Titelia

Holdings of Yardley Wealth Management LLC

29 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 89.7 % of the equity sleeve

Sector breakdown

  • Industrials 1.0 %
  • Funds 0.8 %
  • Technology 0.5 %
  • Consumer discretionary 0.2 %
  • Unattributed 97.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US29134.1M $100.00 %

Positions

RankCompanySharesValueWeight
1Avantis International Equity ETF 304,94425.9M $
2DFA Dimensional National Municipal Bond ETF 320,61315.4M $
3Freedom 100 Emerging Markets E 275,51715.1M $
4Dimensional Inflation-Protecte 288,12512M $
5Dimensional ETF Trust 267,19011.3M $
6Dimensional International Smal 227,8329M $
7Dimensional ETF Trust 115,4188.2M $
8American Century ETF Trust 73,2218.1M $
9Dimensional U S Small Cap ETF 108,5457.7M $
10Avantis US Large Cap Value ETF 95,5457.7M $
11State Street SPDR S&P 500 ETF Trust 3,8112.5M $
12iShares Russell 3000 ETF 5,7462.1M $
13Lockheed Martin Corp 2,2031.3M $
14iShares National Muni Bond ETF 12,1161.3M $
15iShares MSCI EAFE ETF 8,905864.9K $
16Dimensional ETF Trust 21,949852.9K $
17iShares Russell 2000 Value ETF 3,275620.9K $
18Avantis US Equity ETF 5,123569.6K $
19Vanguard Total Stock Market ETF 1,754562.7K $
20iShares U.S. Technology ETF 2,347425.8K $
21Apple Inc 1,622411.5K $
22Vanguard FTSE Developed Markets ETF 5,681364K $
23iShares Core S&P 500 ETF 455297.2K $
24Invesco QQQ Trust Series 1 508293.4K $
25Vanguard S&P 500 ETF 491293.4K $
26Amazon.com Inc 1,390289.5K $
27iShares Trust 2,200281.9K $
28Microsoft Corp 666246.7K $
29VANGUARD WORLD FUND 681244.5K $