CogentBlue Wealth Advisors, LLC: 13F holdings
CIK 20540472026Q2
| Positions | 103 |
|---|---|
| Reported value | $174.5m |
| Filed | 2026-07-16 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| AVDV AMERICAN CENTY ETF TR | 245,635 | $25.3m | 14.5% |
| ITOT ISHARES TR | 64,058 | $10.5m | 6.0% |
| VGIT VANGUARD SCOTTSDALE FDS | 173,475 | $10.2m | 5.9% |
| DIMENSIONAL ETF TRUST | 239,033 | $10.0m | 5.7% |
| DIMENSIONAL ETF TRUST | 258,053 | $7.5m | 4.3% |
| DIHP DIMENSIONAL ETF TRUST | 213,050 | $7.3m | 4.2% |
| VGK ISHARES TR | 80,021 | $7.1m | 4.1% |
| DIMENSIONAL ETF TRUST | 86,651 | $6.1m | 3.5% |
| EA SERIES TRUST | 195,926 | $5.7m | 3.3% |
| DFEM DIMENSIONAL ETF TRUST | 131,403 | $5.3m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054047")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.