Tci Wealth Advisors, Inc.

CIK Number: 0001583751

1.46B
Market Value
224
# of Holdings
28 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 DFUS Dimensional U.S...
70.06
-0.06% 2.48M +5.96% 150.15M 47.96 12.02% Share
2 DFAS Dimensional U.S...
66.72
-1.28% 2.46M +2.51% 147.15M 58.21 11.78% Share
3 DFUV Dimensional US ...
43.41
-0.48% 2.48M +8.22% 102.03M 33.29 8.17% Share
4 AVUV Avantis U.S. Sm...
96.21
-1.16% 865.1K +7.78% 75.41M 77.63 6.04% Share
5 DFAC Dimensional U.S...
37.47
-0.39% 2.06M +2.82% 67.89M 28.39 5.43% Share
6 DFIV Dimensional Int...
45.24
-0.02% 1.42M +3.71% 56.01M 33.39 4.48% Share
7 AVDV Avantis Interna...
83.92
-0.31% 663.13K +2.11% 46.25M 61.47 3.70% Share
8 DFGR Dimensional Glo...
26.71
-0.74% 1.62M +20.96% 42.53M 25.94 3.40% Share
9 DFIS Dimensional Int...
30.78
-0.29% 1.41M +9.14% 36.47M 23.68 2.92% Share
10 DFAE Dimensional Eme...
29.97
-1.09% 1.37M +22.50% 35.38M 25.22 2.83% Share
11 DUHP Dimensional US ...
36.86
-0.22% 1.01M +40.71% 33.49M 30.4 2.68% Share
12 AAPL Apple Inc.
232.81
-0.22% 139.26K -1.91% 30.93M 73.86 2.48% Share
13 DFAX Dimensional Wor...
30.43
-0.47% 986.78K +3.23% 25.85M 25.5 2.07% Share
14 DFAT Dimensional U.S...
56.95
-0.92% 488.87K -2.18% 25.17M 44.8 2.02% Share
15 DFGP Dimensional Glo...
54.86
-0.18% 460.31K +4.66% 24.59M 53.23 1.97% Share
16 DIHP Dimensional Int...
29.79
-0.23% 853.97K +18.98% 23.01M 24.51 1.84% Share
17 AGG iShares Core U....
99.10
-0.27% 224.28K -0.28% 22.19M 99.84 1.78% Share
18 AVEM Avantis Emergin...
71.01
-1.1% 268.76K -0.69% 16.17M 52.41 1.29% Share
19 VTI Vanguard Total ...
317.25
-0.13% 53.45K -0.38% 14.69M 113.18 1.18% Share
20 MSFT Microsoft Corpo...
522.28
+0.33% 34.39K -1.46% 12.91M 184.33 1.03% Share
21 BRK-B Berkshire Hatha...
479.02
+0.36% 20.01K +1.19% 10.66M 166.12 0.85% Share
22 AVDE Avantis Interna...
76.63
-0.18% 147.36K +3.08% 9.77M 55.48 0.78% Share
23 AMZN Amazon.com, Inc...
230.94
+2.84% 42.63K -5.44% 8.11M 47.26 0.65% Share
24 JNJ Johnson & Johns...
174.72
+0.17% 41.07K +8.15% 6.81M 102.26 0.55% Share
25 XOM Exxon Mobil Cor...
107.38
-0.21% 57.16K -1.32% 6.8M 88.36 0.54% Share
26 LLY Eli Lilly and C...
684.46
+3.63% 8.09K -1.63% 6.68M 152.64 0.54% Share
27 IVV iShares Core S&...
648.15
+0.01% 11.69K -0.78% 6.57M 166.98 0.53% Share
28 MCD McDonald's Corp...
308.84
+1.24% 19.86K +1.56% 6.21M 115.92 0.50% Share
29 COST Costco Wholesal...
