Conrad Siegel Investment Advisors, Inc. Incresed Positions in Q1 2025

Conrad Siegel Investment Advisors, Inc.

  • $389 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
317K
+ 1569.54%
$47.4 - $52.99 $15M - $16.8M
337K $17.3M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
132K
+ 782.47%
$42.5 - $46.71 $5.63M - $6.19M
149K $6.77M
IEFA
Ishares Tr

ETFs
2.92K
+ 0.58%
$69.57 - $78.65 $203K - $229K
502K $38.3M
DFAX
Dimensional ETF Tr
27.3K
+ 3.99%
$24.45 - $27.2 $668K - $744K
713K $18.8M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
21.4K
+ 406.93%
$77.7 - $78.94 $1.67M - $1.69M
26.7K $2.11M
EDV
Vanguard Extended Duration Tre

ETFs
18.1K
+ 17.53%
$65.05 - $73.43 $1.18M - $1.33M
121K $8.51M
BNDX
Vanguard Total International B

ETFs
6.95K
+ 41.01%
$48.33 - $49.5 $336K - $344K
23.9K $1.17M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
4.79K
+ 9.09%
$23.9 - $24.17 $115K - $116K
57.5K $1.39M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
3.42K
+ 10.45%
$22.11 - $22.43 $75.6K - $76.7K
36.2K $811K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
37
+ 7.24%
$442.66 - $534.52 $16.4K - $19.8K
548 $287K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.49K
+ 2.61%
N/A
58.6K $1.39M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
1.27K
+ 15.12%
$24.79 - $25.26 $31.4K - $32K
9.63K $243K
XOM
Exxon Mobil Corp

Energy
54
+ 2.74%
$105.44 - $118.93 $5.69K - $6.42K
2.03K $241K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
997
+ 2.89%
$22.77 - $22.92 $22.7K - $22.9K
35.5K $814K
MCD
Mcdonalds Corp

Consumer Cyclical
8
+ 1.02%
$279.74 - $321.29 $2.24K - $2.57K
792 $247K
JPM
Jpmorgan Chase & CO

Financial Services
53
+ 4.69%
$225.19 - $279.95 $11.9K - $14.8K
1.18K $290K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
167
+ 0.34%
$25.05 - $25.16 $4.18K - $4.2K
49.6K $1.25M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
85
+ 0.29%
$23.29 - $23.38 $1.98K - $1.99K
29.6K $691K
VTI
Vanguard Total Stock Market Et

ETFs
143
+ 6.44%
$271.18 - $303.12 $38.8K - $43.3K
2.36K $646K
AVGO
Broadcom Inc.

Technology
3
+ 0.17%
$167.43 - $244.7 $502 - $734
1.73K $289K
MSFT
Microsoft Corp

Technology
78
+ 1.89%
$375.39 - $447.2 $29.3K - $34.9K
4.21K $1.58M
NVDA
Nvidia Corp

Technology
229
+ 2.66%
$106.98 - $149.43 $24.5K - $34.2K
8.82K $956K
AVUV
American Centy ETF Tr Avantis

ETFs
683
+ 1.48%
$84.95 - $100.62 $58K - $68.7K
47K $4.08M
LRGF
Ishares Tr

ETFs
8.52K
+ 2.12%
$56.95 - $63.95 $485K - $545K
411K $23.7M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.35K
+ 2.14%
$50.44 - $58.1 $421K - $485K
400K $20.6M
Activity Summary
Buys All Purchases 31 New Holdings 5 Increased Positions 26 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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