 Unrealized
VOOG VANGUARD ADMIRAL FDS INC 0.3%
Value ($000) $934 Shares 2,791 Est. Cost $271.40 Unrealized
DFCF DIMENSIONAL ETF TRUST 0.3%
Value ($000) $930 Shares 22,116 Est. Cost $42.51 Unrealized
XLF SELECT SECTOR SPDR TR 0.3%
Value ($000) $930 Shares 18,667 Est. Cost $35.41 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $922 Shares 4,403 Est. Cost $113.02 Unrealized +67.6%
QUAL ISHARES TR 0.3%
Value ($000) $921 Shares 5,391 Est. Cost $133.62 Unrealized
GLD SPDR GOLD TR 0.3%
Value ($000) $901 Shares 3,126 Est. Cost $178.08 Unrealized
GOOGL ALPHABET INC 0.3%
Value ($000) $879 Shares 5,686 Est. Cost $118.83 Unrealized +52.1%
VGIT VANGUARD SCOTTSDALE FDS 0.3%
Value ($000) $879 Shares 14,793 Est. Cost $58.64 Unrealized
DFAU DIMENSIONAL ETF TRUST 0.3%
Value ($000) $856 Shares 22,265 Est. Cost $34.49 Unrealized
DGRO ISHARES TR 0.3%
Value ($000) $845 Shares 13,685 Est. Cost $55.48 Unrealized
PFF ISHARES TR 0.3%
Value ($000) $840 Shares 27,333 Est. Cost $33.84 Unrealized
PLD PROLOGIS INC. 0.3%
Value ($000) $818 Shares 7,319 Est. Cost $134.50 Unrealized -16.8%
AGG ISHARES TR 0.3%
Value ($000) $800 Shares 8,086 Est. Cost $106.93 Unrealized
JNJ JOHNSON & JOHNSON 0.3%
Value ($000) $792 Shares 4,777 Est. Cost $145.49 Unrealized +4.8%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $761 Shares 9,315 Est. Cost $74.85 Unrealized
WELL WELLTOWER INC 0.3%
Value ($000) $749 Shares 4,889 Est. Cost $79.54 Unrealized +76.4%
IWR ISHARES TR 0.2%
Value ($000) $735 Shares 8,642 Est. Cost $77.09 Unrealized
DFSU DIMENSIONAL ETF TRUST 0.2%
Value ($000) $718 Shares 20,053 Est. Cost $24.93 Unrealized
FBCG FIDELITY COVINGTON TRUST 0.2%
Value ($000) $716 Shares 17,905 Est. Cost $39.52 Unrealized
AVLV AMERICAN CENTY ETF TR 0.2%
Value ($000) $706 Shares 10,830 Est. Cost $65.87 Unrealized
LLY ELI LILLY & CO 0.2%
Value ($000) $698 Shares 846 Est. Cost $451.40 Unrealized +83.1%
VZ VERIZON COMMUNICATIONS INC 0.2%
Value ($000) $669 Shares 14,755 Est. Cost $38.90 Unrealized +1.8%
IBM INTERNATIONAL BUSINESS MACHS 0.2%
Value ($000) $653 Shares 2,628 Est. Cost $128.18 Unrealized +86.8%
AMGN AMGEN INC 0.2%
Value ($000) $644 Shares 2,066 Est. Cost $186.38 Unrealized +54.1%
CMF ISHARES TR 0.2%
Value ($000) $642 Shares 11,400 Est. Cost $54.84 Unrealized
SDY SPDR SER TR 0.2%
Value ($000) $626 Shares 4,615 Est. Cost $124.71 Unrealized
WAT WATERS CORP 0.2%
Value ($000) $590 Shares 1,601 Est. Cost $319.12 Unrealized +21.3%
NOBL PROSHARES TR 0.2%
Value ($000) $570 Shares 5,578 Est. Cost $99.90 Unrealized
MTUM ISHARES TR 0.2%
Value ($000) $563 Shares 2,787 Est. Cost $168.46 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $531 Shares 6,499 Est. Cost $82.49 Unrealized
IXUS ISHARES TR 0.2%
Value ($000) $521 Shares 7,466 Est. Cost $67.83 Unrealized
T AT&T INC 0.2%
Value ($000) $513 Shares 18,125 Est. Cost $14.96 Unrealized +62.7%
SLQD ISHARES TR 0.2%
Value ($000) $497 Shares 9,876 Est. Cost $49.42 Unrealized
BOND PIMCO ETF TR 0.2%
Value ($000) $491 Shares 5,308 Est. Cost $91.77 Unrealized
FTNT FORTINET INC 0.2%
Value ($000) $487 Shares 5,060 Est. Cost $54.17 Unrealized +87.2%
