Beaird Harris Wealth Management portfolio

What changed this quarter

282 positions with a change (59 new, 101 added to, 76 trimmed, 46 sold); also, 4 entered through an IPO, 2 exited through an acquisition or merger, 1 entered through a spin-off. 1 is listed here: those of 0.5 points of the portfolio or more (up to 12).

• American Centy ETF Tr+13%more sharesIncreased
  3.9% → 4.7%

The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight?: what it bought or sold, excluding price effects.

Top holdings

• Dimensional ETF TrustDFSD9.6%
• Dimensional ETF TrustDFCF8.7%
• American Centy ETF TrAVLV7.6%
• Vanguard S&P 500 ETFVOO6.7%
• American Centy ETF TrAVUV5.9%
• Dimensional ETF Trust5.4%
• American Centy ETF TrAVLC4.7%
• Dimensional ETF TrustDFUV4.1%
• Dimensional ETF TrustDFIV3.9%
• American Centy ETF TrAVEM3.4%
• Vanguard Ftse Developed ETFVEA3.3%
• Vanguard Tax-exempt Bond ETFVTEB2.8%
• American Centy ETF TrAVDV2.8%
• Dimensional ETF TrustDFAS2.6%
• Dimensional ETF TrustDFGP2.5%
• Dimensional ETF TrustDFNM2.4%
• Dimensional ETF TrustDFAT2.1%
• Bitwise Bitcoin ETFBITB1.9%
• Vanguard Short DUR Bond ETFVSDB1.0%
• Vanguard Index FundsVTI0.9%
• iShares Core S&P 500 ETFIVV0.9%
• Vanguard Short-term Tips ETFVTIP0.8%
• TeslaTSLA0.7%
• Vanguard International Equity Index FVEU0.7%
• Dimensional ETF TrustDFAE0.6%
• Vanguard International Equity Index FVSS0.6%
• Vanguard Sh Term Tax-ex Bond ETFVTES0.6%
• American Centy ETF TrAVIV0.6%
• American Centy ETF TrAVSC0.5%
• American Centy ETF TrAVMU0.5%
• AppleAAPL0.5%
• Vanguard Core-plus Bond ETFVPLS0.4%
• Dimensional ETF Trust0.4%
• Schwab International Small-cap Equity ETFSCHC0.4%
• Vanguard Short Tax-ex Bond ETFVSDM0.4%
• iShares International Small ETFISCF0.3%
• State Str Spdr S&P 500 ETF TSPY0.3%
• NVIDIANVDA0.3%
• Dimensional ETF TrustDFUS0.3%
• Fidelity Wise Origin BitcoinFBTC0.3%
• Schwab Municipal Bond ETFSCMB0.3%
• iShares National Muni Bond E ETFMUB0.3%
• Vanguard Core Tax-ex Bond ETFVCRM0.3%
• Vanguard Short-term Bond ETFBSV0.3%
• Sprott Asset ManagementPHYS · PSLV0.2%
• StrategyMSTR0.2%
• American Centy ETF TrAVRE0.2%
• Robinhood MarketsHOOD0.2%
• Vanguard Index FundsVBR0.2%
• OneokOKE0.2%
• Vanguard Mrngstr Val ETF-aui ETFVTV0.2%
• Sherwin-williamsSHW0.2%
• Vanguard Most Sm-cap ETF-usd ETFVB0.2%
• MicrosoftMSFT0.1%
• Dimensional ETF TrustDFAC0.1%
• iShares Msci USA Value Facto ETFVLUE0.1%
• Bright Horizons Family SolutionsBFAM0.1%
• iShares Short-term National ETFSUB0.1%
• Vanguard Total Bond Market ETFBND0.1%
• SPDR Gold Shares ETFGLD0.1%
• iShares Russell 1000 Growth ETFIWF0.1%
• AlphabetGOOGL0.1%
• Vanguard Intermediate-term B ETFBIV0.1%
• Amazon.comAMZN0.1%
• Vanguard Int-term Corporate ETFVCIT0.1%
• iShares Floating Rate Bond E ETFFLOT0.1%
• Exxon MobilXOM0.1%
• Vanguard Short-term Treasury ETFVGSH0.1%
• WisdomTree International S/c DVD FundDLS0.1%
• Vanguard Real Estate ETFVNQ0.1%
• Vanguard Admiral FundsVOOV0.1%
• Texas InstrumentsTXN0.1%
• ChevronCVX0.1%
• JPMorgan ChaseJPM0.1%
• Schwab International Equity ETFSCHF0.1%
• Schwab US Large-cap ETFSCHX0.1%
• iShares S&P Small-cap 600 VA ETFIJSunder 0.1%
• AbbVieABBVunder 0.1%
• iShares Msci Eafe ETFEFAunder 0.1%
• Listed Funds TrMETVunder 0.1%
• Vanguard Instl Index FundVBILunder 0.1%
• Home DepotHDunder 0.1%
• Vanguard Index FundsVOEunder 0.1%
• EA Bridgeway Omni Sm-cp Val ETFBSVOunder 0.1%
• iShares Ustechnology ETFIYWunder 0.1%
• Vanguard Index FundsVOunder 0.1%
• Eli LillyLLYunder 0.1%
• CaterpillarCATunder 0.1%
• Vanguard International Equity Index FVWOunder 0.1%
• Johnson & JohnsonJNJunder 0.1%
• Taiwan Semiconductor ManufacturingTSMunder 0.1%
• Vanguard Ultra Short Bond ET ETFVUSBunder 0.1%
• Vanguard S/t Corp Bond ETFVCSHunder 0.1%
• Vanguard Admiral FundsVIOGunder 0.1%
• American Centy ETF TrAVIGunder 0.1%
• iShares Micro-cap ETFIWCunder 0.1%
• iShares 1-5y INV Grade ETFIGSBunder 0.1%
• Vanguard Admiral FundsVIOVunder 0.1%
• iShares Msci Eafe Small-cap ETFSCZunder 0.1%