Fonville Wealth Management LLC Incresed Positions in Q4 2024

Fonville Wealth Management LLC

  • $303 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
48.7K
+ 24.21%
$71.75 - $75.11 $3.49M - $3.66M
250K $18B
DFAU
Dimensional ETF Tr

ETFs
57.1K
+ 9.36%
$39.27 - $42.38 $2.24M - $2.42M
667K $27B
VUSB
Vanguard Bd Index Fds
53.2K
+ 18.38%
N/A
342K $17B
AVUV
American Centy ETF Tr Avantis

ETFs
15.3K
+ 12.59%
$94.37 - $106.41 $1.44M - $1.63M
137K $13.2B
AVLV
American Centy ETF Tr Avantis
18.3K
+ 12.45%
$65.51 - $71.22 $1.2M - $1.3M
165K $11B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
21.8K
+ 20.24%
$47.58 - $48.56 $1.04M - $1.06M
129K $6.19B
AVUS
American Centy ETF Tr Avantis

ETFs
6.7K
+ 7.57%
$94.36 - $102.06 $632K - $684K
95.2K $9.23B
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
22.9K
+ 15.87%
$46.69 - $49.2 $1.07M - $1.12M
167K $7.81B
DFAI
Dimensional ETF Tr

ETFs
52.7K
+ 15.07%
$29.0 - $31.6 $1.53M - $1.67M
403K $11.8B
DFIV
Dimensional ETF Tr

ETFs
31K
+ 17.16%
$34.86 - $37.97 $1.08M - $1.18M
212K $7.51B
SHV
Ishares Tr

ETFs
4K
+ 105.48%
$109.92 - $110.57 $440K - $443K
7.8K $859M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
7.69K
+ 19.61%
$49.58 - $50.28 $381K - $387K
46.9K $2.33B
VO
Vanguard Mid Cap ETF

ETFs
1.11K
+ 4.5%
$261.5 - $284.63 $290K - $316K
25.8K $6.81B
VNQ
Vanguard Specialized Funds Van

ETFs
8.11K
+ 15.73%
$87.85 - $98.6 $712K - $799K
59.7K $5.31B
AVDV
American Centy ETF Tr Avantis

ETFs
9.92K
+ 13.09%
$63.85 - $70.4 $633K - $698K
85.7K $5.58B
TSLA
Tesla, Inc.

Consumer Cyclical
106
+ 8.67%
$213.65 - $479.86 $22.6K - $50.9K
1.33K $537M
VB
Vanguard Small Cap ETF

ETFs
489
+ 1.41%
$233.76 - $261.58 $114K - $128K
35.2K $8.45B
AVEM
American Centy ETF Tr Avantis

ETFs
17.4K
+ 12.14%
$58.59 - $66.14 $1.02M - $1.15M
161K $9.47B
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.74K
+ 3.6%
$66.77 - $71.52 $116K - $124K
49.9K $3.44B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.4K
+ 51.06%
$87.1 - $98.49 $209K - $236K
7.1K $620M
IVV
Ishares Core S&P 500 ETF

ETFs
121
+ 4.3%
$570.51 - $610.59 $69K - $73.9K
2.93K $1.73B
MUB
Ishares National Muni Bond ETF

ETFs
849
+ 42.47%
$105.78 - $108.7 $89.8K - $92.3K
2.85K $303M
GOOG
Alphabet Inc.

Communication Services
101
+ 3.63%
$163.08 - $198.16 $16.5K - $20K
2.88K $549M
PANW
Palo Alto Networks Inc

Technology
1.96K
+ 101.34%
$181.96 - $405.9 $357K - $796K
3.9K $709M
VTV
Vanguard Value ETF

ETFs
773
+ 4.59%
$168.32 - $181.87 $130K - $141K
17.6K $2.98B
COST
Costco Wholesale Corp

Consumer Defensive
23
+ 4.9%
$873.59 - $994.69 $20.1K - $22.9K
492 $451M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
465
+ 8.15%
$77.86 - $79.27 $36.2K - $36.9K
6.17K $481M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
364
+ 10.57%
$81.68 - $82.93 $29.7K - $30.2K
3.81K $312M
AVIV
American Centy ETF Tr Avantis
6.56K
+ 8.65%
$51.24 - $55.81 $336K - $366K
82.5K $4.28B
META
Meta Platforms, Inc.

Communication Services
12
+ 1.94%
$554.08 - $632.68 $6.65K - $7.59K
632 $370M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
42.2K
+ 195.12%
$22.01 - $66.82 $928K - $2.82M
63.8K $1.45B
SCHG
Schwab Strategic Tr Us Large C

ETFs
5.67K
+ 285.31%
$25.93 - $105.3 $147K - $597K
7.66K $213M
FVD
First Tr Value Line Divid Inde

ETFs
1.2K
+ 4.76%
$43.4 - $46.7 $52.2K - $56.1K
26.5K $1.15B
Rbb Fd Inc
75
+ 1.46%
N/A
5.21K $261M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.07%
$197.36 - $217.3 $197 - $217
1.39K $275M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.56K
+ 200.03%
$26.93 - $84.95 $204K - $642K
11.3K $310M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.14%
$288.47 - $316.54 $288 - $317
707 $205M
SCHV
Schwab Strategic Tr Us Large C

ETFs
15.1K
+ 198.6%
$25.79 - $80.4 $391K - $1.22M
22.8K $594M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
40
+ 0.77%
$67.29 - $73.38 $2.69K - $2.94K
5.26K $357M
LQD
Ishares Iboxx $ Investment Gra

ETFs
10
+ 0.18%
$106.56 - $113.11 $1.07K - $1.13K
5.57K $595M
SCHA
Schwab Strategic Tr Us Small C

ETFs
24.3K
+ 90.42%
$25.33 - $51.16 $616K - $1.24M
51.2K $1.33B
SCHC
Schwab Strategic Tr Intl Small

ETFs
1.8K
+ 5.14%
$33.93 - $38.37 $61K - $69K
36.8K $1.26B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
40
+ 0.22%
$58.88 - $64.8 $2.36K - $2.59K
18.6K $1.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
26.2K
+ 97.32%
$18.41 - $40.87 $482K - $1.07M
53K $981M
REZ
Ishares Tr Residential And Mul

ETFs
2.4K
+ 5.38%
$79.04 - $89.77 $190K - $216K
47.1K $3.82B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
4.08K
+ 3.72%
$38.37 - $42.82 $156K - $174K
114K $4.36B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
5.61K
+ 6.88%
$60.13 - $67.31 $337K - $378K
87.1K $5.29B
VEA
Vanguard Ftse Developed Market

ETFs
7.04K
+ 4.8%
$47.57 - $52.44 $335K - $369K
154K $7.36B
Activity Summary
Buys All Purchases 50 New Holdings 1 Increased Positions 49 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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