VO VANGUARD INDEX FDS 0.2%
Value ($000) $484 Shares 1,872 Est. Cost $225.23 Unrealized
RTX RTX CORPORATION 0.2%
Value ($000) $469 Shares 3,542 Est. Cost $79.28 Unrealized +57.4%
AME AMETEK INC 0.2%
Value ($000) $468 Shares 2,720 Est. Cost $133.10 Unrealized +35.7%
PYLD PIMCO ETF TR 0.2%
Value ($000) $455 Shares 17,260 Est. Cost $25.97 Unrealized
ABT ABBOTT LABS 0.2%
Value ($000) $453 Shares 3,412 Est. Cost $114.32 Unrealized +9.8%
IUSV ISHARES TR 0.1%
Value ($000) $433 Shares 4,688 Est. Cost $77.81 Unrealized
DFSI DIMENSIONAL ETF TRUST 0.1%
Value ($000) $428 Shares 12,274 Est. Cost $27.79 Unrealized
WMT WALMART INC 0.1%
Value ($000) $404 Shares 4,603 Est. Cost $58.70 Unrealized +58.3%
IYR ISHARES TR 0.1%
Value ($000) $396 Shares 4,134 Est. Cost $103.48 Unrealized
SCHF SCHWAB STRATEGIC TR 0.1%
Value ($000) $395 Shares 19,988 Est. Cost $28.02 Unrealized
MA MASTERCARD INCORPORATED 0.1%
Value ($000) $389 Shares 710 Est. Cost $392.76 Unrealized +38.0%
MO ALTRIA GROUP INC 0.1%
Value ($000) $386 Shares 6,432 Est. Cost $33.20 Unrealized +53.7%
COST COSTCO WHSL CORP NEW 0.1%
Value ($000) $382 Shares 404 Est. Cost $868.16 Unrealized +11.8%
WM WASTE MGMT INC DEL 0.1%
Value ($000) $380 Shares 1,641 Est. Cost $147.99 Unrealized +47.6%
NBBK NB BANCORP INC 0.1%
Value ($000) $361 Shares 20,000 Est. Cost $18.59 Unrealized 0.0%
BWX SPDR SER TR 0.1%
Value ($000) $351 Shares 16,068 Est. Cost $23.36 Unrealized
V VISA INC 0.1%
Value ($000) $349 Shares 995 Est. Cost $252.51 Unrealized +33.2%
VRTX VERTEX PHARMACEUTICALS INC 0.1%
Value ($000) $348 Shares 717 Est. Cost $369.42 Unrealized +26.1%
IGEB ISHARES TR 0.1%
Value ($000) $344 Shares 7,644 Est. Cost $45.67 Unrealized
CSCO CISCO SYS INC 0.1%
Value ($000) $340 Shares 5,512 Est. Cost $50.40 Unrealized +19.2%
BSV VANGUARD BD INDEX FDS 0.1%
Value ($000) $334 Shares 4,271 Est. Cost $77.27 Unrealized
IWO ISHARES TR 0.1%
Value ($000) $331 Shares 1,296 Est. Cost $213.51 Unrealized
DFIC DIMENSIONAL ETF TRUST 0.1%
Value ($000) $329 Shares 11,834 Est. Cost $26.97 Unrealized
BAC BANK AMERICA CORP 0.1%
Value ($000) $326 Shares 7,804 Est. Cost $28.85 Unrealized +51.2%
IYF ISHARES TR 0.1%
Value ($000) $323 Shares 2,860 Est. Cost $76.28 Unrealized
EFV ISHARES TR 0.1%
Value ($000) $317 Shares 5,378 Est. Cost $58.94 Unrealized
KORP AMERICAN CENTY ETF TR 0.1%
Value ($000) $313 Shares 6,700 Est. Cost $50.00 Unrealized
IAU ISHARES GOLD TR 0.1%
Value ($000) $306 Shares 5,193 Est. Cost $39.03 Unrealized
ORCL ORACLE CORP 0.1%
Value ($000) $303 Shares 2,168 Est. Cost $122.48 Unrealized +31.9%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $296 Shares 1,770 Est. Cost $125.73 Unrealized +19.7%
VEU VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $291 Shares 4,804 Est. Cost $44.66 Unrealized
TIP ISHARES TR 0.1%
Value ($000) $291 Shares 2,616 Est. Cost $121.91 Unrealized
IEF ISHARES TR 0.1%
Value ($000) $284 Shares 2,982 Est. Cost $93.04 Unrealized
MINT PIMCO ETF TR 0.1%
Value ($000) $283 Shares 2,811 Est. Cost $100.56 Unrealized
UNH UNITEDHEALTH GROUP INC 0.1%
Value ($000) $279 Shares 533 Est. Cost $468.42 Unrealized +6.6%
