Tci Wealth Advisors, Inc.
CIK:0001583751
Investment Adviser
$4B AUM
262 holdings
Tucson, AZ, USA
TCI Wealth Advisors provides financial planning and wealth management services, focusing on long-term wealth building through asset allocation and diversification.
Investment Strategy
Asset allocation and diversification
Top Buys
D
DFUSDIMENSIONAL ETF TRUST+$30.9M
D
DFUVDIMENSIONAL ETF TRUST+$20.0M
A
AVUVAMERICAN CENTY ETF TR+$19.4M
D
DUHPDIMENSIONAL ETF TRUST+$18.4M
D
DFASDIMENSIONAL ETF TRUST+$17.0M
Top Sells
N
NYFISHARES TR-$974.9K
D
DDOMINION ENERGY INC-$802.6K
U
UPSTUPSTART HLDGS INC-$462.6K
I
IGPTINVESCO EXCHANGE TRADED FD T-$413.5K
C
CLXCLOROX CO DEL-$356.1K
Top Holdings
D
DFUSDIMENSIONAL ETF TRUST+12.8%$213.9M
D
DFASDIMENSIONAL ETF TRUST+10.0%$168.2M
D
DFUVDIMENSIONAL ETF TRUST+8.1%$135.9M
A
AVUVAMERICAN CENTY ETF TR+6.1%$102.8M
D
DFACDIMENSIONAL ETF TRUST+4.8%$80.7M
Equity Positions (257)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFUS | DIMENSIONAL ETF TRUST | 12.76% | $213.9M | 2,952,158 | $51.40 | $72.44 | +$30.9M |
D DFAS | DIMENSIONAL ETF TRUST | 10.03% | $168.2M | 2,456,384 | $58.56 | $68.46 | +$17.0M |
D DFUV | DIMENSIONAL ETF TRUST | 8.11% | $135.9M | 3,041,107 | $35.20 | $44.69 | +$20.0M |
A AVUV | AMERICAN CENTY ETF TR | 6.14% | $102.8M | 1,033,176 | $80.78 | $99.53 | +$19.4M |
D DFAC | DIMENSIONAL ETF TRUST | 4.81% | $80.7M | 2,092,128 | $28.82 | $38.57 | +$8.9M |
Industry Allocation
ELECTRONIC COMPUTERS
+2.0%
SERVICES-PREPACKAGED SOFTWARE
+1.2%
PHARMACEUTICAL PREPARATIONS
+1.2%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.9%
SEMICONDUCTORS & RELATED DEVICES
+0.8%