Apcm Wealth Management For Individuals Incresed Positions in Q4 2024

Apcm Wealth Management For Individuals

  • $643 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BBRE
Jp Morgan ETF Tr Betabuilders

ETFs
56.7K
+ 34.75%
$92.26 - $103.02 $5.23M - $5.84M
220K $20.6M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
168K
+ 705.69%
$23.29 - $23.93 $3.91M - $4.02M
192K $4.5M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
85K
+ 38.74%
$47.26 - $48.18 $4.02M - $4.1M
305K $14.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
58.2K
+ 6.41%
$61.68 - $67.87 $3.59M - $3.95M
965K $60.1M
IEMG
Ishares Inc

ETFs
6.41K
+ 1.34%
N/A
484K $26M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
18.3K
+ 30.3%
$20.55 - $23.26 $377K - $426K
78.8K $1.66M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
1.94K
+ 1.16%
$51.94 - $55.55 $101K - $108K
169K $9M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
4.43K
+ 3.74%
$41.09 - $45.94 $182K - $203K
123K $5.16M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
7.02K
+ 3.12%
$48.33 - $49.08 $339K - $344K
232K $11.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
289
+ 0.69%
$66.77 - $71.52 $19.3K - $20.7K
42.2K $2.91M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.63K
+ 2.12%
$77.02 - $78.58 $280K - $285K
175K $13.5M
GOOG
Alphabet Inc.

Communication Services
3
+ 0.26%
$163.08 - $198.16 $489 - $594
1.16K $221K
BAC
Bank Of America Corp

Financial Services
16
+ 0.31%
$39.22 - $47.77 $628 - $764
5.2K $228K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
633
+ 4.63%
$44.33 - $49.55 $28.1K - $31.4K
14.3K $643K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.19%
$873.59 - $994.69 $874 - $995
521 $477K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
32.7K
+ 111.62%
$22.63 - $47.53 $740K - $1.55M
62K $1.41M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
468
+ 6.43%
$38.37 - $42.82 $18K - $20K
7.74K $297K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
14.1K
+ 189.89%
$22.01 - $66.82 $310K - $941K
21.5K $488K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
32K
+ 117.63%
$18.41 - $40.87 $589K - $1.31M
59.2K $1.09M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1.1K
+ 4.78%
$26.63 - $30.23 $29.3K - $33.2K
24.1K $642K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
142
+ 0.33%
$33.39 - $37.66 $4.74K - $5.35K
43.8K $1.46M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
2.86K
+ 2.29%
$46.33 - $48.6 $132K - $139K
128K $5.93M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
926
+ 3.44%
$75.65 - $83.47 $70.1K - $77.3K
27.8K $2.12M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.89K
+ 0.79%
$113.92 - $127.38 $215K - $241K
240K $27.7M
BNDX
Vanguard Total International B

ETFs
9.85K
+ 1.73%
$48.91 - $50.61 $482K - $498K
579K $28.4M
EWJ
Ishares Msci Japan ETF

ETFs
3.38K
+ 3.35%
$66.18 - $71.84 $224K - $243K
104K $6.99M
CMDY
Ishares Us ETF Tr Bloomberg Ro

ETFs
10.9K
+ 3.07%
$46.31 - $51.02 $506K - $558K
367K $17.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
25.8K
+ 2.57%
$71.75 - $75.11 $1.85M - $1.94M
1.03M $73.9M
IEFA
Ishares Tr

ETFs
10.8K
+ 2.05%
$70.06 - $77.43 $754K - $833K
537K $37.7M
NFRA
Flexshares Stoxx Global Broad

ETFs
372
+ 0.05%
$54.11 - $59.58 $20.1K - $22.2K
694K $37.6M
Activity Summary
Buys All Purchases 31 New Holdings 0 Increased Positions 31 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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