Lauterbach Financial Advisors, LLC - Portfolio overview

Lauterbach Financial Advisors, LLC has 88 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 22.96%
2. DFAT - DIMENSIONAL ETF TRUST, 11.71%
3. DFAX - DIMENSIONAL ETF TRUST, 7.32%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.