Tilson Financial Group, Inc. Purchases and Sells in Q4 2024

Tilson Financial Group, Inc.

$245 Million
Q4 2024

Top Buys

Incresed Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VANGUARD MALVERN FDS	163K + 70.18%	N/A	395K $29.9M
VEA	132K + 104.07%	$47.57 - $52.44 $6.27M - $6.92M	259K $12.4M
VUG	9.76K + 18.99%	$378.79 - $428.11 $3.7M - $4.18M	61.2K $25.1M
DIMENSIONAL ETF TRUST	174K + 39.16%	N/A	618K $18.6M
VTEB	85.9K + 68.73%	$49.79 - $51.14 $4.28M - $4.39M	211K $10.6M
DFIC	108K + 125.05%	$25.61 - $28.0 $2.77M - $3.03M	195K $5.03M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VOO	4.16K New	$521.84 - $558.82 $2.17M - $2.32M	4.16K $2.26M
SAFEHOLD INC	34.5K New	N/A	34.5K $640K
VGSH	4.7K New	$58.02 - $58.88 $272K - $277K	4.7K $273K
NVDA	1.69K New	$117.0 - $148.88 $198K - $251K	1.69K $227K
RGEN	1.5K New	$123.41 - $160.92 $185K - $241K	1.5K $216K
QQQ	402 New	$481.22 - $538.17 $193K - $216K	402 $206K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VTIP	-79.9K - 41.07%	$48.33 - $49.08 $3.86M - $3.92M	115K $5.55M
SPY	-2.21K - 19.41%	$567.81 - $607.81 $1.26M - $1.34M	9.18K $5.38M
SPAB	-6.15K - 14.67%	$24.94 - $26.14 $153K - $161K	35.8K $894K
SUB	-1.28K - 15.98%	$104.94 - $106.2 $135K - $136K	6.75K $712K
SPSB	-2.46K - 14.02%	$29.77 - $30.19 $73.2K - $74.2K	15.1K $450K
MSFT	-27 - 1.25%	$406.35 - $454.46 $11K - $12.3K	2.13K $899K

Activity Summary All Purchases 44 New Holdings 7 Increased Positions 37 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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