975.42
-0.35% 6.13K +4.40% 5.79M 256.33 0.46% Share
30 DFAI Dimensional Int...
35.58
-0.15% 174.72K +11.40% 5.46M 28.51 0.44% Share
31 SPY SPDR S&P 500 ET...
644.93
+0.01% 9.31K -3.44% 5.21M 288.77 0.42% Share
32 CAT Caterpillar Inc...
417.50
+0.92% 15.09K -0.17% 4.98M 132.2 0.40% Share
33 NVDA NVIDIA Corporat...
182.02
+0.24% 44.18K -12.85% 4.79M 42.32 0.38% Share
34 CVX Chevron Corpora...
155.20
-0.43% 28.4K -1.12% 4.75M 101.91 0.38% Share
35 QUAL iShares MSCI US...
188.56
-0.07% 23.66K +0.41% 4.04M 111.97 0.32% Share
36 JPM JPMorgan Chase ...
294.09
+1.23% 15.28K -4.15% 3.75M 79.11 0.30% Share
37 DFLV Dimensional US ...
31.90
-0.28% 113.66K +30.81% 3.47M 28.48 0.28% Share
38 HON Honeywell Inter...
218.15
-0.73% 15.47K -2.55% 3.28M 95.03 0.26% Share
39 ABBV AbbVie Inc.
204.72
+1.61% 15.28K -6.75% 3.2M 65.66 0.26% Share
40 KMB Kimberly-Clark ...
133.43
-1.02% 20.19K +0.02% 2.87M 90.12 0.23% Share
41 GOOG Alphabet Inc.
203.77
+0.36% 17.97K -9.11% 2.81M 67.66 0.22% Share
42 GOOGL Alphabet Inc.
202.88
+0.46% 17.79K -9.96% 2.75M 75.54 0.22% Share
43 DFSD Dimensional Sho...
48.22
-0.11% 56.43K +11.10% 2.68M 46.96 0.21% Share
44 PG The Procter & G...
153.70
-1.1% 15.17K +1.32% 2.58M 106.3 0.21% Share
45 VOO Vanguard S&P 50...
592.77
-0.01% 4.73K -3.31% 2.43M 360.07 0.19% Share
46 WWD Woodward, Inc.
245.33
-0.62% 13.13K 0.00% 2.4M 51.06 0.19% Share
47 HD The Home Depot,...
400.32
-1.68% 6.5K -1.11% 2.38M 209.85 0.19% Share
48 QQQ Invesco QQQ Tru...
579.86
-0.08% 5.03K +4.01% 2.36M 341.99 0.19% Share
49 DFAW Dimensional Wor...
69.79
-0.37% 38.11K +13.33% 2.34M 62.11 0.19% Share
50 PEP PepsiCo, Inc.
148.62
-0.49% 14.87K +1.29% 2.23M 109.26 0.18% Share
51 BSV Vanguard Short-...
78.63
-0.12% 27.42K +124.95% 2.15M 77.54 0.17% Share
52 BND Vanguard Total ...
73.54
-0.28% 28.14K +25.82% 2.07M 74.36 0.17% Share
53 META Meta Platforms,...
781.96
+0.24% 3.38K -16.72% 1.95M 273.55 0.16% Share
54 CLX The Clorox Comp...
121.58
-1.07% 12.55K +18.89% 1.85M 154.78 0.15% Share
55 DFSU Dimensional US ...
41.13
-0.27% 51.4K +2.80% 1.84M 31.77 0.15% Share
56 AVLV Avantis U.S. La...
70.85
-0.21% 27.41K +0.21% 1.79M 63.12 0.14% Share
57 VNQ Vanguard Real E...
89.16
-0.71% 19.14K -10.37% 1.73M 83.57 0.14% Share
58 IBM International B...
237.04
-1.26% 6.97K +0.48% 1.73M 172.81 0.14% Share
59 UPST Upstart Holding...
63.83
-4.49% 37.59K +20.50% 1.73M 112 0.14% Share
