Bwm Planning, LLC New Holdings in Q3 2024

Bwm Planning, LLC

  • $225 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
619K
New
$28.69 - $32.06 $17.8M - $19.9M
619K $19.7B
VTI
Vanguard Total Stock Market Et

ETFs
60.4K
New
$255.18 - $283.2 $15.4M - $17.1M
60.4K $17.1B
IVV
Ishares Core S&P 500 ETF

ETFs
19.4K
New
$520.18 - $576.82 $10.1M - $11.2M
19.4K $11.2B
DFAT
Dimensional ETF Tr U S Target

ETFs
200K
New
$51.0 - $57.07 $10.2M - $11.4M
200K $11.1B
AAPL
Apple Inc.

Technology
46.9K
New
$207.23 - $234.82 $9.73M - $11M
46.9K $10.9B
DFAE
Dimensional ETF Tr

ETFs
394K
New
$24.46 - $27.82 $9.63M - $10.9M
394K $10.8B
DFAS
Dimensional ETF Tr U S Small C

ETFs
144K
New
$59.25 - $65.33 $8.52M - $9.39M
144K $9.33B
American Centy ETF Tr
155K
New
N/A
155K $9.32B
SPXE
Proshares Tr S&P 500 Ex Energy

ETFs
139K
New
$55.46 - $61.86 $7.72M - $8.61M
139K $8.61B
AVDE
American Centy ETF Tr Avantis

ETFs
121K
New
$60.09 - $67.67 $7.29M - $8.21M
121K $8.13B
AVUV
American Centy ETF Tr Avantis

ETFs
73.6K
New
$88.24 - $99.7 $6.49M - $7.34M
73.6K $7.06B
QMOM
Ea Ser Tr Momentumshares U S Q

ETFs
103K
New
$55.15 - $64.23 $5.67M - $6.6M
103K $6.6B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
150K
New
$41.34 - $43.55 $6.21M - $6.54M
150K $6.49B
SCHO
Schwab Short Term Us Treasury

ETFs
130K
New
$47.93 - $49.06 $6.24M - $6.38M
130K $6.37B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
10.2K
New
$405.19 - $478.57 $4.12M - $4.87M
10.2K $4.68B
HIDE
Ea Ser Tr Alpha Architect High
190K
New
N/A
190K $4.49B
DISV
Dimensional ETF Tr Dimensional

ETFs
152K
New
$26.06 - $29.18 $3.97M - $4.44M
152K $4.42B
XOM
Exxon Mobil Corp

Energy
32K
New
$109.72 - $119.0 $3.51M - $3.81M
32K $3.75B
WFC
Wells Fargo & Company

Financial Services
60K
New
$51.58 - $60.97 $3.1M - $3.66M
60K $3.39B
Ea Series Trust
30.2K
New
N/A
30.2K $3.29B
IEFA
Ishares Tr

ETFs
39.4K
New
$70.09 - $78.74 $2.76M - $3.1M
39.4K $3.08B
Tidal Tr Ii
124K
New
N/A
124K $3.03B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
67.7K
New
$38.51 - $41.69 $2.61M - $2.82M
67.7K $2.82B
AVEM
American Centy ETF Tr Avantis

ETFs
37.7K
New
$57.2 - $65.59 $2.15M - $2.47M
37.7K $2.43B
AVDV
American Centy ETF Tr Avantis

ETFs
24.2K
New
$62.52 - $71.12 $1.51M - $1.72M
24.2K $1.71B
HD
Home Depot, Inc.

Consumer Cyclical
4.06K
New
$333.64 - $405.2 $1.36M - $1.65M
4.06K $1.65B
Tidal Tr Ii
87.5K
New
N/A
87.5K $1.59B
CVX
Chevron Corp

Energy
10.8K
New
$137.88 - $161.97 $1.48M - $1.74M
10.8K $1.59B
DFIV
Dimensional ETF Tr

ETFs
41K
New
$34.66 - $38.38 $1.42M - $1.57M
41K $1.56B
Dimensional ETF Trust
49K
New
N/A
49K $1.41B
AVIG
American Centy ETF Tr Avantis

ETFs
32.7K
New
$40.41 - $42.73 $1.32M - $1.4M
32.7K $1.39B
SBR
Sabine Royalty Trust

Energy
21.6K
New
$59.42 - $67.35 $1.28M - $1.45M
21.6K $1.33B
VV
Vanguard Large Cap ETF

ETFs
4.96K
New
$236.92 - $263.4 $1.18M - $1.31M
4.96K $1.31B
HP
Helmerich & Payne, Inc.

Energy
42.4K
New
$29.65 - $41.17 $1.26M - $1.75M
42.4K $1.29B
CTRA
Coterra Energy Inc.

Energy
52.5K
New
$22.62 - $27.37 $1.19M - $1.44M
52.5K $1.26B
PBT
Permian Basin Royalty Trust

Energy
104K
New
$10.5 - $12.01 $1.09M - $1.25M
104K $1.23B
Core Laboratories Inc
65K
New
N/A
65K $1.21B
DFUS
Dimensional ETF Tr U S Equity

ETFs
18.4K
New
$56.04 - $62.2 $1.03M - $1.14M
18.4K $1.14B
WES
Western Midstream Partners, LP

Energy
28.3K
New
$36.59 - $42.74 $1.04M - $1.21M
28.3K $1.08B
PSX
Phillips 66

Energy
8.24K
New
$125.0 - $147.17 $1.03M - $1.21M
8.24K $1.08B
JNJ
Johnson & Johnson

Healthcare
6.64K
New
$145.48 - $167.38 $965K - $1.11M
6.64K $1.08B
Dimensional ETF Trust
17.6K
New
N/A
17.6K $954M
JPM
Jpmorgan Chase & CO

Financial Services
4.38K
New
$194.9 - $224.8 $854K - $986K
4.38K $924M
LLY
Eli Lilly & CO

Healthcare
1.03K
New
$772.14 - $960.02 $795K - $988K
1.03K $912M
MSFT
Microsoft Corp

Technology
2.06K
New
$395.15 - $467.56 $816K - $965K
2.06K $888M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
7.69K
New
$98.99 - $101.51 $761K - $780K
7.69K $779M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
13.8K
New
$49.93 - $51.15 $687K - $704K
13.8K $704M
PEP
Pepsico Inc

Consumer Defensive
3.84K
New
$161.9 - $179.3 $622K - $689K
3.84K $654M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
5.14K
New
$112.99 - $126.45 $580K - $649K
5.14K $647M
Activity Summary
Buys All Purchases 76 New Holdings 76 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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