Foundation Wealth Management, Llc\Pa New Holdings in Q4 2024

Foundation Wealth Management, Llc\Pa

  • $206 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
436K
New
$33.92 - $36.6 $14.8M - $16M
436K $15.1B
VTI
Vanguard Total Stock Market Et

ETFs
48.1K
New
$280.04 - $302.45 $13.5M - $14.5M
48.1K $13.9B
IVV
Ishares Core S&P 500 ETF

ETFs
21.5K
New
$570.51 - $610.59 $12.3M - $13.1M
21.5K $12.6B
VCIT
Vanguard Intermediate Term Cor

ETFs
137K
New
$80.13 - $83.77 $11M - $11.5M
137K $11B
VNQ
Vanguard Specialized Funds Van

ETFs
109K
New
$87.85 - $98.6 $9.61M - $10.8M
109K $9.75B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
106K
New
$77.02 - $78.58 $8.13M - $8.29M
106K $8.15B
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
87.9K
New
$77.86 - $79.27 $6.84M - $6.97M
87.9K $6.86B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
140K
New
$48.33 - $49.08 $6.76M - $6.87M
140K $6.78B
EFA
Ishares Tr Msci Eafe ETF

ETFs
84.7K
New
$75.1 - $82.99 $6.36M - $7.03M
84.7K $6.4B
DUHP
Dimensional ETF Tr Dimensional

ETFs
184K
New
$33.62 - $35.69 $6.2M - $6.58M
184K $6.23B
SCHR
Schwab Intermediate Term Us Tr

ETFs
235K
New
$24.19 - $50.58 $5.67M - $11.9M
235K $5.7B
IWF
Ishares Russell 1000 Gr ETF

ETFs
13.4K
New
$370.24 - $418.94 $4.98M - $5.63M
13.4K $5.4B
DFSV
Dimensional ETF Tr Dimensional

ETFs
169K
New
$30.18 - $33.87 $5.11M - $5.74M
169K $5.22B
DFIC
Dimensional ETF Tr Dimensional

ETFs
167K
New
$25.61 - $28.0 $4.27M - $4.67M
167K $4.31B
IWN
Ishares Russell2000 Val ETF

ETFs
23.7K
New
$162.69 - $181.35 $3.85M - $4.3M
23.7K $3.89B
VEU
Vanguard Ftse All World Ex Us

ETFs
64.6K
New
$57.29 - $63.1 $3.7M - $4.08M
64.6K $3.71B
IWD
Ishares Russell 1000 Val ETF

ETFs
19.3K
New
$183.23 - $199.79 $3.54M - $3.86M
19.3K $3.57B
DFSD
Dimensional ETF Tr Short Durat

ETFs
68.6K
New
$46.75 - $47.8 $3.21M - $3.28M
68.6K $3.22B
VEA
Vanguard Ftse Developed Market

ETFs
66K
New
$47.57 - $52.44 $3.14M - $3.46M
66K $3.16B
IWV
Ishares Russell 3000 ETF

ETFs
9.44K
New
$323.08 - $349.08 $3.05M - $3.3M
9.44K $3.16B
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
49.7K
New
$60.13 - $67.31 $2.99M - $3.35M
49.7K $3.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
25.1K
New
$113.92 - $127.38 $2.86M - $3.2M
25.1K $2.89B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
32.4K
New
$84.34 - $95.14 $2.74M - $3.09M
32.4K $2.83B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
23.5K
New
$114.08 - $125.68 $2.68M - $2.95M
23.5K $2.69B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
9.19K
New
$278.19 - $315.36 $2.56M - $2.9M
9.19K $2.64B
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
58.3K
New
$44.04 - $49.49 $2.57M - $2.89M
58.3K $2.57B
AZN
Astrazeneca PLC

Healthcare
38.4K
New
$63.2 - $79.58 $2.43M - $3.05M
38.4K $2.51B
DIHP
Dimensional ETF Tr Dimensional

ETFs
97.3K
New
$25.15 - $27.57 $2.45M - $2.68M
97.3K $2.46B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
57.3K
New
$40.38 - $44.35 $2.31M - $2.54M
57.3K $2.35B
IWM
Ishares Russell 2000 ETF

ETFs
10.5K
New
$216.13 - $242.4 $2.28M - $2.55M
10.5K $2.33B
DFSU
Dimensional ETF Tr Dimen Us Su
59.3K
New
N/A
59.3K $2.25B
IWB
Ishares Tr Russell 1000 ETF

ETFs
6.9K
New
$311.11 - $335.64 $2.15M - $2.32M
6.9K $2.22B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
42.1K
New
$51.09 - $55.27 $2.15M - $2.33M
42.1K $2.15B
DISV
Dimensional ETF Tr Dimensional

ETFs
75.1K
New
$26.18 - $28.77 $1.97M - $2.16M
75.1K $1.99B
TIP
Ishares Tr Tips Bd ETF

ETFs
17.5K
New
$106.33 - $110.69 $1.86M - $1.93M
17.5K $1.86B
EFV
Msci Eafe Value ETF

ETFs
25.4K
New
$51.78 - $57.15 $1.32M - $1.45M
25.4K $1.33B
DFAT
Dimensional ETF Tr U S Target

ETFs
23.7K
New
$54.54 - $61.04 $1.29M - $1.45M
23.7K $1.32B
AAPL
Apple Inc.

Technology
4.84K
New
$221.69 - $259.02 $1.07M - $1.25M
4.84K $1.21B
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
45.4K
New
$26.16 - $29.13 $1.19M - $1.32M
45.4K $1.19B
Dimensional ETF Trust
43K
New
N/A
43K $1.1B
DFIV
Dimensional ETF Tr

ETFs
27.1K
New
$34.86 - $37.97 $945K - $1.03M
27.1K $962M
BNDX
Vanguard Total International B

ETFs
18.5K
New
$48.91 - $50.61 $905K - $937K
18.5K $908M
DFAX
Dimensional ETF Tr
34.9K
New
$24.76 - $27.04 $864K - $943K
34.9K $867M
UNH
Unitedhealth Group Inc

Healthcare
1.65K
New
$485.52 - $625.25 $802K - $1.03M
1.65K $835M
VTV
Vanguard Value ETF

ETFs
4.79K
New
$168.32 - $181.87 $806K - $871K
4.79K $811M
AJG
Arthur J. Gallagher & Co.

Financial Services
2.54K
New
$278.49 - $315.16 $707K - $801K
2.54K $721M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.47K
New
$116.4 - $138.52 $636K - $757K
5.47K $693M
SCHX
Schwab Strategic Tr Us Large C

ETFs
28.3K
New
$22.4 - $68.28 $634K - $1.93M
28.3K $656M
IVE
Ishares S&P 500 Value ETF

ETFs
3.11K
New
$189.5 - $206.17 $590K - $642K
3.11K $594M
Activity Summary
Buys All Purchases 89 New Holdings 89 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Foundation Wealth Management, Llc\Pa Portfolio

Follow Foundation Wealth Management, Llc\Pa 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 Foundation Wealth Management, Llc\Pa, based on Form 13F filings with the SEC.

News

Stay updated on Foundation Wealth Management, Llc\Pa with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email