SEC Form 13F

Yardley Wealth Management LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$220,120,165
Positions37

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFAUUS CORE EQT MKT$37,813,958731,553
AMERICAN CENTY ETF TRAVDEINTL EQT ETF$28,469,768319,168
EA SERIES TRUSTFRDMFREEDOM 100 EM$17,689,711242,657
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$15,862,824328,185
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$13,559,117252,993
DIMENSIONAL ETF TRUSTDFIPINFLATION PROTE$12,997,789315,060
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$12,152,596287,908
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$10,981,579229,981
DIMENSIONAL ETF TRUSTDFUSUS EQUI MARK ETF$9,660,600117,898
DIMENSIONAL ETF TRUSTDISVINTL SMALL CAP V$9,500,597236,745

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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