Gem Asset Management, LLC Incresed Positions in Q4 2025

Gem Asset Management, LLC

  • $224 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
5.11K
+ 32.24%
$245.27 - $275.25 $1.25M - $1.41M
21K $5.46B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
12.9K
+ 31.25%
$63.25 - $66.24 $818K - $857K
54.3K $3.71B
VCIT
Vanguard Intermediate Term Cor

ETFs
11.3K
+ 381.35%
$83.45 - $84.82 $942K - $957K
14.2K $1.2B
DFAI
Dimensional ETF Tr

ETFs
8.37K
+ 2.93%
$35.82 - $37.52 $300K - $314K
294K $11.4B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.27K
+ 36.49%
$600.51 - $631.95 $761K - $801K
4.74K $3.01B
DFIC
Dimensional ETF Tr Dimensional

ETFs
19K
+ 25.47%
$32.24 - $33.72 $614K - $642K
93.8K $3.29B
DFAE
Dimensional ETF Tr

ETFs
13.7K
+ 7.03%
$30.74 - $33.05 $420K - $451K
208K $7.02B
DFAS
Dimensional ETF Tr U S Small C

ETFs
3.98K
+ 3.32%
$66.04 - $69.67 $263K - $277K
124K $8.92B
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.93K
+ 0.94%
$71.0 - $74.64 $137K - $144K
207K $15.5B
Dimensional ETF Trust
10.5K
+ 8.83%
N/A
130K $4.54B
DFAU
Dimensional ETF Tr

ETFs
6.84K
+ 4.96%
$44.77 - $47.01 $306K - $321K
145K $6.87B
AMZN
Amazon Com Inc

Consumer Cyclical
1.43K
+ 17.29%
$213.04 - $254.0 $304K - $362K
9.67K $2.33B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
2.7K
+ 2.2%
$43.57 - $45.71 $118K - $124K
126K $6B
DUHP
Dimensional ETF Tr Dimensional

ETFs
11K
+ 9.83%
$37.18 - $38.47 $409K - $424K
123K $4.72B
AVLV
American Centy ETF Tr Avantis
4.39K
+ 25.27%
$70.14 - $73.74 $308K - $324K
21.8K $1.69B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
7.67K
+ 66.34%
$50.57 - $50.77 $388K - $390K
19.2K $974M
GLD
Spdr Gold Trust

ETFs
728
+ 58.47%
$354.79 - $403.15 $258K - $293K
1.97K $807M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
2.61K
+ 1.8%
$37.61 - $39.41 $98.1K - $103K
148K $5.95B
VONG
Vanguard Russell 1000 Growth E

ETFs
2.08K
+ 4.3%
$118.2 - $126.51 $246K - $263K
50.5K $6.2B
DFAX
Dimensional ETF Tr
548
+ 0.37%
$30.71 - $32.34 $16.8K - $17.7K
150K $5.03B
VEA
Vanguard Ftse Developed Market

ETFs
4.11K
+ 48.05%
$59.18 - $62.09 $243K - $255K
12.7K $809M
VB
Vanguard Small Cap ETF

ETFs
926
+ 30.3%
$248.1 - $260.08 $230K - $241K
3.98K $1.07B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
408
+ 0.59%
$71.9 - $75.9 $29.3K - $31K
69.8K $5.41B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
10K
+ 96.61%
$25.75 - $26.12 $257K - $261K
20.3K $525M
VO
Vanguard Mid Cap ETF

ETFs
688
+ 6.16%
$286.27 - $296.23 $197K - $204K
11.9K $3.51B
DFSV
Dimensional ETF Tr Dimensional

ETFs
3.1K
+ 10.06%
$30.55 - $32.35 $94.6K - $100K
33.9K $1.15B
VTI
Vanguard Total Stock Market Et

ETFs
320
+ 30.77%
$321.8 - $337.95 $103K - $108K
1.36K $463M
TAXF
American Centy ETF Tr Diversif

ETFs
1.45K
+ 2.19%
$50.05 - $50.74 $72.7K - $73.7K
67.8K $3.43B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
1.25K
+ 55.56%
$91.46 - $91.76 $114K - $115K
3.5K $320M
DFIV
Dimensional ETF Tr

ETFs
1.87K
+ 39.31%
$45.13 - $48.25 $84.3K - $90.2K
6.62K $333M
AVDE
American Centy ETF Tr Avantis

ETFs
536
+ 4.6%
$77.65 - $81.2 $41.6K - $43.5K
12.2K $1.02B
META
Meta Platforms, Inc.

Communication Services
177
+ 53.64%
$609.01 - $751.67 $108K - $133K
507 $329M
RSP
Invesco S&P 500 Equal Weight E

ETFs
131
+ 0.86%
$185.12 - $192.11 $24.3K - $25.2K
15.4K $3.01B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
1.54K
+ 27.61%
$45.63 - $46.44 $70.2K - $71.5K
7.11K $325M
AVGE
American Centy ETF Tr Avantis
260
+ 4.44%
N/A
6.11K $537M
DIHP
Dimensional ETF Tr Dimensional

ETFs
902
+ 8.17%
$30.11 - $31.43 $27.2K - $28.3K
11.9K $386M
AMGN
Amgen Inc

Healthcare
2
+ 0.2%
$290.13 - $341.71 $580 - $683
982 $336M
Dimensional ETF Trust
340
+ 6.78%
N/A
5.36K $404M
VTWO
Vanguard Russell 2000 ETF

ETFs
25
+ 0.4%
$95.72 - $101.47 $2.39K - $2.54K
6.28K $648M
MUB
Ishares National Muni Bond ETF

ETFs
219
+ 4.26%
$106.36 - $107.61 $23.3K - $23.6K
5.36K $576M
NDSN
Nordson Corp

Industrials
3
+ 0.29%
$228.16 - $238.35 $684 - $715
1.04K $262M
XLF
Financial Sector Spdr

ETFs
30
+ 0.28%
$51.76 - $53.77 $1.55K - $1.61K
10.7K $592M
AVSC
American Centy ETF Tr Avantis
11
+ 0.19%
$55.24 - $58.86 $608 - $647
5.68K $344M
Tema ETF Trust
19
+ 0.28%
N/A
6.82K $313M
VUG
Vanguard Growth ETF

ETFs
13
+ 1.31%
$470.44 - $504.26 $6.12K - $6.56K
1.01K $495M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
408
+ 2.52%
$42.71 - $43.27 $17.4K - $17.7K
16.6K $708M
SCHX
Schwab Strategic Tr Us Large C

ETFs
3
+ 0.02%
$25.85 - $27.19 $77.6 - $81.6
18.2K $496M
Dimensional ETF Trust
11
+ 0.25%
N/A
4.34K $325M
QQQ
Invesco Qqq Trust, Series 1

ETFs
5
+ 0.98%
$589.5 - $635.77 $2.95K - $3.18K
514 $321M
Activity Summary
Buys All Purchases 64 New Holdings 6 Increased Positions 58 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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