Elser Financial Planning, Inc Incresed Positions in Q4 2024

Elser Financial Planning, Inc

  • $1.67 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
0
+ 0.0%
$41.17 - $43.34 $0 - $0
3.44B $143B
DFUS
Dimensional ETF Tr U S Equity

ETFs
960K
+ 2245.61%
$61.52 - $66.5 $59.1M - $63.9M
1M $63.9B
DFAS
Dimensional ETF Tr U S Small C

ETFs
714K
+ 3665.73%
$63.58 - $71.15 $45.4M - $50.8M
733K $47.7B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
978K
+ 13350.78%
$40.38 - $44.35 $39.5M - $43.4M
986K $40.3B
DFAX
Dimensional ETF Tr
537K
+ 2407.12%
$24.76 - $27.04 $13.3M - $14.5M
559K $13.9B
Vanguard Mun Bd Fds
6.28K
+ 177.75%
N/A
9.81K $975M
DFIV
Dimensional ETF Tr

ETFs
13.7K
+ 176.02%
$34.86 - $37.97 $478K - $521K
21.5K $763M
AMZN
Amazon Com Inc

Consumer Cyclical
289
+ 6.05%
$180.88 - $232.93 $52.3K - $67.3K
5.07K $1.11B
DIS
Walt Disney CO

Communication Services
105
+ 4.12%
$92.39 - $117.6 $9.7K - $12.3K
2.66K $296M
VTI
Vanguard Total Stock Market Et

ETFs
125
+ 7.54%
$280.04 - $302.45 $35K - $37.8K
1.78K $517M
KR
Kroger CO

Consumer Defensive
13
+ 0.17%
$55.21 - $63.3 $718 - $823
7.89K $482M
MAR
Marriott International Inc

Consumer Cyclical
7
+ 0.73%
$246.06 - $292.59 $1.72K - $2.05K
966 $269M
APH
Amphenol Corp

Technology
33
+ 0.53%
$62.07 - $75.35 $2.05K - $2.49K
6.26K $435M
CBSH
Commerce Bancshares Inc

Financial Services
211
+ 5.14%
$57.04 - $74.36 $12K - $15.7K
4.32K $269M
TJX
Tjx Companies Inc

Consumer Cyclical
29
+ 1.46%
$112.15 - $127.2 $3.25K - $3.69K
2.02K $244M
MSFT
Microsoft Corp

Technology
113
+ 2.51%
$406.35 - $454.46 $45.9K - $51.4K
4.61K $1.94B
ALL
Allstate Corp

Financial Services
6
+ 0.39%
$181.25 - $208.2 $1.09K - $1.25K
1.53K $294M
ABT
Abbott Laboratories

Healthcare
42
+ 2.08%
$111.93 - $119.39 $4.7K - $5.01K
2.07K $234M
SYK
Stryker Corp

Healthcare
11
+ 0.89%
$345.14 - $392.15 $3.8K - $4.31K
1.25K $451M
CVX
Chevron Corp

Energy
48
+ 2.05%
$141.15 - $162.53 $6.78K - $7.8K
2.39K $346M
HD
Home Depot, Inc.

Consumer Cyclical
22
+ 3.58%
$385.02 - $431.37 $8.47K - $9.49K
637 $248M
SCHX
Schwab Strategic Tr Us Large C

ETFs
89.1K
+ 192.13%
$22.4 - $68.28 $1.99M - $6.08M
135K $3.14B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
217
+ 3.35%
$44.04 - $49.49 $9.56K - $10.7K
6.7K $295M
QCOM
Qualcomm Inc

Technology
72
+ 4.31%
$150.4 - $178.04 $10.8K - $12.8K
1.74K $267M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.08%
$288.47 - $316.54 $288 - $317
1.19K $346M
TXN
Texas Instruments Inc

Technology
22
+ 1.94%
N/A
1.16K $217M
VEU
Vanguard Ftse All World Ex Us

ETFs
157
+ 3.06%
$57.29 - $63.1 $8.99K - $9.91K
5.29K $303M
CSX
Csx Corp

Industrials
118
+ 1.03%
$31.58 - $36.88 $3.73K - $4.35K
11.6K $373M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3
+ 0.06%
$58.88 - $64.8 $177 - $194
4.8K $283M
CAT
Caterpillar Inc

Industrials
19
+ 1.44%
$360.37 - $416.88 $6.85K - $7.92K
1.33K $484M
NSC
Norfolk Southern Corp

Industrials
5
+ 0.21%
$230.6 - $277.0 $1.15K - $1.39K
2.36K $553M
LOW
Lowes Companies Inc

Consumer Cyclical
15
+ 0.84%
$244.52 - $284.07 $3.67K - $4.26K
1.8K $445M
UNP
Union Pacific Corp

Industrials
13
+ 0.4%
$223.15 - $249.32 $2.9K - $3.24K
3.24K $738M
CL
Colgate Palmolive CO

Consumer Defensive
1
+ 0.02%
$90.22 - $102.31 $90.2 - $102
4.63K $421M
VEA
Vanguard Ftse Developed Market

ETFs
15
+ 0.1%
$47.57 - $52.44 $714 - $787
15.2K $728M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
67.6K
+ 180.95%
$22.01 - $66.82 $1.49M - $4.51M
105K $2.38B
SCHA
Schwab Strategic Tr Us Small C

ETFs
55K
+ 86.19%
$25.33 - $51.16 $1.39M - $2.82M
119K $3.08B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
48.7K
+ 84.85%
$18.41 - $40.87 $897K - $1.99M
106K $1.96B
Activity Summary
Buys All Purchases 89 New Holdings 50 Increased Positions 39 Sells All Sells 8 Reductions 8 Sold out 0 Options Calls 0 Puts 0
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