60 WMT Walmart Inc.
100.84
-0.15% 19.35K -6.29% 1.7M 40.56 0.14% Share
61 MMM 3M Company
156.66
-2.21% 10.49K -0.98% 1.54M 97.22 0.12% Share
62 VB Vanguard Small ...
246.81
-1.26% 6.92K +1.57% 1.54M 151.62 0.12% Share
63 V Visa Inc.
345.40
+0.83% 4.08K -16.2% 1.43M 171.36 0.11% Share
64 T AT&T Inc.
28.75
+1.27% 49.61K -1.8% 1.4M 23.14 0.11% Share
65 VBK Vanguard Small ...
285.85
-1.33% 5.41K 0.00% 1.36M 164.17 0.11% Share
66 DVY iShares Select ...
138.75
-0.41% 10K -1.11% 1.34M 71.59 0.11% Share
67 TSLA Tesla, Inc.
335.58
-1.12% 5.09K -15.08% 1.32M 144.58 0.11% Share
68 ABT Abbott Laborato...
129.32
-0.06% 9.76K -9.67% 1.29M 61.02 0.10% Share
69 ITW Illinois Tool W...
262.44
-1.83% 5.18K 0.00% 1.28M 72.38 0.10% Share
70 UNP Union Pacific C...
221.35
-0.82% 5.38K -8.43% 1.27M 119.73 0.10% Share
71 AXP American Expres...
307.72
+0.28% 4.63K +0.06% 1.25M 97.96 0.10% Share
72 VDE Vanguard Energy...
120.19
-0.14% 8.97K -31.5% 1.16M 74.67 0.09% Share
73 SM SM Energy Compa...
26.73
-1.16% 38.8K -0.25% 1.16M 13.16 0.09% Share
74 EFA iShares MSCI EA...
91.66
+0.02% 14.14K +4.75% 1.16M 60.47 0.09% Share
75 VZ Verizon Communi...
43.49
-0.49% 24.63K -3.28% 1.12M 47.49 0.09% Share
76 RTX RTX Corporation
155.06
-0.42% 8.35K +14.91% 1.11M 87.1 0.09% Share
77 MA Mastercard Inco...
583.65
+0.99% 1.95K -29.91% 1.07M 261.85 0.09% Share
78 IWD iShares Russell...
198.66
-0.29% 5.67K -0.4% 1.07M 105.77 0.09% Share
79 MCK McKesson Corpor...
673.84
+1.61% 1.51K -1.24% 1.02M 172.26 0.08% Share
80 AMGN Amgen Inc.
290.28
+0.33% 3.27K -7.66% 1.02M 144.77 0.08% Share
81 SCHW The Charles Sch...
97.75
+2.26% 12.79K -5.13% 1M 56.53 0.08% Share
82 NYF iShares New Yor...
52.09
-0.2% 18.7K +100.00% 984.45K 52.65 0.08% Share
83 GE GE Aerospace
269.72
+0.32% 4.84K +0.92% 967.98K 68.71 0.08% Share
84 BIV Vanguard Interm...
77.31
-0.3% 12.53K +84.74% 959.47K 75.34 0.08% Share
85 VIG Vanguard Divide...
210.08
+0.06% 4.88K +19.91% 946.38K 134.64 0.08% Share
86 CVS CVS Health Corp...
66.70
+1.22% 13.83K -6.22% 937.01K 59.61 0.07% Share
87 VUG Vanguard Growth...
463.54
+0.15% 2.52K +5.14% 933.86K 284.38 0.07% Share
88 TXN Texas Instrumen...
193.71
+0.22% 5.17K -7.27% 930K 145.21 0.07% Share
89 NOW ServiceNow, Inc...
850.65
-1.42% 1.15K +9.61% 917.15K 537.05 0.07% Share
90 QCOM QUALCOMM Incorp...
158.09
+0.96% 5.77K -5.82% 886.74K 82.56 0.07% Share
91 AVGO Broadcom Inc.
