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DELAP WEALTH ADVISORY, LLC

13F
DELAP WEALTH ADVISORY, LLC
Last update 2025-05-08 78 Stocks (9 new)
Value $179.00 Mil Turnover 12 %
Countries:
Top Holdings: ITOT(11.50%)IDEV(8.97%)DFAC(7.16%)VEA(6.44%)AVDV(6.20%)
Summary Stock Picks Current Portfolio
DELAP WEALTH ADVISORY, 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
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
169,038
20,624.4
-5.51%
11.500
-0.76%
0.030
+20.01%
+7.44%
72,171.6
 
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
233,496
16,085.6
+6.34%
8.970
+0.53%
0.090
+11.90%
+19.06%
20,205.4
 
DFAC
Dimensional U.S. Core Equity 2 ETF
389,464
12,848.4
+1.48%
7.160
+0.10%
0.040
+18.73%
+6.19%
35,543.3
 
VEA
Vanguard FTSE Developed Markets ETF
227,118
11,544.4
+7.35%
6.440
+0.44%
0.010
+12.49%
+19.94%
157,607.2
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
159,487
11,122.6
+42.98%
6.200
+1.86%
0.140
+16.67%
+25.49%
9,787.5
 
VTI
Vanguard Total Stock Market ETF
36,689
10,083.7
+137.13%
5.620
+3.25%
0.000
+19.82%
+7.35%
476,615.2
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
164,845
9,791.8
+11.22%
5.460
+0.55%
0.030
+0.86%
+4.09%
31,611.5
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
363,419
9,616.1
+19.99%
5.360
+0.89%
0.200
+19.37%
+16.72%
5,736.5
 
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
226,431
5,932.5
-1.12%
3.310
-0.04%
0.080
+15.18%
+20.40%
8,874.0
 
AAPL
Apple Inc
17,649
3,920.3
-0.95%
2.190
-0.03%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware

DELAP WEALTH ADVISORY, LLC's Historical Top Holdings Breakdowns

DELAP WEALTH ADVISORY, 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
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+3.25%
●
271.18 ($290.53) 303.12
$309.09
6.39%
Add 137.13%
36,689
21,217
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-03-31
Add
Add
+1.86%
●
63.74 ($67.91) 71.96
$80.16
18.04%
Add 42.98%
159,487
47,945
MSFT
Microsoft Corp
2025-03-31
Reduce
Reduce
-1.70%
●
375.39 ($407.71) 447.2
$510.05
25.10%
Reduce -42.83%
8,987
-6,733
BSV
Vanguard Short-Term Bond ETF
2025-03-31
Reduce
Reduce
-1.00%
●
76.94 ($77.63) 78.28
$78.35
0.93%
Reduce -42.13%
29,669
-21,601
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.90%
●
84.96 ($93.96) 100.71
$93.77
-0.20%
Add 105.79%
36,176
18,597
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.89%
●
25.35 ($26.59) 27.46
$30.24
13.73%
Add 19.99%
363,419
60,553
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
2025-03-31
Reduce
Reduce
-0.76%
●
120.29 ($128.89) 134.6
$137.38
6.59%
Reduce -5.51%
169,038
-9,861
JNJ
Johnson & Johnson
2025-03-31
Add
Add
+0.65%
●
142.06 ($156.47) 167.7
$163.70
4.62%
Add 434.57%
8,660
7,040
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
2025-03-31
Add
Add
+0.55%
●
57.44 ($58.5) 59.4
$59.23
1.25%
Add 11.22%
164,845
16,630
IDEV
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
2025-03-31
Add
Add
+0.53%
●
63.77 ($68.2) 71.36
$75.46
10.65%
Add 6.34%
233,496
13,918

DELAP WEALTH ADVISORY, LLC Total Holding History ($B)

To

DELAP WEALTH ADVISORY, LLC's Asset Allocation

To

DELAP WEALTH ADVISORY, LLC Past Portfolios

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

Top Ranked Articles

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DELAP WEALTH ADVISORY, LLC's Hypothetical Growth since 2025-03-31

DELAP WEALTH ADVISORY, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

DELAP WEALTH ADVISORY, LLC's Holdings Heat Map

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DELAP WEALTH ADVISORY, LLC's Holdings Bubble Chart

DELAP WEALTH ADVISORY, LLC News

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