Copperleaf Capital, LLC Reduced Holdings in Q2 2024

Copperleaf Capital, LLC

  • $110 Million
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-6.58K
- 21.77%
$497.53 - $549.64 $3.28M - $3.62M
23.7K $12.9M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-11.8K
- 69.09%
$108.69 - $119.84 $1.29M - $1.42M
5.29K $631K
EFV
Msci Eafe Value ETF

ETFs
-16.2K
- 28.28%
$52.34 - $56.41 $846K - $911K
41K $2.17M
TFLO
Ishares Treasury Floating Rate

ETFs
-13.9K
- 43.94%
$50.44 - $50.7 $702K - $706K
17.8K $899K
IEMG
Ishares Inc

ETFs
-8.42K
- 46.58%
$50.02 - $54.95 $421K - $463K
9.66K $516K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-546
- 13.71%
$455.1 - $504.28 $248K - $275K
3.44K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
-690
- 14.72%
$245.23 - $269.4 $169K - $186K
4K $1.07M
IFRA
Ishares Tr

ETFs
-3.16K
- 28.55%
$41.22 - $44.87 $130K - $142K
7.91K $333K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-681
- 6.56%
$87.78 - $94.67 $59.8K - $64.5K
9.71K $890K
CRM
Salesforce, Inc.

Technology
-15
- 0.8%
$218.01 - $304.74 $3.27K - $4.57K
1.87K $480K
DFIC
Dimensional ETF Tr Dimensional

ETFs
-1.62K
- 2.1%
$25.73 - $27.44 $41.7K - $44.5K
75.5K $1.99M
JPM
Jpmorgan Chase & CO

Financial Services
-229
- 11.77%
$180.08 - $204.79 $41.2K - $46.9K
1.72K $347K
MUB
Ishares National Muni Bond ETF

ETFs
-217
- 3.86%
$105.37 - $107.16 $22.9K - $23.3K
5.4K $575K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-311
- 8.21%
$414.65 - $485.21 $129K - $151K
3.48K $1.67M
XOM
Exxon Mobil Corp

Energy
-40
- 1.38%
$108.36 - $122.2 $4.33K - $4.89K
2.86K $328K
WFC
Wells Fargo & Company

Financial Services
-191
- 5.07%
$56.41 - $62.34 $10.8K - $11.9K
3.58K $212K
LYG
Lloyds Banking Group PLC

Financial Services
-2.15K
- 7.24%
$2.45 - $2.84 $5.27K - $6.11K
27.6K $75K
Dimensional ETF Trust
-598
- 3.73%
N/A
15.4K $0
Dimensional ETF Trust
-1.71K
- 2.63%
N/A
63.2K $0
Dimensional ETF Trust
-133
- 1.56%
N/A
8.37K $0
UNH
Unitedhealth Group Inc

Healthcare
-27
- 1.8%
$439.2 - $524.63 $11.9K - $14.2K
1.48K $751K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-931
- 0.71%
$30.09 - $32.37 $28K - $30.1K
131K $4.22M
TSLA
Tesla, Inc.

Consumer Cyclical
-90
- 7.14%
$142.05 - $197.88 $12.8K - $17.8K
1.17K $231K
ECL
Ecolab Inc.

Basic Materials
-9
- 0.38%
$218.16 - $244.64 $1.96K - $2.2K
2.34K $556K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-784
- 2.23%
$24.84 - $27.2 $19.5K - $21.3K
34.4K $918K
GOOGL
Alphabet Inc.

Communication Services
-215
- 1.31%
$150.53 - $185.41 $32.4K - $39.9K
16.2K $2.95M
Activity Summary
Buys All Purchases 54 New Holdings 4 Increased Positions 50 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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