EW

EARNED WEALTH ADVISORS, LLC

13F
EARNED WEALTH ADVISORS, LLC
Last update 2025-05-09 260 Stocks (117 new)
Value $456.00 Mil Turnover 35 %
Countries:
Top Holdings: DFAC(11.54%)DFAT(8.96%)IVV(6.46%)AAPL(4.96%)DFIV(4.89%)
Summary Stock Picks Current Portfolio
EARNED WEALTH ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,594,069
52,588.3
+0.49%
11.540
+0.06%
0.170
+8.80%
+4.02%
34,628.8
 
DFAT
Dimensional U.S. Targeted Value ETF
793,086
40,836.0
-0.96%
8.960
-0.14%
0.400
+5.28%
-2.31%
10,661.4
 
IVV
iShares Core S&P 500 ETF
52,389
29,437.3
+142.88%
6.460
+3.80%
0.010
+10.64%
+5.94%
595,355.4
 
AAPL
Apple Inc
101,786
22,609.7
+48.64%
4.960
+1.62%
0.000
-9.77%
-19.88%
2,989,554.9
Hardware
DFIV
Dimensional International Value ETF
565,892
22,273.5
+0.35%
4.890
+0.02%
0.210
+10.62%
+23.15%
11,993.1
 
DFUV
Dimensional US Marketwide Value ETF
536,471
22,108.0
+0.49%
4.850
+0.02%
0.200
+3.06%
+4.20%
11,551.5
 
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
168,628
16,680.6
New Holding
3.660
+3.66%
0.010
+1.05%
+3.81%
128,153.9
 
VTEB
Vanguard Tax-Exempt Bond ETF
214,413
10,639.2
New Holding
2.340
+2.34%
0.030
-0.35%
-0.84%
35,942.5
 
DFUS
Dimensional U.S. Equity Market ETF
169,217
10,234.2
+2.54%
2.250
+0.06%
0.080
+10.97%
+5.51%
15,225.6
 
BRK.B
Berkshire Hathaway Inc
17,837
9,499.9
+47.51%
2.080
+0.67%
0.000
-8.89%
+7.06%
1,048,181.3
Insurance

EARNED WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

EARNED WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+3.80%
●
554.06 ($590.51) 615.85
$619.63
4.93%
Add 142.88%
52,389
30,819
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
New Buy
New Buy
+3.66%
●
95.85 ($97.76) 99.25
$98.98
1.24%
New holding
168,628
168,628
VTEB
Vanguard Tax-Exempt Bond ETF
2025-03-31
New Buy
New Buy
+2.34%
●
49.25 ($50.03) 50.66
$49.03
-1.99%
New holding
214,413
214,413
AAPL
Apple Inc
2025-03-31
Add
Add
+1.62%
●
209.68 ($231.67) 247.1
$200.16
-13.60%
Add 48.64%
101,786
33,308
IEFA
iShares Core MSCI EAFE ETF
2025-03-31
New Buy
New Buy
+1.47%
●
69.57 ($74.78) 78.65
$83.21
11.27%
New holding
88,361
88,361
UCON
First Trust TCW Unconstrained Plus Bond ETF
First Trust TCW Unconstrained Plus Bond ETF
2025-03-31
New Buy
New Buy
+1.29%
●
24.5 ($24.74) 24.95
$24.87
0.52%
New holding
236,711
236,711
RLY
SPDR SSgA Multi-Asset Real Return ETF
SPDR SSgA Multi-Asset Real Return ETF
2025-03-31
New Buy
New Buy
+1.15%
●
27.21 ($28.02) 28.6
$29.07
3.75%
New holding
183,560
183,560
VB
Vanguard Small Cap ETF
2025-03-31
Add
Add
+0.96%
●
217.89 ($238.81) 252.64
$236.69
-0.89%
Add 2192.63%
20,519
19,624
USRT
iShares Core U.S. REIT ETF
2025-03-31
New Buy
New Buy
+0.75%
●
55.14 ($57.92) 60.29
$55.75
-3.75%
New holding
59,137
59,137
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.72%
●
106.98 ($126.74) 149.43
$157.71
24.44%
Add 113.26%
56,940
30,240

EARNED WEALTH ADVISORS, LLC Total Holding History ($B)

To

EARNED WEALTH ADVISORS, LLC's Asset Allocation

To

EARNED WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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EARNED WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

EARNED WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

EARNED WEALTH ADVISORS, LLC's Holdings Heat Map

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EARNED WEALTH ADVISORS, LLC's Holdings Bubble Chart

EARNED WEALTH ADVISORS, LLC News

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