Note Advisors, LLC New Holdings in Q4 2024

Note Advisors, LLC

  • $113 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
494K
New
$39.27 - $42.38 $19.4M - $20.9M
494K $20B
DFAI
Dimensional ETF Tr

ETFs
243K
New
$29.0 - $31.6 $7.05M - $7.68M
243K $7.09B
BND
Vanguard Bd Index Fd Inc Total

ETFs
94.6K
New
$71.75 - $75.11 $6.79M - $7.11M
94.6K $6.8B
VONE
Vanguard Russell 1000 ETF

ETFs
24.6K
New
$257.18 - $277.76 $6.32M - $6.83M
24.6K $6.56B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
154K
New
$41.17 - $43.34 $6.35M - $6.68M
154K $6.36B
VNQ
Vanguard Specialized Funds Van

ETFs
36.9K
New
$87.85 - $98.6 $3.24M - $3.64M
36.9K $3.29B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
92.4K
New
$33.92 - $36.6 $3.13M - $3.38M
92.4K $3.2B
BNDX
Vanguard Total International B

ETFs
61.3K
New
$48.91 - $50.61 $3M - $3.1M
61.3K $3.01B
NYF
Ishares New York Muni Bond ETF

ETFs
50.4K
New
$52.85 - $54.34 $2.67M - $2.74M
50.4K $2.68B
LQD
Ishares Iboxx $ Investment Gra

ETFs
23.6K
New
$106.56 - $113.11 $2.51M - $2.67M
23.6K $2.52B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
34.9K
New
$67.29 - $73.38 $2.35M - $2.56M
34.9K $2.37B
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
110K
New
$19.47 - $20.95 $2.14M - $2.3M
110K $2.14B
VEA
Vanguard Ftse Developed Market

ETFs
42.3K
New
$47.57 - $52.44 $2.01M - $2.22M
42.3K $2.02B
DFAE
Dimensional ETF Tr

ETFs
74.6K
New
$25.36 - $28.15 $1.89M - $2.1M
74.6K $1.89B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
36.8K
New
$49.79 - $51.14 $1.83M - $1.88M
36.8K $1.84B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
89.4K
New
$17.93 - $18.8 $1.6M - $1.68M
89.4K $1.63B
PZT
Invesco ETF Tr Ii N Y Amt Fre

ETFs
63.9K
New
$22.58 - $23.47 $1.44M - $1.5M
63.9K $1.45B
JEPI
J P Morgan Exchange Traded Fd

ETFs
23.4K
New
$57.53 - $60.83 $1.35M - $1.42M
23.4K $1.35B
MUB
Ishares National Muni Bond ETF

ETFs
12.6K
New
$105.78 - $108.7 $1.33M - $1.37M
12.6K $1.34B
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
52.3K
New
$24.66 - $27.63 $1.29M - $1.44M
52.3K $1.32B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
48.4K
New
$26.93 - $84.95 $1.3M - $4.11M
48.4K $1.32B
IXUS
Ishares Tr

ETFs
19.7K
New
$65.95 - $72.56 $1.3M - $1.43M
19.7K $1.3B
GOOG
Alphabet Inc.

Communication Services
6.66K
New
$163.08 - $198.16 $1.09M - $1.32M
6.66K $1.27B
EMTL
Spdr Doubleline Emerging Marke

ETFs
29.9K
New
$42.03 - $43.34 $1.26M - $1.3M
29.9K $1.26B
IWB
Ishares Tr Russell 1000 ETF

ETFs
3.86K
New
$311.11 - $335.64 $1.2M - $1.3M
3.86K $1.24B
VIG
Vanguard Dividend Appreciation

ETFs
6.03K
New
N/A
6.03K $1.18B
MCD
Mcdonalds Corp

Consumer Cyclical
3.98K
New
$288.47 - $316.54 $1.15M - $1.26M
3.98K $1.15B
DFAR
Dimensional ETF Tr Dimensional

ETFs
49.5K
New
$22.72 - $25.76 $1.12M - $1.27M
49.5K $1.15B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
17.6K
New
N/A
17.6K $1.11B
AAPL
Apple Inc.

Technology
3.77K
New
$221.69 - $259.02 $837K - $978K
3.77K $945M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20.7K
New
$44.04 - $49.49 $911K - $1.02M
20.7K $911M
Dimensional ETF Trust
17.1K
New
N/A
17.1K $893M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
17.5K
New
$49.87 - $52.46 $873K - $918K
17.5K $874M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
28.9K
New
$28.6 - $29.27 $827K - $847K
28.9K $829M
TIP
Ishares Tr Tips Bd ETF

ETFs
7.78K
New
$106.33 - $110.69 $827K - $861K
7.78K $829M
MSFT
Microsoft Corp

Technology
1.85K
New
$406.35 - $454.46 $750K - $839K
1.85K $778M
VTV
Vanguard Value ETF

ETFs
4.45K
New
$168.32 - $181.87 $748K - $809K
4.45K $753M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
15.1K
New
$47.65 - $48.6 $718K - $732K
15.1K $719M
VTC
Vanguard Scottsdale Fds Total

ETFs
9.31K
New
$75.59 - $79.31 $704K - $738K
9.31K $705M
VTWV
Vanguard Russell 2000 Value Et

ETFs
4.81K
New
$143.69 - $159.92 $691K - $769K
4.81K $696M
VOE
Vanguard Mid Cap Value Index F

ETFs
4.27K
New
$160.89 - $176.18 $687K - $752K
4.27K $690M
GIGB
Goldman Sachs ETF Access Invt
13.6K
New
N/A
13.6K $613M
UAL
United Airlines Holdings, Inc.

Industrials
6.26K
New
$55.62 - $102.44 $348K - $641K
6.26K $608M
EVBN
Evans Bancorp Inc

Financial Services
12.6K
New
$38.02 - $45.9 $479K - $578K
12.6K $545M
XYLD
Global X Fds S&P 500 Covered C

ETFs
11.9K
New
$40.86 - $43.42 $487K - $517K
11.9K $499M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.98K
New
$96.64 - $101.23 $481K - $504K
4.98K $482M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
7.19K
New
$60.13 - $67.31 $432K - $484K
7.19K $437M
DFIP
Dimensional ETF Tr Inflation P

ETFs
10.6K
New
$40.31 - $42.43 $428K - $451K
10.6K $430M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
893
New
$442.29 - $483.08 $395K - $431K
893 $405M
Activity Summary
Buys All Purchases 75 New Holdings 75 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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