Vsm Wealth Advisory, LLC ETFs

Vsm Wealth Advisory, LLC

$280 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSG Ishares Core S&P U.S Growth Et	$0	$185 Million 0.07% of portfolio	1,327	Q4 2024 New
VBK Vanguard Small Cap Growth ETF	$0	$184 Million 0.07% of portfolio	655	Q4 2024 New
IJS Ishares S&P Smallcap 600 Value	$0	$166 Million 0.06% of portfolio	1,527	Q4 2024 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$165 Million 0.06% of portfolio	7,109	Q4 2024 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$165 Million 0.06% of portfolio	7,138	Q4 2024 New
IWV Ishares Russell 3000 ETF	$0	$163 Million 0.06% of portfolio	487	Q4 2024 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$159 Million 0.06% of portfolio	2,796	Q4 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$126 Million 0.04% of portfolio	2,134	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$123 Million 0.04% of portfolio	240	Q4 2024 New
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$121 Million 0.04% of portfolio	4,973	Q4 2024 New
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$103 Million 0.04% of portfolio	1,831	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$102 Million 0.04% of portfolio	572	Q4 2024 New
VDE Vanguard Energy ETF	$0	$101 Million 0.04% of portfolio	833	Q4 2024 New
VFH Vanguard Financial ETF	$0	$97.8 Million 0.03% of portfolio	829	Q4 2024 New
XLK Technology Sector Spdr	$0	$93 Million 0.03% of portfolio	400	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$90.1 Million 0.03% of portfolio	246	Q4 2024 New
VGSH Vanguard	$0	$89 Million 0.03% of portfolio	1,530	Q4 2024 New
SCHG Schwab Strategic Tr Us Large C	$0	$87.2 Million 0.03% of portfolio	3,128	Q4 2024 New
PCEF Invesco Cef Income Composite E	$0	$85.5 Million 0.03% of portfolio	4,462	Q4 2024 New
DFSV Dimensional ETF Tr Dimensional	$0	$83.2 Million 0.03% of portfolio	2,704	Q4 2024 New
SUSB Ishares Tr Ishares Esg Aware 1	$0	$79.7 Million 0.03% of portfolio	3,228	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$73.9 Million 0.03% of portfolio	184	Q4 2024 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$71.1 Million 0.03% of portfolio	1,691	Q4 2024 New
DVY Ishares Tr	$0	$65.5 Million 0.02% of portfolio	499	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$65.4 Million 0.02% of portfolio	495	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$61.3 Million 0.02% of portfolio	2,350	Q4 2024 New
XVV Ishares Tr Esg Screened S&P 50	$0	$60.8 Million 0.02% of portfolio	1,343	Q4 2024 New
VHT Vanguard Health Care ETF	$0	$59.7 Million 0.02% of portfolio	235	Q4 2024 New
IVOV Vanguard S&P Mid Cap 400 Value	$0	$57.3 Million 0.02% of portfolio	600	Q4 2024 New
IJR Ishares Core S&P Sm Cap ETF	$0	$54.6 Million 0.02% of portfolio	474	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$51.9 Million 0.02% of portfolio	235	Q4 2024 New
IXN Ishares Global Information Tec	$0	$50.3 Million 0.02% of portfolio	593	Q4 2024 New
DUHP Dimensional ETF Tr Dimensional	$0	$47.4 Million 0.02% of portfolio	1,403	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$46.6 Million 0.02% of portfolio	963	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$40.9 Million 0.01% of portfolio	1,000	Q4 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$39.1 Million 0.01% of portfolio	371	Q4 2024 New
DFAR Dimensional ETF Tr Dimensional	$0	$36.7 Million 0.01% of portfolio	1,579	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$34.2 Million 0.01% of portfolio	185	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$30.1 Million 0.01% of portfolio	228	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$26.9 Million 0.01% of portfolio	303	Q4 2024 New
VOX Vanguard Communication Service	$0	$26.7 Million 0.01% of portfolio	172	Q4 2024 New
VCR Vanguard Consumer Discretionar	$0	$24.8 Million 0.01% of portfolio	66	Q4 2024 New
PSI Invesco Exchange Traded Fd Tr	$0	$24.6 Million 0.01% of portfolio	425	Q4 2024 New
GBTC Grayscale Bitcoin Trust (Btc)	$52.2B	$24.2 Million 0.01% of portfolio	327	Q4 2024 New
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$23.9 Million 0.01% of portfolio	346	Q4 2024 New
VIS Vanguard Industrial ETF	$0	$23.4 Million 0.01% of portfolio	92	Q4 2024 New
VNQI Vanguard Global Ex U.S. Real	$0	$23.1 Million 0.01% of portfolio	585	Q4 2024 New
IYH Ishares Tr	$0	$22.1 Million 0.01% of portfolio	380	Q4 2024 New
VDC Vanguard Consumer Staples ETF	$0	$22 Million 0.01% of portfolio	104	Q4 2024 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$21.6 Million 0.01% of portfolio	421	Q4 2024 New

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vsm Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vsm Wealth Advisory, LLC with notifications on news.