Facet Wealth, Inc. Purchases in Q3 2024

Facet Wealth, Inc.

  • $3.6 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
1.04M
+ 241.7%
$106.13 - $108.7 $110M - $113M
1.46M $159M
VTI
Vanguard Total Stock Market Et

ETFs
74.2K
+ 3.9%
$255.18 - $283.2 $18.9M - $21M
1.98M $560M
VEA
Vanguard Ftse Developed Market

ETFs
327K
+ 4.68%
$47.6 - $53.31 $15.6M - $17.4M
7.32M $386M
VTV
Vanguard Value ETF

ETFs
69.6K
+ 4.48%
$159.75 - $174.57 $11.1M - $12.1M
1.62M $283M
QUAL
Ishares Msci Usa Quality Facto

ETFs
69.1K
+ 3.04%
$162.64 - $179.3 $11.2M - $12.4M
2.34M $420M
CMF
Ishares California Muni Bond E

ETFs
408K
+ 69.88%
$56.65 - $58.17 $23.1M - $23.7M
992K $57.6M
EFG
Msci Eafe Growth ETF

ETFs
110K
+ 8.8%
$96.84 - $108.77 $10.6M - $11.9M
1.36M $146M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
115K
+ 5.99%
$41.9 - $48.26 $4.83M - $5.56M
2.04M $97.5M
IWN
Ishares Russell2000 Val ETF

ETFs
27.3K
+ 6.48%
$150.05 - $171.34 $4.1M - $4.68M
449K $74.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
39.6K
+ 3.85%
$116.79 - $133.54 $4.63M - $5.29M
1.07M $141M
SCHG
Schwab Strategic Tr Us Large C

ETFs
86.9K
+ 1490.05%
$92.63 - $105.69 $8.05M - $9.18M
92.7K $9.66M
IEFA
Ishares Tr

ETFs
50.9K
+ 7.63%
$70.09 - $78.74 $3.57M - $4.01M
718K $56M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
38.8K
+ 6.63%
$114.73 - $120.23 $4.46M - $4.67M
625K $74.7M
NYF
Ishares New York Muni Bond ETF

ETFs
122K
+ 58.13%
$53.13 - $54.36 $6.5M - $6.65M
333K $18.1M
MGK
Vanguard Mega Cap Growth ETF

ETFs
13.8K
+ 4.99%
$285.48 - $330.24 $3.95M - $4.57M
291K $93.6M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
31.6K
+ 9.98%
$83.76 - $91.82 $2.65M - $2.9M
348K $31.8M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
71.8K
+ 95.63%
$51.29 - $56.57 $3.68M - $4.06M
147K $8.31M
AAPL
Apple Inc.

Technology
5.41K
+ 4.3%
$207.23 - $234.82 $1.12M - $1.27M
131K $30.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.02K
+ 39.45%
$475.2 - $527.7 $2.86M - $3.17M
21.3K $11.2M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
76.3K
+ 112.69%
$36.98 - $41.55 $2.82M - $3.17M
144K $5.92M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
11.6K
+ 3.36%
$91.37 - $101.65 $1.06M - $1.18M
358K $36.4M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
40.7K
+ 226.48%
$59.93 - $66.52 $2.44M - $2.71M
58.7K $3.9M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
17.1K
+ 10.84%
$69.31 - $77.34 $1.19M - $1.32M
175K $13.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
33.6K
+ 229.74%
$61.11 - $67.85 $2.05M - $2.28M
48.2K $3.27M
VGSH
Vanguard

ETFs
30.4K
+ 6.71%
$57.74 - $59.13 $1.75M - $1.8M
483K $28.5M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
7.91K
+ 1.04%
$33.74 - $37.96 $267K - $300K
767K $28.8M
VSGX
Vanguard World Fd Esg Intl Stk

ETFs
11.9K
+ 3.85%
$55.06 - $62.25 $653K - $738K
320K $19.7M
TFLO
Ishares Treasury Floating Rate

ETFs
39.1K
+ 7.52%
$50.42 - $50.66 $1.97M - $1.98M
559K $28.3M
FLRN
Spdr Bloomberg Investment Grad

ETFs
60.8K
+ 6.89%
$30.55 - $30.85 $1.86M - $1.88M
943K $29.1M
SQ
Block, Inc.

Technology
22.9K
New
$57.21 - $72.07 $1.31M - $1.65M
22.9K $1.54M
VUG
Vanguard Growth ETF

ETFs
3.17K
+ 20.95%
$341.08 - $391.94 $1.08M - $1.24M
18.3K $7.03M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
17.1K
+ 8.91%
$46.18 - $48.92 $790K - $837K
209K $10.2M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
14.7K
+ 3.76%
$49.93 - $51.15 $734K - $752K
406K $20.7M
FNDX
Schwab Fundamental U S Large C

ETFs
15K
+ 347.5%
$65.36 - $71.76 $982K - $1.08M
19.4K $1.39M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4.47K
+ 8.68%
$113.45 - $126.18 $507K - $564K
55.9K $7.06M
META
Meta Platforms, Inc.

Communication Services
135
+ 1.14%
$453.41 - $572.44 $61.2K - $77.3K
12K $6.84M
SCHA
Schwab Strategic Tr Us Small C

ETFs
15.3K
+ 94.98%
$46.9 - $51.96 $718K - $796K
31.4K $1.62M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.79K
+ 1.11%
$63.28 - $70.06 $113K - $125K
164K $11.5M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
6.05K
+ 17.41%
$75.63 - $84.89 $458K - $514K
40.8K $3.43M
IWV
Ishares Russell 3000 ETF

ETFs
1.94K
New
$294.75 - $326.73 $572K - $634K
1.94K $633K
VXF
Vanguard Extended Market ETF

ETFs
2.26K
+ 21.33%
$163.98 - $182.92 $370K - $413K
12.8K $2.34M
CRM
Salesforce, Inc.

Technology
1.94K
+ 183.92%
$238.42 - $276.53 $463K - $538K
3K $821K
IVV
Ishares Core S&P 500 ETF

ETFs
540
+ 8.7%
$520.18 - $576.82 $281K - $311K
6.75K $3.89M
AVUS
American Centy ETF Tr Avantis

ETFs
3.45K
+ 11.32%
$86.27 - $95.15 $298K - $328K
33.9K $3.23M
TSLA
Tesla, Inc.

Consumer Cyclical
664
+ 17.94%
$191.76 - $263.26 $127K - $175K
4.37K $1.14M
XLK
Technology Sector Spdr

ETFs
1.8K
New
$197.34 - $237.68 $355K - $428K
1.8K $406K
SPY
Spdr S&P 500 ETF Trust

ETFs
512
+ 13.68%
$517.38 - $573.86 $265K - $294K
4.25K $2.44M
HD
Home Depot, Inc.

Consumer Cyclical
673
+ 44.1%
$333.64 - $405.2 $225K - $273K
2.2K $891K
D
Dominion Energy, Inc

Utilities
5.93K
New
$48.01 - $58.53 $285K - $347K
5.93K $342K
Activity Summary
Buys All Purchases 104 New Holdings 12 Increased Positions 92 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Facet Wealth, Inc. Portfolio

Follow Facet Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Facet Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Facet Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email