Conrad Siegel Investment Advisors, Inc. Incresed Positions in Q4 2024

Conrad Siegel Investment Advisors, Inc.

  • $371 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.45K
+ 0.91%
$521.84 - $558.82 $756K - $810K
161K $86.6M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
27.9K
+ 0.93%
$33.92 - $36.6 $945K - $1.02M
3.03M $105M
AMZN
Amazon Com Inc

Consumer Cyclical
98
+ 1.29%
$180.88 - $232.93 $17.7K - $22.8K
7.71K $1.69M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
9.28K
+ 13.41%
$48.17 - $53.38 $447K - $495K
78.5K $3.83M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.1K
+ 21.55%
N/A
57.1K $1.36M
GOOGL
Alphabet Inc.

Communication Services
53
+ 0.54%
$161.86 - $196.66 $8.58K - $10.4K
9.85K $1.86M
AAPL
Apple Inc.

Technology
204
+ 1.95%
$221.69 - $259.02 $45.2K - $52.8K
10.7K $2.67M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
9.33K
+ 21.49%
$23.88 - $24.32 $223K - $227K
52.7K $1.26M
DFAT
Dimensional ETF Tr U S Target

ETFs
3.11K
+ 0.8%
$54.54 - $61.04 $169K - $190K
391K $21.8M
TSLA
Tesla, Inc.

Consumer Cyclical
127
+ 15.58%
$213.65 - $479.86 $27.1K - $60.9K
942 $380K
NVDA
Nvidia Corp

Technology
346
+ 4.19%
$117.0 - $148.88 $40.5K - $51.5K
8.6K $1.15M
AVGO
Broadcom Inc.

Technology
270
+ 18.51%
$159.67 - $250.0 $43.1K - $67.5K
1.73K $400K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
4.46K
+ 9.91%
$25.0 - $25.11 $111K - $112K
49.5K $1.24M
VO
Vanguard Mid Cap ETF

ETFs
215
+ 0.18%
$261.5 - $284.63 $56.2K - $61.2K
117K $30.9M
VTI
Vanguard Total Stock Market Et

ETFs
176
+ 8.61%
$280.04 - $302.45 $49.3K - $53.2K
2.22K $643K
META
Meta Platforms, Inc.

Communication Services
29
+ 1.7%
$554.08 - $632.68 $16.1K - $18.3K
1.74K $1.02M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
1.64K
+ 4.98%
$22.72 - $23.0 $37.2K - $37.6K
34.5K $787K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
395
+ 8.11%
$77.86 - $79.27 $30.8K - $31.3K
5.27K $410K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
1.61K
+ 5.17%
$22.1 - $22.59 $35.6K - $36.3K
32.7K $726K
BND
Vanguard Bd Index Fd Inc Total

ETFs
395
+ 3.72%
$71.75 - $75.11 $28.3K - $29.7K
11K $792K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.03K
+ 1.45%
$48.33 - $49.08 $49.6K - $50.4K
72K $3.49M
MSFT
Microsoft Corp

Technology
49
+ 1.2%
$406.35 - $454.46 $19.9K - $22.3K
4.14K $1.74M
VEA
Vanguard Ftse Developed Market

ETFs
125
+ 0.62%
$47.57 - $52.44 $5.95K - $6.56K
20.2K $965K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
559
+ 1.53%
$99.04 - $109.59 $55.4K - $61.3K
37.1K $3.69M
EDV
Vanguard Extended Duration Tre

ETFs
8.32K
+ 8.75%
$67.27 - $79.67 $559K - $663K
103K $7M
IEFA
Ishares Tr

ETFs
9.61K
+ 1.97%
$70.06 - $77.43 $673K - $744K
499K $35M
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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