Coston, Mc Isaac & Partners Reduced Holdings in Q3 2025

Coston, Mc Isaac & Partners

  • $420 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Schwab International Index
-573
- 19.16%
N/A
2.42K $68K
Schwab Target 2050
-5
- 0.13%
N/A
3.9K $76K
GOOG
Alphabet Inc.

Communication Services
-22
- 1.78%
$175.16 - $255.24 $3.85K - $5.62K
1.21K $295K
Money Market Pool
-5.4K
- 6.08%
N/A
83.4K $100K
Schwab Target 2035
-3
- 0.05%
N/A
5.49K $106K
American Funds Capital Income Bldr A
-693
- 32.17%
N/A
1.46K $115K
Harrison Street Real Assets Fund
-1.9K
- 31.07%
N/A
4.21K $120K
Dfa Real Estate Securities I
-82
- 2.53%
N/A
3.16K $130K
Nuveen Large Cap Gr Idx R6
-136
- 6.26%
N/A
2.04K $159K
Vanguard Dividend Growth Fund Inv
-1.28K
- 22.12%
N/A
4.51K $166K
Dimensional World Equityetf
-103
- 3.68%
N/A
2.7K $192K
VT
Vanguard Total World Stk Index

ETFs
-232
- 0.96%
$128.41 - $138.03 $29.8K - $32K
23.9K $3.3M
Aqr International Multi Style R6
-628
- 4.89%
N/A
12.2K $211K
American Funds Income Fund Of Amer A
-673
- 7.72%
N/A
8.05K $221K
Dfa Us Large Cap Value I
-5
- 0.11%
N/A
4.37K $235K
WMT
Walmart Inc.

Consumer Defensive
-2.72K
- 2.71%
$94.4 - $104.27 $257K - $284K
97.6K $10.1M
Dfa Global Allocation 25/75 I
-1.78K
- 9.04%
N/A
17.9K $256K
HSY
Hershey CO

Consumer Defensive
-745
- 3.62%
$161.95 - $193.45 $121K - $144K
19.8K $3.7M
Schwab Markettrack Balanced
-4.17K
- 20.14%
N/A
16.5K $344K
Dfa International Vector Equity I
-2.11K
- 6.79%
N/A
29K $502K
MO
Altria Group, Inc.

Consumer Defensive
-114
- 0.14%
$57.75 - $67.68 $6.58K - $7.72K
81.2K $5.36M
Aqr Large Cap Multi Style R6
-1.36K
- 3.98%
N/A
32.7K $731K
American Funds Washington Mutual A
-123
- 1.0%
N/A
12.2K $814K
Dfa Two Year Global Fixed Income I
-490
- 0.53%
N/A
91.6K $897K
Dfa Emerging Markets Core Equity 2 I
-124
- 0.37%
N/A
33K $934K
Ishares Bitcoin ETF
-907
- 5.85%
N/A
14.6K $948K
Dfa Inflation Protected Securities I
-276
- 0.29%
N/A
94.9K $1.07M
American Funds Growth Fund Of Amer A
-120
- 0.98%
N/A
12.1K $1.07M
VTI
Vanguard Total Stock Market Et

ETFs
-342
- 0.69%
$303.93 - $329.86 $104K - $113K
49.5K $16.2M
American Funds Fundamental Invs A
-131
- 1.02%
N/A
12.7K $1.19M
Dfa Us Vector Equity I
-2.12K
- 5.02%
N/A
40.1K $1.21M
Fidelity Wise Origin Bitcoin Fund
-1.63K
- 11.41%
N/A
12.6K $1.26M
Dfa International Core Equity 2 I
-409
- 0.57%
N/A
71.9K $1.4M
WSM
Williams Sonoma Inc

Consumer Cyclical
-1.27K
- 2.35%
$163.62 - $210.2 $207K - $266K
52.7K $10.3M
Schwab Markettrack All Equity
-2.86K
- 5.0%
N/A
54.4K $1.49M
Dfa Global Allocation 60/40 I
-2.46K
- 3.28%
N/A
72.5K $1.67M
Dfa Us Core Equity 2 I
-1.89K
- 3.79%
N/A
47.9K $2.07M
AAPL
Apple Inc.

Technology
-514
- 0.96%
$202.38 - $256.87 $104K - $132K
52.8K $13.4M
Dfa Global Equity I
-7.56K
- 1.66%
N/A
448K $17.5M
Schwab Us Treasury Money Investor
-1.14M
- 5.76%
N/A
18.6M $18.6M
Activity Summary
Buys All Purchases 316 New Holdings 58 Increased Positions 258 Sells All Sells 91 Reductions 91 Sold out 0 Options Calls 0 Puts 0
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