DELAP WEALTH ADVISORY LLC's Q4 2022 13F: first filing on record
Form 13F-HR for the quarter ended Dec 31, 2022 · filed Feb 13, 2023 · 66 reported positions · accession 0001725547-23-000062
What changed this quarter
There is no comparable prior filing on record, so there are no changes to show.
Reported by the fund in its Form 13F filed with the SEC; holdings are as of the quarter-end report date and may have changed since. For informational purposes only — not investment advice or a recommendation to buy or sell any security. FilingExplorer is not affiliated with or endorsed by this fund. How this brief is compiled
Top 10 positions — 60.4% of the equity book
| # | Security | Weight now | |
|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST (DFAC) | 13.3% | |
| 2 | VANGUARD TAX-MANAGED FDS (VEA) | 9.6% | |
| 3 | ISHARES TR (ITOT) | 6.7% | |
| 4 | VANGUARD BD INDEX FDS (BSV) | 5.7% | |
| 5 | DIMENSIONAL ETF TRUST (DFAX) | 5.6% | |
| 6 | ISHARES TR (IDEV) | 5.2% | |
| 7 | VANGUARD SCOTTSDALE FDS (VGIT) | 4.9% | |
| 8 | DIMENSIONAL ETF TRUST (DFIV) | 3.3% | |
| 9 | VANGUARD INTL EQUITY INDEX F (VWO) | 3.3% | |
| 10 | ISHARES TR (IEI) | 2.7% |
Weights are each position's reported value as a share of the fund's reported equity positions (options and principal-amount holdings excluded).