311.19
+0.68% 5.26K -1.46% 880.99K 88.53 0.07% Share
92 MRK Merck & Co., In...
82.74
+0.04% 9.72K -4.9% 872.44K 73.3 0.07% Share
93 PM Philip Morris I...
165.25
-0.38% 5.32K -0.19% 844.62K 87.99 0.07% Share
94 BRK-A Berkshire Hatha...
718340.00
+0.40% 1 +100.00% 798.44K 798441 0.06% Share
95 DFSI Dimensional Int...
40.33
-0.12% 22.85K +2.67% 797.34K 31.94 0.06% Share
96 D Dominion Energy...
61.16
-1.51% 14.18K +0.71% 794.85K 74.83 0.06% Share
97 TFLO iShares Treasur...
50.55
-0.01% 14.37K +0.55% 728.09K 50.67 0.06% Share
98 VTV Vanguard Value ...
180.44
-0.2% 4.15K -3.93% 717.28K 113.68 0.06% Share
99 VSS Vanguard FTSE A...
137.96
-0.48% 6.21K -0.13% 717.27K 113.38 0.06% Share
100 NFLX Netflix, Inc.
1230.56
+2.17% 762 +8.86% 710.62K 595.04 0.06% Share
101 SCHG Schwab U.S. Lar...
30.76
+0.13% 28.01K 0.00% 701.32K 13.27 0.06% Share
102 IEFA iShares Core MS...
85.61
-0.04% 9.17K +67.56% 693.63K 73.98 0.06% Share
103 IWF iShares Russell...
450.40
+0.11% 1.89K +10.54% 681.74K 192.14 0.05% Share
104 MDY SPDR S&P MIDCAP...
583.00
-1.34% 1.27K 0.00% 676.45K 457.42 0.05% Share
105 LMT Lockheed Martin...
437.38
-1.17% 1.5K -0.13% 668.28K 339.41 0.05% Share
106 IWR iShares Russell...
94.44
-0.87% 7.73K +53.78% 657.76K 74.95 0.05% Share
107 GWW W.W. Grainger, ...
974.58
-0.76% 653 +0.46% 645.05K 238.53 0.05% Share
108 TRV The Travelers C...
268.64
-0.25% 2.34K +0.52% 618.57K 107.07 0.05% Share
109 VEU Vanguard FTSE A...
69.23
-0.4% 10.14K 0.00% 614.91K 49.01 0.05% Share
110 DE Deere & Company
478.62
-6.8% 1.3K +2.51% 612.5K 208.9 0.05% Share
111 NEAR iShares Short M...
51.04
-0.12% 11.82K +0.74% 601.34K 49.74 0.05% Share
112 CSCO Cisco Systems, ...
69.28
-1.58% 9.63K -14.28% 594.02K 33.36 0.05% Share
113 GLD SPDR Gold Share...
307.25
-0.63% 2.04K +15.93% 589.25K 198.24 0.05% Share
114 GS The Goldman Sac...
746.99
+0.31% 1.07K -20.85% 586.72K 316.16 0.05% Share
115 ZION Zions Bancorpor...
53.77
-0.16% 11.66K -21.59% 581.32K 28.24 0.05% Share
116 CTAS Cintas Corporat...
221.28
-1.7% 2.71K +0.59% 556.58K 42.6 0.04% Share
117 MO Altria Group, I...
65.54
+0.06% 9.27K +9.44% 556.14K 42.48 0.04% Share
118 BX Blackstone Inc.
174.53
-1.17% 3.95K -0.7% 551.81K 77.45 0.04% Share
119 DIS The Walt Disney...
116.33
-0.27% 5.5K -6.37% 542.75K 84.22 0.04% Share
120 MPC Marathon Petrol...
162.32
+0.36% 3.72K -0.08% 541.4K 74.69 0.04% Share
