CURIO WEALTH, LLC
CIK 2049201 · Holdings on Dec 31, 2024 · First reported Feb 10, 2025
Top ten holdings
Q4 2024- DFAU16.23%
- DFSD13.83%
- DFGP11.02%
- AVDE6.05%
- DFAI4.00%
- DFAS2.99%
- DFAE2.61%
- DFAR2.60%
- DFCF2.58%
- AVUS2.49%
Share classes counted separately64.40%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFAUDIMENSIONAL US CORE EQUITY METF View history and evidence | $30.18M | 16.23% | 745.32K shares | Prior unavailable — | — | ↗▾ |
| 02 | DFSDDIMENSIONAL SHORT DURATIONETF View history and evidence | $25.72M | 13.83% | 548.62K shares | Prior unavailable — | — | ↗▾ |
| 03 | DFGPDIMENSIONAL GLBL CORE PL FIXETF View history and evidence | $20.49M | 11.02% | 387.92K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVDEAVANTIS INTERNATIONAL EQUITYETF View history and evidence | $11.24M | 6.05% | 183.19K shares | Prior unavailable — | — | ↗▾ |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COETF View history and evidence | $7.44M | 4.00% | 254.92K shares | Prior unavailable — | — | ↗▾ |
| 06 | DFASDIMENSIONAL US SMALL CAP ETFETF View history and evidence | $5.55M | 2.99% | 85.29K shares | Prior unavailable — | — | ↗▾ |
| 07 | DFAEDIMENSIONAL EMERGING CORE EQETF View history and evidence | $4.85M | 2.61% | 190.98K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFARDIMENSIONAL US REAL EST ETFETF View history and evidence | $4.83M | 2.60% | 207.57K shares | Prior unavailable — | — | ↗▾ |
| 09 | DFCFDIMENSIONAL CORE FIXED INCETF View history and evidence | $4.80M | 2.58% | 116.39K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVUSAVANTIS U.S. EQUITY ETFETF View history and evidence | $4.63M | 2.49% | 47.81K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2049201 · Period Dec 31, 2024
Data loaded Oct 15, 2026 · First reported Feb 10, 2025
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 185927978
}Research all 304 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.