Valued Wealth Advisors LLC
- SEC CIK
- 0002007175
- Latest filing
- Jul 20, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 8, 2024. Long positions only.
- Positions
- 536
- No filing for Q3 2023
- Portfolio value
- $108.3M
- No filing for Q3 2023
Valued Wealth Advisors LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BSXBoston Scientific Corp | Stock | 1,540 | $81.3K | 0.1% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 173 | $87.2K | 0.1% | – | – | History |
| TSLATesla, Inc. | Stock | 399 | $99.8K | 0.1% | – | – | History |
| AMZNAmazon Com Inc | Stock | 863 | $109.7K | 0.1% | – | – | History |
| HDHome Depot, Inc. | Stock | 378 | $114.2K | 0.1% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 1,215 | $142.9K | 0.1% | – | – | History |
| GOOGAlphabet Inc. | Stock | 1,123 | $148.1K | 0.1% | – | – | History |
| iShares Core S&P 500 ETF464287200 | ETF | 376 | $161.3K | 0.1% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 1,850 | $175.4K | 0.2% | – | – | – |
| PLDPrologis, Inc. | REIT | 2,017 | $226.3K | 0.2% | – | – | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,462 | $274.4K | 0.3% | – | – | – |
| iShares Tr46436E510 | INTL DEV SML CP | 8,948 | $274.9K | 0.3% | – | – | – |
| American Centy ETF Tr025072687 | AVANTIS SHFXDINC | 6,809 | $310.0K | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,024 | $323.4K | 0.3% | – | – | History |
| Dimensional ETF Trust25434V401 | US EQUI MARK ETF | 11,813 | $549.9K | 0.5% | – | – | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 16,924 | $552.1K | 0.5% | – | – | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 17,272 | $579.8K | 0.5% | – | – | – |
| AAPLApple Inc. | Stock | 3,551 | $608.0K | 0.6% | – | – | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 12,774 | $615.1K | 0.6% | – | – | – |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 13,035 | $688.1K | 0.6% | – | – | – |
| iShares Tr46435G409 | MSCI INTL VLU FT | 29,349 | $744.3K | 0.7% | – | – | – |
| American Centy ETF Tr025072885 | US EQT ETF | 14,002 | $1.03M | 0.9% | – | – | – |
| Schwab Fundamental International Small Equity ETF808524748 | ETF | 37,665 | $1.21M | 1.1% | – | – | – |
| Schwab U.S. REIT ETF808524847 | ETF | 83,294 | $1.48M | 1.4% | – | – | – |
| Dimensional ETF Trust25434V724 | US MKTWIDE VALUE | 44,929 | $1.53M | 1.4% | – | – | – |
| American Centy ETF Tr025072356 | REAL ESTATE ETF | 50,063 | $1.88M | 1.7% | – | – | – |
| American Centy ETF Tr025072703 | INTL EQT ETF | 44,993 | $2.50M | 2.3% | – | – | – |
| American Centy ETF Tr025072877 | US SML CP VALU | 32,920 | $2.57M | 2.4% | – | – | – |
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 202,724 | $5.31M | 4.9% | – | – | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 276,264 | $6.24M | 5.8% | – | – | – |
| American Centy ETF Tr025072349 | US LARGE CAP VLU | 124,078 | $6.54M | 6.0% | – | – | – |
| American Centy ETF Tr025072802 | INTL SMCP VLU | 116,891 | $6.76M | 6.2% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 490,778 | $12.8M | 11.8% | – | – | – |
| Dimensional U.S. Targeted Value ETF25434V609 | ETF | 302,824 | $13.8M | 12.8% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 322,944 | $15.0M | 13.8% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 643,530 | $19.3M | 17.8% | – | – | – |