PSA PUBLIC STORAGE OPER CO 0.1%
Value ($000) $278 Shares 929 Est. Cost $269.08 Unrealized +6.9%
PLTR PALANTIR TECHNOLOGIES INC 0.1%
Value ($000) $269 Shares 3,184 Est. Cost $87.82 Unrealized 0.0%
CGDV CAPITAL GROUP DIVIDEND VALUE 0.1%
Value ($000) $267 Shares 7,483 Est. Cost $35.64 Unrealized
HD HOME DEPOT INC 0.1%
Value ($000) $265 Shares 724 Est. Cost $289.70 Unrealized +31.4%
SYK STRYKER CORPORATION 0.1%
Value ($000) $263 Shares 706 Est. Cost $332.81 Unrealized +13.3%
IEMG ISHARES INC 0.1%
Value ($000) $257 Shares 4,761 Est. Cost $53.99 Unrealized
XLE SELECT SECTOR SPDR TR 0.1%
Value ($000) $257 Shares 2,746 Est. Cost $94.04 Unrealized
DFAW DIMENSIONAL ETF TRUST 0.1%
Value ($000) $254 Shares 4,140 Est. Cost $59.58 Unrealized
SBUX STARBUCKS CORP 0.1%
Value ($000) $245 Shares 2,501 Est. Cost $87.00 Unrealized +16.1%
MMM 3M CO 0.1%
Value ($000) $243 Shares 1,657 Est. Cost $120.00 Unrealized +20.5%
BIV VANGUARD BD INDEX FDS 0.1%
Value ($000) $240 Shares 3,139 Est. Cost $72.68 Unrealized
SLV ISHARES SILVER TR 0.1%
Value ($000) $239 Shares 7,722 Est. Cost $26.57 Unrealized
DIS DISNEY WALT CO 0.1%
Value ($000) $237 Shares 2,400 Est. Cost $98.86 Unrealized +7.5%
NOC NORTHROP GRUMMAN CORP 0.1%
Value ($000) $235 Shares 459 Est. Cost $478.00 Unrealized -1.7%
BSX BOSTON SCIENTIFIC CORP 0.1%
Value ($000) $232 Shares 2,298 Est. Cost $88.03 Unrealized +14.4%
KO COCA COLA CO 0.1%
Value ($000) $232 Shares 3,233 Est. Cost $59.25 Unrealized +9.7%
WFC WELLS FARGO CO NEW 0.1%
Value ($000) $230 Shares 3,207 Est. Cost $44.46 Unrealized +65.8%
FLOT ISHARES TR 0.1%
Value ($000) $230 Shares 4,498 Est. Cost $50.62 Unrealized
MRK MERCK & CO INC 0.1%
Value ($000) $223 Shares 2,482 Est. Cost $85.37 Unrealized +5.6%
PWB INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $221 Shares 2,300 Est. Cost $77.70 Unrealized
FLV AMERICAN CENTY ETF TR 0.1%
Value ($000) $220 Shares 3,150 Est. Cost $69.86 Unrealized
RGEN REPLIGEN CORP 0.1%
Value ($000) $219 Shares 1,723 Est. Cost $269.41 Unrealized -42.9%
VALQ AMERICAN CENTY ETF TR 0.1%
Value ($000) $219 Shares 3,600 Est. Cost $58.30 Unrealized
GILD GILEAD SCIENCES INC 0.1%
Value ($000) $218 Shares 1,945 Est. Cost $100.53 Unrealized 0.0%
VOT VANGUARD INDEX FDS 0.1%
Value ($000) $217 Shares 885 Est. Cost $235.79 Unrealized
VBK VANGUARD INDEX FDS 0.1%
Value ($000) $213 Shares 844 Est. Cost $275.63 Unrealized
EEM ISHARES TR 0.1%
Value ($000) $211 Shares 4,839 Est. Cost $45.86 Unrealized
STT STATE STR CORP 0.1%
Value ($000) $211 Shares 2,356 Est. Cost $92.75 Unrealized 0.0%
AMD ADVANCED MICRO DEVICES INC 0.1%
Value ($000) $211 Shares 2,050 Est. Cost $105.56 Unrealized +5.3%
SCHG SCHWAB STRATEGIC TR 0.1%
Value ($000) $210 Shares 8,377 Est. Cost $41.70 Unrealized
FELC FIDELITY COVINGTON TRUST 0.1%
Value ($000) $207 Shares 6,628 Est. Cost $29.51 Unrealized
NUVEEN FLOATING RATE INCOME 0.1%
Value ($000) $152 Shares 18,001 Est. Cost $10.40 Unrealized
EOSE EOS ENERGY ENTERPRISES INC 0.0%
Value ($000) $81 Shares 21,500 Est. Cost $2.72 Unrealized +79.3%
MARRIOTT VACATIONS WORLDWIDE 0.0%
Value ($000) $31 Shares 32,000 Est. Cost $0.95 Unrealized