Delap Wealth Advisory, LLC Purchases in Q4 2024

Delap Wealth Advisory, LLC

  • $167 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TSLA
Tesla, Inc.

Consumer Cyclical
2.64K
+ 263.44%
$213.65 - $479.86 $563K - $1.27M
3.64K $1.47B
VGIT
Vanguard Intermediate Term Tre

ETFs
23.5K
+ 18.86%
$57.78 - $60.4 $1.36M - $1.42M
148K $8.6B
IVV
Ishares Core S&P 500 ETF

ETFs
1.51K
+ 96.55%
$570.51 - $610.59 $862K - $923K
3.08K $1.81B
DFSD
Dimensional ETF Tr Short Durat

ETFs
19.9K
+ 42.31%
$46.75 - $47.8 $928K - $949K
66.8K $3.13B
IDEV
Ishares Core Msci Intl Develop

ETFs
30.7K
+ 16.27%
$64.18 - $70.42 $1.97M - $2.16M
220K $14.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.46K
New
$481.22 - $538.17 $700K - $783K
1.46K $744M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
23.2K
New
$26.93 - $84.95 $625K - $1.97M
23.2K $634M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.15K
New
$521.84 - $558.82 $599K - $642K
1.15K $618M
DFSU
Dimensional ETF Tr Dimen Us Su
11.4K
+ 32.74%
N/A
46.2K $1.75B
VB
Vanguard Small Cap ETF

ETFs
1.88K
New
$233.76 - $261.58 $440K - $493K
1.88K $452M
DFSB
Dimensional ETF Tr Dimensional
8.24K
New
N/A
8.24K $420M
AAPL
Apple Inc.

Technology
394
+ 2.26%
$221.69 - $259.02 $87.3K - $102K
17.8K $4.46B
XLK
Technology Sector Spdr

ETFs
1.42K
New
$220.26 - $241.44 $313K - $344K
1.42K $331M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
2.85K
New
$111.85 - $120.71 $319K - $344K
2.85K $329M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
4.45K
New
$66.77 - $71.52 $297K - $318K
4.45K $307M
VTV
Vanguard Value ETF

ETFs
1.81K
New
$168.32 - $181.87 $304K - $328K
1.81K $306M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.63K
New
$183.23 - $199.79 $298K - $325K
1.63K $302M
IEFA
Ishares Tr

ETFs
4.17K
New
$70.06 - $77.43 $292K - $323K
4.17K $293M
DFSI
Dimensional ETF Tr Dimen Intl
8.71K
+ 95.29%
N/A
17.9K $587M
AMZN
Amazon Com Inc

Consumer Cyclical
250
+ 4.16%
$180.88 - $232.93 $45.2K - $58.2K
6.27K $1.37B
WMT
Walmart Inc.

Consumer Defensive
939
+ 5.86%
$79.1 - $95.7 $74.3K - $89.9K
17K $1.53B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
5.43K
+ 13.67%
$48.33 - $49.08 $262K - $266K
45.1K $2.18B
AVDV
American Centy ETF Tr Avantis

ETFs
11.9K
+ 11.91%
$63.85 - $70.4 $758K - $836K
112K $7.26B
VUG
Vanguard Growth ETF

ETFs
516
New
$378.79 - $428.11 $195K - $221K
516 $212M
SCHO
Schwab Short Term Us Treasury

ETFs
8.71K
New
$24.06 - $48.88 $209K - $426K
8.71K $209M
APPF
Appfolio Inc

Technology
814
New
$192.07 - $269.26 $156K - $219K
814 $201M
NIO
Nio Inc.

Consumer Cyclical
34.2K
New
$4.31 - $7.21 $148K - $247K
34.2K $149M
NVDA
Nvidia Corp

Technology
480
+ 7.48%
$117.0 - $148.88 $56.2K - $71.5K
6.89K $926M
MSFT
Microsoft Corp

Technology
605
+ 4.0%
$406.35 - $454.46 $246K - $275K
15.7K $6.63B
V
Visa Inc.

Financial Services
256
+ 32.9%
$273.87 - $320.91 $70.1K - $82.2K
1.03K $327M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.01%
$280.04 - $302.45 $560 - $605
15.5K $4.48B
CRM
Salesforce, Inc.

Technology
35
+ 2.69%
$270.87 - $367.87 $9.48K - $12.9K
1.34K $447M
HD
Home Depot, Inc.

Consumer Cyclical
195
+ 32.13%
$385.02 - $431.37 $75.1K - $84.1K
802 $312M
PG
Procter & Gamble CO

Consumer Defensive
431
+ 36.93%
$161.05 - $179.7 $69.4K - $77.5K
1.6K $268M
ET
Energy Transfer LP

Energy
901
+ 6.79%
$16.05 - $19.86 $14.5K - $17.9K
14.2K $277M
Dimensional ETF Trust
3.9K
+ 27.81%
N/A
17.9K $457M
EFV
Msci Eafe Value ETF

ETFs
1.21K
+ 19.73%
$51.78 - $57.15 $62.6K - $69.1K
7.34K $385M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.67K
+ 18.74%
$25.15 - $27.57 $42.1K - $46.2K
10.6K $268M
IEMG
Ishares Inc

ETFs
7.15K
+ 10.39%
N/A
75.9K $3.97B
SUB
Ishares Short Term National Mu

ETFs
71
+ 1.9%
$104.94 - $106.2 $7.45K - $7.54K
3.81K $402M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
416
+ 4.35%
$209.89 - $233.24 $87.3K - $97K
9.99K $2.12B
DFIC
Dimensional ETF Tr Dimensional

ETFs
154
+ 1.33%
$25.61 - $28.0 $3.94K - $4.31K
11.7K $303M
EEM
Ishares Msci Emerging Markets

ETFs
257
+ 2.17%
$41.82 - $47.36 $10.7K - $12.2K
12.1K $507M
NKE
Nike, Inc.

Consumer Cyclical
5
+ 0.14%
$73.36 - $89.13 $367 - $446
3.51K $265M
LLY
Eli Lilly & CO

Healthcare
11
+ 2.26%
$727.2 - $932.06 $8K - $10.3K
498 $384M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.44K
+ 3.69%
$44.04 - $49.49 $63.6K - $71.5K
40.6K $1.79B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
14.8K
+ 5.15%
$26.16 - $28.82 $388K - $428K
303K $7.93B
DISV
Dimensional ETF Tr Dimensional

ETFs
817
+ 0.85%
$26.18 - $28.77 $21.4K - $23.5K
96.8K $2.57B
Activity Summary
Buys All Purchases 49 New Holdings 16 Increased Positions 33 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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