CIK Peek
Latest 13F Filings for Yardley Wealth Management LLC
| Holding | Shares | Value | Dates | Change |
|---|---|---|---|---|
Class: US CORE EQT MKT | 718.98K | $27.64K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 125.28K (14.0%) |
Class: INTL EQT ETF | 343.70K | $22.78K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 41.49K (10.0%) |
Class: NATL MUN BD ETF | 297.29K | $14.14K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 11.57K (3.0%) |
N/A - EA SERIES TRUST Class: FREEDOM 100 EM | 366.03K | $12.83K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 51.64K (12.0%) |
Class: INFLATION PROTE | 241.40K | $10.17K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 32.10K (11.0%) |
Class: GLOBAL EX US COR | 186.70K | $9.76K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 32.56K (14.0%) |
Class: CORE FIXED INCOM | 231.29K | $9.73K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 27.12K (10.0%) |
Class: SHORT DURATION F | 185.16K | $8.80K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 20.75K (10.0%) |
N/A - DIMENSIONAL ETF TRUST Class: INTL SMALL CAP V | 278.46K | $8.11K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 41.58K (12.0%) |
Class: US EQUITY MARKET | 117.67K | $7.12K | Quarter: Mar 31, 2025 Filed: Apr 25, 2025 | Decreased 18.04K (13.0%) |