121 FDX FedEx Corporati...
231.18
+0.30% 2.15K +2.58% 523.4K 196.1 0.04% Share
122 VWO Vanguard Emergi...
51.20
-1.15% 11.43K +0.46% 517.1K 43.08 0.04% Share
123 DHR Danaher Corpora...
210.15
+0.48% 2.52K -67.27% 515.58K 118.79 0.04% Share
124 SCHF Schwab Internat...
22.73
-0.15% 25.78K 0.00% 509.86K 19.13 0.04% Share
125 BAC Bank of America...
47.70
+0.97% 12.09K -24.75% 504.41K 26.82 0.04% Share
126 VBR Vanguard Small ...
204.30
-1.15% 2.67K -3.65% 496.78K 122.75 0.04% Share
127 UNH UnitedHealth Gr...
271.50
-0.11% 943 -37.84% 493.9K 299.35 0.04% Share
128 ORCL Oracle Corporat...
244.93
+0.31% 3.52K -22.48% 492.13K 85.33 0.04% Share
129 PNW Pinnacle West C...
91.92
-1.23% 5.05K -7.34% 481.11K 67.5 0.04% Share
130 PFE Pfizer Inc.
25.11
-0.22% 18.69K -5.15% 473.67K 30.57 0.04% Share
131 DFSV Dimensional US ...
31.23
-0.98% 16.76K 0.00% 471.68K 26.03 0.04% Share
132 LII Lennox Internat...
599.34
-2.02% 825 +0.86% 462.69K 131.05 0.04% Share
133 IFRA iShares U.S. In...
51.74
-1.26% 10.15K 0.00% 457.28K 35.11 0.04% Share
134 PFF iShares Preferr...
31.44
-0.16% 14.84K +6.27% 456.13K 35.06 0.04% Share
135 NSC Norfolk Souther...
282.46
+0.22% 1.81K +1.80% 429.51K 225.7 0.03% Share
136 MDT Medtronic plc
91.95
-1.03% 4.77K -10.76% 428.64K 87.58 0.03% Share
137 USMV iShares MSCI US...
93.24
-0.35% 4.53K 0.00% 424.65K 78.03 0.03% Share
138 PPG PPG Industries,...
111.93
-0.61% 3.88K -0.18% 424.61K 85.25 0.03% Share
139 VYM Vanguard High D...
137.35
-0.17% 3.27K +4.58% 421.46K 99.4 0.03% Share
140 TJX The TJX Compani...
132.95
-0.86% 3.42K -19.03% 416.07K 50.55 0.03% Share
141 AVSD Avantis Respons...
69.77
-0.02% 6.87K -6.61% 411.94K 47.07 0.03% Share
142 IUSB iShares Core To...
46.20
-0.26% 8.93K +100.00% 411.5K 46.08 0.03% Share
143 VGT Vanguard Inform...
704.44
-0.4% 757 +43.37% 410.45K 407.43 0.03% Share
144 ATR AptarGroup, Inc...
138.32
-2.2% 2.76K +0.88% 410.12K 58.3 0.03% Share
145 SO The Southern Co...
94.18
-0.64% 4.43K +1.33% 407.52K 54.08 0.03% Share
146 ISCF iShares MSCI In...
40.05
-0.25% 12.04K -4.37% 405.68K 32.28 0.03% Share
147 AVGE Avantis All Equ...
80.36
-0.79% 5.68K +4.99% 404.04K 73.67 0.03% Share
148 MMC Marsh & McLenna...
206.96
-1.14% 1.61K +1.26% 392.4K 212.43 0.03% Share
149 VT Vanguard Total ...
133.34
-0.27% 3.35K -8.18% 388.1K 89.11 0.03% Share
150 IJR iShares Core S&...
115.17
-1.4% 3.67K +23.97% 383.47K 87.98 0.03% Share