Facet Wealth, Inc. Sells in Q4 2024

Facet Wealth, Inc.

  • $3.68 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-371K
- 34.74%
$129.96 - $144.97 $48.3M - $53.8M
698K $97.2M
IWN
Ishares Russell2000 Val ETF

ETFs
-190K
- 42.32%
$162.69 - $181.35 $30.9M - $34.5M
259K $42.5M
VTI
Vanguard Total Stock Market Et

ETFs
-89.6K
- 4.53%
$280.04 - $302.45 $25.1M - $27.1M
1.89M $547M
VBR
Vanguard Small Cap Value ETF

ETFs
-27.1K
- 52.34%
$197.36 - $217.3 $5.35M - $5.89M
24.7K $4.89M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-41.9K
- 8.37%
$124.26 - $134.12 $5.21M - $5.63M
459K $59.1M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-29.8K
- 51.74%
$84.34 - $95.14 $2.51M - $2.83M
27.8K $2.42M
VUG
Vanguard Growth ETF

ETFs
-5.58K
- 30.44%
$378.79 - $428.11 $2.11M - $2.39M
12.7K $5.23M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-15.2K
- 6.08%
$38.37 - $42.82 $584K - $652K
235K $9.01M
AAPL
Apple Inc.

Technology
-14.2K
- 10.82%
$221.69 - $259.02 $3.14M - $3.67M
117K $29.3M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-18.3K
- 11.21%
$69.3 - $74.3 $1.27M - $1.36M
145K $10.4M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-18.8K
- 4.51%
$24.94 - $26.14 $468K - $491K
397K $9.93M
MSFT
Microsoft Corp

Technology
-1.86K
- 26.17%
$406.35 - $454.46 $755K - $844K
5.24K $2.21M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-953
- 3.03%
$25.33 - $51.16 $24.1K - $48.8K
30.5K $788K
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.36K
- 6.44%
$57.29 - $63.1 $250K - $275K
63.3K $3.63M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
-12.8K
- 63.95%
$45.38 - $46.88 $581K - $600K
7.22K $329K
AVUV
American Centy ETF Tr Avantis

ETFs
-5.17K
- 48.84%
$94.37 - $106.41 $488K - $550K
5.42K $523K
IVV
Ishares Core S&P 500 ETF

ETFs
-878
- 13.01%
$570.51 - $610.59 $501K - $536K
5.87K $3.46M
LLY
Eli Lilly & CO

Healthcare
-128
- 4.86%
$727.2 - $932.06 $93.1K - $119K
2.5K $1.93M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.92K
- 44.96%
$58.88 - $64.8 $290K - $319K
6.02K $354K
CRM
Salesforce, Inc.

Technology
-1.46K
- 48.78%
$270.87 - $367.87 $397K - $539K
1.54K $513K
VONG
Vanguard Russell 1000 Growth E

ETFs
-3.07K
- 35.84%
$95.27 - $107.82 $292K - $331K
5.49K $567K
VOE
Vanguard Mid Cap Value Index F

ETFs
-1.21K
- 45.57%
$160.89 - $176.18 $194K - $213K
1.44K $233K
AMAT
Applied Materials Inc

Technology
-304
- 8.63%
$161.44 - $213.89 $49.1K - $65K
3.22K $523K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.53K
- 31.34%
$113.92 - $127.38 $175K - $195K
3.36K $386K
JNJ
Johnson & Johnson

Healthcare
-803
- 33.26%
$143.34 - $165.86 $115K - $133K
1.61K $232K
AVUS
American Centy ETF Tr Avantis

ETFs
-2.07K
- 6.1%
$94.36 - $102.06 $195K - $211K
31.9K $3.09M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-799
- 22.8%
$114.08 - $125.68 $91.1K - $100K
2.71K $309K
VNQ
Vanguard Specialized Funds Van

ETFs
-986
- 19.23%
$87.85 - $98.6 $86.6K - $97.2K
4.14K $368K
ORCL
Oracle Corp

Technology
-699
- 20.96%
$165.41 - $192.43 $116K - $135K
2.64K $439K
VB
Vanguard Small Cap ETF

ETFs
-461
- 34.79%
$233.76 - $261.58 $108K - $121K
864 $207K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-306
- 12.73%
$481.22 - $538.17 $147K - $165K
2.1K $1.07M
GOOG
Alphabet Inc.

Communication Services
-1.24K
- 20.73%
$163.08 - $198.16 $202K - $245K
4.73K $901K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.37K
- 19.46%
$61.68 - $67.87 $84.6K - $93K
5.68K $353K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-147
- 8.39%
$442.29 - $483.08 $65K - $71K
1.61K $727K
HCA
Hca Healthcare, Inc.

Healthcare
-20
- 3.09%
$297.52 - $415.61 $5.95K - $8.31K
627 $188K
PG
Procter & Gamble CO

Consumer Defensive
-364
- 18.86%
$161.05 - $179.7 $58.6K - $65.4K
1.57K $262K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-296
- 9.66%
$311.11 - $335.64 $92.1K - $99.3K
2.77K $891K
COST
Costco Wholesale Corp

Consumer Defensive
-97
- 13.49%
$873.59 - $994.69 $84.7K - $96.5K
622 $569K
PHG
Koninklijke Philips Nv

Healthcare
-14
- 0.15%
$24.71 - $32.66 $346 - $457
9.05K $229K
DFAX
Dimensional ETF Tr
-1.07K
- 6.28%
$24.76 - $27.04 $26.6K - $29K
16K $398K
D
Dominion Energy, Inc

Utilities
-722
- 12.18%
$52.63 - $60.92 $38K - $44K
5.21K $280K
MA
Mastercard Inc

Financial Services
-148
- 27.06%
$491.3 - $536.15 $72.7K - $79.4K
399 $210K
AMGN
Amgen Inc

Healthcare
-41
- 5.21%
$258.78 - $328.31 $10.6K - $13.5K
746 $194K
ABBV
Abb Vie Inc.

Healthcare
-41
- 1.68%
$164.99 - $203.87 $6.76K - $8.36K
2.4K $426K
META
Meta Platforms, Inc.

Communication Services
-443
- 3.71%
$554.08 - $632.68 $245K - $280K
11.5K $6.79M
DIS
Walt Disney CO

Communication Services
-856
- 30.59%
$92.39 - $117.6 $79.1K - $101K
1.94K $216K
IWM
Ishares Russell 2000 ETF

ETFs
-223
- 8.85%
$216.13 - $242.4 $48.2K - $54.1K
2.3K $507K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.59K
- 5.31%
$33.92 - $36.6 $54.1K - $58.3K
28.4K $983K
PEP
Pepsico Inc

Consumer Defensive
-70
- 4.05%
$151.29 - $176.1 $10.6K - $12.3K
1.66K $252K
Activity Summary
Buys All Purchases 72 New Holdings 10 Increased Positions 62 Sells All Sells 69 Reductions 69 Sold out 0 Options Calls 0 Puts 0
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