Dodds Wealth, LLC Incresed Positions in Q4 2024

Dodds Wealth, LLC

  • $311 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.48K
+ 13.36%
$521.84 - $558.82 $1.82M - $1.95M
29.5K $16.5B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
66.6K
+ 9.71%
$22.01 - $66.82 $1.47M - $4.45M
752K $17.7B
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
48.4K
+ 6.93%
$51.33 - $53.74 $2.48M - $2.6M
747K $38.5B
SPIB
Spdr Portfolio Intermediate Te

ETFs
53.8K
+ 4.02%
$32.65 - $33.68 $1.76M - $1.81M
1.39M $45.6B
XLK
Technology Sector Spdr

ETFs
2.28K
+ 10.84%
$220.26 - $241.44 $502K - $550K
23.3K $5.62B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.5K
+ 14.43%
$58.88 - $64.8 $1.03M - $1.14M
139K $8.4B
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.4K
+ 3.57%
$25.33 - $51.16 $213K - $430K
243K $6.54B
VCIT
Vanguard Intermediate Term Cor

ETFs
20.2K
+ 3.66%
$80.13 - $83.77 $1.62M - $1.69M
572K $45.9B
USHY
Ishares Tr Broad Usd High Yiel

ETFs
7.2K
+ 11.88%
$36.54 - $37.53 $263K - $270K
67.7K $2.52B
DFAU
Dimensional ETF Tr

ETFs
257
+ 0.28%
$39.27 - $42.38 $10.1K - $10.9K
91.5K $3.84B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
31.1K
+ 3.19%
$22.39 - $23.45 $697K - $730K
1.01M $22.6B
DFUS
Dimensional ETF Tr U S Equity

ETFs
57
+ 0.2%
$61.52 - $66.5 $3.51K - $3.79K
28.7K $1.9B
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 0.91%
$570.51 - $610.59 $10.3K - $11K
2K $1.22B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4
+ 0.31%
$481.22 - $538.17 $1.92K - $2.15K
1.28K $680M
RSP
Invesco S&P 500 Equal Weight E

ETFs
69
+ 0.59%
$174.22 - $187.62 $12K - $12.9K
11.8K $2.15B
DIS
Walt Disney CO

Communication Services
1
+ 0.04%
$92.39 - $117.6 $92.4 - $118
2.7K $293M
NUSC
Nuveen Esg Small Cap ETF

ETFs
303
+ 2.38%
$41.74 - $46.2 $12.6K - $14K
13K $567M
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.17%
$567.81 - $607.81 $568 - $608
603 $366M
VT
Vanguard Total World Stk Index

ETFs
14
+ 0.19%
$117.09 - $123.07 $1.64K - $1.72K
7.57K $918M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4
+ 0.03%
$51.54 - $52.55 $206 - $210
11.9K $615M
PFF
Ishares Trust Ishares Pfd And

ETFs
155
+ 1.57%
$31.23 - $33.51 $4.84K - $5.19K
10K $320M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
8
+ 0.08%
$20.55 - $23.26 $164 - $186
9.53K $201M
VEA
Vanguard Ftse Developed Market

ETFs
297
+ 2.29%
$47.57 - $52.44 $14.1K - $15.6K
13.3K $655M
KO
Coca Cola CO

Consumer Defensive
1
+ 0.03%
$61.74 - $71.71 $61.7 - $71.7
3.74K $231M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.03%
$143.34 - $165.86 $143 - $166
3.09K $449M
Activity Summary
Buys All Purchases 28 New Holdings 2 Increased Positions 26 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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