Altiora Financial Group, LLC Incresed Positions in Q4 2024

Altiora Financial Group, LLC

  • $460 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CTA
Simplify Exch Traded Fds Simpl

ETFs
160K
+ 131.47%
$25.8 - $28.97 $4.13M - $4.63M
282K $7.85B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
27.5K
+ 23.72%
$100.16 - $100.7 $2.76M - $2.77M
144K $14.4B
VTI
Vanguard Total Stock Market Et

ETFs
5.43K
+ 8.22%
$280.04 - $302.45 $1.52M - $1.64M
71.5K $20.7B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.4K
+ 285.86%
$567.81 - $607.81 $1.93M - $2.06M
4.58K $2.69B
DFSD
Dimensional ETF Tr Short Durat

ETFs
45.7K
+ 6.23%
$46.75 - $47.8 $2.14M - $2.19M
779K $36.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
25.4K
+ 12.22%
$54.54 - $61.04 $1.38M - $1.55M
233K $13B
Dimensional ETF Trust
28K
+ 14.76%
N/A
218K $11B
AAPL
Apple Inc.

Technology
4.21K
+ 64.69%
$221.69 - $259.02 $933K - $1.09M
10.7K $2.68B
Dimensional ETF Trust
5.92K
+ 3.78%
N/A
163K $10.4B
IVV
Ishares Core S&P 500 ETF

ETFs
750
+ 41.25%
$570.51 - $610.59 $428K - $458K
2.57K $1.51B
TSLA
Tesla, Inc.

Consumer Cyclical
128
+ 6.04%
$213.65 - $479.86 $27.3K - $61.4K
2.25K $907M
IAU
Ishares Gold Trust

ETFs
7.53K
+ 4.82%
$48.37 - $52.65 $364K - $397K
164K $8.12B
DFIP
Dimensional ETF Tr Inflation P

ETFs
9.6K
+ 13.36%
$40.31 - $42.43 $387K - $407K
81.5K $3.3B
DFAS
Dimensional ETF Tr U S Small C

ETFs
2.92K
+ 3.97%
$63.58 - $71.15 $185K - $207K
76.4K $4.97B
LLY
Eli Lilly & CO

Healthcare
336
+ 52.66%
$727.2 - $932.06 $244K - $313K
974 $752M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
9.56K
+ 29.26%
$26.16 - $28.82 $250K - $276K
42.2K $1.11B
DFAI
Dimensional ETF Tr

ETFs
9.53K
+ 25.06%
$29.0 - $31.6 $276K - $301K
47.6K $1.39B
MSFT
Microsoft Corp

Technology
520
+ 7.8%
$406.35 - $454.46 $211K - $236K
7.19K $3.03B
GOOG
Alphabet Inc.

Communication Services
150
+ 3.54%
$163.08 - $198.16 $24.5K - $29.7K
4.39K $836M
PG
Procter & Gamble CO

Consumer Defensive
563
+ 18.83%
$161.05 - $179.7 $90.7K - $101K
3.55K $596M
NVDA
Nvidia Corp

Technology
20
+ 0.38%
$117.0 - $148.88 $2.34K - $2.98K
5.26K $706M
GOOGL
Alphabet Inc.

Communication Services
2
+ 0.07%
$161.86 - $196.66 $324 - $393
2.93K $555M
DFAU
Dimensional ETF Tr

ETFs
181
+ 0.35%
$39.27 - $42.38 $7.11K - $7.67K
52.3K $2.12B
JNJ
Johnson & Johnson

Healthcare
474
+ 26.51%
$143.34 - $165.86 $67.9K - $78.6K
2.26K $327M
SUB
Ishares Short Term National Mu

ETFs
260
+ 2.32%
$104.94 - $106.2 $27.3K - $27.6K
11.5K $1.21B
IWV
Ishares Russell 3000 ETF

ETFs
3
+ 0.31%
$323.08 - $349.08 $969 - $1.05K
965 $322M
DFSV
Dimensional ETF Tr Dimensional

ETFs
305
+ 0.48%
$30.18 - $33.87 $9.2K - $10.3K
63.8K $1.96B
IBM
International Business Machines Corp

Technology
9
+ 0.87%
$204.9 - $238.04 $1.84K - $2.14K
1.04K $229M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4
+ 0.08%
$77.86 - $79.27 $311 - $317
4.86K $379M
SCMB
Schwab Strategic Tr Mun Bd ETF
10K
+ 100.0%
N/A
20K $514M
BWX
Spdr Bloomberg International T

ETFs
65
+ 0.64%
$21.39 - $23.3 $1.39K - $1.51K
10.3K $219M
DUHP
Dimensional ETF Tr Dimensional

ETFs
679
+ 0.41%
$33.62 - $35.69 $22.8K - $24.2K
164K $5.55B
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
34.7K
+ 100.0%
$24.31 - $49.53 $844K - $1.72M
69.4K $1.69B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
20
+ 0.04%
$100.24 - $101.35 $2K - $2.03K
46.4K $4.67B
SCHO
Schwab Short Term Us Treasury

ETFs
526K
+ 102.9%
$24.06 - $48.88 $12.7M - $25.7M
1.04M $25B
DFIC
Dimensional ETF Tr Dimensional

ETFs
533
+ 0.99%
$25.61 - $28.0 $13.7K - $14.9K
54.5K $1.41B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
360
+ 0.23%
$49.79 - $51.14 $17.9K - $18.4K
159K $7.97B
SCHP
Schwab Strategic Us Tips ETF

ETFs
262K
+ 102.89%
$25.74 - $53.78 $6.75M - $14.1M
517K $13.4B
SCHR
Schwab Intermediate Term Us Tr

ETFs
299K
+ 87.79%
$24.19 - $50.58 $7.22M - $15.1M
639K $15.5B
Activity Summary
Buys All Purchases 47 New Holdings 7 Increased Positions 40 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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