Gem Asset Management, LLC Purchases in Q4 2024

Gem Asset Management, LLC

  • $179 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VONG
Vanguard Russell 1000 Growth E

ETFs
3.74K
+ 9.56%
$95.27 - $107.82 $356K - $403K
42.8K $4.43B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
28.4K
+ 145.66%
$26.16 - $28.82 $744K - $820K
48K $1.26B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
7.11K
+ 11.17%
$65.31 - $74.15 $465K - $527K
70.8K $4.78B
Dimensional ETF Trust
21.9K
+ 31.61%
N/A
91.1K $2.74B
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.53K
+ 1.27%
$61.52 - $66.5 $156K - $168K
202K $12.9B
AVUV
American Centy ETF Tr Avantis

ETFs
5.09K
+ 51.98%
$94.37 - $106.41 $481K - $542K
14.9K $1.44B
SPY
Spdr S&P 500 ETF Trust

ETFs
30
+ 0.12%
$567.81 - $607.81 $17K - $18.2K
25.4K $14.9B
DFAS
Dimensional ETF Tr U S Small C

ETFs
4.93K
+ 4.72%
$63.58 - $71.15 $313K - $350K
109K $7.12B
AMZN
Amazon Com Inc

Consumer Cyclical
216
+ 2.3%
$180.88 - $232.93 $39.1K - $50.3K
9.61K $2.11B
Investment Managers Ser Tr I
15K
New
N/A
15K $402M
AVLV
American Centy ETF Tr Avantis
4.18K
+ 55.76%
$65.51 - $71.22 $274K - $297K
11.7K $779M
DFAU
Dimensional ETF Tr

ETFs
2.98K
+ 2.31%
$39.27 - $42.38 $117K - $126K
132K $5.35B
XLF
Financial Sector Spdr

ETFs
4.78K
New
$44.89 - $51.34 $214K - $245K
4.78K $231M
JPM
Jpmorgan Chase & CO

Financial Services
906
New
$205.18 - $250.29 $186K - $227K
906 $217M
BKNG
Booking Holdings Inc.

Consumer Cyclical
42
New
$4100.99 - $5300.34 $172K - $223K
42 $209M
PKG
Packaging Corp Of America

Consumer Cyclical
915
New
$211.98 - $248.85 $194K - $228K
915 $206M
DUHP
Dimensional ETF Tr Dimensional

ETFs
5.2K
+ 6.21%
$33.62 - $35.69 $175K - $185K
88.9K $3B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
4.61K
+ 3.8%
$40.38 - $44.35 $186K - $204K
126K $5.15B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
396
+ 0.28%
$33.92 - $36.6 $13.4K - $14.5K
139K $4.82B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.56K
+ 35.8%
$54.54 - $61.04 $85.2K - $95.3K
5.93K $330M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5.99K
+ 14.01%
$25.61 - $28.0 $153K - $168K
48.7K $1.26B
IWM
Ishares Russell 2000 ETF

ETFs
181
+ 1.94%
$216.13 - $242.4 $39.1K - $43.9K
9.49K $2.1B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
110
+ 13.02%
$442.29 - $483.08 $48.7K - $53.1K
955 $433M
AMGN
Amgen Inc

Healthcare
300
+ 40.05%
$258.78 - $328.31 $77.6K - $98.5K
1.05K $273M
AVGE
American Centy ETF Tr Avantis
511
+ 11.08%
N/A
5.12K $371M
RSP
Invesco S&P 500 Equal Weight E

ETFs
195
+ 11.86%
$174.22 - $187.62 $34K - $36.6K
1.84K $322M
VTI
Vanguard Total Stock Market Et

ETFs
66
+ 6.83%
$280.04 - $302.45 $18.5K - $20K
1.03K $299M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
152
+ 0.39%
$61.68 - $67.87 $9.38K - $10.3K
39.4K $2.46B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.14%
$481.22 - $538.17 $481 - $538
704 $360M
VB
Vanguard Small Cap ETF

ETFs
7
+ 0.36%
$233.76 - $261.58 $1.64K - $1.83K
1.94K $466M
AEE
Ameren Corp

Utilities
10
+ 0.2%
$85.81 - $94.98 $858 - $950
4.96K $442M
SCHX
Schwab Strategic Tr Us Large C

ETFs
8.57K
+ 200.05%
$22.4 - $68.28 $192K - $585K
12.9K $298M
AVSC
American Centy ETF Tr Avantis
15
+ 0.24%
$52.7 - $59.57 $791 - $894
6.34K $345M
VTWO
Vanguard Russell 2000 ETF

ETFs
20
+ 0.37%
$87.42 - $98.06 $1.75K - $1.96K
5.39K $482M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
573
+ 4.42%
$41.17 - $43.34 $23.6K - $24.8K
13.5K $559M
AVDE
American Centy ETF Tr Avantis

ETFs
865
+ 8.24%
$60.9 - $66.69 $52.7K - $57.7K
11.4K $698M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
56
+ 0.74%
$50.37 - $50.6 $2.82K - $2.83K
7.66K $386M
DNP
Dnp Select Income Fund Inc

Financial Services
213
+ 2.06%
$8.82 - $9.96 $1.88K - $2.12K
10.6K $93.2M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
96
+ 0.96%
$24.94 - $26.14 $2.39K - $2.51K
10.1K $252M
VTV
Vanguard Value ETF

ETFs
9
+ 0.56%
$168.32 - $181.87 $1.51K - $1.64K
1.63K $276M
MUB
Ishares National Muni Bond ETF

ETFs
26
+ 0.36%
$105.78 - $108.7 $2.75K - $2.83K
7.33K $781M
MCD
Mcdonalds Corp

Consumer Cyclical
1
+ 0.06%
$288.47 - $316.54 $288 - $317
1.56K $452M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
590
+ 0.81%
$47.65 - $48.6 $28.1K - $28.7K
73.7K $3.52B
VEA
Vanguard Ftse Developed Market

ETFs
132
+ 1.48%
$47.57 - $52.44 $6.28K - $6.92K
9.04K $432M
DIHP
Dimensional ETF Tr Dimensional

ETFs
69
+ 0.4%
$25.15 - $27.57 $1.74K - $1.9K
17.2K $435M
XOM
Exxon Mobil Corp

Energy
1
+ 0.03%
$105.51 - $125.37 $106 - $125
3.11K $334M
ABBV
Abb Vie Inc.

Healthcare
27
+ 0.58%
$164.99 - $203.87 $4.45K - $5.5K
4.65K $827M
DFAI
Dimensional ETF Tr

ETFs
11.4K
+ 4.81%
$29.0 - $31.6 $330K - $360K
248K $7.24B
DFAX
Dimensional ETF Tr
1.26K
+ 0.86%
$24.76 - $27.04 $31.2K - $34.1K
148K $3.67B
Activity Summary
Buys All Purchases 50 New Holdings 6 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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